About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Position Overview

Confidential Client is hiring a Finance Associate to support multi-location operations in Norcross, GA. This is an entry-level to early-career, full-time role focused on accounts payable, accounts receivable, and month-to-month reconciliations across ten clinic locations. The role reports to the Owner and works closely with an external accounting partner for day-to-day guidance and training.

• Compensation: $60,000 – $75,000 annually (based on experience)
• Employment type: Full-time
• Location: Norcross, GA (on-site with occasional travel to other clinic locations)

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What You’ll Do

Daily transactional work that keeps the practice running — ensure vendors are paid, receipts are posted, and accounts are reconciled across locations.

Accounts Payable

• Process accounts payable across all locations from invoice receipt through payment and filing
• Match invoices to purchase orders, contracts, and delivery confirmations before submitting for approval
• Maintain a payment calendar to avoid late fees and capture discounts
• Keep vendor records current, including W-9 collection and 1099 tracking
• Research invoice discrepancies, duplicate billings, and vendor statement differences; escalate unresolved items
• Prepare a weekly cash disbursement summary for Owner review

Accounts Receivable

• Post and reconcile cash receipts daily by location (insurance remittances, patient payments, merchant deposits)
• Coordinate with billing and front-desk teams to align clinical revenue and financial records
• Maintain and monitor the aged receivables report; flag balances that exceed aging thresholds
• Track and document patient payment plans and follow up as needed
• Reconcile merchant processing statements to the general ledger and research settlement differences

Reconciliations & Month‑End Support

• Reconcile all bank, credit card, and merchant accounts monthly with organized supporting documentation
• Prepare reconciliations and data requested by the accounting partner to support month-end close and year-end work

Location Support & Compliance

• Serve as a finance point of contact for location managers on payables, receipts, and documentation
• Follow finance policies for cash handling, purchasing approvals, and reimbursements
• Support payroll reconciliation in coordination with the payroll provider and HR
• Handle financial and patient-related information in line with HIPAA and confidentiality policies
• Maintain financial records per the practice retention policy

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Growth Path

As you demonstrate accuracy and independence, responsibilities may expand to include:

• Preparing journal entries, accruals, and supporting schedules for month-end close
• Assisting with monthly financial statement packages and variance explanations
• Supporting a rolling 13-week cash flow forecast and annual budget processes
• Building and maintaining a location-level performance dashboard
• Supporting purchasing consolidation, vendor tracking, and spend analysis
• Periodic location visits to review cash handling and documentation practices

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Required Qualifications

• Bachelor’s degree in accounting, finance, or related field — or expected completion before start date; equivalent experience considered
• 0–2 years of accounting/finance experience (internships, co-ops, and relevant coursework count)
• Understanding of basic accounting principles (debits/credits, accruals, reconciliations)
• Solid spreadsheet skills (sorting, filtering, basic formulas, lookup functions); pivot tables a plus
• Comfortable learning accounting software and new systems quickly
• Strong attention to detail and accuracy under high transaction volume
• Clear written and verbal communication with non-finance colleagues
• Demonstrated discretion with confidential information

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Preferred Qualifications

• Bilingual in English and Spanish (meaningful advantage given client communities)
• Exposure to healthcare, medical, dental, or chiropractic settings
• Hands-on experience with QuickBooks or another general ledger system
• Familiarity with insurance reimbursement or explanation of benefits documents
• Interest in pursuing CPA or CMA certification

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Core Competencies

• Ownership — follows tasks through to completion
• Accuracy under volume — precision while processing high transaction counts
• Coachability — seeks feedback and applies what is learned
• Curiosity — wants to understand underlying causes of variances
• Direct communication — raises issues early and clearly
• Integrity — non-negotiable when handling confidential access

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Performance Expectations

First 30 Days

• Learn AP, AR, and reconciliation processes across all locations
• Meet Owner, accounting partner, location leadership, and billing team
• Process payables and post daily receipts with review

First 60 Days

• Handle weekly payables and daily receipt posting independently
• Complete monthly bank, credit card, and merchant reconciliations with limited review
• Deliver an up-to-date aged receivables report by location

First 90 Days

• Deliver reconciliations on schedule without prompting
• Document AP, AR, and reconciliation procedures in writing
• Begin assisting the accounting partner with month-end close tasks

Ongoing Success Measures

• Reconciliations completed accurately and on schedule every month
• No late fees or lapsed vendor relationships
• Daily receipts posted and reconciled on time at all locations
• Aged receivables report kept current and issues flagged promptly
• Continuous progress into Growth Path responsibilities

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Working Conditions & Logistics

• Primarily based at the primary office in Norcross, GA; occasional travel to other clinic locations across Georgia
• Valid driver’s license and reliable transportation required for off-site visits
• Standard office environment with extended computer work
• Increased workload during month-end close and year-end periods
• This is an on-site role (not remote)

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Compensation & Employment Terms

• Salary range: $60,000 to $75,000 annually, based on experience
• Full-time, at-will employment
• Reporting structure: reports to the Owner with day-to-day guidance from the practice’s external accounting partner

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.