Position Summary
PX Therapy Group is seeking a highly organized, detail-oriented Finance Support Specialist to provide financial, administrative, and project support to the Chief Financial Officer. This role plays an important part in maintaining organized financial records, supporting day-to-day financial operations, coordinating projects, and assisting with reporting across multiple business entities and clinic locations.
The ideal candidate enjoys working with numbers, solving problems, organizing information, and supporting a variety of finance and operational initiatives in a fast-paced healthcare environment. This position is best suited for someone who enjoys working in a collaborative office environment and partnering closely with organizational leadership to support the financial and operational success of PX Therapy Group.
Reports To
Chief Financial Officer
Key Responsibilities
Financial Operations
Assist with the preparation of monthly, quarterly, and annual financial reports.
Maintain organized financial statements, bank records, and supporting documentation.
Update recurring financial workbooks, schedules, and reporting tools.
Gather financial information requested by leadership, accountants, and other business partners.
Maintain accurate electronic and physical financial records.
Support recurring financial processes and special projects assigned by the CFO.
Accounts Payable and Reimbursements
Enter vendor invoices for review and approval.
Verify invoices are assigned to the appropriate company, location, and expense category.
Monitor invoice due dates and outstanding approvals.
Follow up on missing receipts, invoices, and supporting documentation.
Review employee reimbursement and continuing education requests for compliance with company policy.
Escalate unusual transactions or high-dollar expenditures to the CFO.
Reporting and Data Management
Compile and organize data from financial, operational, and clinical systems.
Prepare spreadsheets, dashboards, reports, and supporting documentation.
Assist with revenue, expense, productivity, budget, and profitability reporting.
Research discrepancies between reports and systems.
Help ensure recurring reports are complete, accurate, and delivered on schedule.
Document reporting procedures and administrative workflows.
Tax and Compliance Support
Maintain calendars for tax filings, business registrations, licenses, and other compliance deadlines.
Retrieve notices, confirmations, and supporting documents from government and financial portals.
Coordinate information requests from outside accounting firms.
Track filing deadlines and outstanding requests.
Assist with annual registrations, renewals, and other routine compliance activities.
This position provides administrative support and is not responsible for providing tax, accounting, or legal advice.
Property and Facilities Coordination
Receive and coordinate routine maintenance requests.
Communicate with vendors to obtain quotes and schedule repairs.
Track maintenance requests through completion.
Maintain records of repairs, warranties, service agreements, and invoices.
Escalate significant repairs, lease concerns, or high-cost projects to the CFO.
Occasionally travel to company locations to support business operations, facility coordination, and other organizational needs.
Project and Administrative Support
Assist with audits, system implementations, and finance-related projects.
Maintain project trackers, deadlines, and task lists.
Coordinate follow-up with internal teams and external business partners.
Help improve administrative and financial processes.
Support new clinic, provider, and business setup activities.
Perform other duties as assigned in support of finance and operations.
Qualifications
Required
High school diploma or equivalent.
Strong organizational skills with exceptional attention to detail.
Proficiency with Microsoft Office, including Excel.
Ability to manage multiple priorities while meeting deadlines.
Strong written and verbal communication skills.
Ability to maintain confidentiality and exercise sound judgment when handling sensitive information.
Valid driver's license and reliable transportation for occasional local business travel.
Preferred
Associate's or Bachelor's degree in Finance, Accounting, Business Administration, Healthcare Administration, or a related field.
Experience supporting finance, accounting, accounts payable, banking, or business operations.
Experience working with spreadsheets, dashboards, and financial reporting.
Experience supporting multiple business entities or locations.
Healthcare or multi-location business experience.
Familiarity with financial statements, invoices, banking records, and basic accounting terminology.
Experience coordinating vendors, maintenance requests, or facility-related projects.
Key Characteristics for Success
Highly organized and dependable.
Detail-oriented and accurate.
Comfortable working with financial information and data.
Able to prioritize multiple responsibilities while meeting deadlines.
Proactive in following up on outstanding tasks.
Adaptable to changing priorities.
Comfortable handling both routine administrative work and special projects.
Able to recognize issues requiring leadership involvement.
Eager to learn and grow within finance and business operations.
Work Environment
This position is primarily performed in a professional office environment and routinely requires the use of computers, telephones, printers, and other standard office equipment. The role involves frequent interaction with employees, vendors, financial institutions, and external business partners across multiple clinic locations.
Work Schedule
This position will begin as a hybrid role to support onboarding and training. As the employee becomes established in the position and business needs evolve, the role is expected to transition to an in-office schedule of at least four (4) days per week. Additional in-office time may be required based on business needs, meetings, projects, or other organizational priorities.
Occasional travel to company offices or business locations may be required to support organizational operations, facility coordination, banking activities, special projects, or other business needs.
Physical Requirements
Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of this position.
Remain in a stationary position for extended periods while working at a computer.
Frequently use hands and fingers to operate a keyboard, mouse, calculator, and other office equipment.
Communicate effectively in person, by telephone, and through electronic communication.
Frequently move throughout office and clinic environments.
Occasionally bend, stoop, kneel, reach, or climb stairs.
Occasionally lift, carry, push, or move materials, office equipment, supplies, or equipment weighing up to 50 pounds.
Operate a motor vehicle and travel locally between company locations as needed.
Other Duties
This job description is intended to describe the general nature and level of work performed by individuals assigned to this position. It is not intended to be an exhaustive list of all duties, responsibilities, or qualifications. Duties, responsibilities, and activities may change at any time, with or without notice, to meet the evolving needs of PX Therapy Group.
