RKL LLP

Billing Specialist

• Oversees the firm’s full medical billing services team for a variety of clients within the post-acute healthcare industry
• Responsible for the training, mentorship and performance management of Medical Billing Specialists
• Ensure high levels of customer satisfaction and the efficient resolution of claims
• Responsible for training Medical Billing Associates and Specialists on billing procedures
• Review claims against medical documentation provided by clients
• Establish collaborative working relationships with clients
• Stay abreast of current medical coding and billing issues

Medicaid Billing Manager

Manager

• Lead and supervise the execution of consulting engagements of clients across multiple industries
• Collaborate plan engagement objectives and a strategy that complies with professional standards and appropriately addresses risk
• Participate in the presentation of engagement results to those responsible for oversight
• Develop the service line by working with leadership team to advance thought leadership, client and people development

Transaction Advisory Consulting Manager

Collections

• Monthly billing from the 1st of the month through the billing deadline; format and edit bills in the system, finalize, and email/mail accordingly
• Print statements at the end of the month, mail or email as instructed
• Manual billing as needed and run final billing for mailing upon approval
• Set up of new clients in billing and data management system and communicate completion to requester
• Enter all client change of address in billing system
• Fill out appropriate forms for charge-offs and refund requests and submit to finance department for approval/processing
• Run billing-related reports for staff
• Support leaders and RKL team with administrative duties as needed
• Other duties as assigned

Collections & AR Assistant

Financial Planning and Analysis

• Work with our business partners to support management reporting and financial reporting
• Work with business partners to develop dashboards
• Identify the client's needs and determine which modules would best serve their needs
• Review current standards and revise to ensure best practices
• Provide ongoing support after integration (training, prototype sessions)
• Develop and facilitate customized learning to meet the client's needs prior to launch
• Collaborate with the client to build models based on their needs
• Manage project scope, tasks, deadlines, budgets and work with project team through implementation
• Analyze client's current data and provide recommendations on how to integrate into Adaptive Insights
• Maintain confidentiality with external client information as well as internal employee and firm information

FP&A Specialist

Insurance

• Assist in execution of IS Assurance engagements through the review, documentation evaluation and testing of general controls in a wide range of technology environments
• Analyze system security and access controls, backup recovery procedures and administration practices
• Analyze and evaluate reliability of data from systems that is used in financial statements
• Network with your peers and team members at all levels
• Participate in team building exercises and community outreach activities
• Participate in continuous learning and leadership development workshops
• Collaborate with leadership to identify opportunities for efficiencies
• Take initiative to be a team player (proactively seek opportunities to help others)
• Treat everyone with respect
• Develop loyalty and trust within the team
• Successfully adapt to different personalities and working styles
• Proactively and effectively communicate information regarding status issues to team members
• Hold self-accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions

IS Assurance Intern

Analyst

• Conduct client portfolio review and analysis to support investment recommendations and ensure assets are deployed according to the appropriate strategy
• Review client accounts alongside Wealth Advisors to ensure allocation matches requests, propose trades and track target allocations
• Conduct research and analysis on global financial markets, various asset classes and individual securities to assist in developing investment strategies
• Review and create trade orders; execute trades in support of portfolio management and trading operations
• Work closely with Planning team to create and review financial plans for delivery to clients
• Interact with management, team members, and other departments to supply reporting and data for superior client services
• Create historical reporting for data or activity related to Wealth Management team phone calls and other programs/initiatives
• Generate reports and provide analysis to model scenarios to support internal and external stakeholders’ decision making
• Identify, automate, and communicate basic process improvements that increase efficiency and quality of service
• Carry out duties in compliance with all state and federal regulations and guidelines
• Develop short and long term goals with the ability to execute effectively

Medicaid Billing Manager

Transaction Advisory Consulting Manager

Collections & AR Assistant

FP&A Specialist

IS Assurance Intern

Wealth Analyst – Retirement Plan Services