We are looking for a Credit Balance AR Analyst III to join a healthcare finance team in Florida on a contract-to-permanent basis. This role focuses on reviewing and resolving credit balances, supporting refund activity, and maintaining accuracy across patient accounting and accounts payable records. The position offers hands-on exposure to accounting and reporting tools while working closely with teams involved in cash activity, treasury support, and financial operations.
Responsibilities:
- Review account-level activity to identify credit balances caused by duplicate payments or other posting issues and take appropriate corrective action.
- Investigate the source of overpayments and document underlying causes to help reduce recurring balance discrepancies.
- Coordinate refund processing by confirming vendor records are properly established within accounts payable systems before payments are issued.
- Reconcile credit balance and refund activity between patient accounting platforms, accounts payable applications, and internal tracking reports.
- Monitor transaction detail that rolls into general ledger accounts to support accurate financial reporting and balance management.
- Use reporting tools and dashboards to track trends in credit balance activity and highlight issues requiring follow-up.
- Partner with accounting, treasury, and other operational teams to resolve outstanding credit balance matters and support related workflows.
- Work across systems such as Patcom, Oracle Health, Smart System, Fusion, SharePoint, Beacon, and data visualization resources to manage and analyze account activity.
- Experience in accounts receivable analysis with a strong focus on credit balances, cash activity, or refund processing.
- Working knowledge of accounting operations, including accounts receivable, accounts payable, billing, and transaction-level reconciliation.
- Familiarity with healthcare revenue cycle environments, including patient billing, medical billing, patient balances, or medical collections.
- Ability to research duplicate payments, identify root causes, and resolve discrepancies with accuracy and sound judgment.
- Proficiency using accounting, ERP, or financial systems along with reporting tools to review and manage data.
- Strong analytical skills with attention to detail and the ability to interpret transactions that impact general ledger reporting.
- Effective communication skills and the ability to collaborate with cross-functional teams in a fast-paced financial operations setting.