Job Description

About the Role

The Accounting Assistant & Invoice Clerk plays a key role in supporting Medworks' day-to-day financial operations, with a primary focus on invoicing, accounts receivable and payable, reconciliations, and accurate financial recordkeeping. This position also supports internal reporting by compiling, validating, and summarizing financial data for management review.

The ideal candidate is highly detail-oriented, proficient in Excel, comfortable working in QuickBooks, and able to translate transactional accounting data into clear, reliable reports that support operational and financial decision-making.

What You'll Do:

Invoicing and Billing

• Generate and distribute customer invoices accurately and in a timely manner.

• Issue account statements and credit memos as needed.

• Respond promptly and professionally to client billing questions.

• Identify, investigate, and correct billing discrepancies to ensure accuracy and consistency.

Accounts Receivable and Accounts Payable

• Process outstanding case logs, invoices, and purchase orders.

• Monitor customer accounts and follow up on outstanding balances.

• Process accounts payable transactions online and within QuickBooks.

• Enter bills, apply payments, and perform timely reconciliations.

General Accounting and Reporting Support

• Reconcile financial records, including incoming and outgoing funds.

• Post financial transactions accurately using appropriate accounting software.

• Produce standard financial reports such as income statements, balance sheets, AR/AP aging reports, and budget-to-actual summaries.

• Track expenses and support budget monitoring activities.

• Compile recurring and ad-hoc reports and summaries for management review, ensuring data accuracy and clarity.

• Assist in preparing internal financial presentations and supporting documentation.

Clerical Support and Data Management

• Enter financial transactions accurately into company systems on a daily basis.

• Organize and maintain financial documents and accounting records.

• Research and resolve accounting discrepancies or documentation issues.

• Support internal staff by answering routine accounting-related questions.

Work Habits and Professional Competencies

• Maintain an organized workflow by planning, prioritizing, and structuring daily tasks to ensure smooth operations and minimal delays.

• Keep digital and physical files systematically organized for efficient retrieval and audit readiness.

• Consistently meet established deadlines by proactively adjusting priorities to accommodate urgent requests without compromising accuracy or quality.

• Demonstrate strong time management skills by using calendars, task lists, and tracking tools to allocate time effectively and ensure deliverables are completed on or ahead of schedule.

What We're Looking For:

Required

• Strong Excel skills, including formulas, PivotTables, lookups, and the ability to organize and analyze financial data efficiently.

• Working knowledge of accounting principles related to invoicing, AR, AP, and reconciliations.

• Experience using accounting software (QuickBooks experience strongly preferred).

• High attention to detail and accuracy with financial data.

• Ability to manage multiple tasks, meet deadlines, and follow established processes.

• Clear written and verbal communication skills.

Preferred / Nice to Have

• Experience building standardized financial or operational reports beyond system-generated outputs.

• Familiarity with Power BI or similar reporting and visualization tools for creating basic dashboards from existing Excel files or accounting system exports.

• Basic exposure to data cleanup or preparation tools such as Excel Power Query.

Location Requirement

• Must be based in or near Richmond, VA, with regular in-office presence required.

• This role will require five (5) days per week in person in our Richmond office during the onboarding and initial training period. After onboarding has been successfully completed, the team member may request a hybrid work schedule from their immediate Team Lead. Hybrid arrangements are not guaranteed and are subject to leadership approval and business needs.

About Medworks

Medworks is a surgical equipment support and services provider specializing in urology, gynecology, and general surgical procedures. Since 2005, we've partnered with hospitals and surgery centers to provide concierge-level equipment services and procedural support—all driven by our GRIT values: Growth, Readiness, Integrity, and Teamwork.

At Medworks, we value energy, creativity, and commitment. Our team members are passionate about achieving goals and making an impact—supported by a collaborative, innovative environment designed for personal and professional growth.

Learn more at

Medworks is an equal opportunity employer.

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