Financial Operations Assistant
About The Position
Financial Operations Assistant (Non-Exempt) Job Summary Anders Group is seeking a detail-obsessed, process-driven Financial Operations Assistant to bridge contract management, state licensing, and operational compliance. This role knows the entire staffing process from candidate and client contracts (staffing agreements, client confirmations, master services agreements) to contract term governance and stewards the full project process in Salesforce— from creation through audit and continuous improvement. The Financial Operations Assistant also conducts assorted data analyses (sales, gross profit, billing and payroll) and serves as a backup for Billing & Payroll, so a working knowledge of those processes is essential. What this role does every day: Own the Salesforce project process: create records, route for approval, track milestones, and perform end-to-end audits for accuracy and compliance. Perform assorted data analyses to support decision-making (e.g., sales performance, gross profit trends, billing and payroll reconciliations) and deliver actionable reports. Manage state business registrations and Nursing Pool licenses; track renewal calendars and maintain documentation. Serve as trained backup for Billing & Payroll; follow documented workflows to ensure continuity during coverage needs. You should apply if you are good at: Owning processes end-to-end and communicate directly, honestly, and on time with partners. Organizing information—no bending the rules—and keeping documentation pristine. Learning new systems quickly and becoming the go-to SME. Spotting the smallest details in legal documents and translating them into clear actions.
Requirements
- 2+ years of experience with Salesforce.
- +1 years of experience in Travel Healthcare Staffing Operations
- Strong working knowledge of Microsoft Word, Excel, and PowerPoint.
- Ability to collaborate cross-organizationally and shift focus as needed; excellent written and verbal communication.
Responsibilities
- Research and apply federal and state requirements relevant to healthcare staffing compliance; maintain licensure portfolio with Business and Nursing Pool licenses.
- Perform data analyses for sales, gross profit, billing and payroll; build reports and visuals for leadership.
- Provide trained backup coverage for Billing & Payroll; assist with investigation and mitigation of issues.
- Create and maintain accurate account, facility, deal sheet, and job records in Salesforce (CRM).
- Review and audit all candidate and client contracts to ensure compliance with Master Services Agreements and client-specific terms; prioritize as needed.
- Manage contract terms (MSP fees, OT rules, markups, discounts) and ensure proper application across deals.
- Communicate and partner with recruitment and other teams regarding contractual obligations, inconsistencies, and questions
- Conduct periodic workflow audits in Salesforce and shared repositories to confirm accuracy, completeness, and compliance.
Benefits
- Work Hard, Play Hard Team Environment
- Competitive compensation package
- Stable company with commitment to employee growth and development
- Comprehensive benefits including medical, dental, and vision insurance, and 401(K)
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
101-250 employees
