Financial Transaction Coordinator

1 week ago


Beachwood, Ohio, United States Jewish Family Service Association of Cleveland Full time

At Jewish Family Service Association of Cleveland, we are seeking an experienced Financial Transaction Coordinator to join our team. This is a full-time, Monday through Friday, office-based position.

The estimated annual salary for this role is $55,000 - $65,000, depending on experience and qualifications.

About the Role

The Financial Transaction Coordinator will be responsible for processing financial transactions, including posting payments received from insurance companies and self-pay clients. Key responsibilities include:

  • Retrieving daily deposit batches electronically from corporate bank lockboxes and posting all cash received to the General Ledger using Sage.

  • Transferring funds to sub-systems in preparation for posting to individual client invoices and balancing all payment posting to the remittance advice/cash deposit.

  • Posting insurance and client payments for multiple service programs and adjustments not calculated by billing systems.

  • Balancing cash receipts at month end and maintaining cash receipt files and journals in a neat and orderly fashion.

  • Maintaining files in a neat and organized manner, including entering documentation (notes) into the appropriate system.

Requirements

To be successful in this role, you will need:

  • A minimum of 2 years of experience with payment application/cash posting.

  • Experience in Excel, Word, and other applicable software.

  • Bookkeeping and accounting knowledge required.

What We Offer

In addition to competitive pay, we offer a range of benefits, including:

  • 403(b) retirement savings plan with match.

  • Medical, dental, supplemental life, and vision insurance.

  • Company-paid life insurance.

  • Flexible spending and health savings accounts.

  • Paid time off.

  • Paid holidays and sick time.



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