Job Description
Job Summary
- Supervise and support a team of onshore and offshore associates, fostering a collaborative environment and ensuring daily workflows are executed accurately and on time
- Review journal entries prepared by team members for accuracy and completeness prior to escalation for approval, ensuring adherence to accounting standards and internal controls
- Collaborate with the Refund Compliance Manager and cross-functional teams to support the implementation of automation and standardization initiatives
- Monitor and reinforce team performance metrics, holding Team Leads and associates accountable for daily reconciliation accuracy, reporting timelines, and compliance standards
- Review and analyze team-generated reports and client data to identify patterns, discrepancies, and opportunities for process improvement, escalating findings to the Refund Compliance Manager as needed
- Provide day-to-day direction and coaching to Team Leads, ensuring alignment with departmental goals and performance standards
- Assist with onboarding, performance evaluations, and professional development of supervised staff in coordination with the Refund Compliance Manager
- Serve as the first escalation point for complex discrepancies, payer disputes, or compliance issues raised by Team Leads, resolving when possible or escalating to the Manager as appropriate
- Collaborate with internal teams including Accounting and Legal to support resolution of operational issues and ensure adherence to payer contracts and regulatory requirements
- Monitor trends in refund activity at the team level, identify risk areas, and communicate findings and recommendations to the Refund Compliance Manager
- Other duties as assigned
- Bachelor's degree in Accounting, Finance, Business Administration, or equivalent work experience required
- 3+ years of refund or revenue cycle experience
- 2+ years of leadership or management experience, including oversight of supervisors or team leads
- 1+ years of NSA (No Surprise Act) experience is highly preferred
- Strong leadership, organizational, and decision-making skills
- In-depth knowledge of refund processing, collections, and reconciliation
- Thorough understanding of the independent dispute resolution (IDR) process
- Demonstrated ability to develop and coach supervisory-level staff
- Excellent written and verbal communication skills, including ability to present findings to senior leadership
- Advanced proficiency in Microsoft Excel and data analysis tools
- Knowledge of laws regulating communications and privacy
What We Offer
- Location: Fully Remote - You are able to work from anywhere within the United States with reliable high-speed internet, but our preference is to be based in, or around the Dallas, or San Antonio, TX area for occasional in-person meetings.
- Competitive compensation and annual performance bonuses
- Medical, dental, and vision coverage for you and your dependents
- 401(k) with employer match
- Vacation, sick time, and company paid holidays
- Company wellbeing program with health insurance incentives
- A collaborative culture that values transparency, innovation, and impact
Innovative Culture - Join a team that values creativity, collaboration, and cutting-edge solutions
Career Growth - Opportunity to lead, develop, and expand your expertise
This job description in no way states or implies that these are the only duties to be performed by the associate in this position. Further, this document does not create an employment contract implied or otherwise, other than an 'at will' relationship.
This employer participates in E-Verify to confirm the identity and employment eligibility of all new hires. Form I-9 information will be submitted to E-Verify for verification. If E-Verify cannot confirm your eligibility, you will be given written instructions and an opportunity to contact DHS or SSA to resolve the issue before any action is taken.
Bachelor's degree in Accounting, Finance, Business Administration or equivalent experience; 3+ years refund or revenue cycle experience; 2+ years leadership experience; 1+ years NSA experience preferred; advanced Excel and data analysis skills.
Key Responsibilities
- supervising refund operations
- reviewing journal entries
- monitoring performance metrics
Skills & Tools
Microsoft Excel
Job Details
- Category: Finance and Accounting
- Seniority: Mid Level
- Commitment: Full Time
- Workplace: Remote — United States or Dallas or San Antonio
- Languages: English
Benefits
- 401k matching
- Generous paid time off
- Retirement plan
About HaloMD
A healthcare technology company specializing in Independent Dispute Resolution and optimized reimbursements. — Industry: Healthcare