Financial Counselor

Job Description

Job Description

Financial Counselor – Exact Billing Solutions (EBS) 
Lauderdale Lakes, FL 

Salary: $55K - $65K 

Who We Are 

Exact Billing Solutions is a unique team of revenue cycle management professionals specializing in the substance use disorder, mental health, and autism care fields of healthcare services. We have extensive industry knowledge, a deep understanding of the specific challenges of these markets, and a reputation for innovation. With our proprietary billing process, EBS is the oil that brings life to the engines of its partner healthcare companies. 

EBS is poised for exponential growth, and we are building out our teams to support the expansion of global operations. 

Part of the ICBD family office portfolio, Exact Billing Solutions combines entrepreneurial speed with the financial discipline of a self-funded, founder-led organization. Our growth reflects a proven ability to solve complex healthcare challenges with operational precision, scalable systems, and client-first innovation. 

  Our Origin Story 

Exact Billing Solutions was launched to address one of healthcare’s most persistent challenges: the burden of billing and insurance administration on providers. With firsthand knowledge of how inefficiencies in revenue cycle management drain resources from patient care, our founder built a company dedicated to removing obstacles, accelerating cash flow, and delivering peace of mind to clients across specialties. 

  Recognition & Awards 

Exact Billing Solutions contributes heavily to the success of the broader ICBD family office ecosystem and benefits from the recognition awarded to other portfolio companies, including: 

• Inc. 5000, 2024 – Top 5 Fastest-Growing Private Companies in America (ABA Centers of America) 

• EY Entrepreneur Of The Year® U.S. Overall 

• Florida Trend Magazine – 500 Most Influential Business Leaders 

About the Role 

The Financial Counselor is responsible for evaluating and supporting the financial needs of patients and their families, particularly in cases involving financial hardship, lack of insurance, or underinsurance. This role involves developing individualized financial agreements, collecting deposits, facilitating access to financial assistance programs, and ensuring the proper execution and follow-up of payment arrangements. The Financial Counselor serves as a critical liaison between patient families and financial resources, helping to alleviate the financial burden associated with medical care

The principal functions of the position identified shall not be considered as a complete description of all the work requirements and expectations that may be inherent in the position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.

Key Responsibilities

The following are duties and responsibilities that the Financial Counselors hold:

• Reviewing the financial situation of a patient’s family due to hardships, no insurance or poor insurance coverage and creating a tailored financial agreement plan based on their circumstances.
• Collect required deposits from patient’s families and their representatives along with assisting with financial assistance agreements (payment plans) when there is a patient financial responsibility due.
• Assist patient families in obtaining aid with financial assistance from federal, local, state agencies and charitable programs when financial need is indicated.
• Review of existing financial agreements to ensure they are being subsequently processed.
• Review and contact patient families of existing financial agreements that have been breached including stopped payments, failed credit card attempts, expired credit card, credit card reauthorizations needed and returned checks for clearance in accordance with the financial agreement in place.

Requirements

Qualifications

The Financial Counselor requires a minimum of 

• High school/GED required; Bachelors preferred
• Attention to detail
• Ability to work effectively and cooperatively with others. 
• Ability to create and maintain clear, organized, and comprehensive documentation • Expertise in computer software, such as MS Word, Excel, and Outlook
• Willingness to submit to drug and background screenings. 

Benefits

Outstanding Benefits 

• 21 paid days off (15 PTO days, increasing with tenure, plus 6 holidays) 

• Flexible Spending Account (FSA) and Health Savings Account (HSA) options 

• Medical, dental, vision, long-term disability, and life insurance 

• Generous 401(k) with up to 6% employer match 

 

About Exact Billing Solutions 

Exact Billing Solutions is committed to building a culture of professionalism, accountability, and operational excellence. We believe billing is more than a back-office function—it’s a vital part of delivering quality healthcare. By hiring individuals with the right blend of expertise, integrity, and client focus, we empower providers to thrive while making the business of healthcare more efficient and sustainable. 

Join our mission and help transform healthcare billing with precision and purpose!