Credit Balance AR Analyst III

Job Description

Job Description

We are looking for a detail-oriented Credit Balance AR Analyst III to support credit balance operations within a healthcare revenue cycle environment in Florida. This contract position with potential for a permanent role is ideal for someone who enjoys analyzing transactions, resolving payment discrepancies, and strengthening financial accuracy across accounts receivable and refund activity. The role offers hands-on exposure to patient accounting, accounts payable coordination, and reporting tools while partnering with cross-functional teams to improve credit balance processes.

Responsibilities:
• Review accounts receivable transactions to detect duplicate payments, confirm credit balances, and take appropriate corrective action.
• Investigate the underlying causes of payment variances and refund situations, documenting findings and supporting process improvements.
• Coordinate with accounts payable teams to confirm vendor records are properly established so patient or payer refunds can be issued accurately.
• Reconcile refund and credit balance activity between patient accounting platforms, accounts payable systems, and reporting dashboards.
• Track transaction-level activity that feeds general ledger balances, ensuring data selection and monitoring are completed with a high degree of accuracy.
• Use tools such as SharePoint, Beacon, and reporting platforms to organize information, monitor trends, and support operational visibility.
• Partner with analytics resources to help interpret credit balance data, contribute to dashboard development, and support graphical reporting needs.
• Work with accounting, treasury, and other internal stakeholders to resolve outstanding credit balances and maintain compliance with financial controls.
• Support daily work across patient billing and cash activity processes while adapting to multiple systems used within the healthcare revenue cycle.
• Assist with responsibilities tied to evolving accounting and payment platforms, including maintaining continuity across legacy and newer applications.• Experience in accounts receivable analysis with a strong focus on credit balances, cash activity, or payment reconciliation.
• Working knowledge of healthcare billing, patient accounting, medical collections, or related revenue cycle functions.
• Familiarity with accounts payable processes, including refund support and vendor setup coordination.
• Ability to navigate accounting software, ERP environments, CRM tools, and financial systems used for transaction research.
• Strong analytical skills with the ability to review detailed transaction data and identify exceptions, trends, and root causes.
• Proficiency in reporting and data tools such as SharePoint, dashboard applications, or similar analytics platforms.
• Effective communication skills and the ability to collaborate with accounting, treasury, analytics, and operational teams.
• Associate’s or bachelor’s degree in accounting, finance, business, or a related field is preferred.