Regional Business Office Specialist

AgeWell Solvere Living•Clearwater, FL

About The Position

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

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 Suite, 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.
  • Demonstrated ability to work well with internal and external customers.
  • Ability to analyze reports and identify gaps, inefficiencies, or problems that could impact the business.
  • Strong leadership skills and ability to lead by example and uphold and promote the company’s culture, mission, and values.
  • Ability to perform and lead job duties with a friendly, positive, team-oriented approach.
  • Flexibility to travel 50% within designated geographic regions.

Nice To Haves

  • Bachelor’s degree in accounting, Business Administration, or Finance, or equivalent education from an accredited college or university.
  • Experience with healthcare billing requirements and accounts receivable management.

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.
  • Provide training and assistance across accounts receivable, accounts payable, payroll in collaboration with HR, and resident funds management.
  • Provide ongoing training for new and existing Business Office Directors, including training on company-specific financial software and platforms.
  • Conduct business office audits during onsite visits when time permits, including reviews of resident and employee files.
  • Perform random audits of community Business Office Directors’ accounts payable entries to ensure accuracy and compliance.
  • Verify implementation of ARIs and market rates after approval by the Regional Vice President.
  • Manage system access setup for new Business Office Directors, including Attendance on Demand, ALIS, and Remote Deposit Check Scanner.
  • Assist with new community openings and support Grand Opening events as needed.
  • Support Business Office Directors with collection efforts and follow-up as necessary.
  • Collaborate with the operations team to resolve policy or procedural deficiencies related to business office support functions.
  • Contribute to development and implementation of business office action plans.
  • Ensure timely generation and review of monthly reports by Business Office Directors and operations teams.
  • Verify resident funds and credit card transactions are processed and 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 sessions as requested.
  • Provide interim support in coordination with operations and HR during Business Office Director vacancies or as needed.
  • Support the accounting department and Executive Director in recruiting and interviewing candidates for vacant Business Office Director positions.
  • Screen and interview candidates, and assist with onboarding, orientation, and training a qualified and motivated team of Business Office Directors with HR support.
  • Implement business office best practices to achieve business standardization across the organization.
  • Comply with applicable laws, regulations, and ethical standards of conduct.
  • Maintain professional and technical competencies required to perform job responsibilities effectively.
  • Adhere to company policies, procedures, rules, and standards.

Benefits

  • Medical coverage
  • Dental coverage
  • Vision coverage
  • Life insurance
  • AD&D insurance
  • Disability insurance
  • Voluntary Accident insurance
  • Hospital Indemnity options
  • Critical Illness options
  • 401(k) or Roth IRA Retirement Savings Plan with company match
  • Generous Paid Time Off Program
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