Work Setup: Remote
Employment Type: Full-Time
About the Role:
We are looking for a Business Operations & Data Analyst who can combine strong analytical skills with hands-on experience in bookkeeping, payroll, and business operations. This role will work closely with leadership and cross-functional teams to turn data from multiple systems into actionable insights while supporting day-to-day financial and operational processes.
The ideal candidate is highly detail-oriented, comfortable working with large or complex datasets, and able to independently reconcile information across EMR, billing, accounting, payroll, and other business systems.
Key Responsibilities
Data & Reporting
- Pull, clean, reconcile, and analyze data from EMR, billing, accounting, payroll, referral, and other operational systems.
- Develop recurring and ad hoc analyses to support operational and financial decision-making.
- Create and maintain productivity reports, KPIs, and management dashboards.
- Analyze physician and practice performance, including productivity, collections, reimbursement, and other operating metrics.
- Analyze billing, reimbursement, referral, and revenue-cycle data across payers, procedures, physicians, service lines, and referral sources.
- Combine data from multiple systems and investigate discrepancies between data sources.
- Maintain recurring daily, weekly, and monthly reports used by leadership.
- Identify trends, anomalies, and opportunities and translate findings into actionable business insights.
- Improve reporting processes and reduce unnecessary manual work where practical.
- Develop a strong understanding of the underlying data and reporting capabilities of the practice's EMR and other core systems.
Physician Compensation & Payroll
- Prepare and process physician payroll and contractor payments.
- Calculate and reconcile productivity-based physician compensation and bonuses.
- Pull and validate collections and productivity data used in compensation calculations.
- Maintain physician compensation schedules and supporting documentation.
- Coordinate with leadership, billing, and accounting to resolve compensation discrepancies.
- Support employee payroll processing and payroll-related reporting as needed.
Bookkeeping & Accounts Payable
- Provide day-to-day bookkeeping and accounts payable support.
- Enter and categorize transactions in QuickBooks Online.
- Record approved vendor invoices and process payments.
- Assist with bank and credit card reconciliations.
- Monitor outstanding invoices and vendor accounts.
- Process vendor payments through checks, ACH, credit cards, Chase Bill Pay, and vendor portals.
- Record customer refunds and other financial transactions.
- Assist with month-end reconciliation and closing procedures.
- Communicate with vendors regarding invoices, payments, and account-related questions.
General Business Support
- Process employee reimbursements and routine payments.
- Support Marketing with referral data, targeting lists, and performance reporting.
- Assist HR with payroll, staffing, and personnel-related reporting.
- Maintain accurate information across multiple internal systems and data sources.
- Support leadership with financial, analytical, operational, and administrative projects as needed.
Required Qualifications
- 2+ years of experience in business operations, finance, accounting, data analysis, or a related field.
- Strong numerical and analytical aptitude.
- Advanced proficiency in Microsoft Excel and experience working with large or complex datasets.
- Ability to independently manipulate, analyze, and reconcile raw data.
- Strong attention to detail and ability to identify discrepancies.
- Working knowledge of bookkeeping, accounts payable, and financial reconciliation.
- Ability to learn and work across multiple software systems.
- Strong organizational skills with the ability to manage recurring deadlines.
- Ability to handle payroll, compensation, financial, and employee information with a high level of confidentiality.
- Proactive, dependable, and detail-oriented work style.
- Strong written and verbal communication skills.
Preferred Experience
- Experience with QuickBooks Online and accounts payable.
- Experience processing payroll or productivity-based compensation.
- Experience working with EMR, practice management, billing, or healthcare data.
- Experience analyzing billing, collections, reimbursement, or revenue-cycle data.
- Experience combining and reconciling data from multiple systems.
- Healthcare, dental, or medical practice experience is highly preferred but not required.
Preferred Systems Experience
- Microsoft Excel
- QuickBooks Online
- EMR / Practice Management Systems
- Monday.com
- Payroll Platforms
- Chase or similar online banking platforms
What We're Looking For
We're looking for someone who can go beyond simply pulling reports. The ideal candidate is analytical, resourceful, detail-oriented, and comfortable connecting the dots across data, finance, and operations. You should be able to identify inconsistencies, understand what the numbers mean, and help leadership make better business decisions.
