Under the direction of a Manager, the AR Analyst, PFM Client Success is a key member of the PFM client team. The AR Analyst performs account analysis and detailed level processing based on the department in which they are assigned. The OA may specialize in one or more of the following areas:

Business Processing
Efficiency Projects
Data issue resolution
Onboarding

Primary Accountabilities:

Analytical: Analyze unapplied cash categories to identify exceptions or unusual itemsResearch adjustments made by third parties including transaction fees/contractual adjustmentsResearch interruptions or discrepancies in data flowAbility to analyze transactions, detect and avoid errorsAbility to perform detailed work with numerical data and to make mathematical computations rapidly and accurately.Ability to prepare and analyze complex financial reports and recordsMonitor trending of specified data flow

Technical Use data visualizations appropriately and effectivelyIdentify, develop and implement new procedures to increase efficiency and productivity of work processesParticipate in product grooming, perform and lead user acceptance testingProduce reports and other requested deliverables including financial analysisDesign internal and external facing dashboards for trending and benchmarking

OperationalPerform manual cash applicationsResolve remittance discrepanciesManagement of weekly process within specified assigned clients or workflow queues:Accurately complete all tasks on job specific task listImplement efficiencies after receiving approval from managerMake general ledger adjustments to properly classify transactionsPerform routine file maintenance including but not limited to setting up new stores, carriers, or processing rules based on direction given by account team or managerUtilize best practices in time management skills in order to perform regular daily tasks in addition to extra projects as assigned by supervisor/manager

Administrative Provide daily/weekly reporting to supervisor/manager as determined based on job specific dutiesDevelop processes and procedures to maintain and monitor unapplied cash balances at acceptable levelsDistribute workload to other team members, as assigned by supervisor/managerMaintain HIPAA (Health Insurance Portability and Accountability Act) compliance in all client communication

Influence Serve as lead and/or facilitator for projectsRecommend and implement best practices for transaction processing such as business rules, tolerance settings, transaction taggingTake a solutions-based approach when addressing supervisor/manager with issueDevelop efficiencies within team and present these ideas to supervisor/managerWork with team members to establish business rules that can be used each time these common scenarios arise

Perform special projects and other duties as assigned by management

Required Qualifications:

At least four years of relevant experience involving customer service, computer usage, data entry and data analysis and a Bachelors’ degree in Business Administration, Accounting, or a related field; OR an equivalent combination of training and experience required to complete the essential functions/job responsibilities of the positionHealthcare industry experience preferredKnowledge of generally accepted accounting principlesKnowledge of accounting procedures on automated systemsIntermediate-level proficiency using MS Excel and MS WordKnowledge of computer systems and report generation (AS/400 knowledge preferred)Knowledge of servicing business accounts

Individual Competencies:

Adaptable: Responds to change with a willingness to learn new ways to accomplish work.Teamwork: Builds relationships and works cooperatively with others, inside and outside the organization, to accomplish objectives to build and maintain mutually beneficial partnerships, leverage information and achieve results.Analytical and Critical Thinking: Ability to tackle a problem by using a logical, systematic, sequential approach.Communication: Giving and receiving messages and information in written, oral, and visual formats in a clear and concise way for a complete understanding of meaning and intent.Curious: A desire to inquire and learn, to seek new knowledge and wisdom, and to listen to the contributions of others with a genuine interest to better self, the team, and the organization.Problem Solving: Gathers and analyzes information to generate and evaluate solutions to problems, issues and challenges while weighing the accuracy and relevance of the facts, data and information.Collaboration: Works collaboratively with others to achieve group goals and objectives.

The physical demands described here are representative of those that must be met by an associate to successfully perform the major job responsibilities (essential functions) of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the major job responsibilities. This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.

While performing the duties of this job, the associate is: 

Regularly required to use hands to finger, handle or feel objects, tools or controls, and reach with hands or arms.Regularly required to talk or hear and read instructions on a computer monitor and/or printed on paper.Occasionally required to stand, kneel or stoop, and lift and/or move up to ## pounds.Regularly required to view items at an extremely close range and must be able to adjust and readjust focus.

Occasionally: Job requires this activity up to 33% of the time

Frequently: Job requires this activity between 33% - 66% of the time

Regularly: Job requires this activity more than 66% of the time

Safety:

Support a safe work environment by following safety rules and regulations and reporting all safety hazards.

As an Inmar Associate, you:

Put clients first and consistently display a positive attitude and behaviors that demonstrate an awareness and willingness to listen and respond to clients in order to meet their short-term and long-term needs, requirements and exceed their expectations.Treat clients and teammates with courtesy, consideration and tact; you also have the ability to perceive the needs of internal and external clients and communicate effectively with the objective of delighting and retaining the client.Build collaborative relationships and work cooperatively with others, inside and outside the organization, to accomplish objectives, develop and maintain mutually beneficial partnerships, leverage information and achieve results.Set and attain achievable, yet aggressive, goals with a sense of urgency and accountability.Understand that results are important and focus on turning mission into action to achieve results following the principles of Flawless Execution while consistently complying with quality, service and productivity standards to meet deadlines and exceed expectations by giving our clients the best possible outcomes.

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We are an Equal Opportunity Employer, including disability/vets.