• Maintain accurate books across multiple entities, including properties and operating companies • Record and categorize transactions, invoices, and expenses in the appropriate accounts • Perform monthly, quarterly, and year-end closing activities, including journal entries and balance sheet reconciliations • Ensure all financial data is consistently updated and properly organized • Perform bank and credit card reconciliations on a monthly basis (including high-volume accounts) • Ensure all transactions are accounted for and discrepancies are identified and resolved • Maintain clean and balanced accounts across all entities • Support accurate financial records by ensuring proper transaction coding and reconciliation processes • Organize and manage recurring accounting workflows to ensure timely completion • Collaborate with internal stakeholders to gather required documentation and resolve questions • Maintain structured and reliable financial data across systems • Help establish and improve repeatable bookkeeping processes and workflows • Identify inefficiencies and recommend improvements in accounting operations • Implement automation and AI tools to improve efficiency in recurring tasks • Support finance-related projects as the role evolves, including exposure to financial reporting and analysis • Gain exposure to real estate financial analysis over time

• Prepare accurate and timely financial statements, including balance sheets, income statements, and cash flow statements. • Provide detailed financial analysis to management, highlighting trends, variances, and key performance indicators (KPIs). • Ensure compliance with accounting standards and regulations. • Develop and manage the company’s annual budget. • Create detailed financial forecasts, assessing potential risks, opportunities, and cash flow projections for ongoing and future projects. • Track and monitor budget performance, identify variances, and work with project managers and executives to take corrective actions when necessary. • Monitor and manage the company’s cash flow, ensuring that there are sufficient funds to meet operational needs and project requirements. • Oversee accounts receivable and accounts payable to ensure timely invoicing, collections, and payments. • Develop strategies to optimise cash flow. • Review and monitor project budgets, expenses, and cost control measures to ensure projects are delivered within budget and on time. • Implement and maintain strong internal controls to safeguard company assets and ensure compliance with financial policies and procedures. • Conduct regular audits of financial transactions and systems to prevent errors, fraud, and financial discrepancies. • Oversee tax filings and compliance, payroll taxes, GST, and other applicable taxes. • Monitor and manage tax payments, including sales tax and employee-related taxes. • Oversee and manage the company’s financial software systems, ensuring data integrity, accuracy, and ease of access. • Manage banking relationships, including negotiating credit lines, loans, and managing the company’s financial accounts. • Assist in identifying financial risks and implementing strategies to mitigate those risks. • Provide senior management and project teams with financial insights to support decision-making.

• Manage day-to-day bookkeeping tasks and ensure accurate record-keeping • Support accounts payable (AP) and accounts receivable (AR) processes • Process invoices, payments, and financial transactions accurately • Reconcile records and identify discrepancies where necessary • Assist with general accounting support and administrative finance tasks • Maintain organised and up-to-date financial documentation • Assist in preparing reports and summaries for internal review • Ensure all bookkeeping records are accurate and current

Role Description The Service Team Coordinator is responsible for outbound and inbound customer service call handling related to patient scheduling, general inquiries, and other patient sales and service call interactions. The incumbent in this role is accountable for providing excellent customer service as they approach each interaction as an opportunity to support better patient health. He/She supports initiatives and medical centers across all ChenMed entities by assisting with key business functions of the department and medical centers and serving patients according to corporate policies and regulations. This incumbent is also responsible for achieving departmental quality, compliance, and productivity standards while delivering VIP level customer service. - Operating in a call center environment, receives inbound and makes outbound customer service calls related to patient scheduling and other general inquiries. - Responds to patient inquiries based on the ChenMed core model for care. - Escalates issues/concerns as appropriate. - Makes appropriate and timely decisions according to department standards, procedures, and policies. - Documents interactions using web-based technology. - Maintains business relationship by providing prompt and accurate service to promote loyalty. - Interacts and collaborates with team members across multiple departments to promote VIP customer service and patient interactions. - Performs other duties as assigned and modified at manager’s discretion. Qualifications - Competent-level business acuity. - Comprehensive knowledge and understanding of general/core job-related functions, practices, processes, procedures, techniques, and methods. - Exceptional verbal communication skills including active listening. - Excellent organizational and multi-tasking skills. - Passion for serving others, particularly seniors, with initiative-taking solutions. - Ability to successfully operate in a demanding environment. - Proficient in keyboarding as well as Microsoft Office Suite products including Word, Excel, PowerPoint, and Outlook; competent in other systems required for the position. - Availability and willingness to work overtime hours as requested by leadership and based on the staffing needs of the business. - Spoken and written fluency in English; bilingual a plus (Spanish, Creole, Vietnamese preferred). Requirements - High school diploma or GED equivalent required. - A minimum of 2 years of customer service experience required; in a call center or similar environment. - A minimum of 1 year experience working in a fast-paced medical office or healthcare setting, highly preferred. - Must reside in the continental United States and within a state where the company is established as a business entity. - Experience with web-based customer relationship management systems. Benefits - Great compensation. - Comprehensive benefits. - Career development and advancement opportunities. - Great work-life balance. - Opportunities to grow. Pay Range $17.0 - $24.26 Hourly. The posted pay range represents the base hourly rate or base annual full-time salary for this position. Final compensation will depend on a variety of factors including but not limited to experience, education, geographic location, and other relevant factors. This position may also be eligible for bonuses or commissions.