Finance Assistant

3 weeks ago

Anaheim, United States Anaheim Admin Full time

Planned Parenthood of Orange and San Bernardino Counties has a full-time opportunity for a Finance Assistant in Anheim, CA.

Responsible for daily, monthly, and quarterly entry-level accounting tasks, including but not limited to filing, reconciliation, and preparation of cash deposits, journal entries, Department mail/office duties, and assistance with accounts payable.

At PPOSBC, we understand the importance of a well-rounded benefits program and are dedicated to providing you with unique benefits that meet the needs of you and your family. We are proud to offer a range of plans that help protect you in the case of illness or injury including:

  • A competitive benefits package including medical, dental, and vision coverage for you and eligible dependents, life insurance, and long term disability. 
  • Benefits coverage starts after one full month of employment
  • Generous vacation, sick, and holiday benefits
  • Generous 401(k) matching contributions and more
  • To view our detailed benefits guide, please visit our career site at www.pposbccareers.org


Responsibilities

Essential Functions: Essential functions encompass the required tasks, duties and responsibilities performed as part of the job and the reason the job exists.

  • Organizes, processes, and distributes mail.
  • Manages incoming and outgoing facsimiles, insurance carriers, and regulatory entities' correspondence and requests.
  • Coordinates incoming mail and deposits with appropriate persons and/or departments to ensure timely distribution and/or notification of correspondence.
  • Scans, indexes, organize, and retrieves documents/data from electronic document management portal/system/software.
  • Prepare remote deposits for checks received.
  • Reconcile deposits in collaboration with other departments.
  • Assists with data and document collection for internal and external audits.
  • Maintains confidentiality of all information.
  • Completes work within the authorized time to ensure compliance with departmental standards.
  • Demonstrates knowledge of, and supports, mission, vision, value statements, standards, policies and procedures, operating instructions, confidentiality standards, and the code of ethical behavior.
  • Perform receptionist duties (greeting and checking in visitors, coordinating meetings, sorting mail and etc.) and clerical duties for the Finance department.
  • Sense of Urgency: Priorities well, reacts to opportunities, instills urgency in others, and meets deadlines.
  • Understand priorities; operate with a sense of urgency and meets deadlines.
  • Work independently, and adhere to productivity standards and timely tasks.
  • Ability to work under stress, with interruptions and deadlines.
  • Ability to process verbal information and input this information into the computer system.
  • Follows complex instructions, procedures, and instructions.
  • Demonstrates to master basic math skills and think logically in following requests and procedures.
  • Demonstrates a calm and friendly manner and communicates professionally by phone, email, written correspondence, and face-to-face interactions.

Non-Essential Functions:

  • Other duties as assigned.

PHYSICAL REQUIREMENTS:

The physical requirements of this position are identified below. Reasonable accommodations may be made for individuals with disabilities to perform the essential functions of this position.

CORE COMPETENCIES – WE CARE:

  • Welcoming: Anticipates customer requirements and gives high priority to customer satisfaction and service.  Handles problems quickly and efficiently.  Maintains a pleasant, positive and professional approach. Embraces opportunities to help team members, stakeholders, and other departments.
  • Equitable: Creating equitable access and opportunity for all through education, practicing inclusive behavior, elevating others’ voices, creating spaces for honest conversation, and listening without judgment.  Values and uplifts our collective diversity within in our agency.
  • Confidential: Respects the information shared by our patients, employees, and vendors and maintains appropriate confidentiality.  Follows all policies and laws that protect private & privileged information.
  • Accessible: Is available and approachable to others, open-minded, fair and non-defensive.  Appreciates constructive feedback and is a team player.  Demonstrates good listening skills.
  • Respectful:  Values diversity and treats everyone with dignity and courtesy.  Dependable and courteous of other people’s time and commitments.
  • Empathetic: Demonstrates interest and understanding in other people’s feelings, attitudes and reasoning.  Maintains an open and non-judgmental demeanor that is patient, flexible, and understanding.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

  • Strong commitment to quality healthcare and excellent customer service.
  • Strong verbal and written communication skills are essential.
  • Accuracy and attention to detail is essential.
  • Proficient in MS Office: Excel, MS Word, Outlook.
  • Professional demeanor at all times.

Minimum Education:

  • Successful completion of High School or Commercial coursework, including math, bookkeeping, and business. 

Minimum Work Experience:

  • Office assistant/duties experience (1 year +) preferred.
  • Preferred to type 40 wpm (minimum). 

Agency Standard Requirements:

  • Strong commitment to quality healthcare and excellent customer service is required.
  • Must thrive in a fast paced, rigorous environment with changing priorities.
  • Ability to meet deadlines and work under pressure.

Must demonstrate high level computer skills including; Microsoft Word, Excel, and Outlook. Electronic medical records experience may also be required

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