Accounts Receivable Assistant – Power BI Focus

About the role

We are looking for a detail‑oriented Accounts Receivable Assistant to join our finance team. The role combines traditional AR duties with advanced data visualisation using Power BI, especially in a healthcare environment.

Key responsibilities

• Manage full‑cycle accounts receivable: generate invoices, post daily payments and process credit memos.
• Monitor patient and third‑party payer balances, conduct systematic follow‑ups on delinquent accounts.
• Reconcile complex accounts, identify billing discrepancies and resolve issues promptly.
• Assist with month‑end and year‑end closing activities related to AR.
• Design, create and maintain Power BI dashboards to track cash collections, DSO and aging trends.
• Synthesize raw billing and clearinghouse data into actionable insights for finance leaders.
• Track AR KPIs and present automated weekly/monthly metrics.
• Navigate payer rules, commercial insurance billing and Medicare/Medicaid guidelines.
• Verify claim status, review denials and submit appeals or corrected claims.
• Ensure compliance with HIPAA and patient privacy regulations.

Required profile

• Associate’s or Bachelor’s degree in Accounting, Finance, Business Administration or related field, or equivalent experience.
• 3+ years of dedicated accounts receivable experience.
• Strong analytical and problem‑solving abilities with high attention to detail.
• Excellent written and verbal communication skills.

Required skills

• Hands‑on Power BI development and dashboard creation.
• Proficiency with ERP/accounting systems such as NetSuite, QuickBooks, Epic or Cerner.
• Intermediate‑to‑advanced Excel (pivot tables, VLOOKUP/XLOOKUP).