Financial Services Coordinator

Pauline and Thomas Healthcare•Smyrna, TN

4d•Onsite

About The Position

Pauline and Thomas Healthcare, Inc. is a non-profit organization serving individuals with intellectual, developmental, and physical disabilities. P&T is seeking a Financial Services Coordinator to support and serve our individuals in leading them to be independent and have an amazing quality of life.

Requirements

Bachelor's degree in Accounting, Finance or related field; or 2 years of accounting experience
Experience as an accountant or bookkeeper.
Advanced skills in QuickBooks, Microsoft Office (Excel and Word) required.
Excellent oral and written communication skills, organizational skills, problem-solving skills, and database skills.
Excellent attention to detail and continuous improvement.
Ability to work independently with little day-to-day direct supervision.
Strong ability to prioritize multiple tasks, meet deadlines, work well under pressure and use resources effectively and efficiently.
Experience in providing services and supports to individuals with intellectual and developmental disabilities, or related disorders.

Responsibilities

Develops and/or maintains systems to account for financial transactions for individuals with developmental intellectual disabilities (clients served), bill payments, maintaining all receipts for client's expenditures, and reconciling clients bank accounts.
Ensures accurate historical records by establishing and maintaining filing and filing system.
Ensures all documentation is recorded and filed timely on monthly basis, reporting any variances directly to supervisor.
Complete all monthly reporting by the 15th of each month, balancing all accounts by reconciling entries according to company policies for managing client's accounts.
Communicates with client's served, conservators/guardians and Independent Support Coordinators and provide monthly financial summaries.
Maintains a system of filing and checking each receipt for reconciliation and accurate monthly reporting.
Complies with all federal, state and local laws.
Maintains HIPPA and HITECH compliance and confidentiality at all times.
Promotes maximum independence among clients served by working with each individual to ensure personal budget compliance and providing funds as requested/guided.
Reports financial variances and any documentation concerns as needed and addresses and corrects those concerns with the appropriate team member as needed.
Coach and mentor support staff on personal financial accounting for individuals with developmental intellectual disabilities (clients served); attend and participate in meetings as needed
Ensure compliance with Protection from Harm and preserving client's rights.
Participate in team-based activities as needed/directed.
Manages payroll process by auditing schedules and making corrections as needed.
Ensures that payroll submissions and times for employees are accurate and up to date.
Establish company finances chart of accounts with a high level of accuracy; defining accounting/bookkeeping policies and procedures in accordance with GAAP; maintaining G/L.
Prepare financial reports by collecting, analyzing and summarizing account information and trends.
Prepare and present reports and information to the Board of Directors as requested.
Work to create a positive work environment at all times.
Other duties as assigned.