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Form of workJob Description
Senior Finance Specialist
JOB SUMMARY: Under the direction of the Director of Finance, responsible for supporting the agency’s fiscal operations. Ensures accuracy and compliance with accounting policies and procedures. Researches and resolves related problems.
Job Type: Full-time
Location: Eureka, CA – In person
Salary: $29.51 - $38.50/hr DOE
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Works with Director of Finance in preparing and monitoring the agency budget and budget revision as well as allocation and overhead schedules.
- Responsible for various month end journal entries and reports for monthly close.
- Responsible for monthly reconciliation of the agency’s bank accounts.
- Works with the PACE reinsurance program, keeping track of claim totals, submitting claims and monitoring their progress, and the yearly renewal process.
- Provides research and financial analysis on agency projects.
- Works with auditors on the annual agency audit and other program fiscal audits as directed by the Director of Finance.
- Works with outside agencies such as CMS, DHCS, HPMS on all PACE outside audits, part D reconciliations, DIR reporting, and P2P payments.
- Prepares the general ledger balance sheet account reconciliations.
- Maintains fixed asset accounts, including additions and disposals, as directed by the Director of Finance.
- Works with the Director of Finance on monthly financials, annual Milliman report, annual PACE rate development, monthly and annual financial reports to Area Agency on Aging, and other federal and state funding sources.
- Contributes to the team effort by accomplishing related results as requested or needed.
- Acts in a manner consistent with agency values.
- Other duties as assigned.
Qualifications:
EDUCATION &/or EXPERIENCE:
- Bachelor’s degree with emphasis in Accounting or Finance, or other relative discipline required.
- Minimum of five (4) years of progressively responsible fiscal management experience with an organization with a budget of 2 million or more required.
- Background in government or non-profit environment and fund accounting preferred.
- Background in Medicare-Medi-cal funding preferred.
LICENSES OR CERTIFICATES:
- Valid California Driver’s License, and personal auto liability insurance required. Must have a personal vehicle in good driving/operating condition, insured for State minimum liability requirements, and that can be used for the applicable job functions noted above.
PRE-SCREENING REQUIREMENTS:
- Requires clearance of a DOJ and FBI criminal history background check.
- Requires Motor Vehicle Report verification.
- COVID-19 and Influenza (flu) vaccines preferred.
JOB SKILLS/KNOWLEDGE:
- Ability to prioritize and meet a high number of reporting and accounting deadlines.
- Demonstrates knowledge of financial skills through accounting, budget development, and an aptitude to create a variety of analytical reports and audits.
- Ability and technical skills to review, accurately analyze, prepare, and make recommendations regarding financial reports.
- Demonstrates strong oral and written communication skills to convey information effectively and sound listening skills to receive directions.
- Maintains a positive attitude and balance in relationships with others. Exhibits patience and compassion in work with participants.
- Proven experience and knowledge of computer software programs, including Microsoft Office, and various accounting software platforms.
- Advanced accounting skills and the ability to reconcile general ledger accounts, prepare budgets, and cross-train other positions in the Finance department.
- Working knowledge of computers and web-based applications such as timekeeping, training, and email programs.
SUPERVISORY REQUIREMENTS
- This position has no supervisory requirements.
PHYSICAL REQUIREMENTS:
- Ability to sit at a desk and interact with a computer screen for extended periods of time.
- Hand and arm strength sufficient to operate a keyboard for several hours each day.
- Ability to lift up to 15 pounds.
- Physical abilities sufficient to move between different staff work areas, communicate with staff and the public, operate a computer, produce reports, talk on the telephone, and travel to other agency worksites.
Our client is an equal opportunity employer. We will not unlawfully discriminate against qualified applicants or employees with respect to any terms or conditions of employment based on race, color, national origin, ancestry, sex, sexual orientation, age, religion, physical or mental disability, medical condition, pregnancy, breastfeeding, gender identity, marital status, citizenship status, military or veteran status, genetic information, or other basis protected by applicable federal or state law.
