Finance Support Specialist

Overview

PX Therapy Group is seeking a highly organized, detail-oriented Finance Support Specialist to provide financial, administrative, and project support to the Chief Financial Officer. This role maintains organized financial records, supports day-to-day financial operations, coordinates projects, and assists with reporting across multiple business entities and clinic locations. The ideal candidate enjoys working with numbers, solving problems, organizing information, and supporting a variety of finance and operational initiatives in a fast-paced healthcare environment.

This position is best suited for someone who collaborates with organizational leadership to support financial and operational success.

Reports To:

Chief Financial Officer

• 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.
• Accounts Payable and Reimbursements
  • 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.
• Reporting and Data Management
  • 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.
• Tax and Compliance Support
  • 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.
• Property and Facilities Coordination
  • 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.
• Project and Administrative Support
  • 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.

• Required
  • 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.
• Preferred
  • Associate's or Bachelor's degree in Finance, Accounting, Business Administration, Healthcare…