Job description
Overview:
How you can make a difference
With general direction from the Financial Operations Billing Manager or Supervisor, assists with the day-to-day operations of the accounts receivable department within the established accounting policies of the organization. Supports timeliness and completeness of related analysis, customer invoices and financial data.
What you’ll be doing
What you will need to be successful
#LI-Remote
HealthEquity has a vision that by 2030 we will make HSAs as wide-spread and popular as retirement accounts. We are passionate about providing a solution that allows American families to connect health and wealth. Join us and discover a work experience where the person is valued more than the position. Click here to learn more.
Come be your authentic self
HealthEquity, Inc. is an equal opportunity employer that is committed to inclusion and diversity. We take affirmative action to ensure equal opportunity for all applicants without regard to race, age, color, religion, sex, sexual orientation, gender identity, national origin, status as a qualified individual with a disability, veteran status, or other legally protected characteristics. HealthEquity is a drug-free workplace. For more information about our EEO policy, or about HealthEquity’s applicant disability accommodation, drug-free-workplace, background check, and E-Verify policies, please visit our Careers page.
HealthEquity is committed to your privacy as an applicant for employment. For information on our privacy policies and practices, please visit HealthEquity Privacy.
We are
CONNECTING HEALTH AND WEALTH.
Come be part of remarkable.
How you can make a difference
With general direction from the Financial Operations Billing Manager or Supervisor, assists with the day-to-day operations of the accounts receivable department within the established accounting policies of the organization. Supports timeliness and completeness of related analysis, customer invoices and financial data.
What you’ll be doing
- Proactively assists with coordinating the operational activities of the accounts receivable department that includes monitoring accounts receivable processes, maintaining billing integrity, maintenance of relevant ERP setup functions, managing credit memos, and preparing monthly late fees and quarterly broker fee payments.
- Ensures the accuracy of billing information entered into the ERP system.
- Monitors the operation of ERP systems to ensure the effective delivery of billing operations.
- Participates in actions necessary or appropriate to ensure that invoicing activities and financial data are accurate and generated timely.
- Assist in compliance with all SOX control objectives and corporate policies related to billing activities.
- Analyze, monitor and measure the quality of billing information in accordance with data standards, policies and procedures and implement correction action plans to accurate faulty data.
- Processes billing adjustments in NetSuite in accordance with internal controls.
- Work with both internal and external partners to resolve client billing issues in a timely manner.
- Test new features of the billing system as they are implemented to verify accuracy of billing processes.
- Assists direct Manager/Supervisor with the establishment, maintenance and continuing improvement of billing processes and procedures. Recommends changes in methods or procedures to increase the efficiency of the accounts receivable department. Additionally, documents processes and procedures as appropriate.
- Support AR accountants with operational billing questions.
- Assist with external audit fieldwork as requested.
What you will need to be successful
Education:
A general knowledge and understanding of accounting as normally obtained through the completion of an Associate’s Degree in Business, Finance and/or Accounting. Bachelor’s degree in Finance, Accounting or related major a plus.
Work experience or related experience:
The ability to effectively monitor day-to-day billing activities as described, as normally obtained through at least one to three years of accounts receivable experience.
Specialized knowledge, skills & abilities:
Good technical knowledge of the accounts receivable function is required.
A good attention to detail and the ability to remain highly organized and focused is essential. Incumbents should possess strong analytical skills and be able to make effective judgments and decisions on relative information.
Good interpersonal skills are essential. The ability to foster agreement with a wide variety of partners is required to perform the functions as described. A demonstrated ability to build strong relationships across functional areas is essential. Very good written and verbal communication and presentation skills are critical.
Proven ability to adapt to the changing demands of business is a must
A general knowledge of WageWorks’ products, technologies, selling strategies and internal business functions is strongly preferred.
Equipment:
Incumbents must have proficient skills and abilities with a personal computer and have a good knowledge, understanding and experience with Microsoft Office Suite, specifically with Excel and Word. Additionally, Great Plains Dynamics, Oracle 11i financials, NetSuite or other accounting or business management software experience is strongly preferred.
#LI-Remote
This is a remote position.
Benefits & Perks:
- Medical, Dental, Vision
- HSA contribution and match
- Dependent Care FSA match
- Full-time team members receive a minimum of 18 days of annual PTO and 13 paid holidays per year.
- 401(k) match
- Paid Parental Leave
- Ongoing Education & Tuition Assistance
- Gym/Fitness Reimbursement
- Award Winning Wellness Program
Why work for HealthEquity
HealthEquity has a vision that by 2030 we will make HSAs as wide-spread and popular as retirement accounts. We are passionate about providing a solution that allows American families to connect health and wealth. Join us and discover a work experience where the person is valued more than the position. Click here to learn more.
Come be your authentic self
HealthEquity, Inc. is an equal opportunity employer that is committed to inclusion and diversity. We take affirmative action to ensure equal opportunity for all applicants without regard to race, age, color, religion, sex, sexual orientation, gender identity, national origin, status as a qualified individual with a disability, veteran status, or other legally protected characteristics. HealthEquity is a drug-free workplace. For more information about our EEO policy, or about HealthEquity’s applicant disability accommodation, drug-free-workplace, background check, and E-Verify policies, please visit our Careers page.
HealthEquity is committed to your privacy as an applicant for employment. For information on our privacy policies and practices, please visit HealthEquity Privacy.
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