Accounts Receivable

• Collect client receivables in accordance with contractual agreements
• Review, maintain, and resolve receivable disputes
• Review Clinical Trial revenue and expenses
• Review study accounts receivable aging, patient accounts, pass-through invoices, study finance trackers, patient trackers, and contracts
• Interact with departments to determine charge validity and collect charges from sponsors
• Assist Finance and Budget & Contracts departments with identified projects and tasks
• Analyze complex data and multiple documents to determine receivables collectability
• Monitor assigned accounts for irregularities, non-payments, and delayed payments
• Contact Sponsors/CROs by phone regarding unpaid or open invoices
• Investigate and resolve sponsor, patient, and customer disputes
• Maintain business relationships with Sponsors/CROs as the primary receivables contact for Sarah Cannon Research Institute
• Reconcile financial study data with Sponsor/CRO data
• Review and discuss contracts internally and with clients to resolve payment or dispute issues
• Review medical procedure invoices against contracts to determine reimbursement eligibility
• Identify and report trends negatively impacting payment or workflows and work with the supervisor on resolution
• Collaborate with Accounting, Treasury, and Contracting to resolve billing questions
• Perform other duties as assigned

Senior Accounts Receivable Analyst

• Process and post electronic remittance from all assigned payers within the expected Turnaround Time using macros, computer-based tools, and multiple systems
• Meet weekly and monthly production goals after training
• Research payer websites to obtain posting backup
• Identify issues and trends with assigned payers
• Ensure aged account receivables are handled according to Standard Operating Procedure
• Communicate with leadership and partner teams to ensure accurate and timely processing of remittance
• Post accounts receivable and electronic/manual remittance from private and government payers into the billing system
• Balance files to money received using reports, macros, and tools

Accounts Receivable Specialist I

• Perform timely follow-up on California Medicare, Commercial, and Workers’ Compensation claims to ensure prompt adjudication
• Conduct direct outreach to commercial payers, Medicare contractors, WC adjusters, case managers, and employers to obtain claim status, authorization verification, and documentation requirements
• Resolve claim rejections, underpayments, incorrect fee schedule applications, and missing documentation across payer types
• Track and manage Workers’ Compensation payer-specific timelines, including 30-day status cycles and state-mandated payment rules
• Monitor claims for timely filing, medical necessity, eligibility discrepancies, coordination of benefits, and modifier accuracy
• Coordinate with authorization teams to confirm authorization validity and ensure required documentation is submitted prior to billing
• Escalate delayed or complex cases to appropriate internal team members or external partners
• Identify opportunities for appeal when claims are underpaid or incorrectly denied
• Prepare and submit appeal letters, reconsideration requests, and supporting documentation
• Identify and report recurring denial trends and collaborate with billing, coding, and authorization teams to prevent recurrence
• Assume other responsibilities as appropriate to the position and organizational needs
• Support Boomerang Healthcare’s revenue cycle management operations for multidisciplinary pain-care services

AR Specialist

• Process and post electronic remittance from all assigned payers within the expected Turnaround Time, using macros and other computer-based tools and multiple systems
• Meet weekly and monthly production goals after training
• Research payer websites to obtain posting backup
• Identify issues and trends with assigned payers
• Ensure aged account receivables are handled according to Standard Operating Procedure
• Communicate with leadership and partner teams to ensure accurate and timely processing of remittance
• Post accounts receivable and electronic/manual remittance from private and government payers into the billing system
• Use multiple reports, macros and tools to balance electronic posting files to money received

• Provide analysis and functional support for complex accounts receivable issues
• Analyze accounts receivable issues and recommend solutions to address customer needs
• Maintain accounts receivable records and resolve customer issues and requests
• Prepare and analyze historical data through queries for AR metrics monitoring and data analysis
• Identify opportunities, recommend and implement Accounts Receivable process improvements
• Coordinate billing and invoice printing for InfoPro and TRUX billing systems
• Maintain InfoPro month-end controls
• Respond to field research requests and cash application and billing questions
• Test and review Accounts Receivable business requirements for databases and system applications
• Process lockbox returned items, adjustments, money moves, and customer refund requests
• Provide back-office support for product development and other corporate departments and initiatives
• Develop field and internal accounts receivable training and job resources
• Serve as primary liaison between Accounts Receivable and third-party vendors
• Research and answer field application issues and implement system and process enhancements
• Participate in team-related projects and perform other assigned duties

AR Analyst

• Manage an assigned portfolio of customer accounts and follow up on past-due balances through phone and email communication.
• Review accounts receivable aging reports, prioritize collection activities, and document payment commitments and follow-up actions.
• Communicate with customers to resolve payment delays, invoice discrepancies, and account disputes while maintaining positive relationships.
• Coordinate with billing, sales, operations, and cash application teams to research and resolve outstanding account issues.
• Provide customers with invoices, account statements, and supporting documentation needed to process payments.
• Research unapplied payments, short payments, deductions, and credits; coordinate appropriate corrections.
• Identify delinquent or potentially high-risk accounts and escalate concerns to AR leadership.
• Support account reconciliations, month-end close activities, and collections reporting.
• Maintain accurate records of customer communications and collection activities within accounting systems.
• Follow established credit policies, collection procedures, and internal controls.
• Recommend improvements to collections workflows, account accuracy, and payment turnaround.

Accounts Receivable II

• 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

• Conduct timely client outreach via phone, email, and text according to established AR follow-up schedules
• Negotiate full payment or maximum immediate payment while maintaining professional client relationships
• Process payments, ACH authorizations, and account adjustments accurately
• Document collection activities and client communications according to established procedures
• Monitor assigned accounts daily to identify payment issues, billing errors, or system anomalies
• Escalate complex accounts, disputes, or sensitive client situations to the AR Manager with proposed solutions
• Execute ad hoc collection projects for significantly aged accounts
• Ensure compliance with AR standard operating procedures and documentation requirements
• Create and maintain dashboards tracking DSO, aging trends, and collection rates
• Analyze client payment patterns to identify risk indicators and process optimization opportunities
• Review AR data trends to support policy and procedure changes
• Generate reports and visualizations communicating AR performance to the AR Manager and CFO
• Support forecasting and cash collection projections with data-driven analysis
• Participate in cross-functional projects requiring AR subject matter expertise or financial analysis
• Report directly to the AR Manager, with a dotted-line relationship to the CFO for analytical work

Collections Specialist – AR Analyst

• Supervise the offshore Genpact Collections team to ensure accurate and timely completion of work
• Manage collections for North American strategic customers, including Amazon, Walmart, and Target
• Identify root causes of payment delays and drive timely resolution
• Reconcile customer accounts and investigate and resolve payment-terms discrepancies
• Monitor Average Days Delinquent, identify payment trends and underlying issues, and implement actions to improve payment performance
• Build and maintain relationships with customers, Sales, and Business Unit partners
• Escalate and resolve collection issues with internal and external teams
• Prepare reports and provide management recommendations on significant balances, risks, operational issues, and collection performance
• Manage the EDI invoice-rejection process, including researching, correcting, retriggering, and resolving rejected invoices
• Support accounts receivable system implementations and upgrades
• Address customer and internal-team collection escalations
• Manage customer portals
• Ensure compliance with company policies, internal and external controls, and audit requirements
• Improve processes, optimize cash flow, and minimize past-due receivables

Senior Associate, Accounts Receivable

• Follow up timely and consistently on all aged Accounts Receivable
• Research and resolve customer invoice and purchase order discrepancies
• Provide invoice copies to clients as requested
• Provide proof-of-shipment documentation when requested by clients
• Verify credit history and set up new customer accounts
• Respond to credit references received from other companies regarding clients
• Manage all aspects of the credit card process, including verifying charges, credits, and month-end balances
• Enter, post, and prepare online banking deposits daily
• Maintain precise records of incoming payments
• Contact clients to ensure outstanding invoices are paid
• Collaborate with the billing team on missing invoices, corrections, and customer billing disputes
• Track all receipts and regularly check for discrepancies in payments received