Finance Analyst (part time)
Full-Time 
Waco, TX Job Summary
The Finance Analyst will be responsible for reviewing and analyzing corporate credit card transactions across the company to ensure accuracy and proper coding. This role involves flagging abnormal transactions, managing communications with Operating Directors, and ensuring that all transactions are completed and coded correctly. Additionally, the Finance Analyst will perform quarterly audits and be the primary point of contact for bookkeepers and Operating Directors on transaction-related matters.
Benefits
Compensation
Competitive starting salary that corresponds to the applicant’s experience and this role’s needs
Career Development & Support
Receive initial corporate training & ongoing corporate support while you develop professionally
Meaningful Impact
Experience fulfillment by serving those that directly impact our elderly population & their families
Responsibilities and Duties
Transaction Review and Coding
- Review company-wide corporate credit card transactions for accuracy.
- Ensure transactions are properly coded according to company guidelines.
- Edit and update miscoded transactions to ensure proper categorization.
- Verify that all required fields in transaction records are completed.
Transaction Monitoring and Follow-up:
- Send automated reminders to individuals with outstanding or incomplete transactions.
- Flag abnormal or unauthorized transactions for review by the Finance Manager.
- Notate and report transactions from unauthorized merchants to the Finance Manager.
- Ensure that all transactions are processed and finalized by the end of each month.
Collaboration and Communication:
- Collaborate with Operating Directors to educate and inform them about coding issues or errors.
- Respond to Operating Directors’ questions regarding transaction coding.
- Serve as the point of contact for bookkeepers with transaction-specific inquiries.
- Flag incidental personal transactions made with company credit cards and log them into tracking spreadsheets.
- Identify and log “bill to client” transactions in the appropriate spreadsheets.
Auditing and Compliance:
- Conduct quarterly audits of transactions, verifying the accuracy and legitimacy of specific purchases.
- Ensure that office expenses are correctly charged to the office’s virtual card and investigate any unauthorized virtual cards created by offices.
- Communicate findings from audits and address issues with Operating Directors.
Qualifications and Skills
- Strong analytical skills with attention to detail
- Excellent communication and interpersonal skills.
- Experience in corporate finance, credit card transaction review, or auditing is a plus.
- Proficiency in accounting software and spreadsheet management.
- Ability to work independently and manage multiple priorities.
What our teams are saying
“I recently got hired at Cornerstone – they are amazing and so are the clients!”Ashley B. | Employee in Youngstown, OH Google
“The Cornerstone team’s kindness, compassion, and focus on meeting the needs of every individual under their care is truly warming.”Zylessia P. | Employee in West Nashville, TN Google
“I’m a certified caregiver with Cornerstone Caregiving and really love what I do. I don’t like to call it a job because it’s so much more than that!”Paula K. | Employee in West Nashville, TN Google
“I consider Cornerstone Caregiving a home away from home. A safe professional environment to work, share and learn.”Nicole B. | Employee in West Charlotte, NC Google
“Blessed and grateful to be a part of the Cornerstone family and to provide exceptional care for our clients.”Rebecca A. | Employee in Victoria, TX Google
“Cornerstone makes you feel so welcome – they care about their employees and their clients!”Dawn K. | Employee in Toledo, OH Google
“Cornerstone treats their employees great and I love being a caregiver – it’s very rewarding.”Melissa S. | Employee in Springfield, MO Google
“I have been an employee here for awhile and I have only great things to say! They are always willing to do what is best for their employees and patients.”Priscilla H. | Employee in South San Antonio, TX Google
“I am proud to be able to hire our caregivers and watch them provide excellent care to each client day in and day out.”Samantha C. | Employee in Searcy, AR Google
“Cornerstone Caregiving is kind, caring and respectful! It’s an absolute pleasure to be a part of their team!”Nicole D. | Employee in Saginaw, MI Google
“Wonderful company – leadership is honest, reliable, and hardworking.”Zaikenya C. | Employee in Royal Oak, MI Google
“Cornerstone Caregiving has been an awesome place to work, learn, grow and become a better caregiver.”Kellie T. | Employee in Round Rock, TX Google
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Come change a life...
Take the next step in your career path at Cornerstone Caregiving. Join our team of caring professionals who are making life brighter for seniors.