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Financial Specialist

3 months ago

Saint Paul, Minnesota, United States Lutheran Social Service of Minnesota Full time

Lutheran Social Service of Minnesota is a dynamic social service organization serving children, youth and families, people with disabilities, older adults, and military veterans. Trustworthiness is a value and strength shared by our employees and recognized by the communities we serve. We offer an ALIVE Workplace (Supportive, Positive and Fun) and careers that challenge, energize, and reward employees. Consider joining us

Job Summary:

As a Financial Specialist, you will provide a range of bookkeeping functions for Guardianship Options by coordinating with Guardian/Conservator in the management and reporting of the financial affairs of its' vulnerable clients.

  • Maintain financial documentation according to policy and present to all internal and external auditors upon request.
  • Document and bill service hours for each assigned client following LSS Guardianship Options (GO) policy and procedures.
  • Handle all finances associated with the client's estate, including but not limited to payment of bills, reconciling accounts, handling deposits, etc.

Qualifications and Requirements:

  • Associate's degree or two years of related experience.
  • A minimum of two years of experience in accounting, bookkeeping or customer service is required.
  • Required satisfactory completion of National Guardianship Associations Finance Certificate Program after one year of service.
  • Knowledge of accounting packages like Great Plains, QuickBooks or TurboCash preferred.
  • Financial management experience with asset and investment management preferred.
  • Coordinating skills required to organize and maintain separate financial records for 30 to 60 individual clients.
  • Computer literacy, spreadsheets, word processing and basic budgeting is required.
  • Strong communication skills are required to work as a team and present financial information in a conscientious manner. Also required to be a good listener and ask questions.
  • Strong administrative skills needed to monitor financial data and interpret financial policies and procedures.
  • Able to work under pressure and handle stressful situations in a calm and professional manner.
  • A DHS criminal background check is required.
  • Excellent accuracy and attention to detail regarding financial tasks (paying bills, transferring assets, depositing client funds).
  • Good planning and organizational skills; able to determine priorities and manage time appropriately.
  • Sounds judgement and problem-solving skills required to analyze problems regarding the best interest of clients.

Lutheran Social Service of Minnesota is an Equal Opportunity and Affirmative Action Employer of all people regardless of gender, race, culture, religion, ethnicity, protected veteran status and/or disability. We actively foster an environment that is free of racism, discrimination, bias, and harassment where all individuals are treated with dignity, safety, and respect.



Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)

Lutheran Social Service of MN is an Equal Opportunity and Affirmative Action Employer of all people regardless of gender, race, culture, religion, ethnicity, protected veteran status and/or disability. We actively foster an environment that is free of racism, discrimination, bias, and harassment where all individuals are treated with dignity, safety, and respect.