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Credit Balance AR Analyst III

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Robert Half

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Location:
United States , Land O’ Lakes

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

We are looking for a detail-oriented Credit Balance AR Analyst III to join our team in Land O’ Lakes, Florida. In this critical role, you will focus on managing accounts receivable processes, particularly credit balances, within a healthcare setting. This is a contract-to-permanent opportunity offering hands-on experience with advanced accounting systems and the chance to collaborate with various teams to optimize financial operations.

Job Responsibility:

  • Analyze and resolve duplicate payments that result in credit balances, identifying root causes and implementing corrective actions
  • Ensure vendors are properly set up in the accounts payable system to facilitate refund processing
  • Monitor and reconcile credit balance activity across patient accounting systems and accounts payable systems, ensuring data accuracy and consistency
  • Generate and review dashboards and reports to track and visualize credit balance activity
  • Use tools such as SharePoint, Beacon, and R to support data analysis and reporting needs
  • Collaborate with the data analytics team to create visualizations and graphs related to credit balance trends
  • Work at the transactional level to ensure proper selection and monitoring of transactions that roll up to general ledger accounts
  • Partner with home office accounting and treasury teams to address financial discrepancies and improve processes
  • Support the transition to new accounting systems, including Oracle Fusion, by learning and applying system functionalities effectively

Requirements:

  • Proficiency in accounting software systems, including ERP solutions and CRM platforms
  • Experience with accounts payable (AP) and accounts receivable (AR) processes
  • Familiarity with medical billing and patient accounting systems
  • Strong analytical skills to identify and correct financial discrepancies
  • Ability to generate and interpret dashboards and reports using tools such as R and Qlikview
  • Knowledge of financial data reconciliation and monitoring techniques
  • Effective communication and collaboration skills to work with cross-functional teams
  • Bachelor’s degree in accounting, finance, or a related field preferred
What we offer:
  • medical, vision, dental, and life and disability insurance
  • company 401(k) plan

Additional Information:

Job Posted:
February 13, 2026

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