case manager

accounting & finance analyst Jobs in Miami

accounting & finance analyst

accounting assistant

accounts payable & accounting specialist Jobs in Miami

accounts payable & accounting specialist

accounts payable manager

client accounting services cas department manager

MBE CPAs

<div>What's the Role?
The Client Accounting Services Department Manager is a senior leadership role responsible for building, leading, and scaling the firm's CAS practice. This position plays a critical role in evolving the firm from traditional bookkeeping services into a true client advisory-focused CAS model.
This is a unique opportunity for an experienced CAS leader to build the practice from the ground up, establish scalable processes, lead a high-performing team, and partner closely with firm leadership to drive long-term growth and innovation.
This role may be based in any of our 19 MBE office locations, filled as a hybrid opportunity, or filled as a remote position, depending on experience.
To help us get to know you better and your interest in the role, please submit both a cover letter and your resume with your application.
What Will I Do?<ul><li>
Lead the strategy, structure, and growth of the CAS practice.</li><li>
Oversee client advisory engagements and serve as a trusted advisor to key clients.</li><li>
Build scalable workflows, service standards, and best practices across the CAS department.</li><li>
Lead, mentor, and develop CAS managers, supervisors, and team members.</li><li>
Partner with firm leadership on pricing, service offerings, and growth initiatives.</li><li>
Ensure high-quality service delivery, compliance, and operational efficiency.</li></ul>
What Experience and Skills Do I Need to Be Successful?
Required Qualifications<ul><li>
10+ years of experience in accounting and Client Accounting Services.</li><li>
5+ years in a leadership or senior management role within CAS or outsourced accounting.</li><li>
Proven experience building, scaling, or transforming a CAS or bookkeeping practice.</li><li>
Strong knowledge of accounting standards, payroll, and outsourced accounting services.</li><li>
Experience leading teams and managing multiple client engagements.</li></ul>
Key Skills<ul><li>
Strategic and entrepreneurial leadership mindset.</li><li>
Strong client advisory and relationship management skills.</li><li>
Ability to build processes, teams, and scalable service models.</li><li>
Comfort driving change and innovation within a growing firm.</li><li>
CPA or similar professional certification preferred.</li></ul>
Why Join This Opportunity?<ul><li>
Build a CAS practice from the ground up with firm leadership support.</li><li>
High-impact leadership role with visibility and influence.</li><li>
Entrepreneurial firm culture that values innovation and growth.</li><li>
Opportunity to shape services, processes, and team structure.</li><li>
Long-term career growth and upward mobility within the firm.</li></ul>
Work ScheduleTravel<ul><li>
Full-time position.</li><li>
Periodic travel required (approximately 6&ndash;8 times per year).</li><li>
Role may be based in one of our offices, hybrid, or remote, depending on experience.</li></ul>
How Do I Apply?
Apply with your resume through our ATS. Qualified candidates will be contacted for next steps in the interview process. Candidates may also reach out to our Lead Recruiter, Brock Kazda, on LinkedIn.
About the Firm
MBE CPAs provides accounting, tax, and advisory services through an expanding affiliate group. With 19 office locations across Wisconsin, Arizona, Nebraska, and Colorado, the firm is committed to helping clients succeed while offering meaningful career growth opportunities for its team members.</div>

Client Accounting Services (CAS) Department Manager

Segrera Associates

<div>
 
 
 We are working with a client that is looking for a Accounts Payable Manager to join their growing team. This is a newly created position and is located 100% onsite in Doral, FL.
 
 
 
 
 
 
 
 
 Job Summary
 
 
 
 :Responsibilities for this role consist of timely payment of all vendor invoices and expense vouchers, reconciliation of the advance vendor payments, statement approval of new vendors and the maintenance of the vendor master database. The AP Manager is also responsible for the process of entering vendor invoices, advances, credit memos, credit application, preparation and filing of 1099 forms at year-end as well as coordinating daily, weekly and monthly processing of AP reports
 
 
 
 
 
 
 
 
 
 .
 
 
 Job Responsibiliti
 
 
 <ul>
 <li>
 es:Review and approve all Checks, Wires, and ACH payme
 </li>
 <li>
 ntsHandling issues or concerns with vendors pertaining to payment disbursement/credit limit, payment terms, and credit application, amongst othe
 </li>
 <li>
 rs.Monitor the daily fraud filter activity for automatic debits and possible fraudulent transacti
 </li>
 <li>
 onsApply manual checks from ACS when these are submit
 </li>
 <li>
 tedPrepare the team for month-end closing and ensure all transactions and disbursements are posted to GL by the end of the mo
 </li>
 <li>
 nthReview and reconcile the advance vendor payment module, perform the pertinent follow ups and escalate cases to upper management when these are deemed necess
 </li>
 <li>
 aryRun a report in Concur of invoices pending of approval and perform follow ups with approver to ensure invoices are approved and paid on a timely man
 </li>
 <li>
 nerReview and ensure that payment requests outside of Concur have the appropriate approvers and the limit amounts are in alignment with the Invoice Approval mat
 </li>
 <li>
 rixUpdate the Approval Matrix as requested, including additions, deletions and/or modifications in threshold amounts, Divisions, Department and/or users such as approvers, read only, purchasers and receivers&rsquo; us
 </li>
 <li>
 ersFinal review and approval of new vendors. Ensure vendor documentation is in accordance with company polici
 </li>
 <li>
 es.Perform a monthly reconciliation of the approval matrix with the HR report and publish it in Share Po
 </li>
 <li>
 intEnsure new vendor profiles are completed accurately and on a timely mat
 </li>
 <li>
 terEnsure that all credit applications are completed accurately and on a timely man
 </li>
 <li>
 nerResponsible of reviewing and ensuring that all special purchases/Contracts (ESN and MSN) from Legal Department are compliant with company pol
 </li>
 <li>
 icyPerform a semi-annual and annual performance review of all employ
 </li>
 <li>
 eesAssist with quarterly reviews and annual audits performed by external audit
 </li>
 <li>
 orsContribute to the development of processes and procedures in the departm
 </li>
 </ul>
 
 
 
 
 
 ent
 
 Education and Experie
 
 
 <ul>
 <li>
 nce:Associates Degree in Accounting, bachelor&rsquo;s in accounting prefe
 </li>
 <li>
 rredMust have at least three to four (3-4) years&rsquo; experience in accounts payable/receiving or related f
 </li>
 <li>
 ieldAbility to work and interact with departments within the organiza
 </li>
 <li>
 tionProficient in Microsoft Windows/Microsoft Office (Word &amp; Ex
 </li>
 <li>
 cel)Must be able to multi-
 </li>
 <li>
 taskExceptional verbal and written communication sk
 </li>
 <li>
 illsMust exhibit a high level of confidentiality with work pro
 </li>
 <li>
 ductAbility to work under pres
 </li>
 </ul>
 
 
 
 sure
</div>

Accounts Payable Manager

LSM CPA

Compensation: $25.00 - $35.00 per hour, based on experienceJob Type: Part-Time (20-30 Hours per Week Initially) with Potential for Full-Time GrowthAbout UsLSM CPA Firm, P.A. is a growing CPA firm providing tax, accounting, audit, advisory, and compliance services to individuals, businesses, nonprofits, and financial institutions. We are seeking a motivated and detail-oriented Tax Preparer / Accountant to support our expanding client base and assist with tax preparation, accounting, and client service functions.This position offers flexibility, professional growth, and the opportunity to work directly with an experienced CPA in a collaborative environment.Responsibilities<ul><li>Prepare individual, corporate, partnership, and S-Corporation tax returns</li><li>Prepare and review bookkeeping and accounting records</li><li>Assist with financial statement preparation</li><li>Perform account reconciliations and month-end procedures</li><li>Assist with tax planning and tax research projects</li><li>Communicate with clients regarding tax documents and information requests</li><li>Respond to IRS and state tax notices</li><li>Assist with payroll tax, sales tax, and business filings</li><li>Support audit and assurance engagements as needed</li><li>Maintain accurate client files and documentation</li></ul>QualificationsRequired:<ul><li>Minimum 2 years of tax preparation and/or public accounting experience</li><li>Experience preparing Forms 1040, 1065, 1120S, and 1120</li><li>Strong understanding of accounting principles</li><li>Proficiency with QuickBooks</li><li>Strong Microsoft Excel skills</li><li>Excellent attention to detail and organizational skills</li><li>Strong written and verbal communication skills</li></ul>Preferred:<ul><li>Bachelor's degree in Accounting</li><li>CPA candidate or CPA license</li><li>Experience working in a CPA firm environment</li><li>Experience with tax software and practice management systems</li><li>Experience with financial statement preparation and review</li></ul>Ideal CandidateThe ideal candidate is someone who enjoys working directly with clients, takes ownership of their work, and wants to grow with a firm that values quality, professionalism, and long-term relationships. This is an excellent opportunity for an experienced tax preparer, staff accountant, senior accountant, or aspiring CPA seeking flexibility and professional development.Benefits<ul><li>Flexible schedule</li><li>Hybrid work opportunities</li><li>Professional development and mentoring</li><li>Potential for advancement into a full-time role</li><li>Exposure to tax, accounting, audit, and advisory engagements</li><li>Supportive team environment</li></ul>Pay$25.00 - $35.00 per hour, depending on experience and qualifications.How to ApplyPlease submit your resume along with a brief summary of your tax and accounting experience. We look forward to speaking with qualified candidates interested in growing with our firm.Pay: $25.00 - $35.00 per hourWork Location: In person

Senior Tax Preparer/Accountant

Miami Jewish Health

<div>Miami Jewish Health is one of the largest providers of healthcare and living options for aging adults in the Southeast. Our main campus is located on 20+ acres just north of mid-town Miami, and is home to our support departments like Finance, Accounting, Human Resources, Marketing and more. Join us now to do purposeful work with our diverse and respectful team. 


Job Title: General Maintenance Worker 


<div></div><div>Job Summary 
Under general supervision, performs maintenance service or repairs which can involve any of the following: plumbing, carpentry, service of machinery, electrical repairs or installations, painting, and plastering. Applies mastery of skills in adapting procedures, techniques, tolls, material and/or equipment to accomplish tasks.</div> 

<div>
</div><div>Essential Job Functions</div>

<ul><li>Responds to emergency calls and makes appropriate repairs.
</li><li>Performs preventative maintenance on a variety of equipment and maintains appropriate documentation per department procedure.
</li><li>Orders parts and repairs equipment as needed, reports serious issues to Department Manager.
</li><li>Ensures the inspection and electrical safety tests of equipment are maintained according to code requirements.
</li><li>Follows department protocol for each job assigned.
</li><li>Follows all department safety policies and ensures regulatory compliance.
</li><li>Participates in department meetings and in-services as necessary</li></ul> 

<div>
</div><div>Job Requirements</div>

<div>Education:</div>

<ul><li>High School Diploma or equivalent preferred</li></ul> 

<div>Experience:</div>

<ul><li>Three years direct maintenance experience preferably in health care related equipment</li></ul> 

<div>
</div><div>Licenses/Certifications:</div>

<ul><li>N/A</li></ul> 


<div>Abilities Required</div>

<ul><li>Excellent written and verbal communication skills, as well as outstanding copywriting and proofreading skills
</li><li>Excellent interpersonal skills
</li><li>Ability to crawl into tight places, work short periods of time in limited light and other adverse conditions in the event of power failure.
</li><li>Ability to lift at least 50 pounds and walk long distances without assistance
</li><li>Ability to climb a ladder</li></ul> 

<div>Functional Demands</div>

<div>Environment Work Conditions:</div>

<ul><li>Outside environmental conditions - Fumes, dusts, mists, or gases may affect the respiratory system or the skin
</li><li>Intermittent noise to cause marked distraction or difficulty hearing other sounds
</li><li>Hazards - proximity to moving mechanical parts; electrical current; flammable, explosive gases Infectious Material Exposure:
</li><li>Ability to stand and walk 90% of the day
</li><li>Ability to climb, bend and stoop frequently
</li><li>Frequent lifting over 50 pounds</li></ul> 

<div>
</div><div>Infectious Material Exposure:</div>

<ul><li>No routine exposure to blood/body fluids/tissues</li></ul> 


Organizational Expectations

<ul><li>Ensures that resident&rsquo;s/patient&rsquo;s rights are adhered to company policies and procedures
</li><li>Demonstrates professionalism and accountability
</li><li>Demonstrates a caring attitude consistent with Miami Jewish EmpathicareSM toward MJHS residents, patients, family members, employees and other facility guests
</li><li>Demonstrates excellent communication skills
</li><li>Ensures confidentiality and security of patients&rsquo; medical information</li><li>
Identifies and utilizes appropriate channels of communication.
</li><li>Able to speak, read and write English
</li><li>Able to think and act calmly to meet unusual occurrences of the job.
</li><li>Adheres to the organization&rsquo;s Mission, Vision and Values
</li><li>Participates in departmental activities, meetings and in-services and follows established guidelines</li></ul> 


Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. 


We believe in the power of empathy, the value of relationships and the importance of a life well-lived. Come see why Miami Jewish Health is unlike anywhere you&rsquo;ve ever worked before. We offer competitive compensation, medical/dental/vision coverage, 403b retirement savings plan, free on-campus parking, onsite fitness center and more. 

Miami Jewish Health provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 


This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.</div>

General Maintenance Worker-Day Shift

Pibank USA

<div>
 
 
 
 
 BRIEF SUMMARY OF JOB:
 
 
 
 
 
 
 
 This position is responsible for supporting the Financial Reporting unit in their day-to-day activities including analysis and preparation of internal reports, analyzing interest margins, fee income and expenses, assisting in preparation of management, profitability and regulatory reports. In addition, the development, analysis, and presentation of business cases to various areas of the bank. Additional duties will include assisting the Treasury unit and the Strategic Planning unit in various functions.
 
 
 
 
 
 
 DUTIES &amp; RESPONSIBILITIES
 
 :
 
 
 
 
 
 ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
 
 <ul>
 <li>
 Prepare and maintain detailed monthly, quarterly, and annual financial reports and forecasts.
 </li>
 <li>
 Perform variance analysis between actuals, budget, and prior year to identify trends, risks, and opportunities.
 </li>
 <li>
 Assist in the preparation of monthly financial statements and board reporting packages.
 </li>
 <li>
 Support automated month-end and year-end close processes, including reconciliation and digital reporting.
 </li>
 <li>
 Ensure compliance with GAAP, bank regulatory requirements, and internal accounting policies.
 </li>
 <li>
 Support the preparation and filing of regulatory reports (e.g., Call Reports, FR Y-9, etc.).
 </li>
 <li>
 Assist in audits and examinations by external auditors and regulators
 </li>
 <li>
 Prepare daily dashboards and assist with profitability analyses for products and services.
 </li>
 <li>
 Analyze loan and deposit pricing impacts on margins and performance.
 </li>
 <li>
 Maintain and improve financial models, dashboards, and internal reporting tools.
 </li>
 <li>
 Collaborate with IT and data teams to ensure accurate and reliable data sources.
 </li>
 <li>
 Prepare Ad hoc analyses.
 </li>
 <li>
 Assist the Department in its day-to-day functions as requested.
 </li>
 </ul>
 
 
 
 
 
 EDUCATION, SKILLS &amp; EXPERIENCE:
 
 
 <ul>
 <li>
 BA in Accounting or Finance, or five (5) years of experience in general accounting and banking or a combination of education and experience providing equivalent knowledge preferred
 </li>
 <li>
 Work requires full understanding of general accounting principles
 </li>
 <li>
 Advanced analytical skills and very high level of accuracyrequired
 </li>
 <li>
 Bi-lingual (English/Spanish) preferred
 </li>
 <li>
 Excellent written and verbal communication skills
 </li>
 <li>
 Strong interpersonal skills, able to communicate professionally and interact with individuals across the organization
 </li>
 <li>
 Advanced computer technology skills and proficient with Microsoft applications - with excellent knowledge of spreadsheets
 </li>
 <li>
 Able to identify and resolve problems in a timely manner
 </li>
 <li>
 Good organizational skills and detail oriented
 </li>
 <li>
 Able to work independently and on diversified projects while meeting deadlines
 </li>
 <li>
 Work with integrity and ethically upholding organizational values
 </li>
 </ul>
 
 
 
 
 
 SUPERVISORY RESPONSIBILITIES
 
 
 
 There are no current supervisory responsibilities for the position.
 
 
 
 
 
 
 BSA COMPLIANCE
 
 
 
 I understand and acknowledge that, in addition to the duties outlined in this job description, I am also responsible for ensuring that my duties are performed in full compliance with all of the bank's Bank Secrecy Act, Anti-Money Laundering, and OFAC policies and procedures as well as related Federal Laws and Regulations. Furthermore, I understand that I must create and foster a culture of BSA, AML, and OFAC Compliance within the institution. Lastly, I agree to address any and all questions I may have about the Bank's BSA/AMUOFAC Program to the Bank's BSA Department.
 
 
 
 
 
 
 COMPETENCIES
 
 
 <ul>
 <li>
 Problem Solving:
 </li>
 </ul>
 
 Identifies and resolves problems in a timely manner. Gathers and analyzes information skillfully.
 
 
 Uses reason even when dealing with emotional topics.
 
 <ul>
 <li>
 Interpersonal Skills:
 </li>
 </ul>
 
 Focuses on solving conflict, not blaming. Maintains confidentiality.
 
 
 Listen to others without interrupting. Keeps emotions under control.
 
 <ul>
 <li>
 Oral Communication:
 </li>
 </ul>
 
 Speak clearly and persuasively in positive or negative situations. Listens and gets clarification.
 
 <ul>
 <li>
 Written Communication:
 </li>
 </ul>
 
 Write clearly and informatively. Presents numerical data effectively.
 
 <ul>
 <li>
 Diversity:
 </li>
 </ul>
 
 Demonstrate knowledge of EEO policy.
 
 
 Shows respect and sensitivity for cultural differences. Promotes a harassment-free environment.
 
 <ul>
 <li>
 Ethics:
 </li>
 </ul>
 
 Treats people with respect. Works with integrity and ethically. Upholds organizational values.
 
 <ul>
 <li>
 Teamwork:
 </li>
 </ul>
 
 Balances team and individual responsibilities. Exhibits objectivity and openness to others' views. Contributes to building a positive team spirit;
 
 <ul>
 <li>
 Organizational Support:
 </li>
 </ul>
 
 Follows policies and procedures.
 
 
 Completes administrative tasks correctly and on time.
 
 <ul>
 <li>
 Judgment:
 </li>
 </ul>
 
 Exhibits sound and accurate judgment. Supports and explains reasoning for decisions.
 
 
 Includes appropriate people in decision-making process. Makes timely decisions.
 
 <ul>
 <li>
 Professionalism:
 </li>
 </ul>
 
 Approaches others in a tactful manner. React well under pressure.
 
 
 Treats others with respect and consideration regardless of their status or position.
 
 <ul>
 <li>
 Dependability:
 </li>
 </ul>
 
 Follows instructions, responds to management direction. Commits to long hours of work when necessary to reach goals.
 
 
 
 CONTACTS:
 
 
 
 
 
 
 Customers, other financial institutions, senior management, and peers.
 
 
 
 
 
 
 PHYSICAL DEMANDS:
 
 
 
 The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
 
 
 While performing the duties of this job, the employee is frequently required to sit. The employee is occasionally required to stand; walk; and use hands to finger, handle, or feel controls. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and distance vision.
 
 
 
 
 
 
 WORK ENVIRONMENT:
 
 
 
 The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
 
 
 The noise level in the work environment is usually moderate. Travel is required.
 
 
 
 
 
 
 LANGUAGE SKILLS
 
 
 
 Ability to read, analyze, and interpret general business periodicals.
 
 
 
 
 
 Ableto effectively presentinformation and respondto questions fromgroups of managers, employees and as well as outside contacts.
 
 
 
 
 
 
 ENGLISH LANGUAGE
 
 
 
 Ability to speak, understand, read and write English at an advanced level.
 
 
 
 
 
 
 FOREIGN LANGUAGE
 
 
 
 Ability to speak, understand, read and write Spanish is desirable but not required.
 
 
 
 
 
 
 MATHEMATICAL SKILLS
 
 
 
 Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals, compute rate, ratio and percent.
 
 
 
 
 
 Pibank is an equal opportunity employer
 
</div>

Senior Financial Analyst

MIAX

<div>MIAX has built a multi-disciplinary team of professionals with deep expertise in the trading industry, working to bring enhanced market structure, technological innovation and superior customer service to the exchange space. We offer a challenging and rewarding work environment with an entrepreneurial spirit and culture that emphasizes collaboration and teamwork while maintaining commitment to professional ethics.
MIAX continues to look for talented professionals to fill select roles throughout the company.
If you are interested in applying for a position, please send your resume, cover letter and salary requirements to hr@miaxglobal.com.</div>
 <div><div>Chicago, IL
Miami International Holdings, Inc. (MIH) is seeking to hire a detail-oriented SOX IT Analyst to support our Sarbanes Oxley (SOX) compliance program in our Chicago, Illinois office. In this role, you will assess IT General Controls (ITGCs) and IT application controls (ITACs), assist with annual SOX scoping activities, and partner with internal and external auditors to ensure the organization maintains a strong internal control environment. This position will report to the SOX Manager in the Finance department.
Key Responsibilities:<ul><li>
Coordinate and support IT General Controls (ITGCs) across various areas, including logical access, change management, computer operations, and data backup/recovery.</li><li>
Document control walkthroughs, testing procedures, and findings in accordance with SOX requirements.</li><li>
Identify and track control deficiencies; work with control owners on remediation and monitor resolution.</li><li>
Collaborate with external auditors during SOX audit cycles by providing evidence and responding to inquiries.</li><li>
Support risk assessment and annual scoping activities.</li><li>
Assist in continuous improvement initiatives to strengthen the IT control framework.</li></ul>
Education and Experience:<ul><li>
Bachelor&rsquo;s degree or the equivalent in Information Systems, Information Technology, Accounting, Finance, Computer Science, or a related field</li><li>
2-3 or more years of experience in IT audit, IT compliance, SOX compliance, or a related field.</li><li>
Solid understanding of SOX Section 302 and 404 requirements and IT General Controls (ITGCs).</li><li>
Strong written and verbal communication skills, with the ability to work cross-functionally.</li><li>
Proficiency in documenting control evidence and preparing workpapers.</li></ul>
Preferred Qualifications:<ul><li>
Experience supporting SOX compliance in a publicly traded company.</li><li>
Familiarity with ERP systems such as NetSuite, Oracle, or SAP.</li><li>
Experience with GRC tools (e.g., AuditBoard, Archer, or ServiceNow).</li><li>
Knowledge of cybersecurity or control frameworks such as COBIT, NIST, or ISO 27001.</li><li>
Professional certifications such as CISA, CIA, or CPA are a plus.</li></ul>
The anticipated annualized base pay range for this position is $95,000 - $125,000. Actual initial base salary will be determined based on factors that may include qualifications, experience, and/or geography. 
 
If you are interested in applying for a position, please send your resume, cover letter and salary requirements to hr@miaxglobal.com.
Miami International Holdings, Inc. (MIH) is an equal employment opportunity employer. MIH adheres to a policy of making employment decisions without regard to race, color, religion, gender, national origin, age, disability, veteran, or other legally protected status. Your opportunity for employment with MIH depends solely upon your qualifications.</div></div>

SOX IT Analyst

INTEGRIS Health

<div>Join our team as a Daytime, Full-Time, Patient Services Representative, at INTEGRIS Health Medical Group Sunshine Clinic, in Miami, OK.
The Patient Services Representative is responsible for answering telephones, taking concise messages, scanning and indexing information into the medical record, handling requests for medical records and basic scheduling.
This position requires population specific competencies. Adheres to National Patient Safety Goals as appropriate based on the level of patient contact this position requires.
The Patient Services Representative responsibilities include, but are not limited to, the following:<ul><li>
Responsible for receiving and/or dispatching incoming phone calls</li><li>
Collects payments for copays and deductibles</li><li>
Makes financial arrangements for patients</li><li>
Performs check in and out duties accurately and timely</li><li>
Makes appointments for visits and, if an emergency, informs a clinical employee or provider</li><li>
Verifies insurance eligibility and benefits and records the information in the medical record; completes referrals to specialty providers, home health, etc.</li><li>
Accurately enters patient demographics into the practice management system</li><li>
Takes messages when answering the telephone, correctly spelling names and identifying patient by two patient identifiers according to National Patient Safety Goals</li><li>
Takes clear and concise messages from pharmacies, physicians and hospital personnel; directs the message to the Clinical employee and/or Provider</li><li>
Manages large call volume while maintaining excellent telephone etiquette</li><li>
Organizes workflow to meet patient needs in a timely manner</li></ul> 
Reports to Office Manager/Supervisor.
Must be able to handle a high volume of telephone calls (potentially hundreds per day), and high volume of patient interaction (potentially hundreds per day), i.e., scheduling appointments, discussing billing problems, setting up payment arrangements, collecting past due payments. Must be able to handle multiple tasks and work in a high stress environment. May be required to drive.
This position may have additional or varied physical demand and/or respiratory fit test requirements. Please consult the Physical Demands Project SharePoint site or contact Risk Management/Employee Health for additional information.
REQUIRED QUALIFICATIONS
EXPERIENCE:<ul><li>
6 months customer service experience</li></ul> 
EXPERIENCE:<ul><li>
1-year clerical experience</li><li>
Experience in the following areas: responsibility for cashier procedures and/or basic accounting, clinic check in/out procedures, basic health insurance, HMO, PPO, and basic medical terminology, general knowledge of CPT and ICD-9 coding</li><li>
6 months telephone customer service experience</li></ul> 
INTEGRIS Health is an Equal Opportunity Employer. All applicants will receive consideration regardless of membership in any protected status as defined by applicable state or federal law, including protected veteran or disability status.<div>
Get to Know Your Team
</div><div><ul><li>INTEGRIS Health, Oklahoma&rsquo;s largest not-for-profit health system, is seeking a dedicated caregiver to join us in our mission to partner with people to live healthier lives.</li>
<li>Benefits of being an INTEGRIS Health caregiver include front-loaded PTO, medical benefits through the extensive INTEGRIS Health network, financial assistance for continued education, 24/7 mental health support and more.</li>
<li>Take the first step toward growing your career by joining us.</li></ul></div></div><div></div>

Patient Services Representative

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