Supports daily accounting operations, including cash applications, payment processing, account reconciliations, journal entries, financial reporting, accounts receivable research, escheatment, and month-end close activities. The role investigates discrepancies, maintains accurate financial records, collaborates with Collections and Finance teams, and helps improve accounting processes. It requires a bachelor’s degree, 1–2 years of accounting experience, strong Excel skills, and attention to detail.
What is PerfectServe?
PerfectServe is a leading provider of clinical communication and physician scheduling solutions in the health IT space. The company was founded in 1997 and has grown steadily since then, with a notable jump after several major acquisitions were announced in 2019. PerfectServe now has 400+ employees, 30,000+ customers — spanning medical practices, hospitals, and health systems — and $100 million+ in annual revenue.
PerfectServe’s mission is to accelerate speed to care by optimizing provider schedules and routing communications — including messages, pages, calls, and alerts — to the right place at the right time in any care setting. By facilitating real-time information sharing, building better schedules, and automating important clinical workflows, we believe we can help our customers advance patient care and improve the well-being of their clinicians.
Leading analyst firms like Gartner® and KLAS Research have consistently validated our approach:
PerfectServe’s mission is to accelerate speed to care by optimizing provider schedules and routing communications — including messages, pages, calls, and alerts — to the right place at the right time in any care setting. By facilitating real-time information sharing, building better schedules, and automating important clinical workflows, we believe we can help our customers advance patient care and improve the well-being of their clinicians.
Leading analyst firms like Gartner® and KLAS Research have consistently validated our approach:
- In 2026, PerfectServe was named highest in execution and furthest in vision in the Gartner Magic Quadrant™ for Clinical Communication and Collaboration — the clear segment leader.
- PerfectServe also received two Best in KLAS awards in 2026 — one for physician scheduling and another for ambulatory clinical communications. That makes for 11 Best in KLAS awards over the past 9 years.
At PerfectServe, you'll have a unique opportunity to join a collaborative team with decades of experience that finds new ways to delight our customers every day. This involves consistent efforts to stay on the cutting edge of product development, which includes everything from implementing AI in new and existing solutions to brainstorming with customers about novel workflows. But you don't have to be in product to make in impact — everybody at PerfectServe contributes to important work that moves the business forward.
If you're looking for a well-established, tech-forward company full of smart people doing meaningful work, you've found the right place!
If you're looking for a well-established, tech-forward company full of smart people doing meaningful work, you've found the right place!
The Junior Accountant will support day-to-day accounting operations, including cash applications, account reconciliations, financial reporting, and accounts receivable activities. This role requires strong attention to detail, organizational skills, and the ability to work collaboratively with internal teams to ensure accurate and timely financial transactions.
Responsibilities include, but are not limited to:
- Accurately process and apply customer payments across multiple companies and bank accounts, including ACH transfers, wire payments, lockbox deposits, and credit card transactions.
- Research and resolve unidentified receipts, unapplied cash, payment discrepancies, and posting errors to ensure accurate financial records.
- Prepare and enter journal entries into NetSuite, ensuring accuracy and proper documentation.
- Generate and assist with monthly and ad hoc financial reports using NetSuite to support accounting operations and business needs.
- Review and research outstanding customer credits and discrepancies on accounts receivable (AR) aging reports.
- Manage and coordinate the escheatment process, including researching outstanding balances, maintaining records, and supporting compliance with applicable requirements.
- Collaborate with the Collections team to investigate and resolve customer payment issues, account discrepancies, and other AR-related inquiries.
- Prepare and perform assigned balance sheet reconciliations, identifying and resolving discrepancies in a timely manner.
- Assist with month-end closing activities, including account reviews, reconciliations, and supporting documentation.
- Maintain accurate and organized accounting records, ensuring proper documentation of financial transactions.
- Identify opportunities to improve accounting processes, enhance efficiency, and maintain data accuracy.
- Work collaboratively with other members of the Accounting and Finance teams to support daily operations and departmental objectives.
- Perform other duties and responsibilities as assigned to support evolving business needs and departmental priorities.
Qualifications
- Bachelor's degree in Accounting, Finance, or a related field.
- 1–2 years of accounting experience, preferably in a corporate environment.
- Previous experience with accounts receivable, cash applications, journal entries, or account reconciliations is a plus.
- Experience with NetSuite is preferred but not required.
Skills and Competencies
- Proficiency in Microsoft Office Suite, with strong Excel skills required.
- Strong analytical and problem-solving skills, with the ability to investigate discrepancies and identify solutions.
- Excellent attention to detail, accuracy, and organizational skills.
- Ability to prioritize tasks, manage multiple responsibilities, and meet deadlines.
- Strong communication and interpersonal skills, with the ability to collaborate effectively across teams.
- Ability to learn and adapt quickly to new accounting systems, software, and processes.
- Understanding of basic accounting principles and financial transactions.
- Ability to work independently while contributing to a collaborative team environment.
- Strong commitment to maintaining confidentiality and accuracy when handling financial information.
Why Join PerfectServe?
At PerfectServe, we are transforming healthcare communication and collaboration to help clinicians deliver better care. You’ll work with a dedicated and mission-driven team in an environment that values growth, transparency, and innovation.
We offer a compensation range at $45,000 to $55,000 USD / year, with compensation tailored to your background, strengths, and potential to grow within the team. The salary range listed for this role reflects our commitment to pay transparency and is based on market data, internal equity, and the scope of responsibilities. compensation will be determined by a combination of factors, including the candidate’s experience, skills, and the specific team or product area they support.We regularly review compensation across the company to ensure fairness and consistency. If you are a current employee and have questions about how your compensation aligns with our ranges, we encourage you to speak with your manager or People Operations.
Benefits:
- Remote first work environment
- Health, Dental, Vision, Life and Disability Insurance options available day one.
- 401K - with match and immediately vested.
- 17 company holidays, 2 floating holidays plus competitive paid time off policy
- Internal Advancement Opportunities
PerfectServe offers unified healthcare communication solutions to help physicians, nurses, and care team members provide exceptional patient care. PerfectServe’s cloud-based solutions enhance patient safety and reduce provider burnout by automating workflows, speeding time to treatment, optimizing shift schedules, empowering nurse mobility, and engaging patients in their own care.
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