Financial Operations Specialist

• Responsibility over all billing and payments documentation and procedures; owning end-to-end customer billing and invoicing processes; ensuring invoices are accurate timely and well-documented; managing collections across a diverse customer mix; handling customer billing inquiries and resolving discrepancies

• Managing and processing vendor (partner) payments; ensuring payment approvals timing and documentation are accurate and compliant

• Recording and reconciling incoming and outgoing payments across platforms including the MedTrans Go platform and QuickBooks; maintaining accurate AR/AP records and supporting documentation; managing internal and external records requests

• Improving documenting and maintaining billing and payment processes; improving and automating workflows for invoicing payouts and record-keeping and collaborating cross-departmentally to support scalable systems as volume increases; working with the Technology team to identify errors bugs and new feature requests; assisting with QA testing as needed

• Maintaining a database of operational finance data with organized billing and payment records; tracking and reporting key metrics related to billing collections and cash flow; reviewing operational dashboards and recommending improvements; supporting external reporting and audits

• Supporting the mapping and reconciliation of financial data from proprietary systems to QuickBooks including updating chart-of-accounts mappings validating data integrity and assisting with system integration and reporting accuracy; reconciling bank transactions to ensure accuracy and completeness; ensuring proper classification of all financial transactions; ensuring proper recording for customer-specific discounts; managing and closing accounting workbooks; aligning cost of goods sold (COGS) with corresponding revenue accurately

• Experience
  
  • Bachelor's degree in Finance Accounting or related field
  • 3+ years of accounting and/or financial management experience
  • 3+ years of hands-on QuickBooks experience
  • Experience managing AR/AP invoicing collections and/or reconciliations

• Skills
  
  • Comfort working with complex payment flows and multiple stakeholders
  • Strong attention to detail and process ownership
  • Excellent oral and written communication
  • Exposure to healthcare legal lien customer environment is a plus
  • Familiarity with payment portals and billing platforms
  • Proficiency utilizing technology
  • Proficiency using BILL Microsoft and Google products
  • Ability to be effective in fast-paced and dynamic environments

• Health dental and vision insurance
• Paid time off including parental leave
• 401(k)
• Employee Assistance Program
• Employee development and leadership development courses
• Commuter benefits
• Contribute to a fast-paced and quickly growing startup environment
• Opportunity for rapid career growth
• Flexible work environment

What We Do

MedTrans Go is a B2B healthcare appointment optimization marketplace solving the $150B problem of medical appointment cancellations in the US. Our tech-enabled portal provides healthcare facilities and others coordinating patient care access to a customizable suite of services to address the root causes of their cancellations in one easy-to-use integrated digital platform. The US healthcare system loses $150B due to missed appointments every year. More than 50% of these cancellations are due to lack of transportation or interpretation services. We created fully functioning web and mobile portals which utilize excess capacity of medical transportation providers interpreters and more through our custom-designed software for scheduling dispatching and tracking requests with built-in integrated software for billing invoicing and record-keeping. Our mission is to reduce medical appointment cancellations and the burden these cancellations place on healthcare providers as well as to remove barriers for all patients to access necessary healthcare services.

Why Work With Us

We firmly believe in investment in our team members including training and promoting from within! We have an incredible team of people across our organization that have amassed deep knowledge about our technology operations and industry and have grown with the company. Many of our current managers and directors even started as interns!

Gallery