FINANCE CLERK

Finance Clerk

This position performs technical duties in support of the agency's financial operations.

Major duties include:

• Manages electronic billing for all Medicaid programs.
• Manages individual funds; keys receipts; balances receipts; prepares and makes deposits; maintains records and prepares reports; posts invoices; processes the payment of bills; performs month-end bank reconciliations; provides account information to individuals.
• Processes agency accounts payable.
• Takes mail to the post office, receives mail, and delivers to the front office.
• Prepares monthly billing for individuals served.
• Answers telephone and greets visitors; provides information and assistance; takes messages; refers to appropriate personnel and serves as primary backup to the Administrative Assistant.
• Contacts vendors, staff, individuals served, family members, legally authorized representatives, and the public to resolve issues related to financial matters and IT/equipment needs, as directed by the supervisor, in a timely and professional manner.
• Places, picks up, and delivers food and supply orders to assist residential and day program staff in the delivery of services to individuals, as directed by the supervisor.
• Cross-trains with the Associate Executive Director of Administration to fill in as needed; serves as financial backup to the Associate Executive Director of Administration in his or her absence.
• Assists the Director of Human Resources by updating the Agency Policy Handbook when changes are approved by the Board, keeps an adequate number of copies on hand, and assists with activities required for participation in United Way fundraising.
• Performs other duties and responsibilities deemed necessary; not otherwise specified.

Knowledge required by the position includes:

• Customer service principles and practices.
• Generally accepted accounting principles (GAAP).
• Agency accounts payable and accounts receivable.
• Computers and job-related software programs. QuickBooks experience preferred.
• Problem solving.
• Prioritizing and planning.
• Maintaining accurate records.
• Interpersonal relations.
• Oral and written communication.

Supervisory controls include general instructions from the Associate Executive Director for Administration and Food Services, with spot-checks for compliance, accuracy, and results.

Guidelines include agency policy, GAAP, Alabama Department of Mental Health guidelines, and Medicaid guidelines.

The complexity/scope of work involves related technical duties with a need for accuracy and strict deadlines.

Contacts are typically with coworkers, other agency employees, individuals served, family members, and the public, used to exchange information, resolve problems, and provide services.

Physical demands include sitting, standing, stooping, lifting up to 10 pounds regularly, up to 25 pounds frequently, and over 25 pounds occasionally. Specific vision abilities required include close vision, distant vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

The work is typically performed in an office.

Supervisory and management responsibility is none.

Minimum qualifications include:

• Ability to read, write, and perform mathematical calculations, and a high school diploma or GED.
• Sufficient experience to understand the basic principles relevant to the major duties of the position, usually associated with the completion of an apprenticeship/internship or having had a similar position for one to two years.
• Possession of a valid driver's license and good driving record.