Administrative & Accounting Assistant - Plano, TX
1 day ago
Job description
About the role
Our independent, physician-owned orthopedic practice is seeking a highly organized and detail-oriented Administrative & Accounting Assistant to support both our CEO and our Director of Finance. This is a blended, full-time exempt, on-site role designed for a well-rounded professional who excels in administrative coordination and possesses foundational accounting knowledge and skills.
This position offers the opportunity to work closely with executive leadership, contribute to daily financial operations, and support ongoing initiatives that drive the effectiveness and stability of our practice.
What you'll do
Administrative Support to the CEO (Approximately 50%)
- Manage and maintain an active CEO calendar, including meetings, appointments, and coordination with internal and external vendors.
- Prepare agendas, meeting notes, and follow-up items to ensure timely execution of action steps.
- Attend leadership meetings as requested.
- Assist with drafting correspondence, presentations, and executive-level reports (Excel and PowerPoint proficiency required).
- Support project tracking, timelines, and deliverables for ongoing operational and strategic initiatives.
- Handle confidential information with discretion, professionalism, and sound judgment.
- Assist administrative leadership with ad hoc reporting as needed.
- Serve as a liaison between the CEO and various departments, promoting clarity, alignment, and follow-through.
Accounting & Financial Support (Approximately 50%)
- Assist accounting team with accounts payable and accounts receivable processes.
- Support vendor setup, invoice processing, expense reconciliation, and payment tracking.
- Prepare and review routine financial reports, including ad hoc analyses.
- Assist with pulling Athena reports, financial data, and operational metrics.
- Maintain accurate spreadsheets, logs, and audit-ready documentation.
- Assist with monthly close activities, tracking, and reconciliation tasks as assigned.
Qualifications
- Strong administrative experience supporting senior leadership or executives.
- Foundational accounting or bookkeeping experience required, healthcare experience a plus.
- Proficient in Microsoft Excel PowerPoint, and spreadsheet management.
- Ability to analyze data sets, prepare reports, and assist with financial and operational reporting.
- Excellent verbal, written, and interpersonal communication skills.
- Effective listening skills and ability to take direction while working independently.
- Strong organizational skills with the ability to manage multiple priorities and meet deadlines.
- Ability to work collaboratively with cross-functional teams and maintain confidentiality at all times.
- Professional demeanor, reliability, and composure in a fast-paced environment.
We look forward to receiving your resume and a brief introduction outlining relevant administrative and accounting experience. Candidates must demonstrate the ability to manage sensitive information, prioritize effectively, and support multiple operational functions within the practice.
Salary commensurate with experience and qualifications
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