Accounts Receivable

Advocate Health Advisors, one of America’s fastest-growing Medicare Field Marketing Organizations (FMO), is seeking an experienced Accounts Receivable with a focus on account reconciliation. The ideal candidate has a strong understanding of accounts receivable processes, including invoicing, collections, and reconciliations, along with experience managing vendor related receivables and payables. This individual will play a key role in supporting month-end close, improving processes, developing SOPs, and contributing ideas as we continue building and scaling our accounting function. Strong Excel skills, attention to detail, and the ability to think critically in a fast-paced, evolving environment are essential.

Objective:

This role is primarily responsible for managing the accounts receivable function, including vendor related receivables. The position will own invoicing, collections, and reconciliation processes while supporting broader accounting activities such as month-end close, reporting, and audit support. This is a great opportunity for someone who enjoys building processes, contributing ideas, and helping scale an accounting function.

Responsibilities:

• Own and manage the accounts receivable function, including invoicing, collections, and cash application
• Maintain and reconcile accounts receivable balances, ensuring accuracy and timeliness
• Manage vendor related receivables and payables, ensuring proper tracking and reconciliation
• Issue invoices and ensure timely collections from clients
• Investigate and resolve discrepancies related to billing and payments
• Assist with month-end closing activities, including journal entries and account reconciliations
• Reconcile accounts and perform variance analysis
• Prepare financial reports, including income statements and balance sheets
• Maintain accurate financial records and supporting documentation
• Ensure compliance with state and federal accounting regulations
• Develop and document standard operating procedures (SOPs)
• Identify and implement process improvements to increase efficiency and accuracy
• Manage and track journal entries across all business transactions
• Maintain financial data within systems, ensuring accuracy and accessibility
• Collaborate cross-functionally, including with the Commission Team
• Support audit processes and assist external auditors as needed
• Organize and maintain financial and audit documentation
• Stay up to date on accounting standards and best practices

Required Qualifications and Competencies:

• Critical thinking: Ability to contribute ideas as we build out accounting functionality and improve processes
• Developing SOPs: Experience creating and documenting standard operating procedures
• Advanced Excel skills: Strong proficiency required (candidates may be asked to complete an Excel assessment)
• Experience with building out receivables and payables processes.
• Attention to detail: Strong accuracy and ability to manage complex financial data
• Experience in commission-based accounting environments.
• Exposure to system implementations or accounting buildouts.
• Strong team player.
• Analytical skills.
• Excellent problem-solving skills.
• Able to multitask and prioritize work effectively.
• Ability to work independently.

Preferred Qualifications:

• Bachelor’s degree in Accounting, Finance, or related field
• Must hold an active Life & Health insurance license or obtain it within 90 days of employment
• Audit experience preferred
• Experience with Accounting Seed preferred
• Strong understanding of GAAP principles
• High level of Excel proficiency (pivot tables, lookups, data analysis)
• Experience managing accounts receivable processes, including collections and reconciliation
• Experience developing SOPs and improving accounting processes
• Strong organizational and analytical skills
• Excellent attention to detail and accuracy
• Ability to work independently and contribute to a growing finance function

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance
• Work from home

Education:

• Bachelor's (Required)

Experience:

• Creating SOPs: 2 years (Required)
• building out receivables and payables processes: 2 years (Preferred)
• system implementations or accounting buildouts: 2 years (Preferred)
• Accounting: 2 years (Required)
• GAAP: 2 years (Preferred)
• Accounting Seed: 2 years (Preferred)
• Microsoft Office: 2 years (Required)
• Medicare: 1 year (Preferred)
• Insurance: 1 year (Preferred)

Work Location: Remote