Ready to create a healthier world? We are ready for you! Personify Health is on a mission to simplify and personalize the health experience to improve health and reduce costs for companies and their people. At Personify Health, we believe in offering total rewards, flexible opportunities, and a diverse inclusive community, where every voice matters. Together, we’re shaping a healthier, more engaged future.

Who are you?

Responsible for client invoicing and set up activities, including but not limited to, new client invoice set up and rate configuration, existing monthly client invoicing and renewals. Research client invoice inquiries and vendor payment discrepancies. Interdepartmental and external communication and support regarding invoicing. Set up and maintain client profiles in our secure portal and assist assist with troubleshooting issues.

In this role you will wear many hats, but your knowledge will be essential in the following:  

• Ensure customers are billed correctly for services
• Issue invoices and distribute them electronically
• Communicate with customers to answer questions
• Keep accurate records
• Prepare and submit invoices
• Great attention to detail
• Excellent ability to organize and coordinate tasks
• Assist other departments in resolution of client / vendor issues
• Understand and document process and controls, systems, workflows, etc.
• Work with third party payment processors
• Train and collaborate with our colleagues and teammates.
• Generate adjustment or credit memos as needed.
• Assist with month end close.
• Ad hoc projects. Perform other job duties as required.
• Bill in multiple systems like Netsuite, El Dorado, Qiclink, GIAS, and Javelina
• Assist in month end closing like customer revenue review and defer revenue allocation.

You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

What you bring to the Personify Health Team:

In order to represent the best of what we have to offer you come to us with a multitude of positive attributes including:

• Bachelor’s degree in accounting, finance, business administration or related field
• TPA experience preferred but not required.
• 3 to 5 years’ experience in financial management with a focus on funding and accounting.
• Previous banking and health insurance industry experience preferred
• Ability to take direction and work effectively with leadership
• Proficiency in Windows and advanced Microsoft Excel skills.
• Strong written and verbal communication skills
• Ability to work effectively in a team environment
• Proficient in financial and TPA systems. Netsuite, Qiclink, Javelina experience preferred.
• 2 to 5 years’ experinace in reconciliations, accounting or financial operations.
• Strong attention to detail and accuracy in financial reporting.

You also take pride in offering the following Core Skills, Competencies, and Characteristics:

• Advance Excel skills and profincicy in other Microsoft Office applications.
• Excellent written communication skills.
• Must be detail oriented with strong problem-solving skills.
• Ability to meet critical deadlines in a timely manner.
• Enthusiastic

tandicdate will meet every single desired qualification. If your experience looks a little different from what we’ve identified and you think you can bring value to the role, we’d love to learn more about you!

Personify Health is an equal opportunity organization and is committed to diversity, inclusion, equity, and social justice.

We strive to cultivate a work environment where differences are celebrated, and employees of all backgrounds are empowered to thrive. Personify Health is committed to driving Diversity, Equity, Inclusion and Belonging (DEIB) for all stakeholders: employees (at each organization level), members, clients and the communities in which we operate. Diversity is core to who we are and critical to our work in health and wellbeing.