Reporting directly to the Finance Enablement Manager, the Finance Contracts Analyst plays a critical role in ensuring accurate, compliant, and efficient billing and revenue operations. This position is responsible for reviewing Salesforce opportunities to validate customer contracts and financial agreements, confirming pricing and terms, and translating contractual requirements into accurate billing and financial outputs.
The role partners closely with cross‑functional teams across Finance, Sales, Customer Success, and Revenue Operations to support customer onboarding, resolve discrepancies, and ensure alignment between contractual obligations and billing execution. Additional responsibilities include managing CPI increases, overseeing invoice delivery, and handling finance case and purchase order management to support revenue integrity and operational efficiency.
Success in this role requires strong analytical capabilities, meticulous attention to detail, and the ability to communicate complex financial information clearly to both technical and non‑technical stakeholders
Analyze financial contracts and agreements to ensure compliance with company policies, regulations, and legal requirements. Review contract terms, conditions, and pricing to identify potential risks, inconsistencies, and discrepancies. Translate contract terms into accurate billing instructions and ensure readiness for invoice generation.
Partner with Sales and Customer Success to support onboarding of new customers by establishing billing setup, confirming payment terms, and ensuring all financial requirements (e.g., invoicing details, forms and agreements) are properly captured and operationalized.
Manage finance case queues and purchase order requirements by investigating billing inquiries, resolving discrepancies, and ensuring alignment between customer requirements and internal billing processes to support revenue integrity and operational efficiency.
Review and validate contractual CPI (Consumer Price Index) increase terms to ensure accurate application during billing cycles. Confirm alignment with contract limitations, pricing caps, and customer communications prior to invoice processing
Oversee invoice delivery processes to ensure timely, accurate, and consistent communication with customers. Investigate and resolve issues related to undelivered invoices, discrepancies, or customer inquiries impacting billing outcomes
Proven experience as a financial analyst, contract analyst, or in a comparable or similar role.
Preferred: Bachelor's degree in accounting or finance.
Strong computer ability in a Windows environment, with Microsoft Office (Word, Excel and Outlook)
AI Fluency and/or use of M365 Copilot or Claude
Experience with NetSuite, and SalesForce preferred.
Familiarity with legal and regulatory requirements related to contract management
Excellent analytical skills with the ability to interpret complex contracts rates and data accurately.
Strong attention to detail and the ability to identify errors or inconsistencies in contracts.
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PointClickCare Benefits & Perks:
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!
It is the policy of PointClickCare to ensure equal employment opportunity without discrimination or harassment on the basis of race, religion, national origin, status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law. PointClickCare welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process. Please contact recruitment@pointclickcare.com should you require any accommodations. As part of our commitment to a streamlined and equitable hiring experience, PointClickCare uses AI tools to assist with candidate screening and assessment.
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