AssistRx

Copay Accounting Specialist – HealthTech

AssistRx

full-time

Posted on:

Location Type: Hybrid

Location: Maitland • Florida • 🇺🇸 United States

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Job Level

JuniorMid-Level

Tech Stack

ERP

About the role

  • Establish initial escrow funding requirements for new copay programs.
  • Monitor ongoing cash flow for major copay programs and reforecast funding needs as programs evolve.
  • Coordinate with pharmaceutical manufacturers for weekly escrow replenishments and account adjustments.
  • Partner with Copay Support teams on program setup, funding transitions, and closeout activities.
  • Execute and document weekly inter-account transfers to maintain adequate program funding levels.
  • Perform weekly reconciliation of escrow and bank balances, promptly resolving discrepancies.
  • Reconcile claims, enrollments, and transaction details across financial and operational systems.
  • Prepare accurate weekly and monthly reports for clients, leadership, and internal stakeholders.
  • Track minimum balance thresholds and escalate funding or collection concerns as needed.
  • Record and classify copay program transactions within the ERP system to ensure data accuracy.
  • Collaborate with Finance and Accounting teams to maintain timely, accurate reporting across systems.
  • Support month-end close processes and audits with clear financial documentation.
  • Administer online banking platforms, user access, and internal controls.
  • Generate financial reports and data extracts from banking systems for analysis and audits.

Requirements

  • Bachelor’s degree in Accounting, Finance, or a related discipline required.
  • 2+ years of accounting or financial operations experience; healthcare, pharmaceutical, or reimbursement program experience preferred.
  • Strong understanding of cash flow management, reconciliations, and transaction processing.
  • Proficient in Excel and ERP systems (e.g., NetSuite, Sage Intacct, or similar).
  • Excellent organizational and communication skills with an ability to coordinate across departments.
  • High attention to detail, accuracy, and confidentiality in handling financial data.
  • Familiarity with copay or patient assistance programs a plus.
Benefits
  • Supportive, progressive, fast-paced environment
  • Competitive pay structure
  • Matching 401(k) with immediate vesting
  • Medical, dental, vision, life, & short-term disability insurance
  • Opportunity to impact patient outcomes through data-driven healthcare technology.
  • Collaborative and mission-driven culture that values innovation and continuous learning.
  • Access to cutting-edge cloud technologies and modern data engineering tools.
  • Competitive compensation, comprehensive benefits, and career growth opportunities**

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
cash flow managementreconciliationstransaction processingfinancial reportingdata accuracyfinancial documentationprogram fundingescrow managementaccount adjustmentsmonth-end close
Soft skills
organizational skillscommunication skillsattention to detailaccuracyconfidentialitycoordinationproblem-solvingcollaboration