Financial Services Coordinator

1 day ago


Fresno, California, United States WestCare Foundation Full time
Job Summary

WestCare Foundation is seeking a highly organized and detail-oriented individual to join our team as a Financial 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 as well as the deposits and reconciliation of these accounts;
  • Provide monthly balance statements to residents whom have a cash balance in the client funds account;
  • Disburse authorized withdrawals, collect receipts;
  • Document eligibility, collection, and record keeping of all third-party benefits for clients, i.e., TANF, CalFresh;
  • Coordinate with Fresno County and WestCare's residential program to ensure all eligible residents are enrolled in benefits such as TANF, CalFresh;
  • Provide backup for the Front Desk as needed;
  • Maintain an organized environment;
  • Manage the Calfresh allowance withdrawals and record all transactions;
  • Embody the mission, vision, guiding principles, clinical vision, and goals of WestCare Foundation;
Requirements
  • QuickBooks and Excel experience;
  • One (1) year bookkeeping experience;
  • Excellent written and communication skills;
  • Excellent computer skills and detail-oriented;
  • CPR Certification, First Aid Certification, and an Annual Tuberculosis test;
  • Valid driver's license and the ability to obtain and maintain WestCare's vehicle insurance;
  • Ability to obtain and maintain a CDCR background clearance;
Working Conditions
  • Work is performed primarily in a professional, office setting and in a residential treatment facility;
  • Requires some local travel to multiple sites;
Physical Demands
  • Occasional lifting of more than 10 pounds;
  • Sitting for most of the work shift;
  • Constant use of computer and telephone systems;


  • Fresno, California, United States Creative Financial Staffing Full time

    About the RoleThe Accounts Payable Specialist will be responsible for managing the company's financial transactions, ensuring timely and accurate payment to vendors.Key ResponsibilitiesEnter financial data into the company's accounting system, maintaining accurate and up-to-date records.Communicate with vendors to resolve payment discrepancies and negotiate...


  • Fresno, California, United States Creative Financial Staffing Full time

    About the RoleThe Accounts Payable Specialist will work closely with our accounting team to ensure timely and accurate payment processing.Key ResponsibilitiesEnter financial data into our system, maintaining accurate records and creating reports as needed.Communicate with vendors to resolve payment discrepancies and negotiate payment terms.Process invoices...


  • Fresno, California, United States Creative Financial Staffing Full time

    About the OpportunityCreative Financial Staffing is seeking a highly skilled Senior Financial Professional to join their team due to growth and expansion of operations. As a key member of the accounting/finance department, this individual will have numerous opportunities for advancement and professional development.Key ResponsibilitiesFinancial Reporting:...


  • Fresno, California, United States Creative Financial Staffing Full time

    About the OpportunityCreative Financial Staffing is seeking a highly skilled Senior Financial Professional to join their team due to growth and expansion. As a key member of the accounting department, this individual will play a critical role in supporting financial statements and reports, ensuring accuracy and compliance with accounting principles and...


  • Fresno, California, United States Creative Financial Staffing Full time

    About the OpportunityCreative Financial Staffing is seeking a highly skilled Senior Accountant to join their team due to growth and expansion. The company has doubled in size and continues to expand operations throughout California, offering a large accounting/finance department with opportunities for advancement.Key Responsibilities:Support financial...


  • Fresno, California, United States Creative Financial Staffing Full time

    {"h1": "Senior Accountant Role at Creative Financial Staffing", "p": "At Creative Financial Staffing, we are seeking a highly skilled Senior Accountant to join our team. As a Senior Accountant, you will play a critical role in ensuring the financial health and stability of our clients. Responsibilities: * Compile and analyze financial information to...


  • Fresno, California, United States Creative Financial Staffing Full time

    About the Senior Accountant RoleWe are seeking a highly skilled Senior Accountant to join our team at Creative Financial Staffing. As a Senior Accountant, you will play a critical role in ensuring the accuracy and integrity of our financial records.Key ResponsibilitiesCompile and analyze financial information to prepare entries to general ledger...


  • Fresno, California, United States Creative Financial Staffing Full time

    About the OpportunityCreative Financial Staffing is seeking a highly skilled Senior Accountant to join our team. As a Senior Accountant, you will play a critical role in ensuring the accuracy and integrity of our financial records.Key ResponsibilitiesCompile and analyze financial information to prepare entries to general ledger accounts.Handle month-end,...


  • Fresno, California, United States Creative Financial Staffing Full time

    {"title": "Senior Accountant", "company": "Creative Financial Staffing", "description": "About the OpportunityWe are seeking a highly skilled Senior Accountant to join our team at Creative Financial Staffing. As a Senior Accountant, you will play a key role in supporting the preparation of financial statements and reports, ensuring accuracy and compliance...


  • Fresno, California, United States Creative Financial Staffing Full time

    About the OpportunityCreative Financial Staffing is seeking a highly skilled Senior Accountant to join our team. As a Senior Accountant, you will play a critical role in ensuring the accuracy and integrity of our financial records.Key ResponsibilitiesCompile and analyze financial information to prepare entries to general ledger accounts.Handle month-end,...


  • Fresno, California, United States Creative Financial Staffing Full time

    Senior Accountant Job DescriptionWe are seeking a highly skilled Senior Accountant to join our team at Creative Financial Staffing. As a Senior Accountant, you will play a critical role in supporting the financial operations of our client, a well-established construction company in Fresno County.Key Responsibilities:Manage and oversee daily accounting...

  • Financial Analyst

    3 weeks ago


    Fresno, California, United States Creative Financial Staffing Full time

    Financial Professional OpportunityAbout Creative Financial Staffing and the Opportunity:We are a reputable financial services company that provides staffing solutions to businesses in various industries.We offer a collaborative and dynamic work environment that fosters growth and development.We provide a hybrid-remote schedule to ensure work-life balance.We...

  • Financial Analyst

    1 week ago


    Fresno, California, United States Creative Financial Staffing Full time

    {"h1": "Accounting Specialist Role at Creative Financial Staffing", "p": "At Creative Financial Staffing, we are seeking a highly skilled Accounting Specialist to join our team. As an Accounting Specialist, you will be responsible for managing high-volume accounts receivable, analyzing financial and accounting reports, and generating weekly accounting...

  • Project Coordinator

    1 week ago


    Fresno, California, United States Creative Financial Staffing Full time

    {"h1": "Project Admin Role at Creative Financial Staffing", "p": "At Creative Financial Staffing, we are seeking a highly organized and detail-oriented Project Admin to join our team. As a Project Admin, you will play a critical role in ensuring the smooth operation of our projects, from coordinating activities and schedules to managing bidding processes and...


  • Fresno, California, United States Meron Financial Agency Full time

    Unlock Your Potential at Meron Financial AgencyWe're a leading financial services firm committed to empowering individuals and businesses to achieve their financial goals. Our client-centric approach, cutting-edge technology, and supportive team environment make us an ideal place for passionate and driven professionals to thrive.As a Financial Consultant,...


  • Fresno, California, United States ZINC Financial, Inc. Full time

    Job Title: Marketing Project CoordinatorCompany: ZINC Financial, Inc.Employment Type: Full-TimeExperience Level: Mid-SeniorAbout ZINC Financial, Inc.:ZINC Financial, Inc. is a premier provider of alternative financing solutions, committed to assisting our clients in reaching their financial aspirations. We take pride in our innovative methodologies,...


  • Fresno, California, United States PrideStaff Financial Full time

    {"title": "Medical Front Office Position", "subtitle": "Join our team as a Medical Front Office professional", "content": "We are seeking a highly organized and detail-oriented Medical Front Office professional to join our team at PrideStaff Financial. As a Medical Front Office professional, you will be responsible for providing exceptional patient care and...


  • Fresno, California, United States Principal Financial Group Full time

    About the RoleThis is a senior leadership position that requires a high level of expertise in financial services and sales management. The successful candidate will lead and consult with financial professionals to help them build their skills and grow their practice.Key ResponsibilitiesDevelop a profitable business center by attracting, training, motivating,...


  • Fresno, California, United States Unitek Learning Full time

    Position OverviewWe are seeking a Financial Aid Assistant to provide essential support in the realm of educational financing. This role is pivotal in assisting both prospective and current students with their financial aid inquiries.Key ResponsibilitiesDeliver comprehensive information regarding financial aid options available to students.Assist in the...


  • Fresno, California, United States Unitek Learning Full time

    Position OverviewWe are seeking a Financial Aid Assistant to provide essential support within our organization. This role is pivotal in delivering information and guidance to both prospective and current students regarding financial assistance options.Key ResponsibilitiesAssist students in understanding their financial aid options and processes.Collaborate...