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Revenue Analyst

Revenue Analyst

HaloMDSan Antonio, Texas, United States
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Who We Are :

HaloMD specializes in Independent Dispute Resolution (IDR) through The No Surprises Act and state regulations for out-of-network healthcare providers, leveraging advanced technology and deep industry expertise to secure optimized reimbursements.

Job Summary :

We are seeking a highly analytical and detail-oriented Revenue Analyst with advanced Excel skills and strong technical acumen to join our finance team. The Revenue Analyst will play a critical role in analyzing revenue streams, supporting accurate forecasting, ensuring data integrity, and providing actionable insights to drive business decisions. This position will be reporting to VP of Controller.

Essential Job Duties and Responsibilities :

  • Analyze revenue trends, pricing models, and customer behavior to identify opportunities and risks.
  • Build and maintain complex financial models using advanced Excel functions (e.g., Power Query, Power Pivot, VBA, complex formulas, dynamic dashboards).
  • Reconcile revenue data across multiple systems to ensure accuracy and completeness.
  • Collaborate cross-functionally with accounting, operations, and IT to resolve data discrepancies and improve reporting processes.
  • Prepare and present clear and concise revenue reports, forecasts, and variance analyses for management.
  • Support month-end close activities by ensuring proper revenue recognition and data accuracy.
  • Develop automated reporting tools and dashboards to streamline recurring reporting processes.
  • Partner with IT and system administrators to improve data extraction, system integrations, and reporting capabilities.
  • Ensure compliance with internal controls, SOX requirements, and ASC 606.
  • Professionalism in all dealings, both internal and external customers.
  • Ability to clearly communicate, both verbally and in writing.
  • Other duties as assigned.

Education and / or Experience :

  • Bachelor’s degree in finance or accounting is required
  • 3+ years of experience in financial analysis, revenue analysis, or a similar analytical role.
  • Advanced Excel skills required (Power Query, Power Pivot, VBA, nested formulas, dynamic charts, complex data manipulation).
  • Strong technical aptitude with experience working with large datasets, ERPs, CRM systems, and data visualization tools (e.g., Power BI).
  • Strong analytical, problem-solving, and critical thinking skills.
  • Experience with revenue recognition standards (ASC 606).
  • Skills / Specialized Knowledge

  • Strong organizational analytical and problem-solving skills.
  • Detail-oriented with a high degree of accuracy and accountability.
  • Experience with MS Office applications including Word, Excel, Access, Outlook, PowerBI.
  • Work Environment

  • Remote - Work from anywhere within the United States with reliable high-speed internet, but our preference is to be based within a commutable distance of either the San Antonio, or Dallas, TX office for occasional in-person meetings.
  • Ability to work independently and in a group environment.
  • Perks & Benefits :

  • Multiple medical plan options.
  • Health Savings Account with company contributions.
  • Dental & vision coverage for you and your dependents.
  • 401k with Company match.
  • Vacation, sick time & Company paid holidays.
  • Company wellbeing program with health insurance incentives.
  • What’s Next?

    If you’re ready to bring your skills and passion to our growing team, we want to hear from you! Apply today and help us create a future where success is the standard.

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    Revenue Analyst • San Antonio, Texas, United States

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