Financial Services Representative

Overview

This full-time, entry-level Financial Services Representative role is 100% remote within the United States. The position supports non-clinical dementia-care navigation, Medicare GUIDE administration, and patient and caregiver support through accurate financial operations, exception handling, reconciliation, and audit-ready documentation.

Responsibilities

• Reconcile discrepancies before reporting or processing, combining Accounts Payable, Billing, and Financial Documentation to keep source accuracy explicit within non-clinical dementia-care navigation, Medicare GUIDE administration, patient and caregiver support, data, operations, and business workflows.
• Track unresolved financial exceptions, combining Accounts Receivable, Data Accuracy, and Bookkeeping to maintain clear deadline control within non-clinical dementia-care navigation, Medicare GUIDE administration, patient and caregiver support, data, operations, and business workflows.
• Maintain audit-ready documentation, combining Quality Control, Financial Documentation, and Record Maintenance so status evidence remains explicit within non-clinical dementia-care navigation, Medicare GUIDE administration, patient and caregiver support, data, operations, and business workflows.
• Protect confidential financial information by combining Payment Tracking, Bookkeeping, and Exception Resolution.
• Review financial inputs against supporting records, combining Status Tracking, Record Maintenance, and Reconciliation to ensure deadline control stays traceable.

Success Standard

Strong performance means accurate financial records, reconciliation, and exception handling remain trustworthy across the workflow. Process Compliance, Data Accuracy, and Bookkeeping should reinforce source accuracy, deadline control, and status evidence. Unresolved items must retain an owner, and another authorized teammate must be able to verify work without reconstructing its history.

Requirements (Desired Skills & Experience)

• Bookkeeping
• Account Review
• Financial Records
• Record Maintenance
• Accounts Payable
• Variance Analysis
• Exception Resolution
• Accounts Receivable
• Process Compliance
• Reconciliation
• Quality Control
• Billing
• Payroll
• Payment Tracking
• Data Accuracy
• Approval Tracking
• Status Tracking
• Financial Documentation
• Deadline Management
• Confidentiality

Compensation & Benefits

• Base salary: $43,000-$69,000 per year

Location

• 100% remote within the United States