Chief Financial Officer

-Assure all revolving payments direct debit payments go through
-Complete all manual payments
- Properly label all payments on QuickBooks
-Fill out a label for the expense table
- Collect receipts ( you are accountable for calling the vendor )
- Communicate with team members on a daily basis, all overdue receipts and work with the team to retrieve.
- usually not more than 5 per day ) ( work with the accountant )
- Be accountable for communicating any outstanding bookkeeping issues and resolving the problem, work with US CPA to file taxes
- collect patients on e-checks
- Ability to divide expenses by state or project
-Ability to work on teamwork and other project management software
-Check Google ads. for daily expenditure per ad, and number of views and number of click-throughs, check call center software, for minutes spent on the phone, and daily use
-Enter data onto existing business plan monthly, collect payments via e-check, fill in quality assurance table daily on data such as new patients, time spent on the phone, f/u appointments, missed appointments, unscheduled appointments. Be able to understand the purpose of this data and discuss with the team
-Communicate with IRS on my behalf if required, check email, classify emails into appropriate files, communicate with state boards and store emails in files
-Excellent communication, and data presentation skills required
-Understand the needs of the team
-Develop relationships with lenders/ Fill in loan applications/monitor credit report