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Financial Operations Billing Specialist

Company: HealthEquity Inc.
Location: Tempe
Posted on: June 6, 2021

Job Description:

We are CONNECTING HEALTH AND WEALTH. Come be part of remarkable.


How you can make a difference


With general direction from the FinOps Billing Manager and Operations leadership, the Financial Operations Billing Specialist will assist with the day-to-day operations of the billing department within the established accounting policies of the organization. Will support timeliness and accuracy of related analysis, customer invoices and financial data.


What you’ll be doing 

  • Assist with coordinating the operational activities of the billing department that includes monitoring billing processes, maintaining billing integrity, and resolving client setup inaccuracy.
  • Participates in actions necessary or appropriate to ensure that invoicing activities and financial data are accurate and generated timely.
  • Assist in compliance with all SOX control objectives and corporate policies related to billing activities. This includes monthly review of key SOX controls, updates to narratives and testing.
  • Assists with and participates in the development of processes to automate invoicing. This includes the review, recommendation and implementation of tactical department plans, User Acceptance Testing, policies, procedures, and goals that support the direction and initiatives set forth.
  • Assist Billing Manager with the establishment, maintenance and continuing improvement of billing processes and procedures. Recommends changes in methods or procedures to increase the efficiency of the accounts receivable department. Additionally, documents processes and procedures as appropriate.
  • Support with operational billing questions.
  • Assist with external audit fieldwork as requested.

What you will need to be successful

  •  A general knowledge and understanding of accounting as normally obtained through the completion of an Associate Degree in Business, Finance and/or Accounting. Bachelor’s degree in Finance, Accounting, or related major a plus.
  • The ability to effectively monitor day-to-day billing activities as described, as normally obtained through at least one to three years of accounts receivable experience.
  • Good technical knowledge of the billing function is required.
  • A good attention to detail and the ability to remain highly organized and focused is essential. Incumbents should possess strong analytical skills and be able to make effective judgments and decisions on relative information.
  • Good interpersonal skills are essential. The ability to foster cooperation with a wide variety of partners is required to perform the functions as described. A demonstrated ability to build strong relationships across functional areas is essential.
  • Very good written and verbal communication and presentation skills are critical.
  • Demonstrated ability to adapt to the changing demands of business is a must.
  • A general knowledge of HealthEquity products, technologies, selling strategies and internal business functions is strongly preferred.
  • Proficient skills and abilities with a personal computer and have a good knowledge, understanding and experience with Microsoft Office Suite, specifically with Excel and Word. Additionally, Salesforce, NetSuite or other accounting or business management software experience is strongly preferred. 

Benefits and perks


  • Medical, Dental, Vision
  • 401(k) match
  • Paid Maternity/Paternity leave
  • Ongoing education 
  • Purple with Purpose (paid volunteer time off)
  • HSA contribution and match
  • Award winning Wellness Program
  • Consumer Driven Healthcare (CDH) education

Why work for HealthEquity

HealthEquity has a vision that by 2030 we will make HSAs as wide-spread and popular as retirement accounts. We are passionate about providing a solution that allows American families to connect health and wealth and build health savings for life. Through our innovative technology and superior service delivery, our members gain valuable insights to better save and spend their healthcare dollars.


We firmly believe that our team members drive the success of this company. We hire passionate contributors who enjoy the thrill of pioneering their positions to their full potential. Join us and discover a work experience where the person is valued more than the position, and where are our purple culture drives a remarkable experience.


Our advice to you

HealthEquity is fiercely focused on hiring passionate individuals to contribute to our purple culture. If you speak passion, excellence, service, ambition, fun… we want to speak with you! We believe that your personality is as important as your experience and qualifications so when we do have the opportunity to speak together, be authentic, be genuine, be you! Showcase your experience and your passion.


HealthEquity, Inc. is a proud promoter of equal opportunities for training, compensation, transfer, promotion, and other aspects of employment for all qualified applicants and employees. HealthEquity, Inc. support Equal Employment Opportunities without regard to sex, race, color, religion, national origin, age, disability, sexual orientation or veteran status when hiring – under federal, state and local laws.

Keywords: HealthEquity Inc., Tempe , Financial Operations Billing Specialist, Other , Tempe, Arizona

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