Financial Services Coordinator-Client Finance-Hybrid/Remote

Hands of Heartland•Fort Worth, TX

4h•Hybrid

About The Position

The Financial Services Coordinator is responsible for maintaining accurate and up-to-date customer and client accounts by consistently meeting weekly and monthly financial deadlines. This role operates within a primarily remote team structure, with the Coordinator serving as the sole on-site representative responsible for executing all client finance-related tasks in the office. The ideal candidate will demonstrate strong organizational skills, self-motivation, and the ability to work independently while ensuring high standards of financial accuracy and timeliness

Requirements

2+ years A/R, billing, A/P or other accounting experience required.
Proficient with Microsoft Office or related software.
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.

Nice To Haves

Therap and/or RFMS experience a plus.

Responsibilities

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 into software systems.
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.
Assist with 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.