Financial Operations Specialist
3 days ago
We are seeking a highly organized and detail-oriented individual to join our team as a Client Services Specialist. In this role, you will be responsible for the collection and recording of revenue in several distinct agency accounts, working collaboratively with Fresno County and WestCare's residential program to ensure all eligible residents are enrolled in benefits such as TANF, CalFresh.
Key Responsibilities- Collect and record revenue into different cost centers in QuickBooks;
- Issue checks from local check accounts and deposit and reconcile these accounts;
- Provide monthly balance statements to residents with a cash balance in the client funds account;
- Disburse authorized withdrawals and collect receipts;
- Document eligibility, collection, and record-keeping of third-party benefits for clients;
- Coordinate with Fresno County and WestCare's residential program to ensure all eligible residents are enrolled in benefits;
- Provide backup for the Front Desk as needed;
- Maintain an organized environment;
- Provide Fresno County with facility admissions reports, CalFresh applications, and monthly reconciliation reports;
- Manage CalFresh allowance withdrawals and record all transactions.
- QuickBooks and Excel experience;
- One year of bookkeeping experience;
- Excellent written and communication skills;
- Excellent computer skills and attention to detail;
- CPR Certification, First Aid Certification, and an Annual Tuberculosis test;
- A valid driver's license and the ability to obtain and maintain WestCare's vehicle insurance;
- The ability to obtain and maintain a CDCR background clearance;
- A High School Diploma or equivalent.
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Financial Operations Specialist
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Financial Transaction Coordinator
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Healthcare Financial Operations Manager
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