Finance Specialist

About the role

The Finance Specialist supports Gateway Area Development District’s (GADD) Director of Finance and is responsible for assisting with the Finance Division’s duties and responsibilities.

Responsibilities

• PDS Financial:
  • Calculate and bill Medicaid for services
  • Troubleshoot billing issues
  • Maintain completed employee file(s)
  • Review and process timesheets via the organization’s MIP Fund Accounting software within the designated timeframes
  • Update client budgets
  • Keep information required by the Kentucky Department of Aging and Independent Living and auditors
  • Complete and submit paperwork for the Federal Employer Identification Number (FEIN) for the clients
  • Accurately report and process payments for mandatory taxes by required dates
  • Prepare year-end reconciliation of all payroll data for the processing of W-2s and appropriate transmittal documents
  • Receive and deposit checks in accordance with Gateway’s Fiscal Policies
  • Reconcile revenues and expenses in a timely manner
  • Scan and file documents for record retention
  • Track and withhold any garnishment requirements for PDS employees and submit payments to the garnishing agency
  • Process and issue payment to Gateway for monthly revenue received from Medicaid
• General Finance:
  • Assist with processing various monthly tasks (e.g., updating incoming receipts log, recording deposits, recognizing depreciation, annual leave accruals, organization vehicle usage, shared costs, bank reconciliations, PDS revenue recognition, issuing ACH-processed checks)
  • Assist with the bi-weekly payroll processing as needed
  • Verify monthly credit card charges
  • Assist with updating policies and procedures (e.g., fiscal policies, travel, procedure manual) as deemed necessary
  • Assist the external auditors
  • Complete year-end tasks (e.g., audit adjustments, balancing accounts)
  • Scan and file documents for record retention
  • Process checks (e.g., vendor invoices, sub-provider requests) and review accounts
  • Verify the vendor’s monthly invoice and assist with maintaining the issuance of organization credit cards
  • Perform other general accounting and financial reporting functions of the organization
• Other Duties:
  • Involves any other finance-related tasks and assistance needed to support the organization and its programs

Qualifications

• Education: Bachelor’s degree or higher in Accounting or closely related field, or Associate’s degree in Accounting or closely related field supplemented by five (5) years of directly related work experience, preferably in a non-profit or governmental organization.
• Certification and Trainings: Valid Driver’s License required. Additional certifications are not required upon hiring. Employees may be expected to attend professional development trainings relating to specialties.
• Experience: Entry – Intermediate Position. Two (2) or more years of related work experience, preferably in a non-profit or governmental organization.
• Physical Requirements: Sit for extended periods of time; stand and walk for extended periods of time; reach, stoop, crouch, bend; ability to lift and carry approximately 30 pounds; fine motor skills; and operate a vehicle.
• Sensory Requirements: Sight; Hearing; Speaking
• Working Conditions: Indoor office conditions; requires intermittent standing, sitting, or stooping; work requires consistent use of computer and phone systems as well as other general office equipment; and frequent interruptions.
• Availability and Travel: Normal business hours; nights/weekends (special events/training/local meetings); and travel within region and state.
• Tools, Equipment, and Vehicle Use: Standard office equipment (computers, printers, scanners, phones, etc.); and fleet/personal vehicle(s).
• Knowledge: Accounting principles and practices and their application to accounting systems; Federal and state laws and administrative regulations; Theories and practices of non-profit or governmental financial administration and accounting; Knowledge of, or ability to learn, cost principles governing applicable programs; and Computer hardware and applicable software programs; and Non-profit operations, organizations, functions, and challenges.
• Skills: Oral and written communication; Microsoft Office Suite (Word, PowerPoint, Excel); Attention to detail; Use of computers and other office equipment; Reasoning, problem-solving, and organization; Analytical skills; Establishing and sustaining interpersonal relationships; and Organizing and maintaining accurate files and records.
• Abilities: Be present and punctual; Prioritize work and meet deadlines; Work under stressful situations with patience and tact; Teamwork; Determine if management decisions comply with applicable laws and regulations; Apply accounting principles and procedures, federal and state regulations, office procedures, and equipment as applied to financial operations; Establish and maintain effective working relationships with funding agencies, contractors, officer, and employees of the organization; Work independently and without supervision; Maintain confidentiality.