Finance Specialist (Dallas)

Position Summary 

Perform all billing functions necessary to support reimbursement activities. Duties to include any or all of the following: timely billing and invoicing of services; timely posting of remittances; identification and resolution of denied and partially paid claims; support or coordination of the authorization process.  This position requires strong computer skills with a focus on computerized billing systems and accurate data entry.  Attention to funding source requirements, timeliness, and dependability are required.  

Responsibilities

1. Support/Service Delivery
   
   
   
   1.  Coordinate or support the authorization process as needed. 
   
   
   2. Provide Director of Accounting and Finance with open-balance reports at a frequency to be determined by the Director. 
   
   
   3. Identify needed actions needed for payment of open claims. 
   
   
   4. Book services in the billing system as soon as possible after operational staff enters and approves notes. 
   
   
   5. Post electronic and manual remittances in the billing system within 5 days. 
   
   
   6. Special projects as assigned. 
   
   
   
   


2. Quality Improvement
   
   
   
   1. Review remittance advice for rejections and notify program staff for necessary corrections. 
   
   
   
   


3. Communication
   
   
   
   1.  Work in collaboration with other accounting/finance personnel and with the director to identify ways in which claims can be processed more efficiently and paid sooner. 
   
   
   2.  Communicate with funding source contacts to develop relationships that support the organization’s ability to be paid for services provided. 
   
   
   3.  Establishes and maintains appropriate rapport with all clients, families, and colleagues inside and outside of the organization. 
   
   
   4. Completes online learning and policy acknowledgements by due date. 
   
   
   
   


4. Supervision
   
   
   
   1. Receives supervision.
      
      
      
      1. Receives supervision from and actively communicate with director on an ongoing basis throughout the week by phone, email, written message and when possible, in person regarding program matters.
      
      
      
      
   
   
   
   


5. Documentation
   
   
   
   1. Maintain complete, accurate, and orderly files. 
   
   
   2.  Maintain security of all client records according to HIPPA standards. 
   
   
   
   


6. Finance/Budget
   
   
   
   1. Generate invoices, electronically, and submit to funding sources timely. 
   
   
   2.  Prior to processing billing runs, generate reports to identify services with potential billing issues and notify programs of necessary corrections. 
   
   
   3.  Reports expenses and provides supporting documentation. 
   
   
   4. Rebill all denied or partially paid services within 7 days. 
   
   
   5.  Adheres to deadlines for expense reports. 
   
   
   
   


7. Risk Management and Safety
   
   
   
   1.  Complies and adheres to the professional and ethical standards of conduct established by the organization.
   
   
   2. Attends and participates in all required trainings.
   
   
   
   

Qualifications 

1. Education/Credentials/Licensure:
   
   
   
   1. Requires a high school diploma or equivalent required.
   
   
   2. Associate degree in accounting or specialized medical coding coursework preferred. 
   
   
   3. Requires a vValid state driver’s license and safe driving record. 
   
   
   4. Requires reliable transportation and current auto insurance.
   
   
   
   


2. Experience:
   
   
   
   1. Requires three (3) years of experience in billing related functions. 
   
   
   
   


3. Clearances:
   
   
   
   1. DPS  
   
   
   2. DFPS  
   
   
   3. FBI  
   
   
   4. CBCU Eligibility Determination  
   
   
   5. Child Abuse Clearances  
   
   
   
   

Working Conditions 

1. Physical Demands 
   
   
   
   1. This position requires operating a keypad device 75% of the day and electronic/office equipment 25% of the day. Travel is required approximately 5 times per month along with travel by plane and works in weather conditions about 25% of the day. Fingers, thumbs, hands, wrists, elbows, legs and feet are all routinely used throughout the day. The lower and upper torso is used 75% of the day. Employee must meet minimum requirements for hearing, speech, and vision. Walking is required 10% of the day. Standing occurs 10% of the day. Sitting happens 80% of the day. Reaching above the shoulder as well as bending and twisting are performed 25% of the day. This function routinely lifts 15 pounds, 4 times per day. The maximum lift is 50 pounds, 1 time per day. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.  
   
   
   
   


2. Mental Demands 
   
   
   
   1.  Occasionally performs multiple tasks and makes quick decisions.  
   
   
   2.  Continually need to concentrate. 
   
   
   3. Occasionally handles distractions and a diversity of problems.  
   
   
   
   


3. Environmental Factors 
   
   
   
   1. Environmental factors require this position in home and office.  
   
   
   
   


4. Working Hours 
   
   
   
   1. Traditional office hours with flexibility to meet department needs.