accounting associate - i

corporate senior financial planning & analysis (fp&a) analyst Jobs in Irving

director finance - accounting Jobs in Irving

director finance - accounting

financial analyst ii - finance Jobs in Irving

financial analyst ii - finance

financial analyst senior - finance Jobs in Irving

financial analyst senior - finance

director finance accounting

CHRISTUS Health

<div><b>Description</b><p><b><br>
Summary:</b></p>
<p>Plans, organizes and directs all aspects of the financial department including the development/administration of policies on finance, accounting, internal controls, budget, auditing and billing.</p>
<p><b>Responsibilities:</b></p>
<ul><li>Interacts with senior management to develop the strategic plan, including its financial planning component</li><li>
Develops and implements financial policies and procedures and ensures compliance</li><li>
Prepares the annual budget and analyzes, prepares and presents monthly financial statements to the Board of Directors</li><li>
Develops and maintains effective systems of general accounting and cost determination</li><li>
Supervises and coordinates reimbursement, patient accounting and general accounting, including general ledger accounting and accounts payable</li><li>
Supervises the analysis of costs and makes rate recommendations to ensure appropriate income/cash flow</li><li>
Reviews billing/collection patterns and makes corrective recommendations</li><li>
Interprets and endorses third-party payer rules and regulations, including Medicare requirements</li><li>
Ensures related necessary cost reporting/billing is performed</li><li>
Reviews departmental performance and ensures compliance with fiscal governmental reporting requirements, including tax reports</li><li>
Provides assistance to all management staff related to the performance of financial management matters</li><li>
Monitors departmental budgetary performance and internal controls</li><li>
Develops departmental objectives, establishes staffing patterns and organizes the work of the department</li><li>
Manages and evaluates performance of supervisors to ensure quality of service and technical expertise of staff</li><li>
Selects and trains/orients departmental personnel</li><li>
Approves personnel actions including merit increases, promotions and disciplinary actions for assigned staff</li><li>
Uses oral and written communication skills to effectively convey ideas in a clear, positive manner that is consistent with the SCH Mission and Belief Statements</li><li>
Demonstrates an understanding of and need for proper stewardship of the organization's resources by the way in which one's job responsibilities are implemented</li><li>
Demonstrates respect for customer needs by developing and maintaining an active willingness to demonstrate value-based leadership and to participate as a team member</li><li>
Attends a variety of administrative meetings to make policy decisions, and identify and seek solutions to complex problems</li><li>
Follows the CHRISTUS Provider Network guidelines related to the Health Insurance Portability and Accountability Act (HIPAA), designed to prevent or detect unauthorized disclosure of Protected Health Information (PHI)</li><li>
Maintains strict confidentiality</li><li>
Uses oral and written communication skills to effectively convey ideas in a clear, positive manner that is consistent with the CHRISTUS Mission</li><li>
Maintains established CHRISTUS Provider Network policies, procedures, objectives, quality assurance, safety, environmental and infection control</li><li>
Implements job responsibilities in a manner that is consistent with the CHRISTUS Mission and Code of Ethics and supportive of CHRISTUS Provider Network's cultural diversity objectives</li><li>
Supports and adheres to CPN Service Guarantee</li></ul>
<p><b>Requirements:</b></p>
<ul><li>Bachelor's Degree required</li></ul>
<p>Work Schedule:</p><br>
<p>5 Days - 8 Hours</p>
<p><b>Work Type:
</b></p><p>Full Time</p></div><p></p>

Director Finance - Accounting

Porter & Company CPAs

<p><b>Who We Are</b></p><p>At Porter &amp; Company, our Accounting Department is the future of our firm. We are not a traditional CPA firm. We are building a team that simplifies the complex for our clients, removes friction from their financial lives, and creates real relationships not just transactions.</p><p><b>Our clients are primarily:</b></p><p>&middot; Real estate investors</p><p>&middot; Multi entity business owners</p><p>&middot; High level entrepreneurs</p><p>Many come to us with messy, fix it situations. We bring clarity, structure, and confidence.</p><p>Internally, we operate on EOS, and our team members have a real voice in how the firm grows. You will not just do the work here. You will help shape how we do it.</p><p>We are also heavily focused on technology and AI so our team spends less time on manual work and more time where it matters most, with clients.</p><p><b>Who This Role Is For:</b></p><p>This role is for someone who:</p><p>&middot; Wants to own client relationships, not just complete tasks</p><p>&middot; Takes pride in delivering clean, accurate work with zero quality issues</p><p>&middot; Enjoys solving problems, especially when things are not perfectly organized</p><p>&middot; Communicates clearly and confidently with clients</p><p>&middot; Is coachable, humble, and aligned with our values (Leadership , Excellence and Honesty) and has a team first mindset</p><p><b>Who This Role Is NOT For:</b></p><p>This role will not be a fit if you:</p><p>&middot; Need constant direction to complete your work</p><p>&middot; Prefer to stay behind the scenes and avoid client communication</p><p>&middot; Just want to complete tasks instead of owning outcomes</p><p>&middot; Resist new technology or AI tools</p><p><b>What Success Looks Like (First 6 to 12 Months):</b></p><p>&middot; Successfully take ownership of a portfolio of clients with minimal quality issues</p><p>&middot; Improve turnaround time on financial reporting</p><p>&middot; Build strong, trusted relationships with your clients</p><p>&middot; Communicate proactively with both clients and internal team members</p><p><b>Key Responsibilities</b></p><p>&middot; Prepare, analyze, and review financial records, reports, and general ledger activity for a diverse client base</p><p>&middot; Perform full cycle bookkeeping including accounts payable, accounts receivable, invoicing, and reconciliations</p><p>&middot; Manage month end close processes, including journal entries and account reconciliations</p><p>&middot; Deliver accurate financial statements and QuickBooks write ups on a monthly, quarterly, and ad hoc basis</p><p>&middot; Maintain organized workpapers and ensure compliance with accounting standards and firm procedures</p><p>&middot; Identify, investigate, and resolve discrepancies through detailed account analysis</p><p>&middot; Assist with budgeting, forecasting, and interim financial projections to support tax planning and business strategy</p><p>&middot; Communicate directly with clients as a primary point of contact, providing timely updates, insights, and support</p><p>&middot; Build and strengthen client relationships through proactive service and ongoing check ins</p><p>&middot; Manage client expectations while delivering a consistently high level of service</p><p>&middot; Collaborate with internal teams and keep leadership informed on client status, needs, and project progress</p><p>&middot; Continue developing knowledge of firm services and identify opportunities to expand advisory offerings</p><p>&middot; Contribute to a high performance team environment and support overall firm growth</p><p><b>Qualifications:</b></p><p>&middot; BS in Accounting</p><p>&middot; 1 to 5 years of public accounting experience</p><p>&middot; Experience with full cycle accounting preferred</p><p>&middot; Strong communication and writing skills</p><p>&middot; Ability to manage multiple clients, projects, and deadlines</p><p>&middot; Comfortable using technology and open to AI driven tools</p><p><b>Growth and Career Path:</b></p><p>We believe in clear, structured growth and real opportunity.</p><p><b>-Your path can look like:</b></p><p>&middot; Accounting Associate</p><p>&middot; Senior Accounting Associate</p><p>&middot; Senior Accounting Manager</p><p>&middot; Director of Client Accounting Services</p><p><b>-As you grow, you will:</b></p><p>&middot; Take on more complex clients</p><p>&middot; Lead client relationships</p><p>&middot; Mentor team members</p><p>&middot; Step into advisory and leadership roles</p><p><b>This is not a dead end role. This is a starting point for long term growth inside our firm.</b></p><p><b>Compensation and Benefits:</b></p><p>&middot; Competitive salary</p><p>&middot; Performance based bonus</p><p>&middot; Hybrid work schedule</p><p>&middot; Paid time off and additional time off during slower seasons</p><p>&middot; Health, dental, vision, and life insurance</p><p>&middot; Long term disability coverage</p><p>&middot; $500 annual tech stipend to upgrade your tools</p><p>&middot; Access to company discounts and vendor perks</p><p><b>Why People Stay Here:</b></p><p>&middot; You will have a voice in the direction of the firm</p><p>&middot; You will work directly with clients, not just behind the scenes</p><p>&middot; You will grow faster because you are trusted with responsibility</p><p>&middot; You will be part of a team that values relationships, not just output</p><p><b>We are looking for someone who wants more than just a job.</b></p><p><b>If you want to grow, take ownership, and be part of building something meaningful, we would love to meet you.</b></p><p>Job Type: Full-time</p><p>Pay: $45,000.00 - $85,000.00 per year</p><p>Benefits:</p><ul><li>Dental insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li><li>Work from home</li></ul><p>Education:</p><ul><li>Bachelor's (Preferred)</li></ul><p>Experience:</p><ul><li>Accounting: 1 year (Required)</li><li>Bookkeeping: 1 year (Required)</li></ul><p>Work Location: Hybrid remote in Irving, TX 75038</p>

Accounting Associate - I

Caterpillar

<div><p><b>Career Area:</b></p>
Finance<p></p><p><b>
Job Description:</b></p><p></p><p><b>
Your Work Shapes the World at Caterpillar Inc.
</b></p><p></p><p>When you join Caterpillar, you're joining a global team who cares not just about the work we do &ndash; but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here &ndash; we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it.</p><p></p><p><b>
The Opportunity:</b><br>
The Corporate Senior Financial Planning &amp; Analysis (FP&amp;A) Analyst will be responsible for overseeing the annual beginning balance process, monthly journal entry preparation, and monthly inventory and OPACC reporting packages. Additional responsibilities include support of enterprise accountable methodology and analysis, and review of certain externally reported information, including the quarterly earnings release and elements of the 10-Q/10-K. This is a unique opportunity to work in a dynamic, fast-paced environment where your work will be highly visible at all levels of the company.</p><p></p><p><b>
What You Will Do:</b><br>
Responsibilities include but are not limited to:
</p><ul><li>Managing and executing the annual beginning balance process</li><li>
Financial accounting, including preparation of journal entries and segment footnote disclosures for Caterpillar SEC filings</li><li>
Prepare key monthly reporting packages for management</li><li>
Help maintain the reporting methodologies for Caterpillar's segment reporting</li><li>
Drive improvements and efficiencies in financial analysis and reporting processes</li><li>
Partner across the enterprise to support key projects related to Global Finance strategy initiatives</li></ul><p></p><p><b>
What You Have:</b></p><ul><li><b>
Education and Experience:</b> Bachelor&rsquo;s Degree within Accounting, Finance, or related field or equivalent experience.</li><li><b>
Financial Reporting:</b> Knowledge of processes, methods, and tools of financial reporting; ability to create and maintain accurate and thorough financial reports.</li><li><b>
Financial Analysis:</b> Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.</li><li><b>
Accuracy and Attention to Detail:</b> Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.</li><li><b>
Analytical Thinking:</b> Knowledge of techniques and tools that promote effective analysis; ability to determine the root cause of organizational problems and create alternative solutions that resolve these problems.</li><li><b>
Effective Communications:</b> Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.</li></ul><p></p><p><b>
What You Will Get:</b></p><ul><li>
Our goal at Caterpillar is for you to have a rewarding career. Our teams are critical to the success of our customers who build a better world.</li><li>
Here you earn more than just a salary because we value your performance. We offer a total rewards package that provides benefits on day one (medical, dental, vision, RX, and 401K) along with the potential of an annual bonus. Additional benefits include paid vacation days and paid holidays.</li><li>
All qualified individuals - Including minorities, females, veterans and individuals with disabilities - are encouraged to apply.</li></ul><p></p><p><b>
Summary Pay Range:</b></p>
$97,530.00 - $146,290.00<p></p><p>
Compensation and benefits offered may vary depending on multiple individualized factors, job level, market location, job-related knowledge, skills, individual performance and experience. Please note that salary is only one component of total compensation at Caterpillar.
</p><p></p><p><b>Benefits:</b></p><p>
Subject to plan eligibility, terms, and guidelines. This is a summary list of benefits.</p><ul><li><p>
Medical, dental, and vision benefits*</p></li><li><p>
Paid time off plan (Vacation, Holidays, Volunteer, etc.)*</p></li><li><p>
401(k) savings plans*</p></li><li><p>
Health Savings Account (HSA)*</p></li><li><p>
Flexible Spending Accounts (FSAs)*</p></li><li><p>
Health Lifestyle Programs*</p></li><li><p>
Employee Assistance Program*</p></li><li><p>
Voluntary Benefits and Employee Discounts*</p></li><li><p>
Career Development*</p></li><li><p>
Incentive bonus*</p></li><li><p>
Disability benefits</p></li><li><p>
Life Insurance</p></li><li><p>
Parental leave</p></li><li><p>
Adoption benefits</p></li><li><p>
Tuition Reimbursement</p></li></ul><p>
</p><ul><li>These benefits also apply to part-time employees</li></ul><p></p>
This position requires working onsite five days a week.<p></p>
Relocation is available for this position.<p></p>
Visa Sponsorship is not available for this position.<p></p><p><b>
Posting Dates:</b></p>
April 13, 2026 - April 24, 2026<p></p><p>
Any offer of employment is conditioned upon the successful completion of a drug screen.
</p><p></p><p>Caterpillar is an Equal Opportunity Employer, Including Veterans and Individuals with Disabilities. Qualified applicants of any age are encouraged to apply.</p><p></p><p>
Not ready to apply? Join our Talent Community.</p></div>

Corporate Senior Financial Planning & Analysis (FP&A) Analyst

AutoNation

<div>The CFS Cancellations Coordinator is responsible for completing finance and insurance cancellations.
<br>
<br>
Who would I interact with?
<br>
<br>
Interacts with internal and external customers at various levels, CFS Cancellation, Registration and Schedule teams, supervisor and management.<p></p><div><div><p><b>
What are the day-to-day responsibilities?</b></p></div><div><ul><li><p>
Process and submit all product cancellation paperwork to appropriate product vendor or manufacturer</p></li></ul></div><div><ul><li><p>
Process assigned work in an accurate and timely manner meeting all department requirements</p></li></ul></div><div><ul><li><p>
Maintain/Process assigned BPMS cancellation queues</p></li></ul></div><div><ul><li><p>
Communicate any cancellation problems to the stores (via Cancellation workflow)</p></li></ul></div><div><ul><li><p>
Calculate refund amounts when needed on any cancellation thru BPMS</p></li></ul></div><div><ul><li><p>
Produce high quality and quantity of work while under deadline pressure</p></li></ul></div><div><ul><li><p>
Back up and assist other team members as needed</p></li></ul></div></div><div><div><ul><li><p>
Meet or exceed service level agreements</p></li></ul></div><div><ul><li><p>
Perform any other outside projects and/or tasks as needed</p></li></ul></div><p></p><div><p><b><br>
What are the requirements for this job?</b></p></div><div><ul><li><p>
Strong data entry skills</p></li></ul></div><div><ul><li><p>
Understand basic accounting principles and logic</p></li></ul></div><div><ul><li><p>
Effective analytical, problem-solving, organizational and time management skills, with the ability to meet commitments and deadlines</p></li></ul></div><div><ul><li><p>
Experience handling high volume of paperwork in multiple computer database systems</p></li></ul></div><div><ul><li><p>
Use of computer required for entire shift</p></li></ul></div><div><ul><li><p>
Periodic monthly meetings with Supervisor, which may require team interaction.</p></li></ul></div><div><ul><li><p>
Communicate effectively with customer base</p></li></ul></div><div><ul><li><p>
Ability to read, write speak and understand the English language</p></li></ul></div><div><ul><li><p>
Ability to work independently and as a team member in a deadline driven environment</p></li></ul></div><div><ul><li><p>
Automotive Accounting experience preferred, but not required</p></li></ul></div><div><ul><li><p>
Flexible work schedule to accommodate workflow</p></li></ul></div><p></p><div><p><b><br>
What&rsquo;s</b><b> </b><b>my next possible position?</b></p></div><div><p>
CFS Cancellations Specialist</p></div></div><p></p><div><p><b><br>
AutoNation is an equal opportunity employer and a drug-free workplace.</b></p></div><p></p><h2 class="jobSectionHeader"><b>
Exciting Benefits and Perks Await You:</b></h2><ul><li><p>
Competitive compensation and 401k matching</p></li><li><p>
Enjoy a healthy work-life balance with insurance plans (health, dental, vision) and maternity benefits.</p></li><li><p>
Associate purchase and discount programs for new and pre-owned vehicles, services, parts, collision, accessories, and AutoGear</p></li><li><p>
Access amazing deals and discounts through YouDecide, a website with offers from top providers and retailers</p></li><li><p>
Join our DRVPNK mission to raise and donate millions of dollars to cancer research and treatment, partnering with cancer charities nationwide</p></li></ul><p></p><p>
AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have raised over $40 million for cancer-related causes, demonstrating our commitment to making a positive difference in the lives of our Associates, Customers, and the communities we serve.</p><p><br>
AutoNation is committed to creating a diverse, equitable, and inclusive environment in our workplace and the services we provide. We welcome candidates from all backgrounds who are passionate about making a positive impact. Even if you do not meet every requirement, we encourage you to apply. Join our team and help us foster a culture of belonging while contributing to our revolutionary work in the automotive industry. We value innovation, teamwork, and a commitment to making a positive impact in the world.</p></div>

CFS CANCELLATIONS SPECIALIST

PDS Health

<div>Description:
<div>
Now is the time to join PDS Health. You will have opportunities to learn new skills from our team of experienced professionals. If you're ready to take your career to the next level and gain valuable experience, apply today!</div>
Overview:<div></div><div><br>
The Analyst, ROC Business Analytics is a professional with a technology bias and Epic Systems expertise that demonstrates strong quantitative skills, business acumen, and communication. The Analyst plays a pivotal role in transforming the business to scale for the future by making data accessible and actionable. They recognize collections trends as well as analyze the organization&rsquo;s financial health. They anticipate both current and future needs in the design for various types of information and key performance indicators. This role understands the underlying data definitions, sources, calculations and structures. Most important, this role builds the structure for reporting that enables research, root causing, action planning, and story-telling in an influential manner. Additional activities include making and recommending informed, strategic decisions as well as providing analytic support to help drive initiatives and projects to maximize realizable revenue.</div><div><br>
</div><div><b>Responsibilities</b></div><ul><li><div>
Develops analytic strategies for the Revenue Operations Center (ROC) that use data to provide business insights and simple tools that support revenue operations.</div></li><li><div>
Analyze ROC performance data including claims, denials, collections, and accounts receivable, finance utilization, etc.</div></li><li><div>
Work closely with ROC, Accounting, Finance, Operations, and other departments to maximize realizable revenue.</div></li><li><div>
Identify and communicate trends or patterns in complex data sets at the company, region, and office level to maximize realizable revenue.</div></li><li><div>
Transforms complex data sets into actionable insights using SQL, VBA, Power BI.</div></li><li><div>
Develop and maintain business analytic solutions, scorecards, dashboards, or methods within ROC operations.</div></li><li><div>
Oversees the design and implementation of data-driven solutions to business needs through reporting and automation.</div></li><li><div>
Implements the analytical approaches and methodologies used to ensure accurate and consistent reporting for informed decision-making by ROC internal clients.</div></li><li><div>
Proactively reviews low performing offices for collection opportunities and monitors the top performing offices for insight into best practices.</div></li><li><div>
Assists in validation and change management through assessment of organizational readiness and detailed analysis of impacted stakeholders.</div></li><li><div>
Proactively works with ROC internal clients to prioritize needs and/or requests on a weekly basis.</div></li><li><div>
Effectively utilizes resources and best practices for building reports and automated procedures by continually evaluate reporting needs and data validation with cross-functional teams.</div></li><li><div>
Perform other duties as assigned by management.</div></li></ul><div><b>
Qualifications</b></div><ul><li><div>
Bachelor&rsquo;s Degree or equivalent work experience required in quantitative discipline (Mathematics, Statistics, Computer Science, Finance, Economics, or similar), and 2+ years in a business developer role using Epic systems. In lieu of degree, 5+ years of professional experience is required.</div></li><li><div>
Experience in SQL Server and Epic Systems.</div></li><li><div>
Significant experience designing, developing, and deploying complex data analysis projects.</div></li></ul><div><b>
Preferred</b></div><ul><li><div>
Master&rsquo;s Degree in Mathematics, Statistics, Economics, or a related quantitative field.</div></li><li><div>
Background in healthcare or dental business analytics.</div></li><li><div>
Epic Cogito Certification</div></li><li><div>
Skilled in data mining, predictive modeling, and machine learning algorithms.</div></li><li><div>
Experience with Power BI, VBA, Python</div></li></ul><div><b>
Knowledge/Skills/Abilities</b></div><ul><li><div>
Excellent understanding of data analysis and reporting best practices.</div></li><li><div>
Working knowledge of development methodologies and tools.</div></li><li><div>
General understanding of Epic work queue&rsquo;s and data structure.</div></li><li><div>
Experience providing automated processes, with error-handling and approved security parameters in place.</div></li><li><div>
Ability to communicate functional vision and establish aligned direction and goals on behalf of his/her department.</div></li><li><div>
Ability to translate vision into action, leading change, and inspiring people to get results.</div></li><li><div>
Ability to obtain and effectively allocate resources, and to create systems to measure results.</div></li><li><div>
Demonstrate increasing responsibility and successful execution of mission-driven events.</div></li><li><div>
Demonstrate strong facilitation and collaboration skills.</div></li><li><div>
Ability to interpret and apply policies and procedures.</div></li><li><div>
Ability to draw valid conclusions; apply sound judgment in making decisions under pressure.</div></li><li><div>
Ability to communicate effectively across all levels of the organization, comfortable presenting complex data in a simplified easy to understand format.</div></li><li><div>
Data visualization: Visualizing data in a way that makes it easy to understand and use.</div></li><li><div>
Data validation: Validating the integrity of data sets, ensuring they're consistent with business rules and regulations.</div></li></ul><div><b>
Benefits</b></div><ul><li>
Medical, dental, and vision insurance</li><li>
Paid time off</li><li>
Tuition Reimbursement</li><li>
401K</li><li>
Paid time to volunteer in your local community</li></ul>
&lrm; :
<div>
PDS Health is an Equal Opportunity Employer. We celebrate diversity and are united in our mission to create healthier and happier team members.</div>
Salary Information: $59,000.00-$75,000.00 / Annually</div>

Analyst, ROC Business Analytics

<div><b>Description</b><p><br>
Summary:</p>
<p>The associate is responsible for the duties and services that are of a support nature to the Revenue Cycle division of CHRISTUS Health. The associate ensures that all processes are performed in a timely and efficient manner. The primary purpose of this Job is to ensure account resolution and reconciliation of outstanding balances for CHRISTUS Health patient accounts. The Job works in a cooperative team environment to provide value to internal and external customers.
<br>
The associate carries out his/her duties by adhering to the highest standards of ethical and moral conduct, acts in the best interest of CHRISTUS Health, and fully supports CHRISTUS Health's Mission, Philosophy, and core values of Dignity, Integrity, Compassion, Excellence, and Stewardship.</p>
<p>Responsibilities:</p><br>
<ul><li>Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders.
</li><li>Performs Revenue Cycle functions in a manner that meets or exceeds CHRISTUS Health's key performance metrics.
</li><li>Ensures PFS departmental quality and productivity standards are met.
</li><li>Collects and provides patient and payor information to facilitate account resolution.
</li><li>Responds to all types of account inquiries through written, verbal, or electronic correspondence.
</li><li>Maintains payor-specific knowledge of insurance and self-pay billing and follow-up guidelines and regulations for third-party payers. Maintains working knowledge of all functions within the Revenue Cycle.
</li><li>Responsible for professional and effective written and verbal communication with both internal and external customers in order to resolve outstanding questions for account resolution.
</li><li>Meets or exceeds customer expectations and requirements, and gains customer trust and respect.
</li><li>Compliant with all CHRISTUS Health, payer, and government regulations.
</li><li>Exhibits a strong working knowledge of CPT, HCPCS, and ICD-10 coding regulations and guidelines.
</li><li>Appropriately documents patient accounting host system or other systems utilized by PFS in accordance with policy and procedures.
</li><li>Provide continuous updates and information to the PFS Leadership Team regarding errors, issues, and trends related to activities affecting productivity, reimbursement, payment delays, and/or patient experience.
</li><li>Must have professional and effective written and verbal communication.
</li></ul><ul><li>Billing
</li><li>Review and work on claim edits.
</li><li>Works payor rejected claims for resubmission.
</li><li>Works reports and billing requests.
</li><li>Demonstrates strong knowledge of standard bill forms and filing requirements.
</li><li>Exhibits and understanding of electronic claims editing and submission capabilities.
</li></ul><ul><li>Collections
</li><li>Collect balances due from payors ensuring proper reimbursement for all services.
</li><li>Identifies and forwards proper account denial information to the designated departmental liaison. Dedicated efforts to ensure a proper denial resolution and timely turnaround.
</li><li>Maintain an active knowledge of all collection requirements by payors.
</li><li>Works collector queue daily utilizing appropriate collection system and reports.
</li><li>Demonstrates knowledge of standard bill forms and filing requirements.
</li><li>Identify and resolve underpayments with the appropriate follow-up activities within payor timely guidelines.
</li><li>Identify and resolve credit balances with the appropriate follow-up activities within payor timely guidelines.
</li><li>Identify and communicate trends impacting account resolution.
</li></ul><ul><li>Cash Reconciliation
</li><li>Ensures all payments are retrieved and posted accurately and timely through reconciliation of patient accounting system and bank statement.
</li><li>Researches submitted cash payments by verifying patient account numbers and appropriate facilities.
</li><li>Monitor and performs cash reconciliation to identify cash posting errors and ensures all receipts are applied and reconciles to daily bank deposit and monthly bank statements.
</li><li>Review and post cash corrections, including resolving patient complaints and inquiries from PFS, Finance, Facilities, and Vendor Partners.
</li><li>Resolve and Research unapplied cash, including continuous follow-up until payment identification is made for application of payment or refund.</li></ul>
<p>Job Requirements:</p><br>
<p><b>Education/Skills</b></p>
<ul><li>HS Diploma or equivalent years of experience required.
</li><li>Post HS education preferred.
</li></ul><p><b>Experience</b></p>
<ul><li>3-5 years of experience preferred.
</li><li>Experience working within a multi-facility hospital business office environment preferred.
</li><li>College education, previous Insurance Company claims experience and/or health care billing trade school education may be considered in lieu of formal hospital experience.
</li><li>Experience working with inpatient and outpatient billing requirements of UB-04 and HCFA 1500 billing forms preferred.
</li></ul><p><b>Licenses, Registrations, or Certifications</b></p>
<ul><li>None required.</li></ul><br>
<p></p>
<p>Work Schedule:</p><br>
<p>8AM - 5PM Monday-Friday</p>
<p>Work Type:</p><br>
<p>Full Time</p></div>

Patient Financial Representative Senior - Patient Financial Services

Citi

<div><div><div>Job Req Id:</div>
<div>26952575</div>
</div><div><div>Location(s):</div>
<div>Irving, Texas, United States</div>
</div><div><div>Job Type:</div>
<div>Hybrid</div>
</div><div><div>Posted:</div>
<div>Apr. 13, 2026</div></div></div>
<br><div><h2 class="jobSectionHeader"><b>Discover your future at Citi</b></h2>
<p>Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you&rsquo;ll have the opportunity to grow your career, give back to your community and make a real impact.</p>
<h2 class="jobSectionHeader"><b>Job Overview</b></h2>
<p>Job Background/Context</p><p>
Institutional Credit Management (ICM) is a critical component of Citi&rsquo;s First Line of defense for wholesale and counterparty credit risk (CCR) management. ICM works with Independent Risk teams to ensure best-in-class risk and controls, and client responsiveness. Key responsibilities of the group include credit analysis, documentation, risk identification, exposure monitoring and stress testing. ICM coordinates with credit management groups across Markets as well as Banking, Capital Markets and Advisory (BCMA) to ensure full alignment on business and regulatory goals, as well as consistency and best practices.</p><p>
Within ICM Counterparty Credit Risk (CCR), ICM Funds Underwriting is a global team responsible for measuring, monitoring and controlling counterparty risk for Funds, covering Asset Management Companies, Investment Advisors as Agent, and Pension Funds.</p><p></p><p><b>
Key Responsibilities:</b></p><ul><li>
Assess the credit and financial strength of Citi&rsquo;s Real Money Funds Clients by performing fundamental credit analysis of counterparties using both quantitative and qualitative factors</li><li>
Complete Credit Analysis Write-up Memos and Final Obligor Risk Ratings of Citi&rsquo;s Funds Counterparties based on independent assessment and judgement completed on the due diligence of the client and industry knowledge to provide appropriate extensions of credit remaining within Risk appetite</li><li>
Continuous monitoring of the covered portfolio, including following industry trends, impacts to key relationships, and escalation of potential credit issues to Underwriting Team Leads, 2LoD Risk Partners and BCMA partners</li><li>
Review and provide recommendation on the risk rating across the Funds sector</li><li>
Partner with regional and industry stakeholders in Underwriting, 2LoD, and BCMA in the implementation of credit assessment and monitoring standards for applicable portfolios</li><li>
Support ICG Risk Analysis Voice of the Employee (VOE) initiatives</li><li>
Travel (less than 10%)</li></ul><p></p><p><b>
Skills/Competencies:</b></p><p>
Strategic orientation to ensure the ICM Underwriting organization continues to be positioned as a thoughtful and proactive partner on driving best practices to support safety and soundness within ICM and Citi</p><ul><li>
Fundamental analytical skills, including an understanding of key financial components (liquidity position, leverage profile) with the ability to identify root causes and trends and anticipate horizon issues.</li><li>
Demonstrates basic knowledge of financial statements and GAAP accounting or similar governance relating to country of operation.</li><li>
Displays basic industry research capabilities, including risk and key drivers.</li><li>
Basic understanding of Credit Policy and procedures; proactively refers to resources as needed.</li><li>
Demonstrates ability to identify potential risk issues that need escalation and escalates them promptly.</li><li>
Been able to articulate orally and in written credit recommendations for decision making using judgement and knowledge from the credit analysis.</li><li>
Displays a deep commitment and positive attitude to Citi and colleagues, is reliable, and eager to do more.</li><li>
Embraces the need for change and appreciates its benefits with natural curiosity.</li><li>
Demonstrates professionalism by being reliable, actively contributing in meetings, asking questions and challenging ideas</li><li>
Interpersonal skills, with the ability to build relationships.</li><li>
Organizational skills with ability and willingness to work under pressure and manages time and priorities effectively.</li><li>
Strong written and verbal communication skills, with the ability to communicate clearly and concisely to audiences of varying levels of seniority.</li><li>
Microsoft Office (Word, Excel, and PowerPoint) skills</li><li>
Knowledge of Financial Modeling Concepts</li></ul><p></p><p><b>
Qualifications:</b></p><p>
BA/BSc in Finance or Accounting or higher degree in Business (MBA), or any other related subject</p><p>
-</p><p><b>
Job Family Group:
</b></p>Risk Management<p>
-</p><p><b>
Job Family:</b></p>
Credit Risk<p>
-</p><p><b>
Time Type:</b></p>
Full time<p>
-</p><p><b>
Primary Location:</b></p>
Irving Texas United States<p>
-</p><p><b>
Primary Location Full Time Salary Range:</b></p>
$59,200.00 - $82,600.00<p><br>
In addition to salary, Citi&rsquo;s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental &amp; vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.</p><p>
-</p><p><b>
Most Relevant Skills
</b></p>Analytical Thinking, Constructive Debate, Escalation Management, Financial Analysis, Policy and Procedure, Policy and Regulation, Product Knowledge, Risk Controls and Monitors, Risk Identification and Assessment.<p>
-</p><p><b>
Other Relevant Skills
</b></p>For complementary skills, please see above and/or contact the recruiter.<p>
-</p><p><b>
Anticipated Posting Close Date:</b></p>
Apr 20, 2026<p>
-</p><p><i>
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.</i></p><p></p><p><i>
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review </i><i>Accessibility at Citi</i><i>.</i><br>
<br>
<i>View Citi&rsquo;s </i><i>EEO Policy Statement</i><i> and the </i><i>Know Your Rights</i><i> poster.</i></p></div>

Credit Underwriting Analyst

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