Finance Support Specialist

Reports To Key Responsibilities Financial Operations

• Assist with the preparation of monthly, quarterly, and annual financial reports.
• Maintain organized financial statements, bank records, and supporting documentation.
• Update recurring financial workbooks, schedules, and reporting tools.
• Gather financial information requested by leadership, accountants, and other business partners.
• Maintain accurate electronic and physical financial records.
• Support recurring financial processes and special projects assigned by the CFO.

• Enter vendor invoices for review and approval.
• Verify invoices are assigned to the appropriate company, location, and expense category.
• Monitor invoice due dates and outstanding approvals.
• Follow up on missing receipts, invoices, and supporting documentation.
• Review employee reimbursement and continuing education requests for compliance with company policy.
• Escalate unusual transactions or high-dollar expenditures to the CFO.

• Compile and organize data from financial, operational, and clinical systems.
• Prepare spreadsheets, dashboards, reports, and supporting documentation.
• Assist with revenue, expense, productivity, budget, and profitability reporting.
• Research discrepancies between reports and systems.
• Help ensure recurring reports are complete, accurate, and delivered on schedule.
• Document reporting procedures and administrative workflows.

• Maintain calendars for tax filings, business registrations, licenses, and other compliance deadlines.
• Retrieve notices, confirmations, and supporting documents from government and financial portals.
• Coordinate information requests from outside accounting firms.
• Track filing deadlines and outstanding requests.
• Assist with annual registrations, renewals, and other routine compliance activities.

• This position provides administrative support and is not responsible for providing tax, accounting, or legal advice.

• Receive and coordinate routine maintenance requests.
• Communicate with vendors to obtain quotes and schedule repairs.
• Track maintenance requests through completion.
• Maintain records of repairs, warranties, service agreements, and invoices.
• Escalate significant repairs, lease concerns, or high-cost projects to the CFO.
• Occasionally travel to company locations to support business operations, facility coordination, and other organizational needs.

• Assist with audits, system implementations, and finance-related projects.
• Maintain project trackers, deadlines, and task lists.
• Coordinate follow-up with internal teams and external business partners.
• Help improve administrative and financial processes.
• Support new clinic, provider, and business setup activities.
• Perform other duties as assigned in support of finance and operations.

• High school diploma or equivalent.
• Strong organizational skills with exceptional attention to detail.
• Proficiency with Microsoft Office, including Excel.
• Ability to manage multiple priorities while meeting deadlines.
• Strong written and verbal communication skills.
• Ability to maintain confidentiality and exercise sound judgment when handling sensitive information.
• Valid driver's license and reliable transportation for occasional local business travel.

• Associate's or Bachelor's degree in Finance, Accounting, Business Administration, Healthcare Administration, or a related field.
• Experience supporting finance, accounting, accounts payable, banking, or business operations.
• Experience working with spreadsheets, dashboards, and financial reporting.
• Experience supporting multiple business entities or locations.
• Healthcare or multi-location business experience.
• Familiarity with financial statements, invoices, banking records, and basic accounting terminology.
• Experience coordinating vendors, maintenance requests, or facility-related projects.

• Highly organized and dependable.
• Detail-oriented and accurate.
• Comfortable working with financial information and data.
• Able to prioritize multiple responsibilities while meeting deadlines.
• Proactive in following up on…