Financial Operations Specialist
About The Position
The Financial Operations Specialist is responsible for supporting the daily financial and operational functions of the organization, including financial reporting support, account reconciliation, revenue tracking, operational analysis, administrative coordination, and completion of Sliding Fee applications within the Finance Department. This position works closely with and provides support to the Chief Financial Officer (CFO) and Senior Bookkeeper to support accurate financial processes and organizational efficiency. This role is intended to be flexible and evolve as organizational and departmental needs continue to develop. Responsibilities and workflows may be refined over time to best support operational goals and financial stability.
Requirements
- High school diploma or equivalent required
- Strong organizational skills and attention to detail.
- Ability to prioritize tasks and manage multiple responsibilities.
- Strong communication and problem-solving skills.
- Ability to adapt to changing operational workflows and organizational needs.
- Ability to work independently and collaboratively within a team environment.
Nice To Haves
- associate degree or coursework in accounting, business, healthcare administration, or related field preferred.
- Experience in healthcare finance, medical office operations, billing, accounting support, bookkeeping, patient financial services, or related administrative work preferred.
- Experience with electronic health records, accounting software, spreadsheets, and reporting systems preferred.
Responsibilities
- Provide administrative and operational support to the CFO and Senior Bookkeeper.
- Complete and process Sliding Fee applications and maintain related documentation.
- Support daily financial operations and administrative functions within the Finance Department.
- Assist with account reconciliation, reporting, and monitoring of financial transactions.
- Support revenue tracking, payment verification, and operational financial workflows.
- Assist with accounts receivable, accounts payable, and revenue-related follow-up activities as assigned.
- Prepare and maintain spreadsheets, reports, and supporting financial documentation.
- Assist with auditing, compliance activities, and financial data review.
- Monitor workflow processes and identify opportunities for operational improvement and efficiency.
- Support organizational financial reporting and special projects as assigned.
- Maintain confidentiality of patient, employee, and organizational financial information.
- Utilize Athena One, financial software systems, and other organizational platforms as required.
- Provide professional customer service and communication with staff, patients, vendors, and external agencies when needed.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
