CrawlJobs Logo
PointClickCare Logo PointClickCare · IT - Administration

Solutions Analyst - Financial

United States 26.00 - 30.00 USD / Hour · Job Posted January 16, 2026
Apply Position
Job Link Share

Job Description

Your focus is on providing an exceptional customer experience while handling technical queries and complaints for our cloud-based healthcare solutions. We are looking for someone who can prioritize daily tasks to resolve customer problems, independently or with others, in a timely manner using various communication channels. To do well in this role you need to be able to remain calm while trouble-shooting simple to moderately complex system issues with customers. As well, a strong understanding of administrative tasks and workflows for long term care and medical facilities is key to your success.

Job Responsibility

  • Provide world class customer support demonstrating focus and empathy to clients who have problems administering, configuring, and using the application
  • Develop an in-depth understanding of our cloud-based software to support processes and patient care in long term care facilities
  • Facilitate the resolution of simple to moderately complex technical issues by way of log analysis, research, or problem recreation
  • Work cross-functionally within the team, to deliver quality, satisfaction, and resolutions to customers
  • Effectively use and search the knowledge base, occasionally contributing new or updated content
  • Meet or exceed established service delivery guidelines and key performance indicators
  • Thoroughly document problems via phone, email, chat, and web portal to accurately record the issue, investigative steps, and resolution using our help desk ticketing system
  • Be available to work rotating shifts between 8am to 8pm EST on weekdays with occasional scheduled overtime for weekends, holidays, and on-call as necessary when determined by business need

Requirements

  • Post-secondary education required
  • Experience supporting and trouble-shooting web-based software applications
  • Preference for those with experience using diagnostic tools to help resolve customer issues
  • Understand the business processes and practices within a long-term care or medical facility
  • Strong, demonstrable problem-solving skills
  • Excellent communication skills, written and oral
  • Energized and motivated by a fast paced, dynamic, high demand working environment
  • Demonstrated ability to multi-task, prioritize, and manage customer expectations
  • A quick learner with acumen for software and technology
  • A patient and active listener who is detail-oriented
  • High level of customer focus and empathy

Nice to have

Familiarity with PointClickCare software is an asset

What we offer

  • Benefits starting from Day 1!
  • Retirement Plan Matching
  • Flexible Paid Time Off
  • Wellness Support Programs and Resources
  • Parental & Caregiver Leaves
  • Fertility & Adoption Support
  • Continuous Development Support Program
  • Employee Assistance Program
  • Allyship and Inclusion Communities
  • Employee Recognition … and more!
PointClickCare - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Solutions Analyst - Financial

8 matching positions

Financial Solutions Sr. Analyst

Whether you’re at the start of your career or looking to discover your next adve...
Location
Location
Philippines , City of Taguig
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years of relevant experience, within the financial services industry preferred
  • Experience with analyzing Actual and Forecast results, in particular Balance Sheet and Treasury
  • Seasoned experience working with large data sets
  • Proficiency with standard analysis tools (Excel / Access / SQL)
  • Strong communication and analytical skills, including strong ability to identify and solve ambiguous problems
  • Strong relationship-building skills with a keen ability to provide direct guidance and technology consulting
  • Experience in data analysis with intermediate/advanced Microsoft Office Suite skills
  • Proven interpersonal, data analysis, diplomatic, management and prioritization skills
  • Bachelors/University degree or equivalent experience
Job Responsibility
Job Responsibility
  • Assists in setting business and information architecture standards for Finance
  • Plays a part in settling and operating necessary forums and frameworks to establish and govern policies and starts for global Finance processes
  • Manages one or more processes, reports, procedures or products, and considered analytical or procedural expert representing a unit or team on cross-function process or project deliverables
  • Has the ability to operate with a limited level of direct supervision
  • Can exercise independence of judgement and autonomy
  • Acts as SME to senior stakeholders and/or other team members
  • Combination of executing existing forecast processes as well as working with business and technology partners to identify and develop enhancements, improvements, and new functionality
  • This work will involve defining information and refining process requirements in partnership with Global Process Owners, Operations, and Technology
  • The job will entail supporting an active forecasting engine, and at times require balancing conflicting partner and platform priorities
What we offer
What we offer
  • Programs and services for physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more
  • Empowers employees to manage their financial well-being and helps them plan for the future
  • Access to an array of learning and development resources to help broaden and deepen your skills and knowledge
  • Fulltime
Read More
Arrow Right

Financial Solutions Lead Analyst – Vice President

We’re currently looking for a high caliber professional to join our team as Vice...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Accounting & Financial Statement Experience: Accounting: Demonstrates strong proficiency in Accounting and Financial reporting. Good understanding of US GAAP and IFRS accounting principles. Demonstrate strong analytical skills with ability to interpret complex data and draw meaningful insights
  • Books and Records: Comprehensive knowledge of managing financial records, identify breaks, requires synthesizing complex data into clear, concise, and insightful summaries that enable Controllers to understand financial performance, identify trends, explain variances, and make informed decisions. The Data Analyst must be able to articulate the story behind the numbers, providing context from the SL data.
  • Financial Statements Experience: Hands-on experience in preparing, analyzing, and validating data for financial statements, understanding the impact of changes on reporting. It involves rigorous quality assurance for reliable financial reporting and providing clear explanations for data variances.
  • Data Change Governance: Role requires disciplined management of data modifications, ensuring all changes are controlled, documented, and aligned with established data policies & regulatory mandates. It encompasses enforcing policies, data management, ensuring auditability/traceability for data quality and compliance.
  • Control Mindset: Cultivates a robust and accountable control mindset, demonstrating unyielding integrity and an inquisitive approach to proactively identify, investigate, and reconcile ledger discrepancies, thereby preventing financial errors.
  • Data Quality & Integrity: Data-Driven Decision Making: Role requires systematically collecting, analyzing, and interpreting complex data to inform strategic choices and operational adjustments. It requires translating analytical findings into clear, actionable insights and effectively communicating them to influence decisions and drive improvements.
  • Data Quality Management: Proficiency in establishing and monitoring data quality processes, and metrics for ledger data, including accuracy, completeness, consistency, and timeliness.
  • Reconciliation Management: Understanding of data reconciliation processes to ensure consistency between the ledger and other systems.
  • Data Validation: Experience in implementing and overseeing data validation check and controls specific to ledger entries, transactions and reconciliations.
  • Front-to-back Transformation and Change Management: Driving large-scale, enterprise-wide transformation initiatives: Experience in life cycle of ledger implementation. Knowledge of Full suite and upstream / downstream data architecture and mapping is preferable.
Job Responsibility
Job Responsibility
  • Delivery of critical transformational initiatives related to data reconciliation, data mapping, downstream data analysis and explaining the breaks to Finance users to be used for regulatory and reporting purposes, system enhancements and outbounds to downstream systems
  • Fulltime
Read More
Arrow Right

Financial Solutions Lead Analyst - Vice President

The Fin Solutions Lead Analyst is a strategic professional who stays abreast of ...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 6-10+ years of relevant experience, within the financial services industry preferred
  • Exceptional written and verbal communication, negotiation, and stakeholder management skills, particularly with senior executives and cross-functional teams
  • Advanced Microsoft Office skills including Advanced powerpoint skills with ability to draft Leadership communication decks
  • Good working knowledge of financial and regulatory reporting systems, processes, and data requirements, with specific experience in financial books and records, ledger balances, ledger processes, accounting rules, and journal entries
  • Expertise in designing and implementing robust data distribution architectures, including APIs, data pipelines, ETL/ELT, and real-time streaming solutions
  • Experience with implementing and managing data lineage, data quality frameworks, and exception resolution processes for financial data
  • Proficiency in product management tools (e.g., JIRA, Confluence, Collibra) and agile development methodologies
  • Proficiency in project management principles and tools which includes managing timeline, deliverables, risks and issues
  • Good understanding of liquidity management, data aggregation, pre and post-consolidation reporting, and operational reporting needs within a financial institution
  • Experience and demonstrated ability to manage competing priorities in a complex and dynamic environment
Job Responsibility
Job Responsibility
  • Drives product/integration alignment with organizational goals for regulatory reporting, liquidity management, data aggregation, consolidation, and operational reporting
  • Contributes to the design, roll-out and governance of financial solutions
  • Translate complex business requirements related to financial ledger data into a clear and actionable product roadmap
  • Champion customer needs and pain points related to financial data consumption, ensuring they are integrated into product development and prioritization
  • Develop and manage the product lifecycle for data products originating from the financial ledger, including ledger balances and journals
  • Participates in standardization and streamlining of process, organization and architecture covering Finance across Citi businesses, products, functions and locations
  • Ensure data distribution capabilities meet stringent requirements for accuracy, completeness, and timeliness for regulatory and financial reporting
  • Act as the primary liaison between business stakeholders (finance, regulatory, risk), technology teams (data engineering, IT), and external partners
  • Communicate effectively across all levels regarding product updates, timelines, and strategic direction, particularly concerning critical financial data flows
  • Leverage AI to expedite impact assessment, requirements draft, problem statement, deck preparations
  • Fulltime
Read More
Arrow Right

Financial Solutions Lead Analyst - Vice President

The Fin Solutions Analyst is a key contributor to strategic finance transformati...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 6-10+ years of relevant experience, within the financial services industry preferred
  • Exceptional written and verbal communication, negotiation, and stakeholder management skills, particularly with senior executives and cross-functional teams
  • Advanced Microsoft Office skills including Advanced powerpoint skills with ability to draft Leadership communication decks
  • Good working knowledge of financial and regulatory reporting systems, processes, and data requirements, with specific experience in books and records, ledger balances, and journal entries
  • Expertise in designing and implementing robust data distribution architectures, including APIs, data pipelines, ETL/ELT, and real-time streaming solutions
  • Experience with implementing and managing data lineage, data quality frameworks, and exception resolution processes for financial data
  • Proficiency in product management tools (e.g., JIRA, Confluence, Collibra) and agile development methodologies
  • Good understanding of liquidity management, data aggregation, pre and post-consolidation reporting, and operational reporting needs within a financial institution
  • Experience and demonstrated ability to manage competing priorities in a complex and dynamic environment
  • Self-motivated with the ability to make decisions in the absence of detailed instructions
Job Responsibility
Job Responsibility
  • Drives product/integration alignment with organizational goals for regulatory reporting, liquidity management, data aggregation, consolidation, and operational reporting
  • Contributes to the design, roll-out and governance of financial solutions
  • Translate complex business requirements related to financial ledger data into a clear and actionable product roadmap
  • Champion customer needs and pain points related to financial data consumption, ensuring they are integrated into product development and prioritization
  • Develop and manage the product lifecycle for data products originating from the financial ledger, including ledger balances and journals
  • Participates in standardization and streamlining of process, organization and architecture covering Finance across Citi businesses, products, functions and locations
  • Ensure data distribution capabilities meet stringent requirements for accuracy, completeness, and timeliness for regulatory and financial reporting
  • Act as the primary liaison between business stakeholders (finance, regulatory, risk), technology teams (data engineering, IT), and external partners
  • Communicate effectively across all levels regarding product updates, timelines, and strategic direction, particularly concerning critical financial data flows
  • Leverage AI to expedite impact assessment, requirements draft, problem statement, deck preparations
  • Fulltime
Read More
Arrow Right

Financial Solutions Lead Analyst, Vice President

Citi Finance is responsible for the firm’s financial management and related cont...
Location
Location
Philippines , City of Taguig, Metro Manila
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Accounting: Demonstrates strong proficiency in Accounting and Financial reporting. Good understanding of US GAAP and IFRS accounting principles. Demonstrate strong analytical skills with ability to interpret complex data and draw meaningful insights
  • Books and Records: Comprehensive knowledge of managing financial records, identify breaks, requires synthesizing complex data into clear, concise, and insightful summaries that enable Controllers to understand financial performance, identify trends, explain variances, and make informed decisions
  • Financial Statements Experience: Hands-on experience in preparing, analyzing, and validating data for financial statements, understanding the impact of changes on reporting
  • Data Change Governance: Role requires disciplined management of data modifications, ensuring all changes are controlled, documented, and aligned with established data policies & regulatory mandates
  • Control Mindset: Cultivates a robust and accountable control mindset, demonstrating unyielding integrity and an inquisitive approach to proactively identify, investigate, and reconcile ledger discrepancies
  • Data-Driven Decision Making: Role requires systematically collecting, analyzing, and interpreting complex data to inform strategic choices and operational adjustments
  • Data Quality Management: Proficiency in establishing and monitoring data quality processes, and metrics for ledger data, including accuracy, completeness, consistency, and timeliness
  • Reconciliation Management: Understanding of data reconciliation processes to ensure consistency between the ledger and other systems
  • Data Validation: Experience in implementing and overseeing data validation check and controls specific to ledger entries, transactions and reconciliations
  • Driving large-scale, enterprise-wide transformation initiatives: Experience in life cycle of ledger implementation. Knowledge of Full suite and upstream / downstream data architecture and mapping is preferable
Job Responsibility
Job Responsibility
  • Delivery of critical transformational initiatives related to data reconciliation, data mapping, downstream data analysis and explaining the breaks to Finance users to be used for regulatory and reporting purposes, system enhancements and outbounds to downstream systems
What we offer
What we offer
  • Extensive on-the-job training and exposure to senior leaders, as well as more traditional learning
  • Chance to give back and make a positive impact where we live and work through volunteerism
  • Fulltime
Read More
Arrow Right

Financial Solutions Lead Analyst

The Fin Solutions Analyst is a key contributor to strategic finance transformati...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 6-10+ years of relevant experience, within the financial services industry preferred
  • Exceptional written and verbal communication, negotiation, and stakeholder management skills, particularly with senior executives and cross-functional teams
  • Advanced Microsoft Office skills including Advanced powerpoint skills with ability to draft Leadership communication decks
  • Good working knowledge of financial and regulatory reporting systems, processes, and data requirements, with specific experience in books and records, ledger balances, and journal entries
  • Expertise in designing and implementing robust data distribution architectures, including APIs, data pipelines, ETL/ELT, and real-time streaming solutions
  • Experience with implementing and managing data lineage, data quality frameworks, and exception resolution processes for financial data
  • Proficiency in product management tools (e.g., JIRA, Confluence, Collibra) and agile development methodologies
  • Good understanding of liquidity management, data aggregation, pre and post-consolidation reporting, and operational reporting needs within a financial institution
  • Experience and demonstrated ability to manage competing priorities in a complex and dynamic environment
  • Self-motivated with the ability to make decisions in the absence of detailed instructions
Job Responsibility
Job Responsibility
  • Drives product/integration alignment with organizational goals for regulatory reporting, liquidity management, data aggregation, consolidation, and operational reporting
  • Contributes to the design, roll-out and governance of financial solutions
  • Translate complex business requirements related to financial ledger data into a clear and actionable product roadmap
  • Champion customer needs and pain points related to financial data consumption, ensuring they are integrated into product development and prioritization
  • Develop and manage the product lifecycle for data products originating from the financial ledger, including ledger balances and journals
  • Participates in standardization and streamlining of process, organization and architecture covering Finance across Citi businesses, products, functions and locations
  • Ensure data distribution capabilities meet stringent requirements for accuracy, completeness, and timeliness for regulatory and financial reporting
  • Act as the primary liaison between business stakeholders (finance, regulatory, risk), technology teams (data engineering, IT), and external partners
  • Communicate effectively across all levels regarding product updates, timelines, and strategic direction, particularly concerning critical financial data flows
  • Leverage AI to expedite impact assessment, requirements draft, problem statement, deck preparations
  • Fulltime
Read More
Arrow Right

Financial Solutions Lead Analyst

The Fin Solutions Lead Analyst is a strategic professional who stays abreast of ...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 6-10+ years of relevant experience, within the financial services industry preferred
  • Exceptional written and verbal communication, negotiation, and stakeholder management skills, particularly with senior executives and cross-functional teams. Clear and confident communication style to convey problem statements, proposed solutions, proposed process improvements.
  • Advanced Microsoft Office skills including Advanced powerpoint skills with ability to draft Leadership communication decks (what, why, why now, how)
  • Good working knowledge of financial and regulatory reporting systems, processes, and data requirements, with specific experience in financial books and records, ledger balances, ledger processes, accounting rules, and journal entries.
  • Expertise in designing and implementing robust data distribution architectures, including APIs, data pipelines, ETL/ELT, and real-time streaming solutions.
  • Experience with implementing and managing data lineage, data quality frameworks, and exception resolution processes for financial data.
  • Proficiency in product management tools (e.g., JIRA, Confluence, Collibra) and agile development methodologies.
  • Proficiency in project management principles and tools which includes managing timeline, deliverables, risks and issues
  • Good understanding of liquidity management, data aggregation, pre and post-consolidation reporting, and operational reporting needs within a financial institution.
  • Experience and demonstrated ability to manage competing priorities in a complex and dynamic environment
Job Responsibility
Job Responsibility
  • Drives product/integration alignment with organizational goals for regulatory reporting, liquidity management, data aggregation, consolidation, and operational reporting.
  • Contributes to the design, roll-out and governance of financial solutions
  • Translate complex business requirements related to financial ledger data into a clear and actionable product roadmap.
  • Champion customer needs and pain points related to financial data consumption, ensuring they are integrated into product development and prioritization.
  • Develop and manage the product lifecycle for data products originating from the financial ledger, including ledger balances and journals.
  • Participates in standardization and streamlining of process, organization and architecture covering Finance across Citi businesses, products, functions and locations
  • Ensure data distribution capabilities meet stringent requirements for accuracy, completeness, and timeliness for regulatory and financial reporting.
  • Act as the primary liaison between business stakeholders (finance, regulatory, risk), technology teams (data engineering, IT), and external partners.
  • Communicate effectively across all levels regarding product updates, timelines, and strategic direction, particularly concerning critical financial data flows.
  • Leverage AI to expedite impact assessment, requirements draft, problem statement, deck preparations
  • Fulltime
Read More
Arrow Right

Financial Solutions Lead Analyst

The Business Architecture & Transformation Analyst is a strategic professional w...
Location
Location
Philippines , Taguig
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 6 - 10 years of relevant experience, within the financial services industry preferred
  • Strong knowledge of interest risk related concepts such as duration, convexity, IRE, EVE, and discounted cash flow valuation
  • Strong knowledge of market interest rate indexes and impact to banking balance sheet
  • High degree of comfort with data analysis tasks using SQL database tools
  • Developed communication skills
  • ability to present complex fact patterns to seniors using clear and concise language
  • Developed understanding of balance sheet management and financial planning essentials: intercompany transactions, transfer pricing, equity credits, financial forecasting
  • Basic familiarity with econometric modeling
  • Basic familiarity with Python or other programming languages desired
Job Responsibility
Job Responsibility
  • Assists in the monthly Interest Rate Risk and quarterly PPNR production cycles
  • Works to closely coordinate activities across workstreams on the RUBY platform including Interest Rate Risk, Stress Testing, and Financial Planning
  • Provides SMEs with a trusted operational resource to investigate potential issues and test upcoming developments
  • uses data analysis and critical thinking to investigate problems, propose root causes, and work with technology partners to implement a solution
  • Works closely with technology partners to scope, resource, and develop new platform functionalities and refine existing calculation methodologies
  • Creates and maintains documented processes and procedure for purposes of user training and auditability of monthly processes
  • Becomes a trusted resource for FP&A, Capital Planning, Treasury and Risk partners to liaise with on critical regulatory deliverables
  • Ability to deliver multiple, high priority deliverables and work closely with a variety of highly time sensitive consumers
  • Works to develop, train, and motivate junior staff
What we offer
What we offer
  • Programs and services for physical and mental well-being
  • access to telehealth options, health advocates, confidential counseling
  • Paid Parental Leave Policy
  • resources for managing financial well-being
  • access to learning and development resources
  • generous paid time off packages
  • resources and tools to volunteer in the communities
  • Fulltime
Read More
Arrow Right