Accounting & Payroll Clerk

You will work with our small but fast-moving, dynamic advisory group serving high-growth technology companies. Our entrepreneurial structure will afford you the opportunity to be involved in exciting, demanding engagements. You will assist in building financial models, developing valuation analyses, creating pitchbooks and other presentations, performing research relating to mergers, acquisitions and capital raises, and developing our internal business processes. First Analysis has a four-decade record of serving emerging growth companies, established industry leaders and institutional investors in emerging high-growth tech-driven sectors, both through its venture capital investments and through First Analysis Securities Corp. (FASC), which provides investment banking and related services. FASC is a FINRA-registered broker-dealer and member SIPC. Our integrative research process underpins all our efforts. The integrative research process drives value by unifying diverse perspectives, capabilities, skill sets and relationships. In our research and in all our undertakings, we aim to create an inclusive culture where the unique backgrounds and perspectives of our employees and partners are highly valued. First Analysis is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status. Requirements Candidates should be pursuing a bachelor's degree in business (finance) or a related area or a bachelor’s degree with relevant experience. You should be able to work in a fast-paced, team-based environment, have strong research, quantitative, analytical, and written and verbal communication skills and be proficient with Microsoft Office products, especially Microsoft Excel and PowerPoint.

You will work with our small but fast-moving, dynamic advisory group serving high-growth technology companies. Our entrepreneurial structure will afford you the opportunity to be involved in exciting, demanding engagements. You will assist in building financial models, developing valuation analyses, creating pitchbooks and other presentations, performing research relating to mergers, acquisitions and capital raises, and developing our internal business processes. First Analysis has a four-decade record of serving emerging growth companies, established industry leaders and institutional investors in emerging high-growth tech-driven sectors, both through its venture capital investments and through First Analysis Securities Corp. (FASC), which provides investment banking and related services. FASC is a FINRA-registered broker-dealer and member SIPC. Our integrative research process underpins all our efforts. The integrative research process drives value by unifying diverse perspectives, capabilities, skill sets and relationships. In our research and in all our undertakings, we aim to create an inclusive culture where the unique backgrounds and perspectives of our employees and partners are highly valued. First Analysis is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status. Requirements Candidates should be pursuing a bachelor's degree in business (finance) or a related area or a bachelor’s degree with relevant experience. You should be able to work in a fast-paced, team-based environment, have strong research, quantitative, analytical, and written and verbal communication skills and be proficient with Microsoft Office products, especially Microsoft Excel and PowerPoint.

The Accounts Receivable Coordinator secures revenue by resolving discrepancies and contacting customers or physicians with outstanding billing/refund issues. Assists Supervisor with various Accounts Receivable and/or collection tasks, primarily manual billing preparation and aged receivables client outreaches. Requirements MAJOR DUTIES & RESPONSIBILITIES: Resolves collections by examining customer payments and payment history. Act as liaison for clients to collect receivables; analyze and seek resolution of discrepancies or inquiries with Operations or Account Management teams. Create manual invoices for specific clients on a monthly or weekly basis. Analyze collections detail history and client communication in order to advise management on forecasted cash collections. Identifying delinquent accounts and insufficient payments. Collects revenue by reminding delinquent accounts and notifying clients of insufficient payments. Participates within a team setting toward collective monthly collection goals. Other duties & special projects, as assigned and based on business needs. Requirements: EDUCATION/CREDENTIALS: Associate's degree in Accounting or related Finance/Business degree required. 3-5 years of experience in a professional accounting position. JOB RELEVANT EXPERIENCE: Medical peer review or healthcare industry knowledge is a plus. Business experience in a healthcare and/or insurance setting is a plus. JOB RELATED SKILLS/COMPETENCIES: Strong numerical aptitude (Business Mathematics) in conjunction with advanced knowledge of spreadsheet software is required. Attention to detail, organized, ability to apply critical thinking to identify trends. Excellent written and oral communication skills, and organization Adaptable time management skills to manage multiple simultaneous tasks in order to meet specific deadlines or goals. Computer literacy and typing skills are essential. WORK FROM HOME TECHNICAL REQUIREMENTS: Supply and support their own internet services. Maintaining an uninterrupted internet connection is a requirement for work-from-home positions. WORKING CONDITIONS/PHYSICAL DEMANDS: Long periods of sitting and computer work. This job description is subject to change at any time. ABOUT DANE STREET: A fast-paced, Inc. 500 Company with a high-performance culture, is seeking insightful, astute, forward-thinking professionals. We process over 200,000 insurance claims annually for leading national and regional Workers’ Compensation, Disability, Auto and Group Health Carriers, Third-Party Administrators, Managed Care Organizations, Employers and Pharmacy Benefit Managers. We provide customized Independent Medical Exam and Peer Review programs that assist our clients in reaching the appropriate medical determination as part of the claims management process. Benefits Join our team at Dane Street and enjoy a comprehensive benefits package designed to support your well-being and peace of mind. We offer a range of benefits including medical, dental, and vision coverage for you and your family. Additionally, we offer voluntary life insurance options for you, your spouse, and your children. We also offer other voluntary benefits which include hospital indemnity, critical illness, accident indemnity, and pet insurance plans. Employees receive basic life insurance, short-term disability, and long-term disability coverage at no cost. Our generous paid time off policy ensures you have time to relax and recharge, while our 401k plan with a company match helps you plan for your future. Apple equipment and a media stipend are provided for remote workspace.  ABOUT DANE STREET: A fast-paced, Inc. 500 Company with a high-performance culture, is seeking insightful forward-thinking professionals. We process over 200,000 insurance claims annually for leading national and regional Workers’ Compensation, Disability, Auto, and Group Health Carriers, Third-Party Administrators, Managed Care Organizations, Employers, and Pharmacy Benefit Managers. We provide customized Independent Medical Exams and Peer Review programs that assist our clients in reaching the appropriate medical determination as part of the claims management process.

The Accounts Receivable Coordinator secures revenue by resolving discrepancies and contacting customers or physicians with outstanding billing/refund issues. Assists Supervisor with various Accounts Receivable and/or collection tasks, primarily manual billing preparation and aged receivables client outreaches. Requirements MAJOR DUTIES & RESPONSIBILITIES: Resolves collections by examining customer payments and payment history. Act as liaison for clients to collect receivables; analyze and seek resolution of discrepancies or inquiries with Operations or Account Management teams. Create manual invoices for specific clients on a monthly or weekly basis. Analyze collections detail history and client communication in order to advise management on forecasted cash collections. Identifying delinquent accounts and insufficient payments. Collects revenue by reminding delinquent accounts and notifying clients of insufficient payments. Participates within a team setting toward collective monthly collection goals. Other duties & special projects, as assigned and based on business needs. Requirements: EDUCATION/CREDENTIALS: Associate's degree in Accounting or related Finance/Business degree required. 3-5 years of experience in a professional accounting position. JOB RELEVANT EXPERIENCE: Medical peer review or healthcare industry knowledge is a plus. Business experience in a healthcare and/or insurance setting is a plus. JOB RELATED SKILLS/COMPETENCIES: Strong numerical aptitude (Business Mathematics) in conjunction with advanced knowledge of spreadsheet software is required. Attention to detail, organized, ability to apply critical thinking to identify trends. Excellent written and oral communication skills, and organization Adaptable time management skills to manage multiple simultaneous tasks in order to meet specific deadlines or goals. Computer literacy and typing skills are essential. WORK FROM HOME TECHNICAL REQUIREMENTS: Supply and support their own internet services. Maintaining an uninterrupted internet connection is a requirement for work-from-home positions. WORKING CONDITIONS/PHYSICAL DEMANDS: Long periods of sitting and computer work. This job description is subject to change at any time. ABOUT DANE STREET: A fast-paced, Inc. 500 Company with a high-performance culture, is seeking insightful, astute, forward-thinking professionals. We process over 200,000 insurance claims annually for leading national and regional Workers’ Compensation, Disability, Auto and Group Health Carriers, Third-Party Administrators, Managed Care Organizations, Employers and Pharmacy Benefit Managers. We provide customized Independent Medical Exam and Peer Review programs that assist our clients in reaching the appropriate medical determination as part of the claims management process. Benefits Join our team at Dane Street and enjoy a comprehensive benefits package designed to support your well-being and peace of mind. We offer a range of benefits including medical, dental, and vision coverage for you and your family. Additionally, we offer voluntary life insurance options for you, your spouse, and your children. We also offer other voluntary benefits which include hospital indemnity, critical illness, accident indemnity, and pet insurance plans. Employees receive basic life insurance, short-term disability, and long-term disability coverage at no cost. Our generous paid time off policy ensures you have time to relax and recharge, while our 401k plan with a company match helps you plan for your future. Apple equipment and a media stipend are provided for remote workspace.  ABOUT DANE STREET: A fast-paced, Inc. 500 Company with a high-performance culture, is seeking insightful forward-thinking professionals. We process over 200,000 insurance claims annually for leading national and regional Workers’ Compensation, Disability, Auto, and Group Health Carriers, Third-Party Administrators, Managed Care Organizations, Employers, and Pharmacy Benefit Managers. We provide customized Independent Medical Exams and Peer Review programs that assist our clients in reaching the appropriate medical determination as part of the claims management process.

Company Description: Veracross provides SaaS-based School Information Systems (SIS) designed to meet the specific needs of independent K-12 schools worldwide. Our one-record solution combines the power of a fully integrated single-record database, personalized communication tools, and an elegant architecture that is unique in our industry. We are a growing, values-led community of 350 employees in the US, UK and Australia who share a vision to unify school communities, improve the quality of education, and enhance learning. And we’re succeeding! As of early 2024, we are supporting 3200+ schools in 60 countries. Veracross is five product brands in one global tech company Veracross SIS is a one-person, one-record school management platform Magnus Health provides cloud-based Student Health Record (SHR) solutions Digistorm connects with their communities through Digistorm Websites, Digistorm Funnel, and Digistorm Apps. Epraise incentivizes student well-being and connects teachers, students, and families. Firefly provides an online learning space for students and teachers Role Summary: As a Student Billing Product Manager, you will lead the strategy and execution for the Veracross student billing platform, which supports K–12 private schools in managing tuition, fees, and family payments. You'll work closely with customers, internal stakeholders, and cross-functional teams to deliver user-centric billing solutions that enhance both operational efficiency and the family payment experience. Key Responsibilities: Lead product strategy, planning, and execution for the student billing platform Define and prioritize product roadmap and requirements through market research and customer discovery Collaborate with UX, engineering, and business teams to deliver intuitive, compliant, and scalable billing features Analyze and respond to stakeholder feedback, usage data, and business metrics to guide product decisions Ensure regulatory compliance and reduce billing/payment risk exposure Optimize user experience for school business offices and families making payments Track KPIs, report on product performance, and adapt strategy based on measurable impact Support customer success, GTM, and support teams with training and documentation Drive continuous improvement across billing workflows, integrations, and automation Requirements 7+ years in product management, including at least 2 years managing financial or billing products Experience with student billing, accounts receivable, tuition management, or related fintech platforms Bachelor’s degree in Business, Accounting, Finance, or a related field; MBA or equivalent a plus Strong understanding of SaaS product development lifecycle Experience with ERP or financial systems (e.g., Blackbaud, FACTS, TADS, Veracross, or similar platforms) Exceptional communication, stakeholder management, and collaboration skills Analytical mindset with a focus on measurable product outcomes Passion for improving the education experience for schools and families Bonus Points Experience working in a K–12 school business office or with independent schools Familiarity with family engagement and financial aid platforms Background in fintech, payment processing, or compliance Knowledge of global payment standards and cross-border transactions Experience with machine learning and automation in billing or finance What You’ll Impact Deliver user-friendly billing experiences that build trust with families Enable business offices to work more efficiently and accurately Help schools improve cash flow and reduce administrative burden Support cross-functional efforts around compliance, fraud prevention, and customer support Contribute to the financial health of educational institutions and the satisfaction of their communities Benefits 3 weeks of vacation per year 14 paid holidays per year (including the week off between Christmas and New Year's Eve) 56 Hours of paid sick leave annually Top tier benefits - Medical, Dental & Vision (Blue Cross Blue Shield & EyeMed) Veracross LLC Fidelity 401(k) Plan - Managed by Sentinel Benefits Salary at Veracross is determined by a variety of factors including, but not limited to: business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience. The compensation range for this position is $110k to $150k (annualized USD) in addition to potential bonus. We value the power of an inclusive culture and a strong sense of belonging. We seek to infuse diversity and inclusion in everything we do while promoting a culture where differences are embraced as strengths; opportunities are equal and accessible; consideration and respect are the norm; and all team members are supported in reaching their full potential.

Company Description: Veracross provides SaaS-based School Information Systems (SIS) designed to meet the specific needs of independent K-12 schools worldwide. Our one-record solution combines the power of a fully integrated single-record database, personalized communication tools, and an elegant architecture that is unique in our industry. We are a growing, values-led community of 350 employees in the US, UK and Australia who share a vision to unify school communities, improve the quality of education, and enhance learning. And we’re succeeding! As of early 2024, we are supporting 3200+ schools in 60 countries. Veracross is five product brands in one global tech company Veracross SIS is a one-person, one-record school management platform Magnus Health provides cloud-based Student Health Record (SHR) solutions Digistorm connects with their communities through Digistorm Websites, Digistorm Funnel, and Digistorm Apps. Epraise incentivizes student well-being and connects teachers, students, and families. Firefly provides an online learning space for students and teachers Role Summary: As a Student Billing Product Manager, you will lead the strategy and execution for the Veracross student billing platform, which supports K–12 private schools in managing tuition, fees, and family payments. You'll work closely with customers, internal stakeholders, and cross-functional teams to deliver user-centric billing solutions that enhance both operational efficiency and the family payment experience. Key Responsibilities: Lead product strategy, planning, and execution for the student billing platform Define and prioritize product roadmap and requirements through market research and customer discovery Collaborate with UX, engineering, and business teams to deliver intuitive, compliant, and scalable billing features Analyze and respond to stakeholder feedback, usage data, and business metrics to guide product decisions Ensure regulatory compliance and reduce billing/payment risk exposure Optimize user experience for school business offices and families making payments Track KPIs, report on product performance, and adapt strategy based on measurable impact Support customer success, GTM, and support teams with training and documentation Drive continuous improvement across billing workflows, integrations, and automation Requirements 7+ years in product management, including at least 2 years managing financial or billing products Experience with student billing, accounts receivable, tuition management, or related fintech platforms Bachelor’s degree in Business, Accounting, Finance, or a related field; MBA or equivalent a plus Strong understanding of SaaS product development lifecycle Experience with ERP or financial systems (e.g., Blackbaud, FACTS, TADS, Veracross, or similar platforms) Exceptional communication, stakeholder management, and collaboration skills Analytical mindset with a focus on measurable product outcomes Passion for improving the education experience for schools and families Bonus Points Experience working in a K–12 school business office or with independent schools Familiarity with family engagement and financial aid platforms Background in fintech, payment processing, or compliance Knowledge of global payment standards and cross-border transactions Experience with machine learning and automation in billing or finance What You’ll Impact Deliver user-friendly billing experiences that build trust with families Enable business offices to work more efficiently and accurately Help schools improve cash flow and reduce administrative burden Support cross-functional efforts around compliance, fraud prevention, and customer support Contribute to the financial health of educational institutions and the satisfaction of their communities Benefits 3 weeks of vacation per year 14 paid holidays per year (including the week off between Christmas and New Year's Eve) 56 Hours of paid sick leave annually Top tier benefits - Medical, Dental & Vision (Blue Cross Blue Shield & EyeMed) Veracross LLC Fidelity 401(k) Plan - Managed by Sentinel Benefits Salary at Veracross is determined by a variety of factors including, but not limited to: business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience. The compensation range for this position is $110k to $150k (annualized USD) in addition to potential bonus. We value the power of an inclusive culture and a strong sense of belonging. We seek to infuse diversity and inclusion in everything we do while promoting a culture where differences are embraced as strengths; opportunities are equal and accessible; consideration and respect are the norm; and all team members are supported in reaching their full potential.