Client Program Specialist

Harmony Healthcare IT; South Bend (IN); On-site; USD 55,000 - 75,000; Full time

Job summary

Harmony Healthcare IT in Indiana is seeking a Client Program Specialist to assist with project data entry, reporting, and month-end close processes. You will help maintain financial data accuracy and integrity across multiple systems.

The role requires an associate degree or higher (preferably in accounting), 3+ years of accounting/finance experience, and strong Excel skills. NetSuite and Planview AdaptiveWork experience is a plus. On-site or hybrid schedule with onsite preferred.

Qualifications

• Associate’s degree or higher in accounting or related field.
• 3+ years of professional accounting/finance experience preferred.
• Experience with project management principles is a plus.

Responsibilities

• Entering projects into the project management system and monitoring policy compliance.
• Entering sales orders into the accounting system and maintaining customer accounts.
• Reconciliation of accounts and programs across multiple systems.
• Assisting with month-end and year-end close processes and ad hoc analyses.
• Coordinating external auditors and ensuring timely information flow.

Skills

Data entry accuracy

Accounting knowledge

Problem solving

Organizational skills

Excel skills

Time management

Task prioritization

Team collaboration

Auditing support

Financial analysis

Education

Associate’s degree or higher (accounting)

3+ years accounting/finance experience

Tools

NetSuite

Planview AdaptiveWork

Job description

Company Description

Harmony Healthcare IT (HHIT) is a data management firm that moves and stores patients, employees, and business records for healthcare organizations. To strengthen care delivery and improve lives, vital information is preserved and managed by HHIT in a way that keeps it accessible, releasable, usable, interoperable, secure, and compliant. HHIT has established core values for the workplace. This helps to maintain a culture of excellence and provides guidance in our daily work.

HHIT’s core values

• Do the right thing
• Be easy to work with
• Exceed expectations
• Serve humbly
• Never stop improving

Position Summary

The Client Program Specialist is responsible for assisting with project data entry, preparing reports, and assisting with month-end and year-end close processes. This role is designed to ensure the accuracy and integrity of our financial data.

Primary Responsibilities

• Entering projects into the project management system and monitoring policy compliance
• Entering sales orders into the accounting system
• Creating and reconciling customer accounts and programs across multiple systems
• Managing outsourced functions of the finance department
• Resourcing and grooming (R&G) projects as needed.
• Tracking third party expenses as needed.
• Generating billing requests for the finance team based on milestone completeness
• Coordinating the provisioning of external auditors with information as directed
• Monitoring activities of accounts receivable to ensure the accurate and timely management of all accounts receivable aging components, including billings and cash collection and posting if/when applicable.
• Performing daily/weekly/monthly audits on projects/programs for compliance
• Attending sales to project manager handoffs as needed
• Creating and maintaining various account reconciliations
• Performing Ad Hoc financial and operational analysis as the needs arise
• Supporting month-end and year-end close processes
• Participating in committees and/or focus groups as requested.
• Completing other job-related assignments and special projects as directed

Required Skills/Abilities

• Able to enter data accurately and productively.
• Able to follow Accounting Principles and processes when working with data.
• Possesses strong problem solving and analysis skills.
• Excellent organizational skills and attention to detail
• Able to work in accounting software systems in user and administration roles.
• Team player that helps and or asks for help when needed.
• Strong Microsoft Excel skills
• Excellent time management skills
• Drives to complete project work on time.
• Able to effectively prioritize tasks and projects.

Education & Experience

• Associate’s degree or higher (preferably in accounting)
• 3+ years of professional working experience in accounting and finance and/or project management areas preferred.
• General understanding of Project Management principles
• Experience with NetSuite accounting software is a big plus.
• Experience with Planview AdaptiveWork (formerly known as Clarizen) is a big plus.Experience with general ledger functions and the month-end/year end close process

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift to fifteen pounds at times.
• On-site or hybrid work schedule (onsite preferred)

Other

• Willing and ready to exemplify HHIT’s core values daily.
• Responsible for protecting data entrusted to HHIT by customers or other parties strictly adhering to HHIT’s data security and privacy policies and procedures, as well as HIPAA, PIPEDA and all other applicable laws.
• Speaking and writing English is a requirement for this position.