Description

Finance Assistant – Junior Level

Working schedule: Monday–Friday, 8:00 AM–5:00 PM US Eastern Time.

Role Overview
We are looking for a reliable Junior Finance Assistant with close attention to detail to help with day-to-day bookkeeping, accounts receivable, reporting, payroll preparation, and administrative duties. This entry-level support position suits an organized, responsive person who is keen to learn, can follow established procedures, and keeps records accurate.

Responsibilities

Record and classify financial transactions in QuickBooks, upload receipts, and keep financial documentation orderly.
Support accounts payable and receivable activities, including processing invoices, matching payments, and monitoring outstanding balances.
Examine aging reports, track unpaid claims and billing problems, and follow up on unresolved items as instructed.
Produce daily reports using electronic medical record (EMR) systems and maintain spreadsheets containing session, patient-hour, and cancellation information.
Check records for incomplete information, inconsistencies, and data-entry errors, escalating problems as needed.
Support provider credentialing, maintain compliance documentation, track applications, and follow up on missing paperwork.
Compile payroll information, handle imports and exports of hours reports, and support payroll reconciliation.
Keep tracking records accurate, record follow-up activities, and complete recurring tasks within their deadlines.

Qualifications

Excellent organizational abilities and a careful approach to detail.
Advanced Microsoft Excel proficiency is required.
Prior QuickBooks experience is preferred and considered an advantage.
Effective communication skills, both written and spoken.
Dependability and responsiveness, with the ability to follow directions and complete assigned work.
Readiness to learn unfamiliar systems, tools, and procedures.
Comfort with repetitive administrative work that demands attention to detail.
Ability to work autonomously following training and cooperate effectively with team members.
Readiness to seek clarification and escalate discrepancies when necessary.

The position offers an opportunity to build skills in bookkeeping, finance administration, and operational support.

Description

Finance Assistant – Junior Level

Working schedule: Monday–Friday, 8:00 AM–5:00 PM US Eastern Time.

Responsibilities

Record and classify financial transactions in QuickBooks, upload receipts, and keep financial documentation orderly.

Support accounts payable and receivable activities, including processing invoices, matching payments, and monitoring outstanding balances.

Examine aging reports, track unpaid claims and billing problems, and follow up on unresolved items as instructed.

Produce daily reports using electronic medical record (EMR) systems and maintain spreadsheets containing session, patient-hour, and cancellation information.

Check records for incomplete information, inconsistencies, and data-entry errors, escalating problems as needed.

Support provider credentialing, maintain compliance documentation, track applications, and follow up on missing paperwork.

Compile payroll information, handle imports and exports of hours reports, and support payroll reconciliation.

Keep tracking records accurate, record follow-up activities, and complete recurring tasks within their deadlines.

Qualifications

Excellent organizational abilities and a careful approach to detail.

Advanced Microsoft Excel proficiency is required.

Prior QuickBooks experience is preferred and considered an advantage.

Effective communication skills, both written and spoken.

Dependability and responsiveness, with the ability to follow directions and complete assigned work.

Readiness to learn unfamiliar systems, tools, and procedures.

Comfort with repetitive administrative work that demands attention to detail.

Ability to work autonomously following training and cooperate effectively with team members.

Readiness to seek clarification and escalate discrepancies when necessary.