Regional Business Office Specialist

AgeWell Solvere Living•St. Petersburg, FL

About The Position

The Regional Business Office Specialist (RBOS) is an integral member of the AgeWell Solvere Living home office team, providing regional support for business office functions in managed communities. The role oversees, trains, supports, consults, and collaborates with community Business Office Directors and other regional disciplines. It ensures that community business office activities follow company policies and procedures, while identifying and escalating needs or gaps. The role has partial supervisory responsibility for Business Office Directors and maintains working relationships with finance and accounting teams and Regional Vice Presidents. It reports to the VP, Corporate Controller. The RBOS oversees revenue management and accounts receivable, supports month-end close, trains business office staff across financial and administrative functions, audits business office processes, and assists with community openings, collections, reporting, compliance, recruiting, and interim coverage. The position requires travel of 50% within designated geographic regions.

Requirements

  • At least five years of experience working in a healthcare business office environment.
  • At least two years of supervisory experience.
  • Highly skilled in Microsoft Office, specifically Excel, Word, and PowerPoint.
  • Excellent organizational skills and demonstrated ability to multitask, prioritize, and meet deadlines.
  • Excellent written and verbal interpersonal and communication skills.
  • Ability to work effectively with internal and external customers.
  • Ability to analyze reports and identify gaps, inefficiencies, or problems that could affect the business.
  • Strong leadership skills and ability to lead by example and uphold and promote the company’s culture, mission, and values.
  • Ability to lead and perform job duties with a friendly, positive, team-oriented approach.
  • Ability to travel 50% within designated geographic regions.

Nice To Haves

  • Bachelor’s degree in accounting, business administration, finance, or equivalent education from an accredited college or university is preferred.
  • Experience with healthcare billing requirements and accounts receivable management is preferred.

Responsibilities

  • Oversee revenue management and accounts receivable for communities, ensuring compliance with revenue recognition and collection guidelines.
  • Support Business Office Directors during month-end close by reviewing accounts receivable reports, month-end checklists, and required documentation submissions.
  • Provide training and assistance across accounts receivable, accounts payable, payroll in collaboration with HR, and resident funds management.
  • Deliver ongoing training to new and existing Business Office Directors, including instruction on company-specific financial software and platforms.
  • Conduct business office audits during onsite visits when time permits, including reviews of resident and employee files.
  • Conduct random audits of Business Office Directors’ accounts payable entries to ensure accuracy and compliance.
  • Verify implementation of approved ARIs and market rates after Regional Vice President approval.
  • Set up system access for new Business Office Directors, including Attendance on Demand, ALIS, and Remote Deposit Check Scanner.
  • Assist with new community openings and provide support for Grand Opening events as needed.
  • Support Business Office Directors with collection efforts and follow-up.
  • Collaborate with the operations team to resolve policy or procedural deficiencies in business office support functions.
  • Contribute to developing and implementing business office action plans.
  • Ensure Business Office Directors and operations teams generate and review monthly reports on time.
  • Verify that resident funds and credit card transactions are managed according to company policies and guidelines.
  • Partner with finance and accounting teams on special projects and initiatives.
  • Assist operations with responses to internal and external audit inquiries.
  • Participate in monthly accounts receivable meetings, company-wide calls, quarterly review meetings, and other requested sessions.
  • Provide interim support in coordination with operations and HR during Business Office Director vacancies or as needed.
  • Support the accounting department and Executive Director with recruiting and interviewing for vacant Business Office Director positions.
  • Screen, interview, assist with onboarding and orientation, and train qualified Business Office Directors with HR support.
  • Implement business office best practices to achieve organization-wide standardization.
  • Comply with applicable laws, regulations, and ethical standards of conduct.
  • Maintain professional and technical competencies needed to perform job responsibilities.
  • Adhere to company policies, procedures, rules, and standards.

Benefits

  • Medical, dental, and vision coverage.
  • Life, AD&D, and disability insurance.
  • Voluntary accident, hospital indemnity, and critical illness options.
  • 401(k) or Roth IRA retirement savings plan with company match.
  • Generous paid time off program.
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