Team Leader - Bookkeeping/Data Processing

POSITION SUMMARY:

The Team Leader is responsible for balancing and reconciling all Data Processing bank accounts within the practice management system and communicating any variances to the Accounting Department. In addition, the Team Leader posts insurance payments and assists the department manager with special projects and other departmental needs. This role also serves as the primary point of contact for new department employees, providing training, guidance, and support as needed.

EDUCATION & EXPERIENCE:

• High school diploma or equivalent, required

QUALIFICATIONS:

• Strong discretion and ability to handle confidential information
• Composure in fast‑paced, high‑pressure environments
• Willingness and ability to learn new technologies
• Dependable, punctual, and highly detail‑oriented
• Strong multitasking and independent‑work capabilities
• Excellent written and verbal communication skills
• Accurate documentation skills
• Ability to follow established workflows consistently
• Must be proficient in all Microsoft Office applications, including Outlook, Teams, Word, Excel, and PowerPoint.

WORK SCHEDULE:

Monday - Friday, 8:00AM - 5:00PM