Financial Billing Specialist

Evergreen Life Services•Enid, OK

10d

About The Position

Ensure all program-related documentation is accurately maintained. Perform oversight and verification for billing guidelines to maintain individual’s bank accounts and supplemental documentation.

Requirements

High School diploma or equivalent.
Experience managing and reconciling multiple bank accounts.
Knowledge of basic accounting principles (debits, credits, general ledger).
Strong understanding of documentation requirements for expenditures and credits.
Ability to maintain, organized, complete, and compliant financial records.
Must have understanding, patience, and tact in dealing with individuals with intellectual and developmental disabilities.
Must have the ability to maintain good working relationships with Evergreen staff and with contacts from other agencies or entities.
Must have the ability and desire to function as part of a team, yet work with a high degree of independence.
Must have the ability to maintain a high degree of autonomy, accuracy, and integrity.
Working knowledge of Microsoft Windows and Office applications.
Working knowledge of Google Workspace.
Working knowledge of HCBS Waiver requirements.
Aptitude to learn other software programs as required for this position.
Must have a good driving record that meets the minimum requirements for Evergreen and reliable transportation.
Must pass a drug screen and criminal background check.
Availability for evening and weekend work may be required based on operational needs.

Nice To Haves

Prior work in a non-profit atmosphere and experience with people with intellectual and developmental disabilities are preferred.
A combination of education and experience will be considered.

Responsibilities

Manage individual bank accounts while ensuring all expenditures and credits are supported by complete and compliant documentation.
Monitor individual support plans according to the guidelines of the appropriate federal and/or state agencies.
Assist with specialized training of staff members as required.
Ensure all program-related documentation is accurately maintained, complete, and compliant with applicable policies, billing guidelines, and regulatory requirements.
Manage and monitor individual’s bank accounts, including reviewing transactions, reconciling balances, and identifying discrepancies.
Maintain supplemental documentation supporting all expenditures, credits, and deposits in accordance with record retention requirements.
Review financial records and supporting documents to ensure alignment with approved program plans and budgets.
Coordinate with program staff, vendors, and financial institutions to resolve documentation, billing, or account discrepancies.
Prepare and maintain organized financial and program files to support internal reviews, audits, and reporting requirements.