Excel Medical
Accounting Operations Specialist
Excel Medical, Charlotte, North Carolina, United States, 28245
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Turning People Data into Action | Driving HR Strategy | Culture Forward | Talent Support Excel Medical
is a dynamic and innovative telehealth company specializing in Hormone Replacement Therapy for men and women. We pride ourselves on our science-based protocol that delivers life‑improving results to our patients.
Position Overview We are looking for a full‑time Accounting Operations Specialist to manage the company’s billing system operations and support staff accounting functions. This role will oversee credit card transactions, resolve discrepancies, and maintain compliance with financial regulations. The ideal candidate will bring expertise in billing systems, dashboard reporting, financial reconciliation, and problem resolution.
Responsibilities
Oversee all aspects of billing system operations, including credit card transactions and reconciliation.
Monitor and resolve billing discrepancies, declines, and errors, working with the Customer Service team.
Coordinate with multiple merchant processors to ensure seamless transaction flows.
Maintain compliance with company policies and external financial regulations.
Provide analytical support and insights related to billing trends and issues.
Serve as the main point of contact for billing system inquiries and disputes.
Collaborate with the accounting and finance teams to ensure accurate financial reporting.
Assist in process improvements and automation efforts to enhance billing efficiency.
Build and improve upon KPI reporting of key billing and credit card activity metrics to monitor proactively and investigate anomalies.
Work with service providers of key systems, including the billing system, credit card processors and intermediaries, reporting and resolving technical issues.
Support staff accounting functions, including journal entries and reconciliations.
Assist with month‑end close processes and financial statement preparation.
Participate in audits by preparing necessary documentation and reports.
Ensure accuracy of financial transactions and maintain organized records.
Qualifications
Bachelor’s degree in accounting, finance, business administration, or a related field (or equivalent experience).
Minimum of 1–3 years of experience in billing, accounts receivable, or a related field.
Experience with multi‑merchant credit card processing and e‑commerce billing platforms.
Strong analytical and problem‑solving skills, including data analysis using advanced Excel tools, working with large amounts of data to efficiently review, analyze, troubleshoot and discover root causes or trends.
Attention to detail and accuracy in financial record‑keeping.
Ability to work collaboratively with internal teams and external partners.
Proficiency in accounting and reconciliation software.
Knowledge of general ledger processes and financial reporting.
Excellent communication and organizational skills.
Seniority level: Associate
Employment type: Full‑time
Job function: Accounting/Auditing – Wellness and Fitness Services
Referrals increase your chances of interviewing at Excel Medical by 2x
Medical insurance
Vision insurance
401(k)
Get notified about new Accounting Operations Specialist jobs in
Charlotte, NC .
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Direct message the job poster from Excel Medical
Turning People Data into Action | Driving HR Strategy | Culture Forward | Talent Support Excel Medical
is a dynamic and innovative telehealth company specializing in Hormone Replacement Therapy for men and women. We pride ourselves on our science-based protocol that delivers life‑improving results to our patients.
Position Overview We are looking for a full‑time Accounting Operations Specialist to manage the company’s billing system operations and support staff accounting functions. This role will oversee credit card transactions, resolve discrepancies, and maintain compliance with financial regulations. The ideal candidate will bring expertise in billing systems, dashboard reporting, financial reconciliation, and problem resolution.
Responsibilities
Oversee all aspects of billing system operations, including credit card transactions and reconciliation.
Monitor and resolve billing discrepancies, declines, and errors, working with the Customer Service team.
Coordinate with multiple merchant processors to ensure seamless transaction flows.
Maintain compliance with company policies and external financial regulations.
Provide analytical support and insights related to billing trends and issues.
Serve as the main point of contact for billing system inquiries and disputes.
Collaborate with the accounting and finance teams to ensure accurate financial reporting.
Assist in process improvements and automation efforts to enhance billing efficiency.
Build and improve upon KPI reporting of key billing and credit card activity metrics to monitor proactively and investigate anomalies.
Work with service providers of key systems, including the billing system, credit card processors and intermediaries, reporting and resolving technical issues.
Support staff accounting functions, including journal entries and reconciliations.
Assist with month‑end close processes and financial statement preparation.
Participate in audits by preparing necessary documentation and reports.
Ensure accuracy of financial transactions and maintain organized records.
Qualifications
Bachelor’s degree in accounting, finance, business administration, or a related field (or equivalent experience).
Minimum of 1–3 years of experience in billing, accounts receivable, or a related field.
Experience with multi‑merchant credit card processing and e‑commerce billing platforms.
Strong analytical and problem‑solving skills, including data analysis using advanced Excel tools, working with large amounts of data to efficiently review, analyze, troubleshoot and discover root causes or trends.
Attention to detail and accuracy in financial record‑keeping.
Ability to work collaboratively with internal teams and external partners.
Proficiency in accounting and reconciliation software.
Knowledge of general ledger processes and financial reporting.
Excellent communication and organizational skills.
Seniority level: Associate
Employment type: Full‑time
Job function: Accounting/Auditing – Wellness and Fitness Services
Referrals increase your chances of interviewing at Excel Medical by 2x
Medical insurance
Vision insurance
401(k)
Get notified about new Accounting Operations Specialist jobs in
Charlotte, NC .
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr