Western Growers · 3 months ago
Customer Accounting Specialist II
Fresno, California
Full-time
Hybrid
Mid Level
$54K/yr - $75K/yr
3+ years expWestern Growers is an innovative third-party administrator providing comprehensive health benefits administration services. The Customer Accounting Specialist II role involves supporting financial and accounting activities, managing invoices, reconciliation, and ensuring compliance while acting as a liaison between Finance, Accounting, and Business teams.
FinanceService Industry
Responsibilities
Serve as the primary point of contact between Key Accounts Operations and Accounting/Finance for financial questions and resolution of issues
Create, validate, and distribute client and vendor invoices in accordance with contracts and established billing cycles
Execute monthly billing processes; validate amounts, ensure proper allocations, and correct discrepancies prior to distribution
Maintain financial records including W-9 forms, billing documentation, contracts, and vendor account files
Evaluate existing financial and reconciliation processes for gaps or inefficiencies; design and recommend improvements, internal controls, or automation opportunities
Prepare data-driven presentations and reports for leadership, highlighting financial performance, operational efficiencies, and areas for corrective action
Analyze billing, payment, and enrollment data to identify trends, anomalies, or risks; provide actionable insights and recommendations to leadership
Generate regular and ad-hoc financial reports related to billing, payments, vendor remittances, and client activity
Maintain financial records including W-9 forms, billing documentation, contracts, and vendor account files
Participate in program financial audits, provide relevant documentation and reports
Collaborate with Reporting team to create and design necessary program and department financial reports to track operations spend to budget
Develop financial projections, scenario analyses, and forecasting models to support budgeting, program planning, and decision-making
Facilitate monthly meetings with department leaders to review financials, propose efficiencies, and assess vendor payment inconsistencies needing follow up
Perform monthly, quarterly, and annual account and member enrollment reconciliations; calculate, identify and resolve variances in payments, remittances, enrollments, and invoice applications
Analyze and audit enrollment data to validate accuracy of premium billing and remittances; collaborate with eligibility teams to correct inconsistencies
Investigate and process stale-dated checks, returned payments, and NSF transactions, coordinate follow-up and resolution
Utilize all capabilities to satisfy one mission — to enhance the competitiveness and profitability of our members. Do everything possible to help members succeed by being curious and striving to understand what others are trying to achieve, planning, and executing work helpfully and collaboratively. Be willing to adjust efforts to ensure that work and attitude are helpful to others, be self-accountable, create a positive impact, and be diligent in delivering results
Maintain internet speed of 40 MB download and 10 MB upload and router with wired Ethernet
Maintain a HIPAA-compliant workstation and utilize appropriate security techniques to ensure HIPAA-required protection of all confidential/protected client data
Maintain and service safety equipment (e.g., smoke detector, fire extinguisher, first aid kit
All other duties as assigned
Qualification
Required
BA/BS degree in Accounting, Finance, Business Administration, or a related field
Three (3) to four (4) years of experience in accounting, billing, or reconciliation within a health benefits, TPA, insurance, or healthcare services setting
Strong understanding of health benefits billing processes, enrollment/eligibility data management, and carrier payment reconciliation
Proficiency in Microsoft Excel, financial reporting, and ability to work with proprietary accounting or benefits administration systems
Excellent written and oral communication skills, including the ability to produce professional reports and correspondence
Strong analytical skills with the ability to identify root causes of discrepancies and recommend corrective actions
Proven ability to work independently and collaboratively in a remote environment that meets company security and compliance requirements
Internet access provided by a cable or fiber provider with 40 MB download and 10 MB upload speeds
Home router with wired Ethernet
A designated room for your office or steps taken to protect company information (e.g., facing computer towards wall, etc.)
A functioning smoke detector, fire extinguisher, and first aid kit on site
Benefits
Flexible work arrangements with work-from-home, in-office or hybrid options
Rich benefits package that includes profit-sharing
Company
Western Growers
Provides services and programs to its members in the Arizona and California fresh produce industry.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Steve Mangapit
Chief Operating Officer
Elaine Dyer
Project Coordinator and Assistant to the CIO
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