Financial Analyst

DAILY PAY | $1000 SIGN ON BONUS | BENEFITS
Are you looking for a new opportunity?
Ready for a career change?
POSITION SUMMARY:
The purpose of this position is to provide financial services, including client and company accounting, some reception and some secretarial services.

Education and/or Experience
High school diploma or GED; and; six months to one year related experience and/or training; or equivalent combination of education and experience required.
Associate's degree (A. A.) or equivalent from two-year College or technical school in accounting preferred.
Six months experience with individuals with developmental disabilities is preferred.
Qualifications

• Working knowledge of financial, accounting and banking procedures.
• Working knowledge of the Microsoft suite, word, excel etc.

Maintaining Accounts

• Manage all interactions, practice, and policies of financial services to assist supported individuals to experience the maximum opportunity to self-manage their finances.
• Ensure the balances for each client do not exceed resource limits of $2,000 per month.
• Obtain check request and issue checks within the requested period.
• Communicate with cable, power, and water/sewer/garbage companies on the clients behalf.

Recordkeeping

• Process all bills for housing sites (rent, utility, water etc.)
• Maintain check request files for each program site.
• Maintain copies of income checks along with bank deposit slips.
• Monthly Bank Reconciliations per client
• Archive bank statements, checkbooks, and check registers according to financial management policy.

Coordination

• Maintain regular communication with supervisor.
• Attend management team meetings as needed to coordinate services, answer questions and provide staff training.
• Work with office assistant to complete food stamp, Medicaid, and cash assistant re-evaluations.
• Maintain proper records for internal and external audits

Positive Working Environment

• Respects and honor diversity color, creed, national origin, and abilities.
• Treat all co-workers with respect and in a manner that will promote teamwork, productivity and positive working environment.
• Maintains regular and consistent attendance and punctuality.

Job Type: Full-time

Pay: $17.50 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental Pay:

• Signing bonus

Education:

• High school or equivalent (Required)

Experience:

• Financial concepts: 1 year (Preferred)

Work Location: One location