Accounting Assistant

Ventra Health, Inc. • Dallas, TX

88d

About The Position

The Accounting Assistant supports the accounting and client success team by performing a variety of clerical, administrative, and financial tasks, including being primarily responsible for monitoring and issuing patient refunds. Further, this role ensures accuracy and efficiency in financial operations, including accounts payable, accounts receivable, general ledger entries, and reconciliations

Requirements

• High School Diploma or GED.
• Two (2) years of experience:
• Reading insurance Explanation of Benefits (EOB) statements preferred.
• Posting insurance payments in a healthcare setting.
• Serving in healthcare finance, accounting, treasury or related field.
• Knowledge of Explanation of Benefits (EOB) statements and a variety of insurance plans.
• Strong knowledge in accounting, finance, and/or bookkeeping, with 1–3 years of related experience preferred.
• Advanced proficiency in Microsoft Excel; strong skills in QuickBooks Desktop, word processing, spreadsheets, and database software.
• Strong mathematical skills, including addition, subtraction, multiplication, division, fractions, decimals, and percentages.
• In-depth understanding of accounting and billing principles, along with the ability to read, interpret, and apply state/federal laws, regulations, company policies, and procedures.
• Strong organizational and time-management skills with the ability to prioritize and meet deadlines in a fast-paced environment.
• Excellent oral, written, and interpersonal communication skills with the ability to interact professionally and tactfully with diverse personalities.
• Ability to handle confidential information with integrity and demonstrate high attention to detail and accuracy.
• Strong research and problem-solving skills with initiative to troubleshoot and develop innovative solutions.
• Flexibility to work collaboratively under general supervision while delivering high-quality service excellence.

Responsibilities

• Process, research, and resolve credit balances, refunds, and overpayments in accordance with contracts, compliance standards, and timely filing guidelines.
• Review and process patient refund requests, including check issuance, reporting, and reconciliation with billing system overages.
• Contact insurance carriers and navigate payer websites to obtain Explanation of Benefits (EOBs) and verify refund details.
• Monitor and follow up on outstanding checks, billing issues, and discrepancies; research and resolve patient, client, and internal inquiries.
• Analyze data from reports, identify trends, and communicate findings or recommendations to appropriate departments.
• Assist with accounts payable (AP), accounts receivable (AR), and bank/credit card reconciliations.
• Support preparation of financial reports and ensure compliance with company policies, accounting standards, and regulatory guidelines.
• Perform special projects and other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees