Client Services Coordinator

C010 Cherry Bekaert Advisory LLC; Orlando (FL); Hybrid; USD 30,000 - 40,000; Full time

Job summary

Cherry Bekaert Advisory LLC in the United States is seeking a Client Service Specialist to support Medicaid cost report reviews, verify data, and prepare working papers in a detail-oriented, deadline-driven environment.

You may work onsite or remotely through our Orlando office. The role requires strong accounting fundamentals, Excel/Word proficiency, and the ability to communicate professionally with providers to obtain missing information.

Qualifications

• High school diploma or equivalent required.
• Associate's or Bachelor's Degree in Accounting, Finance, or a related field preferred.
• Proficiency in Microsoft Excel and Word required.
• Basic understanding of accounting principles and the flow of financial records required.
• Ability to read and interpret trial balances, general ledger details, and financial statements required.
• Experience performing basic reconciliations (e.g., 941 salary reconciliations or similar) preferred.
• Familiarity with Medicaid or Medicare reimbursement preferred.
• Excellent attention to detail and strong organizational skills required.
• Clear and professional communication skills with a positive, patient, and professional attitude required.
• Ability to manage multiple tasks, proactively solve problems, and meet deadlines required.
• Integrity, dependability, and trustworthiness required.
• Ability to pass a Level 2 background check, including fingerprinting required.
• Candidates must demonstrate eligibility to work in the United States.
• CherryBekaert will not provide work sponsorship for this position.

Responsibilities

• Review and examine Medicaid cost reports for accuracy, completeness, and compliance with program rules.
• Follow established procedures to analyze provider submissions and verify all required information.
• Verify, evaluate and analyze cost report data against general ledgers, trial balances, invoices, financial statements, and other supporting documentation to identify discrepancies, unusual reporting patterns, or inconsistencies.
• Communicate professionally to request missing documentation, clarifications or obtain additional information from providers when needed.
• Prepare organized, accurate, and thorough workpapers documenting findings and examination or review steps performed.
• Research fundamental issues using online tools and electronic regulations.
• Support internal teams with review/examination tasks, analysis, and special projects.
• Perform other duties as needed on engagements and as assigned by supervisory personnel.

Skills

Attention to detail

Communication skills

Multitasking

Integrity/ethics

Education

High school diploma or equivalent

Associate's or Bachelor's Degree in Accounting/Finance

Tools

Microsoft Excel

Microsoft Word

Job description

About the role

Our shared values, including uncompromising integrity, a passion for excellence and mutual respect have helped us get here. If you thrive in a fast-paced environment, enjoy helping clients, and excel at managing details and deadlines, this is an excellent opportunity to contribute to a high-impact team. You may work onsite or remotely through our Orlando office. As a Client Service Specialist, you will support the review and examination of Medicaid cost reports by performing structured procedures that help ensure accuracy, completeness, and compliance with program requirements. You will assist analysts and managers by conducting detailed documentation reviews and examinations, verifying financial data, preparing working papers, and communicating with providers to obtain or clarify information.

Responsibilities

• Review and examine Medicaid cost reports for accuracy, completeness, and compliance with program rules.


• Follow established procedures to analyze provider submissions and verify all required information.


• Verify, evaluate and analyze cost report data against general ledgers, trial balances, invoices, financial statements, and other supporting documentation to identify discrepancies, unusual reporting patterns, or inconsistencies.


• Communicate professionally to request missing documentation, clarifications or obtain additional information from providers when needed.


• Prepare organized, accurate, and thorough workpapers documenting findings and examination or review steps performed.


• Research fundamental issues using online tools and electronic regulations.


• Support internal teams with review/examination tasks, analysis, and special projects.


• Perform other duties as needed on engagements and as assigned by supervisory personnel.

Requirements

• High school diploma or equivalent required.


• Associate's or Bachelor's Degree in Accounting, Finance, or a related field preferred.


• Proficiency in Microsoft Excel and Word required.


• Basic understanding of accounting principles and the flow of financial records required.


• Ability to read and interpret trial balances, general ledger details, and financial statements required.


• Experience performing basic reconciliations (e.g., 941 salary reconciliations or similar) preferred.


• Familiarity with Medicaid or Medicare reimbursement preferred.


• Excellent attention to detail and strong organizational skills required.


• Clear and professional communication skills with a positive, patient, and professional attitude required.


• Ability to manage multiple tasks, proactively solve problems, and meet deadlines required.


• Integrity, dependability, and trustworthiness required.


• Ability to pass a Level 2 background check, including fingerprinting required.


• Candidates must demonstrate eligibility to work in the United States.


• CherryBekaert will not provide work sponsorship for this position.

What you can expect from us

• Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect


• The opportunity to innovate and do work that motivates and engages you


• A collaborative environment focused on enabling you to further your career growth and continuous professional development


• Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing


• Flexibility to do impactful work and the time to enjoy your life outside of work


• Opportunities to connect and learn from professionals from different backgrounds and with different cultures

Benefits

Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate’s work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

• Annual bonus, medical, dental, and vision care


• Disability and life insurance


• Generous Paid Time Off


• Retirement plans


• Paid Care Leave


• Other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection

Pay Range: 21.85 - 28.90

About Cherry Bekaert

Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally.

Equal Employment Opportunity

Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws.

Additional Information

This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.

Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at https://careers.cbh.com/ and follow us on LinkedIn, Instagram, Twitter and Facebook.