Sourcefit

Medical Billing and Coding

• Call carriers and inquire about payment status on claims according to our in-network contracts
• Audit discrepancies between billing and payment delays/denials
• Verify insurance payment accuracy and compliance with contract and customary charges
• Follow up on unpaid or denied claims and appeal & send medical records as necessary
• Demonstrate knowledge of third-party payers’ Explanation of Benefits (EOBs) and understand specific time limitations for appeals for all served lines of business
• Maintain confidentiality of patient information and adhere to HIPAA regulations

Medical Billing Specialist – Collections

Sales Operations Manager

• Lead the creation, maintenance, and distribution of Sales Trackers
• Pull and compile data from Tableau and NetSuite
• Produce Month-to-Date (MTD) and Year-to-date (YTD) variance reports
• Reconcile accounts to ensure accurate sales assignments
• Manage Salesforce admin requests and delegate when necessary
• Support Sales VPs with reporting and data requests
• Manage discount structures within Diner and NetSuite
• Build custom reports for Sales and Certification teams
• Ensure account hierarchies and product codes are accurate

Sales Operations Analyst

Support Engineer

• Provide Tier 1 technical support to customers via phone, email, and chat.
• Utilize Zendesk CRM (or similar tools) to manage, track, and resolve customer inquiries and tickets.
• Troubleshoot Wi-Fi connectivity issues, including router setup, basic configuration, signal interference, and general network performance concerns.
• Assist customers with Android and iOS app troubleshooting, including guiding them through device settings, app permissions, updates, and resolving common functionality issues.
• Escalate complex technical issues beyond Tier 1 support with clear documentation and proper handoff.
• Maintain high customer satisfaction through professional, clear, and empathetic communication.
• Accurately document all interactions, troubleshooting steps, and resolutions in the CRM system.

Technical Support Representative

Accounts Payable

• Manage the full AP process, including invoice entry and some payment processing.
• Ensure timely payments of utility accounts by downloading invoices and coordinating online payments to avoid late fees.
• Accurately code invoices to appropriate vendors.
• Ensure AP policies and procedures comply with company guidelines.
• Process check requests and electronic payments efficiently.
• Review and enter expense reports for employees and staff.
• Reconcile vendor statements, research, and resolve discrepancies.
• Perform weekly or biweekly bank reconciliations to identify missing or unrecorded transactions.
• Prepare and maintain supporting schedules for general ledger (GL) accounts.
• Analyze variances in monthly invoices to identify potential gaps or issues.
• Participate in special projects as required.

Junior Accounts Payable Specialist

Accountant

• Onboard all vendors (~250) from Bill.com to Ramp (February). Ensure each vendor/bill appropriately coded to correct expense or asset GL account.
• Daily management of AP inbox to ensure all bills are coded to the correct GL account and routed for manager approval. Follow up with managers to ensure timely approvals.
• Review employee expense reimbursement requests and credit card expenses.
• Analysis of operating expenses by vendor month over month to assist with identifying necessary accruals.
• Assist FP&A with review of budget vs. actual expenses.
• Preparation of daily or monthly journal entries and related account reconciliations: cash, accounts receivable, prepaid expenses, fixed assets, credit card liabilities, payroll liabilities, deferred revenue, accrued expenses, and revenue.
• Daily reconciliation of all bank accounts.
• Assist in GL migration from QuickBooks to new ERP system (expected Q1 or Q2).
• Financial Closing: Assist in the month-end and year-end closing processes, including the preparation and analysis of journal entries, to ensure timely and accurate financial reporting.
• Process Improvement: Drive process improvements in the accounting department, enhancing efficiency, accuracy, and productivity.

Senior Accountant

• Ensure timely, accurate, and compliant processing of supplier invoices
• Review and code non-purchase order invoices
• Prepare and post monthly accrual journals
• Prepare and execute scheduled payment runs
• Conduct regular reconciliations of supplier statements
• Review and process employee expense claims
• Identify opportunities to enhance and expand automation
• Maintain accurate and up-to-date records
• Communicate effectively with suppliers
• Ensure adherence to tax regulations and audit requirements
• Champion initiatives to streamline AP workflows

Accounts Payable Officer

Administrative Assistant

• Process accounts payable and accounts receivable across facilities services and real estate operations
• Prepare, send, and track customer invoices, service billings, and property-related charges
• Monitor incoming payments and follow up on outstanding balances
• Reconcile bank accounts and credit card statements for multiple operating entities
• Maintain accurate expense tracking, transaction categorization, and audit-ready financial records
• Support payroll preparation and coordinate with external payroll providers
• Assist with month-end close activities and preparation of financial summaries
• Maintain comprehensive, organized digital financial records
• Manage vendor and service provider records, including invoices, contracts, and payment documentation
• Maintain organized digital files across financial, property, and operational categories
• Support job, service, and property documentation tied to billing, cost tracking, and compliance
• Assist with onboarding and record creation for vendors, subcontractors, and property-related service providers
• Maintain and update internal trackers, schedules, logs, and operational spreadsheets
• Provide general administrative support across accounting, operations, and property management activities
• Coordinate routine internal and external communications during Hawaii business hours

Accounting and Administrative Support Specialist

Payroll

• Ensuring the accurate and timely processing of financial transactions and payroll activities.
• Bookkeeping: Enter supplier invoices; Process supplier payments; Process bank and corporate card reconciliation; Ensure accurate coding and posting of all transactions in Xero.
• Payroll: End-to-end payroll processing using Xero; Compliance with Fair Work and award requirements. Maintain payroll master file and update for new hires, terminations, and salary changes.

Finance Payroll Officer

Paralegal

• Work from Home Monday to Friday | 12 AM to 9 AM Philippine Time *Following US Holidays
• Case Management: Open and maintain case files, gather and analyze intake information, and collect key documents (e.g., medical records, wage statements, incident reports).
• Organize and manage physical and digital case files ensuring accessibility and accuracy.
• Track and manage critical deadlines, including Declarations of Readiness, discovery responses, and objections, using case management software (e.g., CASEFRIEND).
• Ensure compliance with California Labor Code Section 132a and WCAB (Workers’ Compensation Appeals Board) procedures.
• Legal Document Preparation: Draft pleadings, discovery requests (interrogatories, requests for production), motions, and settlement agreements for attorney review.
• Prepare trial binders, exhibits, and witness materials for hearings and trials.
• File legal documents using the Electronic Adjudication Management System (EAMS) and other appropriate platforms, ensuring adherence to court requirements.
• Client and Witness Interaction: Communicate with clients (employers, insurance adjusters), medical evaluators (AMEs/QMEs), and opposing counsel to schedule depositions, medical evaluations, and meetings.
• Draft PQME/AME letters and prepare schedules of records and medical indices.
• Discovery and Research: Review and summarize medical records, deposition transcripts, and other case-related documents to identify key issues and support case strategy.
• Trial and Hearing Support: Assist attorneys in preparing for hearings, mediations, and trials by organizing documents, exhibits, and coordinating witness testimony.
• Draft pre-trial documents and provide general case management support throughout the litigation lifecycle.

Bookkeeper

• Categorize daily financial transactions in the company’s accounting software.
• Perform thorough reconciliation of books to ensure consistency with bank statements.
• Execute Year-End Reconciliation, payroll reconciliation, merchant fee adjustments, and revenue timing adjustments.
• Communicate effectively with clients to resolve queries and ensure timely book closures.
• Collaborate cross-functionally with support and accounting departments for timely task completion.
• Track and input personal metrics to drive informed decision-making and optimize individual performance.

Collections

• Monitor accounts to identify outstanding debts.
• Investigate historical data for each debt or bill.
• Find and contact clients to ask about their overdue payments.
• Take actions to encourage timely debt payments and maintain accounts within terms.
• Process credit card payments.
• Escalate billing or aging issues.
• Update account status records and collection efforts timely in Netsuite.
• Report on collection activity and accounts receivable status.
• Work diligently with cash app and Accounts Receivable team.