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This organization supports real estate investment managers and family offices in scaling their operations with confidence. Based in Los Angeles, it serves as a full-service accounting and operations partner, working closely with client teams to provide reliable financial and operational support. Its approach focuses on precision, flexibility, and cost efficiency—helping clients manage complex investment structures while maintaining focus on growth. Backed by leadership with Big 4 experience and extensive industry expertise, it delivers scalable solutions that minimize overhead, ensure continuity, and meet critical deadlines.
4 Jobs
Medical Surgery Scheduler / AR Collections Specialist
Remote Employee PHThis organization supports real estate investment managers and family offices in scaling their operations with confidence. Based in Los Angeles, it serves as a full-service accounting and operations partner, working closely with client teams to provide reliable financial and operational support. Its approach focuses on precision, flexibility, and cost efficiency—helping clients manage complex investment structures while maintaining focus on growth. Backed by leadership with Big 4 experience and extensive industry expertise, it delivers scalable solutions that minimize overhead, ensure continuity, and meet critical deadlines.
Role Description We are seeking an experienced and detail-oriented Medical Surgery Scheduler / A/R Collections Specialist to support a busy U.S.-based healthcare facility. This role will be responsible for coordinating surgical procedures and pre-operative appointments while also assisting with medical billing, insurance follow-up, and accounts receivable collections. The ideal candidate has prior experience working with U.S. healthcare providers, strong communication skills, and a solid understanding of medical scheduling, insurance processes, and A/R follow-up. Responsibilities / Job Duties: - Surgery Scheduling - Schedule surgeries, procedures, and pre-operative appointments - Coordinate schedules with physicians, nursing staff, and anesthesia teams - Manage cancellations, reschedules, and schedule adjustments - Collect and update patient demographic and insurance information - Ensure scheduling accuracy based on physician and facility availability - Maintain organized and accurate scheduling records - Accounts Receivable / Collections - Follow up with insurance companies regarding unpaid or aging claims - Contact patients regarding outstanding balances and payment arrangements - Review outstanding A/R reports and document collection efforts - Submit supporting documentation required by insurance carriers - Monitor accounts and escalate aged balances when necessary - Assist with claim status checks and payment verification - Medical Billing Support - Verify insurance information and patient billing details - Assist with claim processing and billing-related inquiries - Handle billing calls from patients and insurance companies professionally - Maintain accurate documentation and records within the system Qualifications - Previous experience in U.S. healthcare administration required - Experience with surgery scheduling strongly preferred - Medical billing and A/R collections experience required - Familiarity with insurance verification and claims follow-up - ASC (Ambulatory Surgery Center) experience is a plus - Strong English communication skills, both written and verbal - Highly organized with strong attention to detail - Comfortable working in a fast-paced environment - Strong computer and multitasking skills Benefits - HMO plus 2 Free Dependents - P1,500 Rice Allowance - Night Differential (If applicable)
Senior Accountant
Remote Employee PHThis organization supports real estate investment managers and family offices in scaling their operations with confidence. Based in Los Angeles, it serves as a full-service accounting and operations partner, working closely with client teams to provide reliable financial and operational support. Its approach focuses on precision, flexibility, and cost efficiency—helping clients manage complex investment structures while maintaining focus on growth. Backed by leadership with Big 4 experience and extensive industry expertise, it delivers scalable solutions that minimize overhead, ensure continuity, and meet critical deadlines.
Role Description This role is for a Senior Accountant who manages key accounting operations such as general ledger oversight, month-end close, financial reporting, and compliance. The position plays a critical role in ensuring accurate and timely financial data while contributing to strategic financial planning. Key Responsibilities - Lead month-end and year-end close process – prepare journal entries, reconciliations, and financial statements and reports. - Manage day-to-day accounting operations, including general ledger, accounts payable/receivable, and reconciliations. - Prepare and review financial statements and internal reports accurately and on time for management. - Ensure compliance with U.S. GAAP and regulatory requirements. - Monitor and improve internal controls to strengthen and improve financial processes and reduce risk. - Coordinate with internal teams and external partners, including auditors and contractors by providing schedules, documentation, and explanations. - Oversee accounts payable and accounts receivables processes as needed. - Assist with budgeting and forecasting by providing data-driven recommendations. - Identify opportunities to streamline processes and improve efficiency. - Work independently with minimal supervision, taking initiative to complete tasks ahead of schedule. Qualifications - Bachelor's degree in accounting, Finance, or related field - 3–5+ years of accounting experience - Strong knowledge of U.S. GAAP and financial reporting standards - Proven ability to work independently and manage deadlines - High level of integrity, accountability, and attention to detail - Experience with accounting software (QuickBooks, NetSuite, or similar) - Advanced Excel skills (pivot tables, VLOOKUP/XLOOKUP, modeling) - Excellent organizational, analytical, and communication skills - Ability to manage multiple deadlines and work independently Core Competencies - Attention to detail and accuracy - Strong communication skills - Ability to interpret financial data - Process improvement mindset - Integrity and confidentiality - Leadership potential and mentoring ability Nice to Have - CPA or CPA-track preferred - Experience in remote or distributed teams - Experience in the real estate industry - Familiarity with process improvement initiatives Benefits - HMO plus 2 Free Dependents - P1,500 Rice Allowance - Night Differential (If applicable) Company Description This organization supports real estate investment managers and family offices in scaling their operations with confidence. Based in Los Angeles, it serves as a full-service accounting and operations partner, working closely with client teams to provide reliable financial and operational support. Its approach focuses on precision, flexibility, and cost efficiency—helping clients manage complex investment structures while maintaining focus on growth. Backed by leadership with Big 4 experience and extensive industry expertise, it delivers scalable solutions that minimize overhead, ensure continuity, and meet critical deadlines.
Accounting Manager
Remote Employee PHThis organization supports real estate investment managers and family offices in scaling their operations with confidence. Based in Los Angeles, it serves as a full-service accounting and operations partner, working closely with client teams to provide reliable financial and operational support. Its approach focuses on precision, flexibility, and cost efficiency—helping clients manage complex investment structures while maintaining focus on growth. Backed by leadership with Big 4 experience and extensive industry expertise, it delivers scalable solutions that minimize overhead, ensure continuity, and meet critical deadlines.
Role Description We're seeking a proactive Accounting Manager who oversees the daily accounting operations, ensures accurate and timely financial reporting, and supports strategic decision-making by maintaining strong internal controls and efficient financial processes. This role supervises accounting staff, manages the month-end close process, and partners with leadership to maintain financial health and compliance. You will keep operations smooth, ensure accountability, provide insights that fuel smart business decisions, and be the main contact with the clients. - Lead, mentor, and supervise the accounting team, including A/P, A/R, internal payroll, and the general ledger functions. - Manage month-end and year-end close processes to ensure timely, accurate financial statements. - Maintain and improve internal controls, accounting policies, and procedures. - Oversee account reconciliations and ensure accuracy to the general ledger. - Prepare, review, and analyze financial statements and internal reports for management. - Coordinate with external auditors, tax professionals, and external partners including preparation of schedules prepared by the client. - Ensure compliance with U.S. GAAP and relevant regulatory requirements. - Assist with budgeting, forecasting, and variance analysis. - Identify and implement opportunities to streamline processes and improve efficiency. - Support leadership with actionable financial insights, and ad-hoc variance analysis. - Develop detailed SOPs of processes, update as necessary, and ensure compliance. Qualifications - Bachelor's degree in accounting, Finance, or related field. - 5+ years of accounting experience, with at least 2 years of managing a team. - Strong knowledge of U.S. GAAP and accounting systems (QuickBooks, NetSuite, or similar). - Proven ability to lead, delegate, and hold a team accountable. - Excellent organizational, analytical, and communication skills. - Comfortable working in a remote or distributed environment. - Ability to manage multiple priorities and meet deadlines. Skills and Competencies - Leadership and team development. - Strong attention to detail. - Problem-solving and analytical skills. - Process improvement mindset. - High-integrity and confidentiality. Nice to Have - CPA or CPA-track preferred. - Experience with process improvement initiatives. - Prior experience within the real estate industry. - Prior experience in U.S.-based companies. Benefits - HMO plus 2 Free Dependents. - P1,500 Rice Allowance. - Night Differential (If applicable). Company Description This organization supports real estate investment managers and family offices in scaling their operations with confidence. Based in Los Angeles, it serves as a full-service accounting and operations partner, working closely with client teams to provide reliable financial and operational support. Its approach focuses on precision, flexibility, and cost efficiency—helping clients manage complex investment structures while maintaining focus on growth. Backed by leadership with Big 4 experience and extensive industry expertise, it delivers scalable solutions that minimize overhead, ensure continuity, and meet critical deadlines.
Insurance VA / Insurance Sales & Service Specialist
Remote Employee PHThis organization supports real estate investment managers and family offices in scaling their operations with confidence. Based in Los Angeles, it serves as a full-service accounting and operations partner, working closely with client teams to provide reliable financial and operational support. Its approach focuses on precision, flexibility, and cost efficiency—helping clients manage complex investment structures while maintaining focus on growth. Backed by leadership with Big 4 experience and extensive industry expertise, it delivers scalable solutions that minimize overhead, ensure continuity, and meet critical deadlines.
Role Description We are seeking a highly motivated Insurance Virtual Assistant/Insurance Sales & Service Specialist to support daily operations. This role requires strong communication skills, insurance experience, and the ability to handle multiple responsibilities, including: - Client communication - Quoting - Policy processing - Lead management - Administrative support The position offers long-term growth potential, with opportunities to take on leadership responsibilities. Licensed candidates are preferred, but strong non-licensed candidates with insurance quoting experience are also encouraged to apply. Qualifications - Excellent English communication skills, both spoken and written - Strong phone presence and confidence in conversations - Customer service mindset with professionalism and tact - Organized, detail-oriented, and self-motivated - Upbeat personality, goal-driven, and competitive - Ability to multitask and adapt in a small agency environment - Prior insurance quoting experience is strongly preferred - Insurance sales or service experience is highly valued - Active Personal Lines (Property & Casualty) License OR willingness to obtain licensing Requirements - Independently sell insurance policies from start to finish - Provide policy consultation and recommendations - Handle quoting and sales independently Benefits - HMO plus 2 Free Dependents - P1,500 Rice Allowance - Night Differential Job Duties and Responsibilities - Client Communication & Sales Support: - Professionally answer inbound calls and respond to client inquiries - Make outbound calls to new, existing, and past prospects - Follow up with hot, warm, and cold leads - Assist with insurance policy sales from start to finish - Schedule appointments for policy reviews - Deliver exceptional customer service and client support - Insurance Processing & Quoting: - Quote insurance policies, including auto, home, life, commercial, and annuities - Gather client information and necessary documentation - Maintain and update client files accurately - Assist with policy processing and renewals - Support cross-selling opportunities (e.g., Life Insurance) - Administrative & Back-End Support: - Perform data entry and record management - Run agency reports and maintain organized client records - Gather data from current, past, and prospective clients - Support general administrative tasks and agency operations - Marketing & Lead Management: - Assist with Facebook advertising and digital marketing campaigns - Support lead capture and follow-up efforts - Maintain lead tracking systems to ensure timely follow-up Insurance Products Handled - Auto Insurance - Home Insurance - Life Insurance - Annuities - Commercial Insurance - Health Insurance (future addition) Preferred Software & Tools Experience - Agency Management Systems (AMS) - EZLynx - Insurance Rating Systems - Applied Rater (Semcat) - Tarmika - CRM Systems - InsuredMine - Client Circle (Rocket Referral) - Lead & Communication Tools - SALT (Lead Capture) - Canopy Connect (Lead Capture) - RingCentral (Phone System) Reminder: Only qualified candidates will be contacted by the Talent Acquisition team. If you have proven experience aligned with the client's requirements, you will be required to submit both your resume and a voice recording for evaluation. Please note that communication clarity, phone presence, the ability to handle multiple responsibilities, and insurance quoting experience will be prioritized.