Demo

Financial Assistant

MY TIME RECOVERY, LLC
Fresno, CA Full Time
POSTED ON 3/1/2025
AVAILABLE BEFORE 5/27/2025

Job Description

Job Description

Job Summary :

The Financial Assistant is responsible for managing client-facing financial transactions, including invoicing, payment processing, and account reconciliation. This role ensures timely collections, maintains financial accuracy, and supports clients in understanding their financial obligations. Additionally, the role involves handling accounts payable functions related to vendors, outside contractors, and program expenses.

Key Responsibilities :

Accounts Receivable (Client-Facing)

  • Process and apply client payments, including credit cards, payment links, and direct transactions.
  • Coordinate with clients, responsible parties, and payers regarding payments, deductible / out-of-pocket expenses, copays, deposits, and payment plans.
  • Issue invoices and reconcile accounts to ensure financial accuracy.
  • Conduct age analysis and collections for outstanding balances.
  • Manage credit memos, refunds, and financial adjustments as needed.
  • Assist with COBRA coordination and Financial Passport Review.

Accounts Payable (Vendor & Program-Related)

  • Process payments for vendors, outside contractors, and program expenses.
  • Schedule and issue vendor payments while ensuring accuracy and compliance.
  • Upload bills and create records in QuickBooks Online (QBO).
  • Maintain and reconcile accounts related to program expenses.
  • Ensure compliance with vendor enrollment processes, including W-9 collection and documentation.
  • Required Skills & Qualifications :

  • 2 years of experience in accounts receivable, accounts payable, or a similar finance role.
  • Strong understanding of financial processes, invoicing, and reconciliation.
  • Experience with QuickBooks Online (QBO) and other financial management software.
  • Ability to manage client communications with professionalism and discretion.
  • Attention to detail and excellent organizational skills.
  • Strong problem-solving abilities and a proactive approach to financial management.
  • Knowledge of HIPAA requirements related to financial transactions is a plus.
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