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Refunds & Accounting Support Specialist
MEDvidiFinancial Operations Specialist at MEDvidi supporting refunds and accounting processes within a US-oriented schedule. Collaborating with teams to ensure accurate financial operations.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Finance Operations, including Refund Operations and Accounts Payable/Receivable, with strong analytical skills and proficiency in QuickBooks Online and Excel. Capable of maintaining accurate documentation and collaborating effectively with cross-functional teams to enhance financial processes.
Highest-signal resume keywords
Finance Operations ExperienceQuickBooks Online ProficiencyAdvanced Excel SkillsAnalytical SkillsStrong Written Communication
ATS Keywords
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Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Refund OperationsAccounts PayableAccounts ReceivableFinancial AnalysisData ReconciliationInvoice ReviewPayment TrackingSOP ComplianceFinancial Transaction ReviewCustomer Account Management
Soft Skills
Attention to DetailJudgmentPrioritizationCollaborationTime Management
Tools & Technologies
QuickBooks OnlineExcelGoogle SheetsCRM Systems
Industry Keywords
FinanceBillingPayment OperationsRefund ProcessingFinancial Record Maintenance
About the role
Key responsibilities & impact- Review, investigate, and process refund requests in accordance with company policies, SOPs, and documentation standards.
- Analyze payment history, appointment details, patient communications, provider notes, and internal records to determine refund eligibility.
- Evaluate disputes, policy exceptions, and no-show cases using sound judgment and supporting evidence.
- Maintain accurate documentation across CRM, refund trackers, and internal systems.
- Identify opportunities to resolve patient concerns before processing refunds whenever appropriate.
- Record refund-related journal entries and support day-to-day accounting activities in QuickBooks Online.
- Support Accounts Payable (AP) and Accounts Receivable (AR), including invoice reviews, payment tracking, reconciliations, and financial record maintenance.
- Prepare recurring and ad-hoc Excel and Google Sheets reports, trackers, reconciliations, and financial analyses.
- Contribute to day-to-day finance operations and support continuous process improvements.
- Collaborate with cross-functional teams to resolve operational and financial issues.
Requirements
What you’ll need- 2+ years of experience in Finance Operations, Accounting Support, Billing, Payment Operations, Refund Operations, Accounts Payable (AP), Accounts Receivable (AR), or a similar finance-related role.
- Hands-on experience with QuickBooks Online or another accounting system.
- Strong Excel or Google Sheets skills, including formulas (XLOOKUP/VLOOKUP, SUMIFS/COUNTIFS), Pivot Tables, filtering, and data reconciliation.
- Experience reviewing financial transactions, payments, invoices, refunds, or customer accounts.
- Strong analytical skills, attention to detail, and the ability to investigate cases, evaluate information, and make well-reasoned decisions.
- Ability to prioritize workload, manage multiple tasks, and meet deadlines in a fast-paced environment.
- Experience working with SOPs, internal policies, and process-driven workflows.
- Strong written communication skills and confidence collaborating with cross-functional teams.
- Advanced English (C1+) and fluent Russian.
- Availability to work a US-oriented schedule (typically 8:00 AM - 4:00 PM PST).
- Ability to collaborate with us under a long-term B2B contractor agreement.
- A reliable personal computer, stable high-speed internet connection, and a suitable home office setup for full-time remote work.
Benefits
Comp & perks- Health & wellbeing support - partial company reimbursement for private health insurance after the probation period, plus a monthly wellness allowance for sports and healthcare expenses.
- Generous paid time off - 19 vacation days, 3 wellness days, and paid sick leave for the first 5 working days each year.
- Supportive, collaborative culture where your ideas and process improvements are encouraged and valued.
- Recognition of life's important moments with thoughtful gifts for birthdays, weddings, and the arrival of a child.
- Team connection through regular online activities and company-sponsored offline events.