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ChartRequest

924 days ago

Financial Analyst / Bookkeeper (Remote)

EmployeeFinancial Services

Job Overview

Key role details at a glance.

Company location

Remote

Work type

remote (Philippines)

Job Description

Role context, responsibilities, and expectations.

Founded in 2012 in Atlanta, GA, ChartRequest is a healthcare information technology and services company that specializes in electronic medical record fulfillment, outsourced medical record fulfillment, and referral management solutions. We believe in being Helpful, Accountable, and Respectful, Problem-Solving Team Players. Every team member at ChartRequest embodies those core values and attributes on the ChartRequest PATH. The company leverages forward-thinking strategies and innovation to deliver automated, HIPAA-compliant solutions that empower solo physician practices, large group practices, national urgent care platforms, imaging centers, community hospitals, and integrated delivery networks to streamline their operations and reduce their overhead. In addition, ChartRequest provides a secure, paperless release of information platform for legal firms, insurance companies, ERE users, and other requestors that need to protect sensitive and business-critical information. ChartRequest is dedicated to eliminating manual and paper processes in ROI and referral management in order to realize 100 percent electronic workflows for its clients and staff. Since its establishment, the company has managed more than 1,000,000 secure requests for protected health information on behalf of its providers. The network using its services to exchange vital continuity of care documentation currently comprises over 12,000 healthcare providers in all 50 states. Opportunity ChartRequest is looking to add to our organization with a qualified, self-driven professional who is looking to make a splash with a growing company. If you are looking for an opportunity with realistic, attainable goals, uncapped opportunity, and creative freedoms - this might be the opportunity for you. The chosen candidate will join a team that is focused on helping achieve your career goals through a collaborative work environment that incentivizes you to reach your targets. Primary Responsibilities Support the Finance, Administration, and Human Resources functions (payroll processing support (Gusto), PTO Management, bookkeeping (Xero), budgeting, forecasting, and reporting Cross-functionally support and assist the Sales, Marketing, Client Services, Operations, Product/Development, Administration, and Finance functions alongside the Executive Leadership Team (ELT) Develop and maintain complex financial models to support decision making processes. Assist with check cashing, government account administration and setup, escalated request refunds (and the refund process), and executive level support escalations related to the functional role Assist with annual financial audit and corporate tax and compliance filings Assist all administration and compliance audits and schedules Liaise with third-parties, enterprise requestors, and internal teams to ensure the accuracy and maintenance of the pricing library. alignment of pricing within the application. Establishes and oversees pricing discrepancy escalation process Participate in weekly LVL10 departmental meetings and assistance with goal setting across your functional teams of HR, Finance, and Administration Demonstrated commitment to the ChartRequest PATH. On the ChartRequest PATH, youíll be bound by a value system that is critical to success. The PATH requires you to be a polite and respectful problem solver in all scenarios. The PATH demands accountability and for all team members to be trustworthy team players while being helpful cross-functionally Required Qualifications & Experience 4-year Bachelorís degree 1+ years of experience as a financial analyst, particularly in creating financial models Detail-oriented and takes pride in their work Exceptional written and verbal skills in English Highly organized with strong cross functional collaboration skills Persistent and Precise PreferredQualifications & Experience 1+ years of bookkeeping experience Experience with the following systems: Xero, Gusto, Jira Enterprise Experience with EOS, LVL10 Meetings, and Rock Setting The ChartRequest PATH Great expectations between ChartRequestors. Every ChartRequestor is on the ChartRequest PATH. When you are on the ChartRequest PATH you must be a team player that is a polite and respectful problem solver. Being Accountable for your work and actions, as well as being a trustworthy team player is paramount to success on this PATH. If you are on the ChartRequest PATH, you must strive to be helpful at all times to your teammates, clients, and all end-users in the ChartRequest ecosystem. P - Polite, Respectful Problem Solver A - Accountable T - Trustworthy Team Player H - Helpful Job Type: Full-time Salary: up to PHP 55,000.00 per month ChartRequest is an Equal Opportunity Employer We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Job Type: Full-time Pay: Up to Php55,000.00 per month Benefits: Work from home Schedule: Evening shift Monday to Friday Supplemental pay types: Performance bonus Education: Bachelor's (Preferred) Experience: Financial analysis: 1 year (Required) Xero: 1 year (Preferred) Bookkeeping: 1 year (Required)

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