Accounting & Finance jobs in Plano, TX - Page 5Create job alerts

Customer Service and Support for Financial Technology Company. This program needs customer-focused individuals to help support callers with financial transactions. Minimum of one year of consistent inbound call support experience working in a customer facing Financial Services environment.

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recommendat

Payroll Manager Job Duties: Maintains payroll information by designing systems; directing the collection, calculation, and entering of data. Balances the payroll accounts by resolving payroll discr

The duties will include day to day bookkeeping, bank account reconciliations for various small business entities.Assisting in preparing financial statements.Filing various simple tax forms with local agencies.Keeping a client contact regarding open issues.Friendly small firm environment conducive to

Junior Accountant Job Duties: Maintains financial records for subsidiary companies by analyzing balance sheets and general ledger accounts.Reconciles general and subsidiary bank accounts by gathering

Underwriter Job Duties: Analyze financial data related to loan requests.

Job Description Garland Texas manufacturing company has an immediate opening for an accounting assistant with an emphasis on job costing/reporting. Some G/L and/or job costing experience is a plus, but if you have an aptitude for numbers and a desire to learn a skill that will stay with you for the rest of your life, we will train. In addition, this person will be trained in our A/R, A/P & new job processing for purposes of expanding knowledge and acting as back up to these positions as needed. This is a full time, Monday-Friday hourly position with benefits. Basic computer skills a must. Typing by touch necessary. 10 key by touch desirable. Substantive experience using Microsoft Excel is beneficial to this position. Range listed is starting range and will be commensurate with experience. Company DescriptionAFB Manufacturing is a growing 75+ year old family-owned company with the energy of a 10-year-old on Adderall. AFB Manufacturing is an industry leader in our niche market, serving multi-billion dollar companies all over the world. Our specialty protects us from imports, so our team members have no job insecurity relating to offshore competition. We expanded our Garland, Texas manufacturing facility and capacity with all new CNC fabrication equipment in 2022, and the only thing we need are people who care about the quality of their work and want to learn and develop new skills as needs arise.AFB Manufacturing is a growing 75+ year old family-owned company with the energy of a 10-year-old on Adderall. AFB Manufacturing is an industry leader in our niche market, serving multi-billion dollar companies all over the world. Our specialty protects us from imports, so our team members have no job insecurity relating to offshore competition. We expanded our Garland, Texas manufacturing facility and capacity with all new CNC fabrication equipment in 2022, and the only thing we need are people who care about the quality of their work and want to learn and develop new skills as needs arise.

Job Description SUMMARY: Responsible for collection of past due amounts, account and payment reconciliation, order releases and new account approval/set up. EDUCATION/EXPERIENCE: • High school diploma., • Computer skills in MS Office, particularly Excel., • Excellent communication skills, both written and oral., • Excellent customer service skills., • Working knowledge of accounts receivable and some accounts payable organizational and recordkeeping processes., • Ability to work independently and in a fast-paced environment., • Ability to anticipate work needs and interact professionally with customers., • Initiate and maintain collection calls on all past due amounts until past due amounts are resolved or paid., • Record all contacts or attempted contacts in A/R screen., • Answer incoming calls from customers and franchises and resolve questions or problems., • Account adjustments: Research, apply, and transfer credits where applicable., • Write off miscellaneous balances approved by the Controller., • Research and reconcile misapplied customer payments where applicable., • Review and research miscellaneous checks that are identifiable by cash applications., • Order Hold review: Review all orders on hold within your assigned group of accounts multiple times per day to ensure timely release of qualified orders ., • Notify franchise of orders remaining on hold., • Make determination on credit limits and release of orders based on information provided through bank and trade references., • Update incorrect customer account information data in the computer on all returned mail., • Must be able to efficiently use a personal computer equipped with standard keyboard and mouse., • Ability to communicate in English, to locate, read, and report information.

Job Description • Maintains record of accounts payable to ensure timely payment of invoices, confirming valid payables and gathering approvals., • Manage process for proper coding of invoices and vendor invoices and company approvals for payment processing, • Set up and track projects in Deltek; maintain project related information electronically, including documents, invoices, and special billing arrangements, coordinate billing contact on new projects., • Prepare draft invoices for Project Manager review and approval., • Finalize project invoices, along with backup documentation, and submit to Clients via email, • Post client cash receipts to project invoices., • Assist with the Collection of Accounts Receivable, including preparation and distribution of statements to Clients when necessary., • Monitors weekly timesheets to ensure time is coded to correct projects and billing codes, • Understands how projects earn revenue in the accounting system and assists the monthly reporting and analyzing project earnings, • Assists with assembling information for internal financial reporting requirements and external financial reporting requirements (e.g., government agencies, taxes)., • Maintain office supplies for both office, • QUALIFICATIONS, • 3 or more years of experience with accounting within the architectural/engineering and/or construction industry, • This role is an in-office position., • Excellent attention to detail, • Strong organizational, written and verbal communication skills, • Ability to multi-task and meet deadlines in a fast-paced, dynamic environment., • Flexible and willing to work towards team goals in a high-paced, deadline driven department, • Must have excellent computer skills (MS Word, Outlook and Excel)

Job DescriptionCompany Description • 1yr contract term, • On Site, • $20-25/hrJob Description, • Process customer billing (AR) accurately on or before deadlines as per requirements., • Manage, analyze & prepare correction forms for billing corrections in access database., • Review and discuss essential freight documentation that supports charges invoiced and is required for payment (AP)., • Use knowledge and possess understanding of how Billing functions affect P&L., • Audit carrier freight bills and interpret tariffs and contracts., • Work with the internal technologies required for daily functions., • Investigate and diagnose potential errors and duplicate carrier billing., • Perform ad-hoc reporting, as required., • Perform other job related duties as required., • Profit/Loss management, planning, forecasting, inspection for revenue/cost/BS account and related reporting., • All the tasks that directly or indirectly related to your job position and requested by company.Qualifications, • Bilingual Korean highly preferred but not required, • Experience in A/P, Invoicing, Customer Service or Transportation/Logistics related experience, • Bachelor’s Degree or the equivalent combination of education and experience, • Ability to quickly grasp the situation to make decisions to ensure problems are overcome and perform the corrective action, • Effective written and verbal communications skills to communicate with various levels of the organization, • Proficient with Outlook, Microsoft Office applications PowerPoint, Word, • Proficient with Excel, especially v-lookups and pivot tables, • Ability to work overtime when needed, • Ability to work in Plano, TX office Additional Information All your information will be kept confidential according to EEO guidelines.

Job Description [Plano, TX - Hybrid] Are you detail-oriented and thrive in a fast-paced environment? Lewis & Ellis is seeking a Accounts Receivable Specialist who combines a passion for precision with the ability to manage multiple projects efficiently. If you are proficient in billing and have a knack for problem-solving, join us to support our dynamic consulting team. L&E is a leading actuarial consulting firm with over 50 actuaries nationwide. We've been providing expert services in life, health, and property & casualty insurance since 1968. With a global reach and a commitment to innovation, we deliver tailored solutions for complex actuarial challenges. Base Salary: $18-22/hr part-time (20 hours a week) You Will: • Prepare and post monthly client bills, including split-party and electronic billing., • Manage retainer funds, write-offs, and ensure billing accuracy., • Address billing inquiries, disputes, and adjustments professionally., • Review contract terms to support accurate project setup in the accounting system., • Use tools like NetSuite, Adobe, Excel, and Word to complete billing tasks and generate reports., • Coordinate collections and collaborate with consultants and internal teams to ensure smooth billing operations. Essential Requirements: • 1-3 years of billing and collections experience, preferably in a consulting or service-based environment., • Strong proficiency in Microsoft Office; experience with NetSuite or similar software is a plus., • Excellent communication and customer service skills., • Strong attention to detail and ability to manage multiple priorities., • Must be available to work in-office two days per week (hybrid role)., • Energetic, adaptable, and effective in a fast-paced setting. PAY, BENEFITS & PERKS: • Competitive salary and performance-based bonuses., • Opportunity for personal and professional development., • A team that values individuality and aims for excellence. Application Process Please apply online. No calls or emails, please. Lewis & Ellis is proud to be an equal opportunity employer. We welcome all qualified applicants and do not discriminate based on race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or any other legally protected status.

Job Description Under the general supervision of Associate Director of Billing, an individual in this position will perform moderate to complex customer billing and problem resolution functions. The Billing Analyst is responsible for: * processing timely and accurate bills as well as delivering to customers * Entering data, verifying, and analyzing customer information to determine actions necessary to produce accurate billing through the pre-bill process * Calculating billing adjustments * Researching and determining if accounts have been accurately billed * Resolving billing problems * Performing related duties as assigned. Desired Skills: * Excellent verbal & written communication skills * Ability to perform moderate to complex analysis and research and evaluate alternatives while making sound determinations and recommendations * Expert in data manipulation using Excel * Strong sense of customer service – ability to respond promptly to customer needs and requests for service * Strong oral communication skills * Ability to portray thoughts logically through written communication * Team player * Constantly improving and promoting quality * High level of motivation and business acumen * Adaptability Requirements: * Bachelor’s Degree preferred * Related experience and/or training preferred * Language Skills * Math Skills * Reasoning Ability * Computer Skills – Database and spreadsheet software Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to use hands to finger, handle, or feel and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually minimal. Company DescriptionMinol / ZENNER is one of the largest Metering, Billing, Conservation and Energy Management providers with 2,500 employees and 32 offices worldwide. A recent study from IMS Research on the worldwide water meter market lists the Minol-Zenner Group as one of the top performers on almost every continent. Based in Germany, the privately-held, family-owned company brings more than 60 years of innovative metering technologies and consumption based billing of gas, electric, water and heating costs to the industries served. As one of the leading utility billing providers, our global team produces more than 5.4 million bills annually for 30,000 clients. Minol USA, headquartered in Addison, TX, has more than 100 employees nationwide with regional and support offices located throughout the country. We operate in all major markets providing services for the multifamily, military, affordable and student housing industries, as well as government agencies and commercial properties. Also headquartered in Addison, TX is ZENNER USA, a manufacturer and distributor of high-quality water and heat meters.Minol / ZENNER is one of the largest Metering, Billing, Conservation and Energy Management providers with 2,500 employees and 32 offices worldwide. A recent study from IMS Research on the worldwide water meter market lists the Minol-Zenner Group as one of the top performers on almost every continent. Based in Germany, the privately-held, family-owned company brings more than 60 years of innovative metering technologies and consumption based billing of gas, electric, water and heating costs to the industries served. As one of the leading utility billing providers, our global team produces more than 5.4 million bills annually for 30,000 clients. \r\n\r\nMinol USA, headquartered in Addison, TX, has more than 100 employees nationwide with regional and support offices located throughout the country. We operate in all major markets providing services for the multifamily, military, affordable and student housing industries, as well as government agencies and commercial properties. \r\n\r\nAlso headquartered in Addison, TX is ZENNER USA, a manufacturer and distributor of high-quality water and heat meters.

Job DescriptionDescription: Zhone Technologies is seeking a motivated and detail-oriented Collections Specialist to join our team! In this role, you will report directly to the Accounts Receivable Manager and play a vital role in ensuring the timely collection of outstanding customer balances. Your primary focus will be to reduce delinquent accounts while delivering a positive customer experience and maintaining strong relationships. We're looking for someone who thrives in a fast-paced environment, communicates effectively, and can manage their responsibilities with minimal supervision. This position is based in our Plano headquarters, conveniently located near the Dallas North Tollway. We offer flexible start and end times to help support your work-life balance. Essential Duties and Responsibilities: • Report to the Accounts Receivable Manager and be accountable for assigned clients, and participate in periodic Collection Team status meetings., • Monitor accounts for outstanding balances and follow up with business clients on overdue payments., • Initiate contact with clients via phone, email, or other communication channels to facilitate payment collections and resolve payment discrepancies., • Identify, document, and resolve complex issues regarding invoicing, purchase orders, statements, payments, customer refunds, and payment discrepancies, • Establish effective communication lines with other departments, • Accurately post customer payments by recording cash, checks, and credit card transactions, and document account or invoice status with appropriate details, • Maintain backup support for credit requests, adjustment requests, and write-off requests for potential audits, • Handle sensitive information in a confidential manner, • Verify compliance with company policies and procedures, • Exhibit good judgment on prioritizing collection efforts based on risk and exposure, and knowing when to deviate from a predetermined cadence and email template, • Work closely with Sales, Order Management, Logistics, and Legal to resolve issues, including bankruptcies, cancellations, billing inquiries, etc., • Support the process to suspend accounts associated with unpaid invoices, • Adheres to and enforces company policies and procedures, • Complete special projects and other responsibilities ad hoc. Requirements: • Minimum of 1-2 years of experience in accounts receivable, collections, or related field., • Proficiency with Microsoft Office programs – Outlook, Teams, Excel, Word & PowerPoint., • Oracle NetSuite ERP, QuickBooks, Salesforce experience helpful, • Strong communication skills and the ability to work well in a team environment., • Strong attention to detail with a dedication to accuracy, • An assertive yet professional demeanor when communicating with customers is desired., • Ability to analyze large sets of data, • Exceptional organization and analytical skills, • Ability to follow detailed processes and procedures, • Problem solver with strong self-initiative and motivation, • Experienced and comfortable calling customers when needed., • Associate’s degree in accounting, finance, or a related discipline

Job Description Partners Professional is assisting our client is selection of candidates for a Logistics Billing Analyst for one of their locations in Plano, Texas. This position will be onsite daily with the anticipated hours of 9:00-6:00, (subject to change). It will start as a one year contract- no relocation will be offered; you must be within comfortable commute distance. Role details and Responsibilities: • Process customer billing (AR) accurately on or before deadlines as per requirements and according to the standard of this company’s policy for each division., • Manage, analyze & prepare correction forms for billing corrections in access database., • Review and discuss essential freight documentation that supports charges invoiced and is required for payment (AP)., • Use knowledge and possess understanding of how Billing functions affect P&L., • Audit carrier freight bills and interpret tariffs and contracts., • Work with the internal technologies required for daily functions., • Investigate and diagnose potential errors and duplicate carrier billing., • Perform ad-hoc reporting, as required., • Experience in A/P, Invoicing, Customer Service or Transportation/Logistics related experience, • Bachelor’s Degree or the equivalent combination of education and experience, • Ability to quickly grasp the situation to make decisions to ensure problems are overcome and perform the corrective action, • Effective written and verbal communications skills to communicate with various levels of the organization, • Proficient with Outlook, Microsoft Office applications PowerPoint, Word, • Proficient with Excel, especially v-lookups and pivot tables, • Ability to work in Plano, TX office If this position is of interest, we invite you to APPLY TODAY for review and consideration. Company DescriptionBest in Work Staffing AgencyBest in Work Staffing Agency

Job Description About Legent Health At Legent Health, our mission is simple yet profound: “To provide first-class health care that puts YOU first.” Our vision reflects our commitment to excellence: “Through robust physician partnerships, become a nationwide leader in compassionate, quality healthcare focused on the patient and available to everyone.” Our values, also known as our brand pillars, define how we stay true to our identity in the healthcare industry and the communities we serve. These values are central to everything we do: • Respect: We honor the time and trust of both patients and physicians by delivering organized, efficient services that ensure a seamless healthcare experience., • Service: We are committed to highly personalized care for patients, their families, and the physicians who serve them, driving optimal outcomes for all. About the Role The AR Specialist will oversee accounts receivable management and denial resolution for inpatient and outpatient procedures in spine, orthopedic, ENT, and pain management. This role is responsible for managing aging AR, investigating claim denials, and working closely with our external billing vendor to ensure timely follow-up and resolution. The ideal candidate will conduct in-depth, claim-level reviews to uncover root causes of nonpayment—such as coding issues, missing documentation, authorization gaps, or medical necessity requirements—and partner with internal teams to support appeals and implement corrective actions. This position is critical to driving cash flow performance and minimizing preventable write-offs across high-value procedural service lines. POSITION’S ESSENTIAL RESPONSIBILITIES: • Research each claim, reviewing EOBs, provider notes, payer policies, and medical necessity guidelines., • Research each denied claim at the claim and line-item level — thoroughly review EOBs, payer denial data, medical documentation, provider notes, and applicable payer medical necessity guidelines., • Perform root cause analysis: dissect denials by CARC/RARC codes and identify underlying causes—coding issues (CPT/ICD‑10/modifiers), medical necessity criteria, authorization lapses, documentation deficiencies, timely filing, provider credentialing, etc., • Coordinate with billing vendors by communicating insights, denial issues, and additional documentation needs to vendor teams to facilitate corrected claim resubmission or appeal., • Monitor appeal outcomes and denial resolution by tracking status’ via vendor workflows, AR aging reports, and payer responses to ensure claims are resolved within allowable timeframes., • Identify and escalate trends: analyze denial pattern data across service lines, flag recurring root causes, and recommend systematic process improvements or training to mitigate future denials, • Collaborate cross-functionally: work with RCM team members and vendor personnel to address documentation or coding gaps and implement preventive corrective actions, • Maintain accurate logs of claim actions, denial codes, tasks, and outcomes; produce reports for leadership on denial trends and recovery performance., • Excellent verbal and written communication skills., • Excellent interpersonal and customer service skills., • Excellent sales and customer service skills., • Excellent organizational skills and attention to detail., • Excellent time management skills with a proven ability to meet deadlines., • Strong analytical and problem-solving skills., • Strong supervisory and leadership skills., • Ability to prioritize tasks and to delegate them when appropriate., • Ability to function well in a high-paced and at times stressful environment., • Minimum 3–5 years of medical AR, denial management, or revenue cycle experience—preferably in spine, orthopedics, ENT, or pain management practices., • Proven experience reviewing eligibility, coding (CPT, ICD-10, HCPCS), modifiers, medical necessity, and authorization rules., • Strong understanding of payer denial codes, including CARC and RARC systems., • Skilled in analyzing aging accounts receivable, resolving underpayments, and advocating provider reimbursement., • Proficient with denial/claim management systems, practice management or EMR platforms, spreadsheets, and payer portals. Legent Health fosters an environment where team members are empowered to deliver exceptional care while growing professionally within a supportive, values-driven culture. We Offer: • Competitive salary and performance incentives, • Comprehensive benefits package, • Paid time off and wellness programs Legent Health is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any other legally protected characteristic. I-9 and E-Verify Compliance: Employment eligibility will be verified through the U.S. Department of Homeland Security’s E-Verify system. All applicants must provide valid documentation to establish identity and authorization to work in the United States, as required by federal law.

Job Description We are looking for an experienced Accountant to join our team in North Dallas. This is a long-term, part-time contract position offering the opportunity to contribute to essential financial operations. The ideal candidate will bring expertise in managing various accounting tasks and ensuring accuracy in financial records. Responsibilities: • Manage accounts payable processes, including invoice verification and payment approvals., • Maintain accurate and up-to-date records within the general ledger., • Handle accounts receivable functions, including customer invoicing and payment tracking., • Prepare and post journal entries to ensure proper accounting documentation., • Conduct bank reconciliations to ensure accuracy of financial statements., • Utilize QuickBooks to streamline accounting procedures and enhance efficiency., • Process invoices and ensure compliance with company policies., • Organize and maintain filing systems for financial records., • Assist in sorting and processing financial data to support reporting needs., • Proven experience in accounts payable and accounts receivable processes., • Strong understanding of general ledger and journal entry preparation., • Proficiency in performing bank reconciliations with attention to detail., • Hands-on experience with QuickBooks or similar accounting software., • Ability to process invoices accurately and efficiently., • Solid organizational skills for maintaining filing systems., • Excellent analytical skills to handle and interpret financial data., • Strong communication skills to collaborate with team members effectively.

Job Description Location: Plano, TX Employment Type: Full-Time, On-Site Role Overview The Invoicing & Accounts Receivable Specialist will ensure accurate and timely client billing, track payments, and maintain strong client relationships throughout the invoicing process. This role partners closely with the Staff Bookkeeper/Accountant to keep financial records precise and up to date. Key Responsibilities • Prepare and submit invoices per client requirements., • Collaborate directly with clients to process invoices and resolve billing questions., • Track outstanding receivables and follow up with clients on payments., • Reconcile payments with the Staff Bookkeeper/Accountant to maintain accurate financial records., • Maintain organized records of client billing communications., • Provide regular invoice and collections reporting to leadership., • Bachelor’s degree in Accounting, Finance, Business, or related field (preferred)., • 2+ years of experience in invoicing, accounts receivable, or billing coordination., • Proficiency with QuickBooks or similar accounting software., • Excellent communication skills for client interaction., • Strong organizational skills and attention to detail., • Competitive salary based on experience., • Opportunity to contribute to a growing, dynamic organization.