Finance / Accounting Analyst - Bilingual

Descripción de la oferta

We are seeking a bilingual professional to manage the full financial cycle of our patients alongside the operational accounting for our key business line. This role is a hybrid of Patient Account Management, Revenue Protection, and Corporate Accounting, requiring high proficiency in QuickBooks, advanced Excel, and bank dispute resolution.

Responsibilities:

1. Patient Finance & Billing Management

- Balance Oversight: Prepare and update patient financial balances at the 60-day and 30-day pre-operative marks.

- Payment Processing: Send invoices, process surgery payments, and ensure all transactions are reflected in Dr. Chrono and the internal payment verification lists.

- Pre-Op Reporting: Generate final pending balance reports for the clinical team, including payment receipts, addendums for extra services, and preferred payment methods.

- Audit & Compliance: Identify expired or unused invoices for cancellation and resolve payment discrepancies related to medical labs (e.g., LabCorp).

2. Operational Accounting & QuickBooks

- Daily Reconciliation: Categorize and record daily bank transactions from multiple sources (Zelle, Care Credit, Clover, Cash, etc.) into QuickBooks Online.

- Accounts Payable: Review and record bills from providers (McKesson, Hallandale, etc.), ensuring quantities and unit values match physical inventory and purchase orders.

- Financial Reporting: Prepare monthly Profit & Loss (P&L) statements and reconcile Chase bank statements to ensure zero discrepancies.

- Specialized Tracking: Manage the platform for implant serial number tracking and billing verification.

3. Inventory Control & Automated Reporting

- Inventory Management: Maintain the inventory application in Excel/Google Sheets, tracking purchases, sales, and real-time stock values using automated formulations.

- Ancillary Service Reports: Generate weekly reports, calculating profits and commissions while reconciling payments vs. service appointments.

4. Revenue Protection (Chargebacks)

- Chargeback Defense: Manage bank dispute notifications by compiling robust evidence (contracts, medical notes, before/after photos) and drafting formal response letters.

- Reputation Management: Respond to and resolve BBB disputes, implementing strategies to improve the company’s grade through proactive case resolution and review management.

Requirements:

- Associate's or Bachelor's degree in Accounting, Finance, or a related field.
- Proven experience in accounts payable, finacial analysis, bookkeeping or a similar role.
- Proficiency in QuickBooks is a must (2 years).
- Proficiency in Microsoft Office Suite, particularly Excel.
- Strong knowledge of accounting principles and practices.
- C1 English proficiency.
- Ability to work onsite in El Batan, Quito; Monday to Friday, 9AM - 5:30PM EST.

Requerimientos

• Educación Mínima: Universidad
• 2 años de experiencia
• Idiomas: Inglés
• Edad: entre 25 y 35 años

Palabras clave: contabilidad, treasury, accounting, tesoreria, analista, analyst

Hace 3 días (actualizada)