Financial Services Coordinator-Client Finance-Tulsa

2 weeks ago

Tulsa, Oklahoma, United States Hands of Heartland Full time $40,000 - $60,000 per year

Job Summary

The Financial Services Coordinator is responsible for maintaining accurate and up-to-date customer and client accounts by consistently meeting weekly and monthly financial deadlines. This role operates within a primarily remote team structure, with the Coordinator serving as the sole on-site representative responsible for executing all client finance-related tasks in the office. The ideal candidate will demonstrate strong organizational skills, self-motivation, and the ability to work independently while ensuring high standards of financial accuracy and timeliness

Essential Duties & Responsibilities

  • Monitor accounts receivable aging report to ensure timely payments.
  • Assist in resolving inquiries regarding invoicing and payment process.
  • Process weekly and monthly funding
  • Respond to inquiries from guardians and government agencies to ensure smooth financial management for our participants.
  • Assist with accounts receivable reconciliation monthly.
  • Assist in gathering and compiling data to generate monthly reports.
  • Enter client financial accounts into software systems.
  • Complete month-end summary reviews of all client funds.
  • Set up bank accounts for new clients and communicate information with appropriate parties.
  • Perform client finance reconciliation monthly.
  • Assist with monthly budgets for clients and ensure client needs are funded appropriately.
  • Complete federal program/benefit applications on behalf of the client.
  • Other duties as assigned.

Qualifications

  • 2+ years A/R, billing, A/P or other accounting experience required.
  • Proficient with Microsoft Office or related software.

Knowledge, Skills, and Abilities

  • Strong organizational, verbal, and written communication skills.

  • Ability to work with a diverse group of individuals.

  • Excellent time management skills.
  • Ability to work in a fast-paced environment.
  • Therap and/or RFMS experience a plus.

Physical Requirements

  • Lifting up to 10 pounds maximum and occasionally lifting and/or carrying such articles as dockets, ledgers, and files. Walking and standing are required only occasionally.

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