Medical Scheme Bookkeeper - Finance Administrator

About the role

An experienced Senior Finance and Admin Administrator is needed to oversee private, export and medical scheme operations. This is an on-site role in Ottery, Cape Town, working within a support team and directly with the Finance Manager. It covers client accounts, ERP processing, debtor age analysis, cashflow reporting and tender submissions.

Key responsibilities

• Quoting and order processing: generate detailed quotes from prescriptions and requests within 3 days according to export SOPs, verify orders and process them on the ERP after payment notification.
• Client and account management: follow up on outstanding quotes, give clients and therapists regular order progress updates and resolve queries.
• Debtors and age analysis: manage client debit and credit age analysis and update daily notes on the shared debtors file on outstanding payments, refunds, adjustments and credit notes.
• Tender and bid administration: collate documentation for local and export tender RFQs, coordinate online and hard-copy submissions, answer post-submission queries and liaise with design and production teams.
• Price and cost alignment: maintain a centralised master costing and pricing schedule in Excel aligned across affiliates, distributors and medical schemes.
• Cashflow reporting: compile and submit cashflow breakdowns to the Finance Manager including WIP, outstanding orders and pipeline orders.
• Distributor and therapist liaison: support distributors, affiliated role players and prescribing occupational and physical therapists.
• File and quality management: keep client documentation, motivation letters, prescriptions and assessments organised in line with QMS standards.

Required profile

• Direct experience with medical schemes, medical aid claims or healthcare funders.
• Proven bookkeeping and financial administration experience, including debt management, age analysis, invoicing and cashflow reporting.
• Experience collating and submitting local and export tender documents and RFQs.
• Practical understanding of export administration processes is advantageous.

Required skills

• MS Excel
• ERP systems

What we offer

• Permanent position
• A great team and an established, growing company