Remote Billing & Operations Specialist Job West Palm Beach Florida USA,Accounting

Benefits:

Paid Holidays
Competitive salary
Health insurance
Paid time off

COMPANY OVERVIEW
Palm Beach Care Management (PBCM) is a private-pay aging life care practice with over ten years of history serving seniors, adults with chronic illness, and their families across Palm Beach County. PBCM provides individualized care management including assessment, care planning, coordination, advocacy, and family support. The practice is growing and building a structured operational model that delivers consistent, high-quality service at scale.

POSITION SUMMARY
The Billing & Office Operations Coordinator manages the day-to-day financial and administrative operations of the practice, including client billing and invoicing through PBCM’s client management platform (MyJunna), bookkeeping, payroll, financial monitoring and reporting, and general administrative support for the owner. This is a process-driven, detail-focused role suited to someone with a working knowledge of Quick Books who is comfortable with structured, repetitive daily tasks and can follow an established billing and financial workflow with consistency and accuracy.

This role will also provide bookkeeping and administrative support for one or more additional business entities affiliated with the owner. Day-to-day procedures for this role are governed by PBCM’s internal billing and administrative standard operating procedures.

Accurate, consistent financial record-keeping is a core professional standard Coordinator is expected to approach daily transaction entry, billing, and reporting not as administrative afterthoughts, but as essential functions that keep the practice financially sound and client-ready at all times.

This position performs the essential functions described below with or without reasonable accommodation.

CORE OUTCOMES
A Billing & Office Operations Coordinator at PBCM consistently delivers:

Financial records that are accurate, current, and fully reconciled at all times.
Client invoices generated, delivered, and followed up on schedule, with no gaps in the billing cycle.
Payroll processed accurately and on time, every pay period.
Clear, up-to-date financial reporting provided to the owner on a regular schedule.
Every transaction properly documented, categorized, and tied to the correct client or account.

ESSENTIAL FUNCTIONS
The following functions are essential to this position. Reasonable accommodation will be provided to enable qualified individuals with disabilities to perform these functions.

Enter and categorize all business transactions in Quick Books Online on a regular, ongoing basis, ensuring each transaction is tied to the correct client or account.

Reconcile bank and credit card statements on a regular schedule, verifying transactions and resolving discrepancies with supporting documentation.

Generate and deliver client invoices in MyJunna according to the established monthly billing cycle and PBCM's billing sequencing rules; follow up on outstanding balances using the practice's standard communication process.

Monitor accounts receivable and maintain organized records of client billing status and payment history.

Monitor company bank accounts, credit card accounts, and care manager expense cards on a regular basis; proactively flag unauthorized charges, unusual activity, or account issues to the owner.

Coordinate monthly with PBCM’s bookkeeper to review financial records, identify discrepancies, and report outcomes to the owner.

Respond to client and family billing inquiries using PBCM’s approved communication guidelines; redirect clinical or care-related questions to the owner or Care Management Supervisor.

Operate within defined financial authority limits; this role does not independently release billing holds, approve…