Financial Specialist

Description

Summary of Job

The Accounts Specialist will be responsible for a range of general staff accounting tasks but will be primarily responsible for all accounting work associated with processing accounts payable, expense reporting submissions. The Insurance Specialist will be responsible to make sure all insurances are active and covered for the assigned services and will follow up with referral agencies to get coverage and/ or authorizations.

Duties And Responsibilities

• Keeping track of all payments and expenditures, including payroll, purchase orders, invoices, statements, etc.
• Reconciling processed work by verifying entries and comparing system reports to balances
• Maintaining historical records
• Paying employees by verifying expense reports and preparing pay checks
• Paying vendors by scheduling pay checks and ensuring payment is received for outstanding credit; generally responding to all vendor enquiries regarding finance
• Preparing analyses of accounts and producing monthly reports
• Continuing to improve the payment process
• Calculate, post business transactions, process invoices, verify financial data for use in maintaining accounts payable records, and provide other clerical support necessary to pay the obligations of the organization
• Clarify any questionable invoice items, prices or receiving signatures
• Obtain proper information and/or data regarding invoice payments
• Assemble invoices to be completed for payment
• Verify and calculate all extensions and totals on invoices (calculating and taking discounts when applicable),
• Review invoices and requisitions for satisfactory payment approval
• Check vendor files for any previous payments and assign voucher numbers
• Maintain copies of vouchers, invoices or correspondence necessary for files
• Prepare vouchers listing invoice number, date, vendor address, item description, amounts and coding per accounting policies and procedures
• Type periodic reports and other records
• Checking Insurances and following up w/ necessary parties for renewal
• Attend needed meeting / Trainings for the Company
  
  

Requirements

Knowledge, Skills and Abilities Required

• QuickBooks
• Medical Billing
• Excellent computer skills, including Word and Excel in a Microsoft Windows environment.
• Effective oral and written communication skills.
• General knowledge of various employment laws and practices.
• Excellent interpersonal skills.
• Skills in database management and record keeping.
• Able to exhibit a high level of confidentiality.
• Excellent organizational skills.
• Must be able to identify and resolve problems in a timely manner.
• Must be able to gather and analyze information skillfully.
• Comfortable using a computer for various tasks beyond general accounting.
• Able to handle supervisory responsibility if necessary.
• Understanding of payments, accounting, and budgeting.