Virtual Senior Accounting Support Specialist

We are seeking an experienced, analytical, and highly meticulous Virtual Senior Accounting Support Specialist to manage revenue reporting, Accounts Receivable (AR) tracking, invoicing, and provider payroll support for Perio Providers Group (PPG), a growing periodontal healthcare organization supporting 41 doctors across Southern California.

This is a specialized, high-level accounting support role requiring strong core accounting principles, advanced math skills (including percentage-based calculations), and expert-level Microsoft Excel proficiency (PivotTables, XLOOKUP/VLOOKUP, SUMIFS). Operating under established procedures, you will consolidate multi-provider production data, investigate financial discrepancies, and deliver accurate financial summaries without relying on traditional accounting software like QuickBooks.

Working Environment & Core Schedule

• Role Title: Virtual Senior Accounting Support Specialist
• Organization: Perio Providers Group (PPG) — Supporting 41 Periodontal Doctors
• Status: Full-Time (40 Hours / Week)
• Schedule: Monday – Friday, 8:00 AM – 5:00 PM PST (Pacific Standard Time)
• Core Technology Stack: Microsoft Excel (Advanced), Outlook, Google Voice, Practice Production Reporting Portals (No QuickBooks access utilized)
• Primary Scope: Multi-Provider Revenue Consolidation, AR & Invoicing, Production-Based Provider Payroll Audit

Top 3 Daily Tasks

1. Revenue Management & Month-End Reporting: Collect and consolidate complex daily/monthly production reports across 41 doctors and multiple office locations, auditing figures for discrepancies and maintaining detailed revenue tracking sheets.
2. Invoicing & Accounts Receivable (AR) Support: Prepare detailed invoice data, review office adjustments, track invoice and payment statuses, flag unusual ledger items, and build comprehensive AR reports in Excel.
3. Provider Payroll & Production Audit: Audit raw production data underlying provider compensation, maintain payroll tracking spreadsheets, verify percentage-based payout figures against production totals, and prep payroll batches for executive approval.

Core Responsibilities

• Multi-Location Revenue Consolidation: Extract and aggregate production figures across 41 periodontal providers; audit report entries for accuracy, identify balance discrepancies, and maintain master revenue summary workbooks.
• Invoicing & Ledger Adjustment Audits: Compile line-item invoice data and supporting documentation; analyze office fee adjustments, refunds, and write-offs, flagging any out-of-policy items for management review.
• Production-Based Payroll Support: Reconcile doctor production reports against contract compensation structures, calculating complex percentage-based tiers and maintaining structured payroll verification schedules.
• Advanced Financial Analysis in Excel: Build, maintain, and audit complex financial workbooks using PivotTables, XLOOKUP/VLOOKUP, SUMIFS, and custom formulas to support month-end financial closes.
• Communication & Confidentiality: Maintain secure communication with internal teams via Outlook and Google Voice, following strict data governance, confidentiality, and accounting procedures.

Requirements

• Accounting & Financial Background: Strong foundational understanding of accounting principles, GAAP standards, invoicing, AR, and financial reporting workflows. (Staff Accountant or Senior Accountant background strongly preferred).
• Advanced Excel Proficiency: High-level mastery of Microsoft Excel, including hands-on experience building and auditing PivotTables, XLOOKUP / VLOOKUP, and SUMIFS functions. (Candidates without advanced Excel mastery will not be considered).
• Advanced Mathematical Skills: Demonstrated strength in quantitative analysis, financial auditing, and calculating complex percentage-based compensation or revenue splits.
• Analytical Discrepancy Auditing: Proven ability to scrutinize large data sets, cross-reference multi-source reports, and spot minor financial discrepancies independently.
• Procedure Adherence & Independence: Ability to follow established accounting protocols precisely while managing strict monthly close deadlines with high autonomy.
• Communication & Confidentiality: Excellent written and verbal English communication skills with absolute discretion when handling confidential financial and payroll data.
• Remote Workspace: Private, quiet, HIPAA/financial-compliant home office equipped with a high-performance computer (PC/Mac), high-speed internet, backup power/internet solutions, and a headset.

Preferred / Bonus Qualifications

• Experience in Dental, Healthcare, or Medical Group accounting practices.
• Multi-location or multi-provider financial tracking experience (supporting 20+ providers).
• Experience auditing production-based or commission-based doctor/provider compensation.

Ideal Candidate Profile

You are a sharp accounting professional who lives in Microsoft Excel. You enjoy diving into complex production data, cross-checking percentage calculations down to the cent, and maintaining bulletproof AR, revenue, and payroll tracking spreadsheets for a multi-provider healthcare group.