Medical Bookkeeper Resume Samples

A Medical Bookkeeper specializes in financial recordkeeping and accounting tasks relating to medical practices, or healthcare facilities. Usual duties applicable to the job role are described on the Medical Bookkeeper Resume as – maintaining accurate billing records, processing patient invoices, reconciling accounts payable and receivable; ensuring compliance with healthcare billing regulations and insurance requirements, assisting with financial reporting and budget management for medical offices, or clinics. The job duties further comprise handling payroll processing, tax filing, and financial documentation related to medical billing/coding.

These professionals should demonstrate such skills as – proficiency in medical billing software, knowledge of healthcare reimbursement systems, attention to detail in maintaining financial records, strong organizational skills, and the ability to prioritize tasks in a fast-paced healthcare environment. While a college degree is not compulsory, possessing bookkeeping certification or coursework in medical billing, and coding is often preferred for this position. Experience in medical office administration, or healthcare finance can enhance qualifications for this role.

Medical Bookkeeper Resume example

Medical Bookkeeper Resume

Summary : As a Medical Bookkeeper responsible for processing payments, invoices, and receipts entering data into accounting software or databases, and then filing hard copies.

Skills : Medical billing and coding, Accounting principles, Insurance claim processing, Medical billing

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Description :

  1. Prepared financial statements showing business income and expenditures.
  2. Responsible for paying vendor invoices and tracking bank account balances.
  3. Verified the accuracy of business accounts and alerted the Head of Finance of errors.
  4. Responsible for recording any inconsistencies to help the Head of Finance reconcile inaccuracies.
  5. Developed monthly financial statements including cash flow, profit and loss, and balance sheets
  6. Helped the Head of Finance with administrative duties and preparing monthly yearly accounts.
  7. Adapted to changing financial and regulatory requirements in the healthcare industry.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
AAS in Medical Billing


Medical Bookkeeper Resume

Headline : As a Medical Bookkeeper responsible for business operations of the practice by managing financial transactions and maintaining accurate financial records. Ensure the financial stability and efficiency of the medical facility by handling various financial tasks and maintaining compliance with relevant regulations and policies.

Skills : Patient records management, Compliance with healthcare regulations, Insurance verification, Financial reporting

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Description :

  1. Worked closely with the leadership team, physician partners, and the accounting partner to ensure the smooth financial operations of the organization.
  2. Recorded and processed daily financial transactions, including accounts payable and receivable, expense reports, invoices, and payments. 
  3. Ensured accuracy and timeliness of financial data entry.
  4. Maintained organized and up-to-date financial records, including general ledgers, balance sheets, income statements, and cash flow statements. 
  5. Ensured confidentiality and security of financial information.
  6. Regularly reconciled bank statements, credit card statements, and other financial accounts to verify accuracy and resolve discrepancies.
  7. Calculated and processed payroll for medical staff, ensuring accurate and timely payment while complying with applicable laws and regulations.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Medical Office Administration


Medical Bookkeeper Resume

Summary : As a Medical Bookkeeper responsible for staying updated with healthcare industry regulations, such as HIPAA, and ensuring compliance with financial policies and procedures. Maintaining accurate and complete financial documentation for audits and regulatory inspections.

Skills : Accounts receivable and payable, Data entry, Budgeting and forecasting

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Description :

  1. Maintained accurate financial records and detected errors or discrepancies in financial data.
  2. Analyzed financial data and identify trends, patterns, and areas for improvement.
  3. Handled full-function accounts, ensuring timely payments and collections.
  4. Reconciled financial statements, managed month-end processes, and generated detailed reports.
  5. Assisted in costing, budgeting, forecasting, and financial analysis to support strategic decisions.
  6. Handled the preparation and submission of GST and BAS statements.
  7. Reconciled daily financial transactions, ensuring that all entries aligned with medical services provided and patient payments.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
BS in Accounting

Medical Bookkeeper Resume

Summary : As a Medical Bookkeeper responsible for coordinating with external tax accountants for compliance and financial reporting. Managing employee expense reimbursements efficiently.

Skills : Reconciliation of accounts, HIPAA regulations, Payroll processing

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Description :

  1. Performed general administrative tasks as required to support the finance team.
  2. Prepared and submitted monthly reports using Genie, performed end-of-month reconciliations and addressed financial inquiries.
  3. Managed doctor billings, daily bank reconciliations, and accounts reconciliation, and ensured accurate payment allocations.
  4. Conducted debt collection activities, followed up on outstanding patient accounts, and managed cryo storage fees.
  5. Reconciled weekly accounts in Xero, presented accounts to Directors for approval, managed purchase orders, and uploaded payment files.
  6. Negotiated with suppliers, analyzed treatment costs, tracked inventory, and assisted in budgeting and setting up new supplier accounts.
  7. Ensured clinic insurance was up to date, managed insurance claims, and handled reimbursements.
Years of Experience
Experience
10+ Years
Experience Level
Level
Management
Education
Education
BS in Health Information Management

Junior Medical Bookkeeper Resume

Objective : A Medical Bookkeeper plays a crucial role in managing the financial records of healthcare facilities. This position involves maintaining accurate accounts of patient billing, insurance claims, and payment processing. By ensuring that all financial transactions are recorded correctly, the Medical Bookkeeper helps to streamline the revenue cycle and improve cash flow. Additionally, this role requires a strong understanding of medical coding and billing practices and compliance with healthcare regulations. Attention to detail and organizational skills are essential for success in this position.

Skills : Knowledge of medical terminology, Financial software proficiency, Invoice management, Attention to detail

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Description :

  1. Ensured compliance with relevant laws and regulations.
  2. Managed petty cash and employee expense reimbursements.
  3. Conducted financial analysis and provided insights to support business decisions.
  4. Responsible for entering financial data into accounting systems and maintaining proper records.
  5. Assisted with internal and external audits by preparing necessary documentation and reports.
  6. Monitored accounts receivable and payable to ensure that financial operations run smoothly without delays.
  7. Managed the financial records of a busy medical practice, ensuring that all transactions were accurately recorded and reconciled every month.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BA in Finance

Associate Medical Bookkeeper Resume

Objective : As a Associate Medical Bookkeeper responsible for supporting the finance team by ensuring compliance with all financial regulations, maintaining financial records, and preparing reports.

Skills : Bank statement reconciliation, Patient account management, Accounts payable management, Bookkeeping software proficiency

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Description :

  1. Maintained records of financial transactions by establishing accounts, posting transactions, and ensuring legal requirements compliance.
  2. Developed a system to account for financial transactions by establishing a chart of accounts, and defining bookkeeping policies and procedures.
  3. Maintained subsidiary accounts by verifying, allocating, and posting transactions.
  4. Maintained the general ledger by transferring subsidiary account summaries.
  5. Balanced the general ledger by preparing a trial balance, and reconciling entries.
  6. Prepared financial reports by collecting, analyzing, and summarising account information and trends.
  7. Complied with federal, state, and local legal requirements, filing reports and advising management on needed actions.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Fresher
Education
Education
Diploma in Medical Billing and Coding

Assistant Medical Bookkeeper Resume

Objective : As an Assistant Medical Bookkeeper responsible for providing a systematic review of all fund groups to ensure that effort and expense are properly charged to the project to which faculty, educational, and classified positions are assigned.

Skills : Claims management, Record keeping, Time management, Customer service

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Description :

  1. Ensured that effort starts and stops as close to the project initiation and completion process as possible, guaranteeing that the department and its principal investigators are compliant with the procedures for effort and expense.
  2. Submitted and tracked ePAF entries as needed to ensure that faculty members and staff were appropriately allocated to the correct fundproject.
  3. Established a process to effectively ensure that new projects have had faculty and classified salaries budgeted.
  4. Prepared and entered salary adjustments for faculty, trainees, and classified staff into the appropriate system.
  5. Identified encumbrances and clear encumbrances when needed in all fields within the department.
  6. Requested invoices as needed for sponsored projects and followed up to ensure payments have been posted.
  7. Updated authorized signers, receivers, and reconcilers, and requested steward changes as needed to maintain accuracy.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
BS in Business Management

Medical Bookkeeper Resume

Objective : As a Medical Bookkeeper responsible for performing reconciliation for fund group 90 accounts to ensure that nonpersonnel expenses have accurately been posted to the General Ledger.

Skills : Attention to detail, Client billing, Analytical skills, Budgeting

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Description :

  1. Coordinated with the grant team to verify accuracy and if charges are allowable with reconcilers within the department as needed to complete and manage STAT sampling.
  2. Interacted with all levels of personnel within the department, other institutional departments, as well as outside companies, to resolve problems or errors, or questions regarding basic accounting reconciliation items.
  3. Maintained close working relationships with the broader Controllership team and various departments throughout the organization, including Operations, FPA, Marketing, and IT. 
  4. Served in this role, I can work remotely but may have to travel to the company's corporate headquarters in Atlanta, GA as needed.
  5. Prepared journal entries and reviewed accounting classifications by generally accepted accounting principles.
  6. Prepared Balance Sheet reconciliations for assigned general ledger accounts including fixed assets, prepaid, and cash.
  7. Reviewed PL and Balance Sheet accounts for accuracy.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
AS in Business Administration

Medical Bookkeeper Resume

Summary : As a Medical Bookkeeper responsible for participating in monthly financial reviews and providing explanations for variance inquiries, Seeking to improve processes as needed.

Skills : Problem-solving, Communication skills, Office management, Payroll processing, Reconciliation of accounts

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Description :

  1. Analyzed and interpreted financial data and procedures to prepare financial information and reports. 
  2. Applied generally accepted accounting principles and procedures (GAAP) to record, classify, and examine financial transactions. 
  3. Participated in month-end close responsibilities such as journal entry creation to book expenses and accruals, uploading these items to the accounting system, and reconciling sub-ledger accounts. 
  4. Participated in annual financial audit by preparing requested audit schedules and responding to ad hoc audit requests. 
  5. Responded to customer base (employees, outside vendors, members) in a timely and professional manner.
  6. Partnered with other members of the Payroll team to ensure timely and accurate processing of biweekly payroll.
  7. Recorded timekeeping changes and audits timekeeping records to ensure compliance with established practices, policies, and standards.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Senior
Education
Education
BS in Accounting

Medical Bookkeeper Resume

Summary : As a Medical Bookkeeper responsible for auditing data entry to ADP Workforce Now such as new hire information, rate changes, benefit enrollments, tax filing changes, employee information changes, and all other miscellaneous payroll system entries.

Skills : Documentation, Expense tracking, Financial analysis

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Description :

  1. Responded to employee inquiries and research issues that may arise regarding employee compensation.
  2. Calculated, prepared, and uploaded to GL applicable JEs to record monthly Payroll expense and accrual as well as run, analysed, and explained month-to-month variances.
  3. Reviewed HR reconciliation, processes, and uploads to GL employees biweekly retirement contributions and employee benefit invoices.
  4. Maintained confidential payroll records for all permanent employees through appropriate filing, retrieval, retention, and compilation.
  5. Remained current on Federal and State regulations as they relate to the Labor Code, FLSA, and DLSE standards.
  6. Reported on ad hoc and scheduled requests for audits or by request from members of the management team.
  7. Maintained accurate patient billing records, including insurance claims, payments, and outstanding balances. 
Years of Experience
Experience
7-10 Years
Experience Level
Level
Consultant
Education
Education
BS in Health Information Management