Virtual Senior Accounting Support Specialist

Overview

This role supports multi-provider revenue and accounting operations as a Virtual Senior Accounting Support Specialist. Responsibilities include revenue reporting and month-end reporting, Accounts Receivable (AR) tracking and invoicing, and provider payroll support through production-based audit processes.

The position is a specialized accounting support function that operates under established procedures and consolidates multi-provider production data. Work emphasizes advanced Microsoft Excel skills and does not rely on traditional accounting software like QuickBooks.

Responsibilities

• Multi-Location Revenue Consolidation
  • Extract and aggregate production figures across 41 periodontal providers
  • Audit report entries for accuracy, identify balance discrepancies, and maintain master revenue summary workbooks
• Revenue Management & Month-End Reporting
  • Collect and consolidate complex daily/monthly production reports across 41 doctors and multiple office locations
  • Audit figures for discrepancies and maintain detailed revenue tracking sheets
• Invoicing & Accounts Receivable (AR) Support
  • Prepare detailed invoice data and review office adjustments
  • Track invoice and payment statuses
  • Flag unusual ledger items
  • Build comprehensive AR reports in Excel
• Invoicing & Ledger Adjustment Audits
  • Compile line-item invoice data and supporting documentation
  • Analyze office fee adjustments, refunds, and write-offs
  • Flag any out-of-policy items for management review
• Provider Payroll & Production Audit
  • Audit raw production data underlying provider compensation
  • Maintain payroll tracking spreadsheets
  • Verify percentage-based payout figures against production totals
  • Prep payroll batches for executive approval
• Advanced Financial Analysis in Excel
  • Build, maintain, and audit complex financial workbooks using PivotTables, XLOOKUP/VLOOKUP, SUMIFS, and custom formulas
  • Support month-end financial closes by producing accurate summaries
• Communication & Confidentiality
  • Maintain secure communication with internal teams using Outlook and Google Voice
  • Follow strict data governance, confidentiality, and accounting procedures

Requirements

• Strong foundational understanding of accounting principles, GAAP standards, invoicing, AR, and financial reporting workflows
• Advanced Microsoft Excel proficiency is required, including hands-on experience building and auditing:
  • PivotTables
  • XLOOKUP / VLOOKUP
  • SUMIFS
  • Custom formulas
  • Candidates without advanced Excel mastery will not be considered
• Advanced mathematical skills, including percentage-based calculations and quantitative analysis for auditing and reconciliation
• Proven ability to scrutinize large data sets, cross-reference multi-source reports, and identify discrepancies independently
• Ability to follow established accounting protocols precisely while managing strict monthly close deadlines with high autonomy
• Excellent written and verbal English communication skills with discretion when handling confidential financial and payroll data

Preferred Qualifications

• Experience in dental, healthcare, or medical group accounting practices
• Staff Accountant or Senior Accountant background strongly preferred
• Multi-location or multi-provider financial tracking experience (supporting 20+ providers)
• Experience auditing production-based or commission-based doctor/provider compensation

Compensation & Benefits

• Full-Time (40 Hours / Week)

Location

• Remote workspace: Private, quiet, HIPAA/financial-compliant home office equipped with a high-performance computer (PC/Mac), high-speed internet, backup power/internet solutions, and a headset

Schedule

• Monday – Friday, 8:00 AM – 5:00 PM PST (Pacific Standard Time)

Top Daily Tasks (Summary)

• Revenue management and month-end reporting across 41 doctors and multiple office locations
• Invoicing and AR support in Excel, including status tracking and discrepancy flagging
• Provider payroll and production audit using production data and percentage-based payout calculations