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Role Description

This role provides a critical function in ensuring accurate and timely billing while maintaining strong client relationships. You will manage the end-to-end accounts receivable process, from invoice generation to payment reconciliation, while collaborating across internal teams to resolve discrepancies and optimize workflows. The position offers opportunities to contribute to process improvements, support operational efficiency, and gain expertise in financial management within a dynamic and client-focused environment. Success in this role directly impacts client satisfaction and retention, while also supporting business growth. The ideal candidate thrives in a detail-oriented, fast-paced environment and is eager to make a tangible impact on financial operations.

• Manage client invoicing, including setup for new accounts, monthly billing cycles, and renewals.
• Research and resolve client invoice inquiries and vendor payment discrepancies, coordinating with internal teams for accurate solutions.
• Maintain client relationships through clear communication and accurate record-keeping in secure systems.
• Generate adjustment and credit memos, assist with month-end close processes, and document financial workflows.
• Partner with third-party payment processors and internal teams to optimize financial operations and reporting.
• Contribute to continuous process improvements and support ad hoc projects that enhance operational efficiency.

Qualifications

• 3–5 years of experience in accounts receivable, billing, or financial management.
• Experience in TPA, banking, or health insurance industry preferred but not required.
• Proficiency with Microsoft Windows and advanced Excel skills; familiarity with financial/TPA systems (e.g., Netsuite, Qiclink, Javelina) is a plus.
• Strong attention to detail and accuracy in financial reporting.
• Excellent verbal and written communication skills.
• Ability to collaborate across teams, manage multiple priorities, and meet deadlines in a fast-paced environment.
• Self-starter with problem-solving abilities and a commitment to client satisfaction.

Requirements

• 3–5 years of experience in accounts receivable, billing, or financial management.
• Experience in TPA, banking, or health insurance industry preferred but not required.
• Proficiency with Microsoft Windows and advanced Excel skills; familiarity with financial/TPA systems (e.g., Netsuite, Qiclink, Javelina) is a plus.
• Strong attention to detail and accuracy in financial reporting.
• Excellent verbal and written communication skills.
• Ability to collaborate across teams, manage multiple priorities, and meet deadlines in a fast-paced environment.
• Self-starter with problem-solving abilities and a commitment to client satisfaction.

Benefits

• Competitive salary: $40,000 – $50,000 per year.
• Health, dental, vision, and mental health coverage effective from day one.
• Flexible work arrangements and remote opportunities.
• Retirement planning support and financial security options.
• Professional development opportunities, mentorship, and learning budgets.
• Unlimited PTO policy to support work-life balance.
• Inclusive and collaborative culture emphasizing diversity, equity, and belonging.