Finance Specialist - Resident Funds

Loretto Management Corporation•Syracuse, NY

5d•$23 - $23

About The Position

The Finance Specialist - Resident Funds is responsible for billing and posting charges and payments to the Accounts Receivable Resident Funds System. As well as assisting in the health information department.

Requirements

Associate’s degree preferred. Minimum qualification: High School Diploma.
3+ years’ experience in finance, accounts receivable preferred.
1-2 years’ experience with automated finance software.
Position requires travel between finance department and to the bank as necessary.
Valid driver’s license and reliable vehicle with insurance required.
Ability to perform accounting and financial tasks with accuracy.
Strong organizational skills and attention to detail.
Strong customer service skills.
Proficient in MS Office and able to learn new software rapidly.
An equivalent combination of education and experience which provides proficiency in the areas of responsibility listed above may be substituted for the above education and experience requirements.

Nice To Haves

Associate’s degree preferred.
3+ years’ experience in finance, accounts receivable preferred.

Responsibilities

Completes data entry daily for all receipts and disbursements.
Reconciles bank accounts and subsidiary accounts receivable ledgers to the general ledger monthly.
Posts deposits received to the Accounts Receivable system and follows up on unpaid invoices.
Ensures Residents’ monthly expenses are paid timely and accurately
Filing of documents into PCC
Requests application be made for representative payee of resident’s social security, SSI or VA benefits when appropriate.
Secures Finance admissions packets and necessary signatures
Adheres to the DOH Resident Right's regulations.
Distributes Quarterly statements as required by DOH regulations to appropriate parties
Promotes elders' autonomy in decision-making and honors choice while adhering to Medicaid regulations
Works with Public Administrator to ensure timely notice of residents’ passing and returning funds to appropriate county as required
Collaborates with Finance Resources staff to assist with completing resident documents
Provides updated insurance billing information to outside agencies (ie: LabCorp, K&A, TEAMhealth)
Be willing to obtain notary license as requested by Finance Operations Director