Finance Associate

Position Overview: CareDesk is seeking a detail-oriented and proactive Entry Level Finance Associate to join our team. This role ensures accurate invoicing, payment processing, and effective communication. The ideal candidate will possess a strong background in accounting or a related field, with a keen eye for detail and excellent communication skills.

Job Responsibilities:

1. Invoicing & Payment Posting:

• Post manual and electronic payments, including routing of electronic payments and ERAs
• Handle Prop 56 data entry and ensure compliance.
• Perform detailed reconciliation of payment postings to ensure accuracy.
• Review 1099 forms from insurances
• Assist with invoicing, ensuring accuracy and timeliness.
• Process and track invoices for services and related functions.
• Organize and sort mail related to payments
• Collaborate with the coding team to reconcile and take off payment postings as needed.

2. Data Entry:

• Perform general data entry tasks related to client operations.
• Log end of day (EOD) figures for Rx, Referrals, Call Queues from EOD emails, RingCentral, and CareDesk Department group chats daily
• Coordinate and manage intake for direct manager
• Pull Patient Appointments Report and Appointments Made Report for the previous week on a weekly basis
• Update Scheduling Team Workload with previous week’s day on a weekly basis
• Prepare Weekly Provider Email to be sent out to clients on a weekly basis.
• Pull following month’s provider schedules and add to data source before the start of the new month
• Compare forecasted figures to actual figures on a monthly basis
• Update Authorizations Processed Dashboard, Charge Review Activity Dashboard, Daily Summaries Report, and Call Queue Line Graph on a monthly basis.
• Updating and maintaining databases, reports, spreadsheets, or other digital records as required.
• Ensuring data security and confidentiality at all times, following company protocols and best practices.
• Creating and maintaining documentation of activities and tasks.

Qualifications:

Education & Experience:

• Bachelor's degree preferred
• Basic knowledge of Epic or similar accounting or EMR preferred.
• Prior experience in an accounting or billing role is preferred.
• Experience with manual and electronic payment postings.
• Basic experience with Excel is required.

Skills:

• Detail-oriented and meticulous with a strong ability to manage and reconcile data.
• Excellent communication skills.
• Proficient in data entry and handling various payment types.
• Ability to effectively manage multiple tasks and prioritize responsibilities.

Expectations:

• Ensure accurate and timely processing of invoices and payments.
• Maintain meticulous records and perform thorough data entry tasks.
• Reports to Data and Reporting Lead.

Additional Information:

• This is a Full-Time in-person position, Hybrid WFH options become eligible after 12-18 months and require a reliable internet connection speed of at least 100MBPS and a suitable workspace.

What CareDesk Offers:

• Great Environment and Community
• PTO and Paid Holidays
• Full Medical (Kaiser Gold HMO)|Dental|Vision
• FSA
• Long-Term Disability Insurance
• 3% 401k Match
• Paid Training
• Weekly Team Lunch
• Unlimited Snacks, Coffee, and Drinks
• Team Outings

Job Type: Full-time

Pay: $21.00 - $26.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Ability to Relocate:

• Sacramento, CA 95815: Relocate before starting work (Required)

Work Location: In person

Salary : $21 - $26