Senior Customer Finance Analyst

🕒 March 30

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Prompt Therapy Solutions Inc

WebsiteLinkedInAll Job Openings

11 - 50 employees

⚕️ Healthcare Insurance

⚡ Productivity

☁️ SaaS

Healthcare Insurance • Productivity • SaaS

Prompt Therapy Solutions Inc. is a company that provides therapy-focused software solutions designed to enhance the efficiency and profitability of clinics. They offer a range of features including AI-powered scheduling, patient management, billing, and reporting tools. Their platform caters to various practice sizes, from startup clinics to large enterprises, aiming to optimize clinic operations and improve patient satisfaction. The company's AI solutions help streamline workflows for roles such as front desk staff, therapists, billers, and clinic owners. Through advanced analytics and automated processes, Prompt Therapy Solutions seeks to modernize practice management and drive growth for therapy providers.

📋 Description

• Oversee the end-to-end invoicing lifecycle, ensuring 100% accuracy in complex billing cycles and compliance with bespoke customer agreements. • Identify bottlenecks in the billing workflow and partner with the Finance Lead to design and implement automated solutions within NetSuite/QuickBooks. • Perform root-cause analysis on recurring billing discrepancies and implement permanent process fixes while communicating with leadership on the context of the issues. • Audit and validate customer agreements to ensure financial data integrity before account creation. • Create customer accounts and process sensitive financial data accurately. • Manage high-priority or complex customer financial inquiries, translating technical issues into clear, professional communication. • Collaborate cross-functionally with multiple departments to resolve structural billing hurdles for clients. • Maintain the integrity of the customer master data, ensuring clean reporting for Senior Management.

🎯 Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field. • 3+ years of experience in Accounts Receivable, Billing, or Revenue Operations (senior-level ownership expected). • Advanced proficiency in NetSuite and QuickBooks. • Expert Excel/Google Sheets skills - must be comfortable with complex formulas, pivot tables, and data modeling to identify trends or errors. • A proven track record of taking a manual process and developing and executing a better process through automation or workflow redesign. • An obsession with accuracy; you are the person who catches the $0.01 discrepancy before it becomes a client issue. • Ability to distill complex financial data into actionable insights for stakeholders and senior leadership.

🏖️ Benefits

• Competitive salaries • Remote/hybrid flexibility • Potential equity for outstanding performance • Flexible PTO • Company-wide sponsored lunches • Company-paid disability and life insurance • Family and medical leave • Medical, dental, and vision insurance • Discounted pet insurance • FSA/DCA and commuter benefits • 401(k) • Complimentary subscription to digital fitness classes and wellness content • Recovery suite at HQ with cold plunge, sauna, and shower