Financial Billing Specialist

Job Title

Evergreen Life Services is an equal opportunity employer. We consider applicants for all positions without regard to race, color, religion, creed, gender, national origin, age, disability, marital status, or any other legally protected status.

Job Summary

Ensure all program-related documentation is accurately maintained. Perform oversight and verification for billing guidelines to maintain individual's bank accounts and supplemental documentation.

Essential Job Functions

Manage individual bank accounts while ensuring all expenditures and credits are supported by complete and compliant documentation. Monitor individual support plans according to the guidelines of the appropriate federal and/or state agencies. Assist with specialized training of staff members as required. Ensure all program-related documentation is accurately maintained, complete, and compliant with applicable policies, billing guidelines, and regulatory requirements. Manage and monitor individuals' bank accounts, including reviewing transactions, reconciling balances, and identifying discrepancies. Maintain supplemental documentation supporting all expenditures, credits, and deposits in accordance with record retention requirements. Review financial records and supporting documents to ensure alignment with approved program plans and budgets. Coordinate with program staff, vendors, and financial institutions to resolve documentation, billing, or account discrepancies. Prepare and maintain organized financial and program files to support internal reviews, audits, and reporting requirements.

Core Competencies

Acting Strategically: Identifies key issues and relationships relevant to achieving goals, and commits to a course of action to accomplish goals based on known and unknown variables. Develops priorities with the right balance of short and long-term considerations. Championing Customer Needs: Provides timely and professional service to both internal and external customers, is responsive to customer needs and requests, is always courteous to the customer, and considers them when making decisions. Communicating Effectively: Share information. Listens and involves others. Conveys ideas in a manner that engages others and helps them understand and retain the message. Delivering High-Quality Work: Makes sure responsibilities central to the role meet all requirements and expectations. Finishes tasks promptly and critically reviews work for accuracy and quality. Consider the impact of work on others. Prioritizing and Organizing Work: Allocates time and attention based on what is most important to achieve key goals and objectives. Effectively organizes and balances tasks and priorities to keep multiple projects on track.

Qualifications/Experience/Job Knowledge

High School diploma or equivalent. Prior work in a non-profit atmosphere and experience with people with intellectual and developmental disabilities are preferred. A combination of education and experience will be considered.

Physical Requirements

Constantly moves about to coordinate work. Regularly works in a fast-paced environment with multiple task deadlines. Regularly moves and positions objects weighing up to 50 pounds. Occasionally exposed to viruses and infectious conditions. Constantly alert and observant during working hours.

Special Requirements

Experience managing and reconciling multiple bank accounts. Knowledge of basic accounting principles (debits, credits, general ledger). Strong understanding of documentation requirements for expenditures and credits. Ability to maintain, organized, complete, and compliant financial records. Must have understanding, patience, and tact in dealing with individuals with intellectual and developmental disabilities. Must have the ability to maintain good working relationships with Evergreen staff and with contacts from other agencies or entities. Must have the ability and desire to function as part of a team, yet work with a high degree of independence. Must have the ability to maintain a high degree of autonomy, accuracy, and integrity.

Skills and Abilities

Working knowledge of Microsoft Windows and Office applications. Working knowledge of Google Workspace. Working knowledge of HCBS Waiver requirements. Aptitude to learn other software programs as required for this position.

Employment Variables

Must have a good driving record that meets the minimum requirements for Evergreen and reliable transportation. Must pass a drug screen and criminal background check. Availability for evening and weekend work may be required based on operational needs.

Working Environment

General office environment.