Account Technician

Salary: $22.17 - $24.23 Hourly

Location : Appleton, WI

Job Type: Full-time

Job Number: 2403009

Department: BV Administration

Opening Date: 08/16/2024

Typical Work Hours/Shift:: 8:00am-4:30pm Monday-Friday

Full Salary Range (Step 1): $22.17

Full Salary Range (Step 10): $28.93

Outagamie County Core Values

Invested in Serving

Better Together

Create Progress

Support Through Compassion

Position Purpose

Join the Premier Senior Living Community in the Fox Valley

Brewster Village is looking for dedicated and compassionate individuals who want to work in a team-based environment, where Person Directed Living is our top priority.

Under the general supervision of the Financial Services Manager, the Account Technician applies bookkeeping practices to perform basic accounting functions and performs general clerical duties and maintenance of financial records for Brewster Village.

This is a customer service position seated at a bank window. The ideal candidate should be able to work and stay on task with frequent interruption.

This position will work Monday-Friday 8:00am-4:30pm.

Key Responsibilities

The following duties are normal for this position. These are not to be construed as exclusive or all-inclusive. Other duties may be required and assigned.

• Reviews and processes incoming invoices and codes and classifies accounts payable vouchers including creating purchase orders. Enters vouchers in JD Edwards.
• The ideal candidate shall follow organizational policies and procedures including those dictated by the organization, CMS, and DHS.
• This position will cross train into other office positions to serve as backup during breaks and times of vacancy.
• Track expenses for annual Medicaid cost reporting.
• Keeps complete and systematic business transaction records by recording financial transactions, prepares and makes deposits, reconciles bank statements and maintains cash on hand for many accounts utilizing Excel and ECS.
• Monitors credit card activity by assuring transactions have supporting documentation. GL code transactions to appropriate expense account.
• Assure villager trust account balances are refunded within 30 days of closure.
• Assists with online shopping for villager and facility purchases. Assures compliance with tax exempt status.
• Utilize JD Edwards for various accounting functions as assigned such as generating monthly budget reports and depreciation tables.
• Track Wisconsin Caregiver Careers Program Grant funds
• Process Travel and Mileage Forms
• Using petty cash and villager accounts will prepare transportation fare for daily appointments. Will document Brewster Village van usage into ECS.
• Prepares and maintains appropriate resident trust fund transactions and reports and prepares account statements and month end reports.
• Updates and maintains fixed asset information utilizing Excel and JD Edwards.
• Prepares and maintains beauty shop schedule for Villagers
• Assists with and participates in social activities of resident's choice which provide meaningful ways to spend time such as recreation, exercise, relationship building and fun.
• Maintains regular and predictable attendance.
• Performs other duties as assigned.

Education/Certifications/Experience Requirements

• Graduate from High School or G.E.D.
• Associate's Degree in Accounting Preferred or any combination of education and experience that provides equivalent knowledge, skills, and abilities.
• Office experience with data entry, organizational skills, and communication skills required

Required or Preferred Skills

• Knowledge of and demonstrated ability to confirm to goals, policies, and procedures of the Department, Brewster Village and the Outagamie County Work Rules and Terms of Employment.
• Demonstrated sensitivity to the particular challenges villagers face in terms of communicating their needs and preferences.
• Demonstrated reliability in attendance and flexibility to work hours.
• Knowledge of general office equipment and computer software utilized by the department.
• Demonstrated ability to comply with appropriate safety regulations.
• Ability to maintain confidentiality.
• Demonstrated willingness to work out any conflicts with others.
• Ability to work semi-independently making sound decisions using good judgment.
• Ability to multi-task and perform work with frequent interruptions is imperative in this role.
• Ability to budget time and schedule work to efficiently complete tasks.
• Ability to effectively communicate in English and understand and follow written and oral instructions.
• Ability to effectively use tact and diplomacy with co-workers, general public, etc.
• Ability to organize and schedule work cooperatively and effectively with co-workers.
• Ability to lift, carry, push, pull or otherwise move up to 10 pounds, understanding and utilizing proper body mechanics.
• Ability to communicate with people clearly and respectfully, without patronizing or manipulating.

OUTAGAMIE COUNTY IS AN EQUAL OPPORTUNITY EMPLOYER. IN COMPLIANCE WITH THE AMERICANS WITH DISABILITIES ACT, THE COUNTY WILL PROVIDE REASONABLE ACCOMMODATIONS TO QUALIFIED INDIVIDUALS WITH DISABILITIES AND ENCOURAGES BOTH PROSPECTIVE EMPLOYEES AND INCUMBENTS TO DISCUSS POTENTIAL ACCOMMODATIONS WITH THE EMPLOYER.

Outagamie County offers Benefit options and paid time off for team members that work 20+ or more hours per week. Learn more today by visiting:

Outagamie County Diversity Statement:

Outagamie County is committed to developing, nurturing, and sustaining an equitable community and workforce where all individuals can thrive. We pledge to amplify the voices of under-represented communities or those who were historically excluded, by removing barriers that result from racial, social injustice and inequities. We strive to ensure that equity, diversity, inclusion are embedded at all levels of Outagamie County programs and departments through acknowledging, analyzing, and addressing the root causes of inequities. We will create and advance equitable polices, practices and procedures, including, but not limited to County services, recruitment and retention, policies and practices, budgeting and procurement. We commit to being transparent and will continually evaluate and update our values when identified goals and objectives are not being achieved or sustained. Outagamie County will strive to create an inclusive environment where every community member feels like he/she/they belong.

OUTAGAMIE COUNTY IS AN EQUAL-OPPORTUNITY EMPLOYER. IN COMPLIANCE WITH THE AMERICANS WITH DISABILITIES ACT, THE COUNTY WILL PROVIDE REASONABLE ACCOMMODATIONS TO QUALIFIED INDIVIDUALS WITH DISABILITIES AND ENCOURAGES BOTH PROSPECTIVE EMPLOYEES AND INCUMBENTS TO DISCUSS POTENTIAL ACCOMMODATIONS WITH THE EMPLOYER.

OUTAGAMIE COUNTY OFFERS A COMPREHENSIVE AND HIGHLY COMPETITIVE BENEFITS PACKAGE TO ITS EMPLOYEES.

LEVELS OF BENEFITS CAN VARY BASED ON EMPLOYMENT STATUS AND EMPLOYEE GROUP.

Medical Coverage
Outagamie County currently offers eligible employees a Low-Deductible Health Plan and a High Deductible Health Plan with a Health Savings Account (HSA). Each of these plans are available for single or family coverage at affordable rates.

Dental Coverage
Eligible employees may choose either single, limited family, or family coverage.

Vision Coverage
Outagamie County offers single, employee plus one, employee plus children, and family voluntary vision insurance for those that are benefit eligible. Vision insurance coverage provides an opportunity for employees to save money on routine vision exams, contacts, eyeglass frames, and lenses.

Life Insurance
Outagamie County provides group life insurance for full-time employees. The cost of this coverage is paid for in full by the County.

Voluntary Short-Term Disability Insurance
Short-Term Disability pays the employee a portion of his or her income for a specified period of time, as determined by the plan. The Short-Term Disability plan provides coverage for injuries and illnesses that occur outside of work. The premium for this coverage is paid entirely by the employee and is available to active employees that meet the hours threshold requirements.

Long-Term Disability Insurance
All regular, non-union full-time employees are eligible for long-term disability coverage. Premiums are fully paid by the County.

Wisconsin Retirement System
Wisconsin Retirement Program helps provide for financial security during retirement. Monthly annuity payments at retirement are calculated using years of creditable service, average earnings (based on three highest years of earnings), formula factors, age at retirement and selected annuity option.
The retirement plan consists of two parts: an employee-required portion and an employer-required portion. Outagamie County pays the employer portion, and employees are responsible for paying the employee-required portion, which is determined by the state each year. Enrollment is required for eligible employees. Eligibility is determined based on Wisconsin Retirement System plan rules.

Flexible Spending Account Plan
The Flexible Spending Account Plan saves money by allowing the employee to pay for certain medical related expenses and dependent care expenses on a pre-tax basis, reducing annual taxable income resulting in Federal, State, Social Security, and Medicare tax savings.

Employee Assistance Program
Outagamie County has an Employee Assistance Program (EAP). The services offered as part of the County's plan are a benefit provided at no cost to its employees and their immediate family members to help deal with life's stresses. EAP consists of caring individuals who are certified counselors. They offer professional support and direction towards resolving problems or concerns. They can also help by referring the employee to another resource if assistance is needed beyond the EAP.

Paid Time Off
Outagamie County offers several paid time off benefits that include: vacation, personal holidays, national holidays, sick leave, bereavement leave and military leave.

Deferred Compensation
Deferred Compensation allows employees to set aside pre-tax earnings toward retirement. Employees can save up to 100% of their compensation, to a maximum of $20,500 annually, or as little as $10.00 per paycheck. The amount deferred reduces year-end state and federal income tax base. All the earnings will accrue tax-deferred until such time as the assets are withdrawn, generally at retirement, termination, or other special circumstances. There is also an after-tax 457 Roth contribution option.

Employee and Family Clinic
Primary Health Services are available to employees and dependents ages 2 and up, who are covered on a county health plan.
Behavioral Health Services are available for all county employees regardless of county health coverage.

Pet Employee and Family Clinic
Please note that the pet insurance offers are discounts offered to Outagamie County employees and are not programs sponsored by Outagamie County. Please contact the companies directly for any questions, concerns or service issues.
If you would like to learn more, please click below about the benefits.

CONTINUING EDUCATION
Outagamie County encourages continuing education by offering Education Reimbursement. This reimbursement is intended to provide assistance to the employee for out-of-pocket expenses for continuing education for the mutual benefit of the employee and Outagamie County, not covered in the departmental budget.
Any Outagamie County employee in good standing, averaging twenty (20) hours or more per week during the six (6) months prior to the start of the course, is eligible to apply. This statement is not all-inclusive in regard to tuition reimbursement.

01

I understand the hiring range for this position is $22.17 - $24.23 per hour based on experience.

• Yes
• No

02

Share your education and training credentials.

03

Share your experience with Accounting tasks such as: Cash handling, general ledger, reconciling accounts, Accounts payable, and customer service.

04

What is your level of experience with Excel? (Please explain).

05

I understand this role includes spending time with our residents as part of our person first focus.

• Yes
• No

06

I understand the Flu Vaccination is required unless an approved exemption is obtained through the Outagamie County Human Resources Department.

• Yes
• No

07

Please share the financial software programs you work with currently or in the past.

Required Question

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