What are the responsibilities and job description for the Financial Services Coordinator position at Hands of Heartland?
Job Summary
The Financial Services Coordinator is responsible for ensuring all customer and client accounts are kept current by meeting weekly and monthly deadlines. This is a fully remote position.
Essential Duties & Responsibilities
- Generate timely and accurate customer invoices monthly.
- Monitor accounts receivable aging report to ensure timely payments.
- Assist in resolving inquiries regarding invoicing and payment process.
- Process weekly and monthly funding
- Respond to inquiries from guardians and government agencies to ensure smooth financial management for our participants.
- Assist with accounts receivable reconciliation monthly.
- Assist in gathering and compiling data to generate monthly reports.
- Enter client financial accounts in computer system.
- Complete month-end summary reviews of all client funds.
- Set up bank accounts for new clients and communicate information with appropriate parties.
- Perform client finance reconciliation monthly.
- Set up monthly budgets for clients and ensure client needs are funded appropriately.
- Complete federal program/benefit applications on behalf of the client.
- Other duties as assigned.
Qualifications
- 2 years A/R, A/P or other accounting experience required.
- Proficient with Microsoft Office or related software.
Knowledge, Skills, and Abilities
- Strong organizational, verbal, and written communication skills.
- Ability to work with a diverse group of individuals.
- Excellent time management skills.
- Ability to work in a fast-paced environment.
- Therap and/or RFMS experience a plus.
Physical Requirements
- Lifting up to 10 pounds maximum and occasionally lifting and/or carrying such articles as dockets, ledgers, and files. Walking and standing are required only occasionally.
