Finance Assistant (Junior Level)

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Our client is a compassionate provider of Applied Behavior Analysis (ABA) therapy dedicated to helping children with autism and related abilities reach their fullest potential. Founded by a registered nurse with over 25 years of experience in home care, the company blends deep clinical expertise with personalized, family-centered support. Guided by core values of heart, integrity, growth, and harmony, its experienced team creates customized treatment plans that empower children to thrive socially, emotionally, and academically.

This is a support role focused on completing recurring administrative, bookkeeping, and revenue support tasks. The ideal candidate is comfortable following clear instructions, learning systems, maintaining accurate records, and consistently following up on outstanding items. This role is best suited for someone who is organized, responsive, and comfortable handling repetitive tasks with accuracy.

Responsibilities:

1.Bookkeeping Support:

• Enter transactions into QuickBooks
• Categorize expenses and income transactions
• Upload and attach receipts/documentation
• Assist with basic accounts receivable and accounts payable invoice uploads and payment matching
• Help maintain organized financial files and records
• Assist with basic bank and credit card reconciliations

2.Accounts Receivable/Billing Support

• Review daily accounts receivable aging reports
• Track unpaid claims, outstanding receivables, and pending payments in internal spreadsheets or tracking tools
• Maintain notes on follow-up actions taken
• Organize denied claims, missing payments, and billing issues for review by management or billing teams
• Flag major discrepancies, unusual balances, or unresolved issues for leadership review
• Escalate larger issues when necessary
• Assist with basic follow-up tasks with billing teams, payers, or internal staff as directed

3.Reporting & Scheduling Support

• Generate daily reports from our Electronic Medical Record (EMR) system
• Update internal spreadsheets and dashboards with daily session, patient hour, and cancellation data
• Monitor reports for missing information, upload issues, or obvious data errors
• Flag missing session submissions, scheduling inconsistencies, or documentation issues for management review
• Help ensure daily operational data is organized, accurate, and up to date

4.Credentialing/Compliance Administrative Support

• Help gather required documents from providers/candidates
• Track credentialing applications (as well as general employee compliance requirements)
• Follow up on missing paperwork
• Update credentialing status trackers
• Communicate with insurance portals and agencies as needed

5.Payroll Support

• Prepare/prep payroll data for export
• Import/export hour reports
• Assist with technical aspects of payroll reconciliations and follow-up
• Flag missing information for management review