Financial Services Coordinator

Easter Seals Southeast WI•West Allis, WI

About The Position

The Financial Services Coordinator supports the organization’s financial operations by performing and coordinating day-to-day accounting and financial tasks. This role is responsible for low- to mid-level accounting functions including accounts payable, accounts receivable, billing, cash receipts, and financial reporting support. The Financial Services Coordinator also assists with budgeting, forecasting, and serves as a key liaison to the organization’s third-party accounting firm.

Requirements

Bachelor’s Degree in Accounting, Business or related field preferred, OR Associate’s Degree in Accounting, Business or related field with two (2) years of experience OR a high school diploma, GED, or HSED with a minimum of four (4) years of equivalent accounting experience (preferably in a non-profit environment) is required.
To be eligible for mileage reimbursement, must have proof of insurance AND meet the requirements of the Employee Driving Policy
A Criminal Background Check must meet the requirements of the State of WI licensure for day programming.
A Credit Check is required for this position.
Ability to interpret financial data.
Ability to effectively communicate financial information to users.
Experienced knowledge of Microsoft Office Suite.
Knowledge, skills and ability to prepare accurate reports.
Ability to maintain confidentiality.
Awareness of disability issues.
Ability to interact with people from culturally diverse backgrounds and display strong customer relation skills.
Ability to communicate effectively, verbally and in writing.
Critical thinking and problem-solving.
Self-motivated and able to work independently.
Must be organized and able to handle multiple tasks.
Must be honest, dependable and able to meet deadlines.
Must exercise sound judgment in making decisions and act accordingly.

Nice To Haves

Nonprofit or medical billing experience preferred.

Responsibilities

Enters and maintains billing and customer data.
Prepares and processes routine billing, including contract, grant, and private pay billing.
Records and deposits cash receipts into bank.
Records electronic deposits.
Posts payments and reconciles receivable activity.
Monitors accounts receivable and assists with collections.
Maintains billing documentation and compliance.
Processes accounts payable transactions.
Reviews invoices for accuracy and proper coding.
Processes employee expense reimbursements.
Coordinates agency credit cards and assists with credit card reconciliations.
Assist Human Resources with payroll processing, including 401k uploads to vendor portal.
Prepares basic journal entries and reconciliations as assigned.
Assists third party accounting firm with month-end and year-end close.
Prepares and maintains agency cost allocation schedules based on actual usage or square footage (e.g., building, vehicle, and maintenance costs).
Coordinates quarterly time studies for exempt employees and prepares supporting salary and FTE allocation documentation as directed.
Assist with monitoring agency bank accounts.
Reviews monthly financial statements with President.
Informs President of areas of concern on perceived irregularities related to finances.
Coordinates and serves as the internal liaison for the annual external audit, including compiling data, reports, correspondence, and other documentation required for audit and review activities.
Supports budget preparation and forecasting.
Prepares special financial reports when requested.
Maintains financial records per retention policies.
Assist with mail distribution, as needed.
Participates in assigned meetings, professional development, and training as required.
Performs other duties (or functions) as assigned.