You Belong at Greenway

Bring your best and truest self. We celebrate what makes us different and what brings us all together. At Greenway Health, we are committed to an inclusive environment and a culture of belonging as we pursue our purpose of healthier communities, successful providers, and empowered patients. We are united in our goal to build the future of healthcare technology. Join us.

Essential Duties and Responsibilities

• Contacts clients following established guidelines to recover delinquent balances
• Contacts clients to update billing information
• Responds to clients’ inquiries or complaints regarding company products, contractual agreements, licensing, and billing via incoming telephone calls, written correspondence, or email, and uses various system work queues
• Reviews and research problems with respect to established policies, billing, procedures, contractual agreements, and licensing practices
• Follows up on manager requests, internal requests, and escalated issues
• Coordinates problem resolution with appropriate departments

Education and Experience

• BA/BS degree in Business/Finance/Economics/MIS or other Technical/Analytical majors  
• 0 to two (2) years of Financial Analysis or other relevant Technical/Analytical experience  

Skills, Knowledge, and Abilities

Knowledge of Accounts Receivable Process

• Understanding the full AR cycle, including invoicing, payment collection, cash application, and reconciliation.
• Familiarity with aging reports, tracking overdue payments, and managing customer accounts.

Proficiency in Accounting Software

• Experience using ERP systems like Microsoft Dynamics 365, SAP, QuickBooks, or Oracle to manage and track AR transactions.
• Ability to input, track, and manage data within these systems efficiently.

Invoice Management

• Generating and sending accurate invoices to customers in a timely manner.
• Tracking invoice status and following up on overdue invoices to ensure timely payments.

Justifying and Resolving Disputes

• Ability to resolve discrepancies or disputes with clients regarding invoices or payments.
• Working closely with the collections or customer service teams to investigate and resolve any client concerns.

Bank Reconciliation

• Ensuring that payments received are accurately recorded in both AR systems and bank method.
• Matching cash receipts to corresponding invoices and handling unapplied cash or discrepancies.

Strong Communication Skills

• Interacting professionally with clients via email, phone, and other communication channels to resolve issues and follow up on payments.
• Working closely with internal departments like finance, sales, and customer service.

Analytical and Problem-Solving Skills

• Ability to analyze client accounts, payment histories, and trends to identify issues such as non-payments, underpayments, or discrepancies.
• Investigating and resolving payment application errors, missed payments, or discrepancies in a timely manner.

Time Management and Organization

• Handling multiple customer accounts simultaneously, keeping track of payment due dates, and following up on unpaid invoices.
• Prioritizing tasks to ensure timely cash inflow while managing a large volume of transactions.

Knowledge of Payment Methods

• Familiarity with various payment methods like credit cards, wire transfers, checks, and ACH payments.
• Ensuring the proper application of payments based on different methods and understanding related processes (e.g., chargebacks, failed transactions).

Reporting Skills

• Generating and reviewing AR reports, such as Aging Reports, Cash Flow Statements, and Collection Reports to provide insights into outstanding balances and payment status.
• Assisting in forecasting cash flow based on the AR aging.

Collection Skills

• Reaching out to clients proactively for payment reminders.
• Negotiating payment plans or settlements for overdue accounts when necessary.
• Escalating non-payment issues to management or legal teams as required.

Compliance and Regulatory Knowledge

• Familiarity with financial regulations related to accounts receivable, including SOX (Sarbanes-Oxley Act) compliance, if applicable.
• Knowledge of tax regulations, credit terms, and contract terms relevant to the company’s industry.

Attention to Detail

• Ensuring accuracy when posting payments, generating invoices, or recording transactions.
• Identifying and correcting errors in client records, invoices, or payment application promptly.

Customer Service Skills

• Providing high-quality service to clients by resolving their queries related to invoices, payment terms, or account balances.
• Maintaining a professional and customer-focused approach, even when handling late or disputed payments.

Cash Flow Management

• Understanding the impact of receivables on cash flow and working to optimize payment schedules to meet company financial goals.
• Working closely with the finance team to forecast cash inflows and improve liquidity management.

Collaboration and Teamwork

• Collaborating with the billing, sales, and finance departments to ensure accurate billing and efficient payment collections.
• Sharing feedback with the sales or customer serv

Work Environment/Physical Demands

• While at work, this position is primarily a sedentary job and requires that the associate can work in an environment where they will consistently be seated for most of the workday.
• This role requires that one can sit and regularly type on a keyboard most of their workday.
• This position requires the ability to observe a computer screen for long periods of time to observe their own and others’ work, as well as in-coming and out-going communications via the computer and/ or mobile devices.
• The role necessitates the ability to listen and speak clearly to customers and other associates.
• The work environment is an open room with other associates and noise from others will be part of the regular workday

Disclaimer: This Job Summary indicates the general nature and level of work expected of the incumbent(s). It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the incumbent.  Incumbent(s) may be asked to perform other duties as requested. Greenway Health, LLC is an Equal Opportunity Employer.  We do not discriminate based on race, religion, age, gender, national origin, sexual orientation, disability, or veteran status.