Accounts Receivable

• Manage billing activities for multiple Shield portfolio companies, including recurring managed services, projects, hardware, and other client invoicing
• Review billing data for accuracy, completeness, contract alignment, and timely invoice generation
• Support accounts receivable activities, including monitoring aging, following up on outstanding balances, resolving billing discrepancies, and assisting with collections
• Partner with portfolio-company teams to gather billing inputs, clarify account details, and ensure accurate, timely invoicing
• Clean, reconcile, and improve historical billing data within PSA and related billing systems
• Maintain and validate customer records in NetSuite
• Document, standardize, and implement billing and AR best practices across portfolio companies
• Identify opportunities to use AI, automation, and technology to reduce manual work, improve data quality, and scale billing operations
• Liaise with Accounting to align billing activity with appropriate accounting treatment
• Participate in cross-functional projects as business needs arise
• Maintain documentation, reporting, and communication with internal stakeholders and portfolio-company teams

Billing & Accounts Receivable Analyst

• Lead, develop, and mentor a team of Accounts Receivable, Cash Application, and Collection professionals
• Establish performance expectations, conduct performance evaluations, and create employee development plans
• Foster accountability, continuous improvement, customer focus, and collaboration
• Drive employee engagement and talent development initiatives
• Oversee daily cash application, collections, unapplied cash resolution, and customer account reconciliation
• Monitor accounts receivable aging and implement strategies to reduce delinquent balances and improve cash flow
• Lead month-end and quarter-end accounts receivable close activities
• Identify opportunities for automation, standardization, and process optimization
• Lead continuous improvement initiatives, system enhancements, and robotic process automation (RPA)
• Develop and implement best practices and process controls
• Support ERP implementations and finance transformation initiatives
• Ensure compliance with GAAP, company accounting policies, SOX requirements, and internal controls
• Support internal and external audits
• Maintain governance over customer account management and cash handling processes

Associate Manager, Cash Management, Accounts Receivable

• Perform timely follow-up on outstanding insurance and patient accounts receivable
• Review accounts for unpaid claims, denials, underpayments, and outstanding balances
• Research and resolve billing and account discrepancies
• Communicate with insurance payers regarding claim status, denials, payments, and outstanding balances
• Work assigned billing and A/R work queues within established departmental timelines
• Follow up on denied and unpaid claims and take appropriate action to resolve outstanding balances
• Assist with patient account inquiries and resolve billing-related concerns
• Maintain accurate and thorough documentation of account activity and follow-up
• Research payer requirements and reimbursement guidelines as needed
• Identify and communicate recurring billing or reimbursement issues to leadership
• Maintain confidentiality when handling patient and financial information
• Meet established productivity, quality, and departmental expectations
• Perform other duties as assigned