Financial Operations Specialist

2 weeks ago


Redding, California, United States Team Perio Full time
Job Overview

We are seeking a highly skilled and detail-oriented Bookkeeper to join our team at Team Perio. As a key member of our financial operations team, you will be responsible for maintaining accurate and up-to-date financial records, ensuring compliance with relevant laws and regulations, and providing financial support to our dental practice.

Key Responsibilities
  • Financial Record-Keeping: Maintain and update financial records using QuickBooks Online, ensuring all transactions are accurately recorded and categorized.
  • Expense Management: Supervise the practice's expense management platform (Divvy), ensuring all expenses are tracked and reported correctly.
  • Month-End Close: Coordinate with our fractional CFO to support month-end close processes, ensuring published financials are based on accurately reported income and expenses.
  • Provider Compensation: Calculate and track provider compensation for employees paid based on a percentage of productivity, ensuring accuracy and timely updates.
  • Payroll Coordination: Collaborate with our team member responsible for running payroll, ensuring payroll entries are accurate and all necessary information is communicated.
  • Receipts Matching: Work closely with our payment coordinator and insurance coordinator to match receipts with recorded transactions.
  • Financial Reporting: Prepare and maintain accurate financial reports, assisting in generating reports for management review.
  • Compliance and Accuracy: Ensure all financial practices comply with relevant laws and regulations, maintaining a high level of accuracy and attention to detail in all financial activities.
  • Bank Reconciliations: Reconcile bank statements with internal financial records regularly.
  • Budgeting Assistance: Assist with the preparation and monitoring of budgets and forecasts in coordination with our virtual CFO.
  • Audit Preparation: Assist with preparation for internal or external audits.
  • Local Tax Compliance: Ensure compliance with local tax regulations, including property tax and sales tax.
Requirements
  • QuickBooks certification
  • 2 years proven experience as a Bookkeeper or in a similar role, preferably within a dental or healthcare setting
  • Associates Degree in Accounting (preferred)
  • Strong understanding of accounting principles and financial reporting
  • Experience with expense management platforms (Divvy preferred)
  • Excellent organizational and time management skills
  • Strong communication skills and the ability to work collaboratively with various team members and external partners
  • Attention to detail and a high degree of accuracy in financial record-keeping
  • Ability to handle sensitive and confidential information with discretion
Compensation and Benefits
  • $26-$30 per hour DOE
  • 90-Day Review and wage assessment, with potential of increase
  • Bonuses based on performance
  • 25-30 hour work week
  • Up to 5 days sick pay accrual per year
  • Medical, Vision, and Dental available at 30 days

We believe that all patients deserve to experience a better life by having their mouth restored to ideal health. If this sounds like something you would like to be a part of, we want to meet you.



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