Benefits:

401(k)

Dental insurance

Health insurance

Vision insurance

Organization: Sunshine Physical Therapy Clinic

Location: Vero Beach, FL

Hours: Monday-Friday; 7:30 a.m. – 4:30 p.m. (open) or 8:00 a.m.– 5:00 p.m. (close)

Salary: $15-17/hour based on qualifications and experience

Reports to: Finance Manager Status: Full-Time, Non-exempt

Benefits: Health, dental, vision, supplemental options; up to 2% match to Simple IRA; paid holidays; opportunity for growth

Organizational Values: Integrity, Compassion, Teamwork, Professionalism, and Respect

Position Summary

Sunshine Physical Therapy Clinic is seeking a Finance Assistant to support our Finance Manager with daily billing, and finance operations. This role is key to ensuring accurate financial reporting, tracking, and smooth clinic operations.

Primary Responsibilities

· QuickBooks and EMR postings

· Credit card and check processing

· Account reconciliation

· Preparation of financial reports

Specific Responsibilities

· Post daily payments (credit cards, EFT, insurance, patient).

· Prepare daily, weekly, and monthly billing/accounting reports.

· Assist with monthly statements and patient account updates.

· Support QuickBooks entries and reconciliations.

· Provide financial data for reporting, audits, and grants.

· Manage incoming faxes, discharges, and patient financial communications.

Complete daily check deposits; run credit card payments.

Maintain bank account reconciliation; track operating vs. restricted funds by donor.

Maintain cashflow spreadsheet; pay bills as approved.

Prepare monthly grant invoices for funding agencies.

Prepare monthly patient statements and patient account updates; prepare and invoice patients for outstanding balances, no show and cancellation fees.

Prepare weekly Accounts Receivable Aging report for Insurance Processing Assistant;

Support monthly close processes for billing and accounting.

Assist in setting up payment agreements and credit card authorizations.

Post philanthropic donations in Raiser’s Edge CMR; track donor gifts and provide weekly reports to Marketing Manager and Executive Director.

Assist with medical records management as related to billing and claims.

Qualifications:

· Associate degree in Accounting, Finance, Business Administration or related field preferred.

· 1+ year of experience in billing, insurance processing, or finance role (medical office a plus).

· Strong organizational and analytical skills with attention to detail.

· Effective communication skills; able to work independently and as part of a team.

· Experience with QuickBooks and EMR/CDM systems preferred.

· Experience in a nonprofit organization a plus.