Financial Analyst

About RethinkFirst 

RethinkFirst is a leading behavioral health technology company working to make mental wellness, education, and support accessible and scalable. Through our suite of cloud-based platforms—including RethinkEd, RethinkCare, and RethinkBH—we serve educators, employers, and providers with tools that deliver measurable, inclusive outcomes. 

We're on a mission to make behavioral health more effective, equitable, and human.

About the Role:

The Financial Analyst supports Rethink's core financial operations through accurate invoicing, accounts receivable management, and detailed financial and revenue analysis. This role will contributes to month-end close and audit activities, and partner with the broader finance team to improve processes. The ideal candidate brings strong analytical skills, advanced Excel expertise, and experience with systems like Sage Intacct and Salesforce.

Key Responsibilities:

• Prepare, review, and issue client invoices in a timely and accurate manner.
• Monitor accounts receivable, track outstanding balances, and follow up with clients on overdue payments.
• Identify billing errors and data analysis.
• Ensure all billing activities comply with HIPPA and privacy standards.
• Safeguard all protected health information (PHI) while performing billing, invoicing, and data analysis tasks. 
• Maintain detailed documentation of all charges and supporting records.
• Approving and verifying amounts in Salesforce cases
• Send out weekly updates to management with collection notes for invoices Aged 60+.
• Assist the Accounts Receivable Manager and broader billing team with projects and process improvements.
• Perform GL tasks including monthly bank reconciliations
• Assist with the monthly close process including account reconciliation and journal entries
• Perform Revenue Analysis
• Support annual audits, providing timely responses and detailed documentation to external auditors. 

Qualifications & Skills:

• Preferred undergraduate degree in Accounting or Finance, with 2-3 years of relevant business experience.
• Advanced Excel skills (ability to create pivot tables, VLOOKUP functions)
• Experience with ERP system like Sage Intacct and Salesforce highly preferred.
• Excellent analytical and problem-solving skills.
• Strong communication (verbal and written), organizational skills, and ability to multi-task.
• Ability to work independently on deliverables to achieve accurate results.
• Ability to prioritize conflicting demands and maintain excellent communication regarding deliverables.
• Ability to communicate effectively and persuasively with members of the senior management team and others within the Company.

Benefits: 

• Generous health, dental, & vision benefits package
• Flexible paid time off
• 11 paid company holidays
• 401k + matching
• Parental leave
• Access to our award-winning RethinkCare platform supporting neurodiversity in the workplace through parental success, professional resilience, and personal wellbeing.  

Location: Remote opportunities are available to candidates who reside in the following states: AL, AZ, CT, FL, GA, HI, IL, IN, KY, LA, MD, MA, MI, MN, MO, NC, NE, NH, NJ, NV, OH, OR, PA, RI, TN, TX, VA, WA, WI 

Our commitment to an inclusive workplace 

RethinkFirst is an equal opportunity employer and is committed to providing a workplace free from harassment and discrimination. We celebrate the unique differences of our employees because that is what drives curiosity, innovation, and the success of our business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Accommodations are available for applicants with disabilities. 

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