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Customer Accounting Specialist II

Customer Accounting Specialist II

Western GrowersIrvine, California
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At Pinnacle Claims Management, we are an innovative third-party administrator (TPA) that provides a full-suite of comprehensive and customized health benefits administration services for self-funde...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Senior Accounting Specialist

Senior Accounting Specialist

City of Tustin, CATustin, CA, United States
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Water Utility Billing and Business License.In this key role, you'll perform a variety of technical accounting duties and provide essential support and guidance to lower-level staff.This advanced jo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Accounting Specialist

Accounting Specialist

VirtualVocationsFullerton, California, United States
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A company is looking for an Accounting Specialist to manage accounts receivable and accounts payable functions for clients and contractors. Key Responsibilities Manage accounts receivable transact...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Accounting Associate

Accounting Associate

Century GroupCosta Mesa, CA, United States
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Fantastic opportunity with our client in Orange County! Fast paced and growing retail company looking for their next Accounting Associate for either a temp-to-hire opportunity or direct hire.This r...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Accounting Manager

Accounting Manager

JobotSanta Ana, CA, United States
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High-impact Accounting Manager role with an exciting National company.This Jobot Job is hosted by : Bill Artiga.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your r...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Accounting Associate

Accounting Associate

VerosSanta Ana, California, USA
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At Valligent we stand out in the real estate industry by blending cutting-edge technology with exceptional customer service to deliver top-quality property valuations. Were on the lookout for indivi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Accounting Professional

Accounting Professional

TrimbleWestminster, California, USA
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We are seeking an Accounting & Analytics Professional to join our Business Unit Accounting team.This role combines core accounting responsibilities (GL revenue recognition cost accruals reconci...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Senior Accounting Specialist

Senior Accounting Specialist

Government JobsTustin, CA, US
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The City of Tustin is currently seeking qualified and motivated candidates for the position of Senior Accounting Specialist with a focus on Water Utility Billing and Business License.In this key ro...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Accounting Specialist

Accounting Specialist

HubstaffIrvine, California, United States
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Job Title : Accounting Specialist.Important : Open to remote Filipino talent.The company is a leading low-voltage installation and fire protection company based in Beaumont, Texas, seeking a highly d...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
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Accounting / Bookkeeping

Accounting / Bookkeeping

TradeJobsWorkForce92616 Irvine, CA, US
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Accounting / Bookkeeping Job Duties : The accounting / bookkeeper is responsible for maintaining the financial reco...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Accounting Person

Accounting Person

OccsStanton, CA, United States
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Chemical company looking for an accounting person to handle AP, AR, Credits & Collections & Administrative issues for the company ASAP. Person needs 5 years of experience and must have computer know...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Accounting Specialist

Accounting Specialist

Umbrella BPOAnaheim, CA, US
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Company : Umbrella BPO & Client Companies.As an Accounting Specialist at Umbrella BPO, you will play a vital role in managing and maintaining accurate financial records for our clients.Your expertis...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Accounting Specialist

Accounting Specialist

Bangert Retail Technologies North America, Inc.Anaheim, CA, US
serp_jobs.job_card.part_time
Careers Advancement Opportunities .In this role, you will support the accounting department by analyzing financial information, maintaining accurate records of incoming and outgoing payments, prepa...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Accounting and Bookkeeping Specialist

Accounting and Bookkeeping Specialist

Remote VAAnaheim, CA, US
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Accounting And Bookkeeping Specialist.Remote Va Is Seeking A Highly Motivated And Detail-Oriented Accounting And Bookkeeping Specialist To Support Our Clients With Their Financial Operations.The Id...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Accounting Intern

Accounting Intern

ADL AccountingAnaheim, CA, US
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About Us : Accurate Digit Lover (ADL) Accounting provides tax, bookkeeping, and consulting services to small / medium sized businesses and high-wealth individuals. We pride ourselves on being at the fo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Accounting Lead

Accounting Lead

Acuity Eye GroupSanta Ana, California, USA
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The Accounting Lead is a highly analytical and independent contributor tasked with driving the integrity and efficiency of the companys financial controls and reporting infrastructure.This pivotal ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Accounting Clerk

Accounting Clerk

TradeJobsWorkforce92707 Santa Ana, CA, US
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Accounting Clerk Job Responsibilities : Supports accounting operations by filing documents, reconciling statements, and running software programs.Maintains account...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Accounting Manager

Accounting Manager

Mitsubishi ElectricCypress, CA, US
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MEUS) is one of six subsidiaries owned by Mitsubishi Electric US Holdings, Inc.MEUS comprises five distinct business units and also serves as the U. The Accounting Manager is primarily responsible f...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Customer Accounting Specialist II

Customer Accounting Specialist II

Western GrowersIrvine, California
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Description

At Pinnacle Claims Management, we are an innovative third-party administrator (TPA) that provides a full-suite of comprehensive and customized health benefits administration services for self-funded companies, including health management and wellness solutions, and pharmacy benefit management. As part of the Western Growers Family of Companies, we are committed to providing our employees with everything they need to succeed and grow. We know that taking care of our clients starts with taking care of our employees. As a keystone of our philosophy, we recognize that every person on our team comes to us with a unique background, history and story that adds strength to our organization. Additionally, employees are encouraged to recognize that there isn’t a work life and a home life, there is one life. This recognition throughout the organization emphasizes the value of finding a healthy and happy balance in every employee’s life. One way this is realized for employees of Pinnacle Claims Management is flexible work arrangements with work-from-home, in-office or hybrid options. With competitive compensation packages, premier investment support, enriching personal development and more, we strive for our employees’ job satisfaction and success.

Compensation : $53,667.86- $74,768.32 with a rich benefits package that includes profit-sharing.

Job Description Summary

The Customer Accounting Specialist II supports the financial and accounting activities of the Third-Party Administrator (TPA) by managing invoices, reconciliation, reporting, and coordination with internal and external stakeholders. This role ensures financial accuracy and compliance while acting as a key liaison between Finance, Accounting, and the Business teams. The incumbent is also responsible for managing check returns, NSF items, stale-dated payments, and supporting enrollment audits and payment follow-ups.

Qualifications

  • BA / BS degree in Accounting, Finance, Business Administration, or a related field, along with three (3) to four (4) years of experience in accounting, billing, or reconciliation within a health benefits, TPA, insurance, or healthcare services setting preferred.
  • Strong understanding of health benefits billing processes, enrollment / eligibility data management, and carrier payment reconciliation.
  • Proficiency in Microsoft Excel, financial reporting, and ability to work with proprietary accounting or benefits administration systems.
  • Excellent written and oral communication skills, including the ability to produce professional reports and correspondence.
  • Strong analytical skills with the ability to identify root causes of discrepancies and recommend corrective actions.
  • Proven ability to work independently and collaboratively in a remote environment that meets company security and compliance requirements.
  • Internet access provided by a cable or fiber provider with 40 MB download and 10 MB upload speeds. (This language is needed as part of the job requirements only if the position is 100% remote or hybrid. Please remove language if this position does not meet this
  • Home router with wired Ethernet (wireless connections and hotspots are not permitted).
  • A designated room for your office or steps taken to protect company information (., facing computer towards wall,
  • A functioning smoke detector, fire extinguisher, and first aid kit on site.

Duties And Responsibilities

  • Serve as the primary point of contact between Key Accounts Operations and Accounting / Finance for financial questions and resolution of issues.
  • Create, validate, and distribute client and vendor invoices in accordance with contracts and established billing cycles.
  • Execute monthly billing processes; validate amounts, ensure proper allocations, and correct discrepancies prior to distribution.
  • Maintain financial records including W-9 forms, billing documentation, contracts, and vendor account files.
  • Evaluate existing financial and reconciliation processes for gaps or inefficiencies; design and recommend improvements, internal controls, or automation opportunities.
  • Prepare data-driven presentations and reports for leadership, highlighting financial performance, operational efficiencies, and areas for corrective action.
  • Analyze billing, payment, and enrollment data to identify trends, anomalies, or risks; provide actionable insights and recommendations to leadership.
  • Generate regular and ad-hoc financial reports related to billing, payments, vendor remittances, and client activity.
  • Maintain financial records including W-9 forms, billing documentation, contracts, and vendor account files.
  • Participate in program financial audits, provide relevant documentation and reports.
  • Collaborate with Reporting team to create and design necessary program and department financial reports to track operations spend to budget.
  • Develop financial projections, scenario analyses, and forecasting models to support budgeting, program planning, and decision-making.
  • Facilitate monthly meetings with department leaders to review financials, propose efficiencies, and assess vendor payment inconsistencies needing follow up.
  • Perform monthly, quarterly, and annual account and member enrollment reconciliations; calculate, identify and resolve variances in payments, remittances, enrollments, and invoice applications.
  • Analyze and audit enrollment data to validate accuracy of premium billing and remittances; collaborate with eligibility teams to correct inconsistencies.
  • Investigate and process stale-dated checks, returned payments, and NSF transactions, coordinate follow-up and resolution.
  • Other

  • Utilize all capabilities to satisfy one mission — to enhance the competitiveness and profitability of our members. Do everything possible to help members succeed by being curious and striving to understand what others are trying to achieve, planning, and executing work helpfully and collaboratively. Be willing to adjust efforts to ensure that work and attitude are helpful to others, be self-accountable, create a positive impact, and be diligent in delivering results.
  • Maintain internet speed of 40 MB download and 10 MB upload and router with wired Ethernet
  • Maintain a HIPAA-compliant workstation and utilize appropriate security techniques to ensure HIPAA-required protection of all confidential / protected client data.
  • Maintain and service safety equipment (., smoke detector, fire extinguisher, first aid kit
  • All other duties as assigned.
  • Physical Demands / Work Environment

    The physical demands and work environment described here represent those that an employee must meet to successfully perform this job’s essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to communicate with others. The employee frequently is required to move around the office. The employee is often required to use tools, objects, and controls. This noise level in the work environment is usually moderate.