Financial Analyst - Customer Reporting
Agiliti
Summary
The Financial Analyst – Customer Reporting creates ad-hoc and recurring reporting in support of Agiliti’s customers and contracts. This role will support both internal and external stakeholders with timely and accurate reporting of billing, key performance indicators (KPIs), rebate programs, administrative fees, contract compliance and other relevant metrics. The position provides critical information supporting Agiliti’s strategic customer relationships.
Job description
Position Summary
The Financial Analyst – Customer Reporting creates ad-hoc and recurring reporting in support of Agiliti’s customers and contracts. This role will support both internal and external stakeholders with timely and accurate reporting of billing, key performance indicators (KPIs), rebate programs, administrative fees, contract compliance and other relevant metrics. The position provides critical information supporting Agiliti’s strategic customer relationships.
Primary Objectives and Responsibilities
- Serve as the corporate point of contact for hospital and health system reporting requests and customer facing reviews
- Manage and execute inquiries, and analytics as they pertain to KPIs, GPO revenue and admin fees, and rebates
- Provide financial support to finance, commercial and other corporate teams
- Responsible for preparing, consolidating, and distributing various financial reports and analyses
- Enhance financial reports to give greater business insights into performance
- Understands internal and external business challenges and recommends best practices to improve processes and services
- Builds mathematical models & tools to determine payout amounts and track contract performance
- Identifying areas of potential process improvements across the team to enhance productivity and efficiency
- All other projects and duties as assigned
Qualifications
- Bachelor's degree in business related field
- Experience in financial analysis preferred
Knowledge, Skills, and Abilities
- Proficiency working with entire Microsoft office suite, specifically Excel and PowerPoint
- Strong problem solving & analytical skills
- Ability to perform under time constraints
- Ability to prioritize and execute with proficiency
- Exceptional communication skills, both written and verbal
- Ability to strategically plan and prioritize activity and accurately drive multiple projects to completion
- Demonstrate project ownership and cross departmental collaboration and delegation
Requirements
- Bachelor's degree in business related field
- Experience in financial analysis preferred
- Proficiency working with entire Microsoft office suite, specifically Excel and PowerPoint
- Strong problem solving & analytical skills
- Ability to perform under time constraints
- Ability to prioritize and execute with proficiency
- Exceptional communication skills, both written and verbal
- Ability to strategically plan and prioritize activity and accurately drive multiple projects to completion
- Demonstrate project ownership and cross departmental collaboration and delegation
Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- Short-term Disability
- Long-term Disability
- Flexible Spending Accounts
- Health Savings Accounts
- Life Insurance
- Paid Time Off
- 401(k) Matching
- Employee Discounts
- Tuition Reimbursement
- Daily Pay Program
- Employee Assistance Program
- Wellness Programs
Company overview
Agiliti is a leading medical equipment management company founded in 1939 and headquartered in Eden Prairie, Minnesota. With over 5,500 dedicated professionals, the company specializes in providing comprehensive medical equipment solutions and services to healthcare facilities across the United States. Agiliti operates as a critical partner to more than 10,000 customers, including acute care facilities, integrated delivery networks, government agencies, and medical device manufacturers. The company's core business revolves around ensuring that essential medical equipment is always ready and available for patient care, from emergency rooms to operating rooms. Agiliti maintains a nationwide network of 130+ service centers and operates 24/7 to deliver equipment management, rental services, repair, and maintenance solutions. Their expertise spans across various medical equipment categories, including hospital beds, support surfaces, ventilators, and specialized medical devices. The company has expanded its offerings to include innovative oncology technologies and prostate cancer treatment solutions, demonstrating its commitment to advancing healthcare delivery. Agiliti's ISO 13485:2016 certified operations ensure the highest quality standards in medical equipment management, making them a trusted partner for healthcare providers seeking to optimize clinical outcomes while improving economic efficiency.