Job Description

The ideal candidate for this position will succeed in this role if they have both knowledge and technical depth about the company and the industry. This is essential as they will be a central person in the decision making process, working with multiple individuals across different teams when necessary. As a result, they will also be overseeing specific personnel. 

Operations Management

• Coordinate daily operations to ensure efficient scheduling and service delivery for clients.
• Supervise and support administrative staff, caregivers, and schedulers.
• Oversee compliance with state and federal healthcare regulations, including maintaining accurate records and timely reporting.
• Implement and refine operational processes to improve productivity and client satisfaction.
• Handle escalated client and caregiver concerns, providing prompt resolution.
• Assist with recruiting, onboarding, and training new team members.

Bookkeeping

• Manage day-to-day financial transactions, including accounts payable, accounts receivable, and payroll processing.
• Prepare and reconcile monthly financial statements, including balance sheets and profit and loss statements.
• Monitor cash flow and prepare financial reports for management review.
• Ensure compliance with all tax regulations, including quarterly and annual filings.
• Oversee client billing and ensure timely payments.

Recruitment

• Identify and develop relationships with recruitment sources in the community to attract applicants to apply to our agency (e.g. schools, job fairs, community events, referrals).
• Manage online job posting (content, schedule) to attract qualified candidates at schools, job fairs, community events, etc.
• Assist in hiring a sufficient number of Care Professionals to meet the needs of the agency while maintaining hiring standards. 
• Screen applicants
• Assist in orientation

Requirements

• Proven experience in bookkeeping and operational management, preferably in healthcare or home health.
• Proficiency in accounting software (e.g., QuickBooks) and Microsoft Office Suite.
• Strong organizational and time-management skills, with the ability to multitask effectively.
• Excellent communication and interpersonal skills to manage diverse teams and interact with clients.
• Knowledge of healthcare compliance and billing practices is a plus.
• Provide excellent service by responding to staff and Care Professional requests promptly and professionally.
• Serve as the first point of contact for Care Professional staff regarding any client updates, questions, or concerns.
• Ensure home care services assigned comply with company policies, procedures, and state licensing laws.
• Monitor and maintain various metrics related to caregivers and clients and report to the team weekly.
• Knowledge of healthcare compliance and billing practices is a plus.
• Other duties as assigned

  Education and Certifications

• Bachelor’s degree in accounting, business administration, or a related field preferred.
• Certification in bookkeeping or accounting (e.g., QuickBooks certification) is a plus.

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