Supports financial project reconciliations and healthcare professional transfer-of-value reporting under Sunshine Act and EFPIA requirements. Responsibilities include reviewing third-party costs, identifying discrepancies, preparing audit trails and reporting bundles, managing invoices and foreign currency administration, meeting client deadlines, and maintaining compliance guidelines. The role also supports client reporting portals, reconciliation meetings, process documentation, and training junior colleagues.
About Avalere Health
United by one profound purpose: to reach EVERY PATIENT POSSIBLE. At Avalere Health, we ensure every patient is identified, treated, supported, and cared for. Equally. Our Advisory, Medical, and Marketing teams come together – powerfully and intentionally – to forge unconventional connections, building a future where healthcare is not a barrier and no patient is left behind.
Achieving our mission starts with providing enriching, purpose-driven careers for our team that empower them to make a tangible impact on patient lives. We are committed to creating a culture where our employees are empowered to bring their whole selves to work and tap into the power of diverse backgrounds and skillsets to play a part in making a difference for every patient, everywhere.
Our flexible approach to working allows our global teams to decide where they want to work, whether in-office or at home based on team and client need. Major city hubs in London, Manchester, Washington, D.C., and New York, and smaller offices globally, serve as collaboration hubs allowing our teams to come together when it matters. Homeworkers are equally supported, with dedicated social opportunities and resources.
Our inclusive culture is at the heart of everything we do. We proudly support our employees in bringing their whole selves to work with our six Employee Network Groups – Diverse Ability, Family, Gender, LGBTQ+, Mental Health, and Race/Ethnicity. These groups provide opportunities to promote diversity, equity, and inclusion and to connect, learn, and socialise through regular meetings and programs of activity. We are an accredited Fertility Friendly employer with our Fertility Policy, enhanced parental leave, and culture of flexibility ensuring every employee feels supported across their family planning journey and can work in a way that suits their family’s needs.
We are deeply invested in supporting professional growth for our employees through day-to-day career experiences, access to thousands of on-demand training sessions, regular career conversations, and the opportunity for global, cross-capability career moves.
We take pride in being part of the Disability Confident Scheme. This helps make sure you can be interviewed fairly if you have a disability, long term health condition, or are neurodiverse. If you'd like to apply and need adjustments made, you can let us know in your application.
About The Role
The Reporting & Reconciliation Specialist will be required to support the manager responsible for the financial reconciliation of projects and ensure that all reconciliation and HCP Transfer of Value (ToV) reporting requirements (Sunshine Act and EFPIA) are completed accurately, within required deadlines and to required standard.
This role will support the Reporting & Reconciliations Lead in the training of junior colleagues including the the delivery of best practice, and the draft of processes and procedures across client accounts.
This role will support the Reporting & Reconciliations Lead in the training of junior colleagues including the the delivery of best practice, and the draft of processes and procedures across client accounts.
What You'll Do
- Cross-check Third Party Cost (TPC) report(s) thoroughly, identifying discrepancies and/or omissions
- Chase or source outstanding TPCs in a timely manner
- Collate back-up for reconciliation folder and clearly mark up TPC invoices
- Analyse TPCs in accordance with budget breakdowns and accurately enter into final reconciliation budget
- Produce clear and logical audit trail spreadsheet showing how analysed TPCs were derived
- Set-up and lead timely reconciliation review meeting for final review and agreement
- Prepare clear and consistent reconciliation backup bundle of compliance and TPC documents in accordance with clients’ requirements
- Establish reporting deadlines and requirements per project
- Produce clear and logical audit trail spreadsheet showing how analysed reporting figures were derived
- Produce accurate clients' reporting spreadsheets specific to their requirements
- Timely send/upload to client's portal of templates and supporting compliance and TPC documentation.
- Prepare clear and consistent separate reporting bundle per client for audit purposes
- Participate in clients’ compliance training including use of clients' reporting portals where applicable
- Understand and implement Sunshine Act and EFPIA requirements
- Timely distribution of purchase invoices for checking and approval, ensuring accuracy and correct application to projects
- Efficient R&R team mailbox admin and housekeeping
- Accurate foreign currency distribution and admin
- Undertakes, where necessary, client’s reporting training programmes
- Regularly review and update client compliance guidelines across accounts, referring team and project leads to checklists and updates to guidelines
About You
- Minimum 1 year in a role within a finance environment
- Microsoft Office Suite
- Excel including formulas, vlookup and pivot tables
- Comfortable working to deadlines
- Self-motivated, methodical and detail-oriented, with a desire to continuously learn
- Is a reliable and dependable contributor to the team’s goals; actively collaborates with the team and supports other team members as needed
- Works well with others; values suggestions and constructive feedback
- Communicates with team members in a respectful manner
What we can offer
You'll receive up to a 7% pension contribution, life insurance, income protection, and private medical insurance for peace of mind. Enjoy flexible working arrangements, including flexible hybrid working, along with the option to work from anywhere across the globe two weeks each year. We provide 25 days of annual leave plus two personal well-being days, along with gifted end-of-year holidays and an early Summer Friday finish in June, July, and August.
Access free counselling through our employee assistance program, as well as personalized health support. Enhanced maternity, paternity, family leave, and fertility policies provide support across every stage of your family-planning journey, as well as on-demand support from our partner Peppy. You can also benefit from continuous opportunities to professionally develop with on-demand training, support, and global mobility opportunities across the business.
We encourage all applicants to read our candidate privacy notice before applying to Avalere Health.
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