Position Summary
The Finance Clerk works in collaboration with the Finance team and performs a variety of accounting clerical tasks related to the maintenance and processing of account records, billing and invoices for Abilities First clients.
Essential Duties and Responsibilities
- Processing Accounts Receivable (A/R) statements and reports
- Coordinating with Department Leads for the monthly expense report
- Posting insurance payments and billing secondary insurance and families
- Running monthly AIR, Unit and Graph reports
- Maintaining client charts
- Ordering supplies and maintaining expense sheets for various departments
- Processing credit card payments, resolving claim denials
- Preparing therapy logs and processing logs for billing
- Tracking client attendance, ALC paperwork and therapists’ PTO
- Renewing client scholarships and therapist credentials
- Following up on quarterly wait list phone calls and updating work waiting list
- Performing other duties as assigned
Minimum Qualifications (Knowledge, Skills and Abilities)
- High school diploma or G.E.D. equivalent required
- Two or more years Accounts Receivable (A/R) and/or payroll experience required
- Experience with QBO
- Equivalent combination of education and/or experience will be considered
- General understanding of accounting practices and principles
- Working knowledge of the Microsoft Office (e.g., Word, Excel, Outlook)
- Excellent computer skills using 10-Key by touch and ability to type 40 WPM
- Ability to apply discretion and trust with confidential material
- Ability to maintain a high level of accuracy in preparing and entering financial data
- Excellent time managing skills with the ability to multi-task, prioritize, and meet deadlines
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.
Note
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.
