Refunds & Accounting Support Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Review, investigate, and process refund requests following company policies, standard operating procedures (SOPs), and documentation standards.

• Analyze payment history, appointment specifics, patient communications, provider notes, and internal records to assess refund eligibility.

• Evaluate disputes, policy exceptions, and no-show scenarios using sound judgment and supporting evidence.

• Maintain precise documentation across the CRM, refund trackers, and internal systems.

• Identify opportunities to address patient concerns prior to processing refunds when appropriate.

• Record journal entries related to refunds and assist with daily accounting tasks in QuickBooks Online.

• Support Accounts Payable (AP) and Accounts Receivable (AR) functions, including invoice reviews, payment tracking, reconciliations, and financial record maintenance.

• Prepare regular and ad-hoc reports, trackers, reconciliations, and financial analyses using Excel and Google Sheets.

• Contribute to daily finance operations and support ongoing process improvements.

• Collaborate with cross-functional teams to resolve operational and financial challenges.

⛳️ Requirements

• A minimum of 2 years of experience in Finance Operations, Accounting Support, Billing, Payment Operations, Refund Operations, Accounts Payable (AP), Accounts Receivable (AR), or a related finance role.

• Practical experience with QuickBooks Online or another accounting software.

• Proficient in Excel or Google Sheets, including formulas (XLOOKUP/VLOOKUP, SUMIFS/COUNTIFS), Pivot Tables, filtering, and data reconciliation.

• Experience in reviewing financial transactions, payments, invoices, refunds, or customer accounts.

• Strong analytical skills, attention to detail, and the capability to investigate cases, evaluate information, and make sound decisions.

• Ability to prioritize tasks, manage multiple responsibilities, and meet deadlines in a dynamic environment.

• Familiarity with SOPs, internal policies, and process-driven workflows.

• Excellent written communication skills and confidence in collaborating with cross-functional teams.

• Advanced English (C1+) and fluent in Russian.

• Availability to work on a US-oriented schedule (typically 8:00 AM - 4:00 PM PST).

• Willingness to collaborate with us under a long-term B2B contractor agreement.

• A dependable personal computer, stable high-speed internet connection, and an appropriate home office setup for full-time remote work.

🏝️ Benefits

• Health and wellbeing support - partial reimbursement for private health insurance after the probation period, in addition to a monthly wellness allowance for sports and healthcare expenses.

• Generous paid time off - 19 vacation days, 3 wellness days, and paid sick leave for the first 5 working days each year.

• A supportive and collaborative culture that encourages and values your ideas and process improvements.

• Recognition of significant life events with thoughtful gifts for birthdays, weddings, and the arrival of a child.

• Opportunities for team bonding through regular online activities and company-sponsored offline events.