Junior Analyst

SUMMARY: Serves as community liaison for resident inquiries/issues related to accounts receivable and billing. Performs reviews of resident files and admission paperwork including data entry of admission information into billing/census software. Maintains daily census data and performs research as needed. Processes accounts payable invoices and manages cash deposits. Performs special projects as assigned.

ESSENTIAL DUTIES AND RESPONSIBILITIES: include the following. Other duties may be assigned.

• Accounts Receivable and Billing: 50% / 5

· Performs customer service for residents, serving as Community accounts receivable contact for resident billing.

· Independently handles day-to-day resident billing inquiries.

· Processes resident monthly statements.

· Works with the finance department, other Community departments, and outside vendors to resolve resident billing issues that are often sensitive or confidential in nature.

• Resident Profile Management (Vision Software) and Resident File Management (Paper Files): 20% / 4

· Completes audit of new resident files through use of audit checklist. Management, maintenance, and responsibility of all resident files.

· Data entry of admission information and completing ongoing updates as needed of resident profiles/information into Vision software.

• Census Management: 15% / 5

· Maintains and updates daily Vision census, and performs research to ensure accuracy of census data.

• Supporting Finance Department: 10% / 3

· Handles special projects as assigned by Director of Finance/Community Financial Analyst, such as generating G/L reports, analyzing G/L detail, composing and sending letters to residents/vendors, and assisting with budget process.

5. Other: 5% / 2

· Processes accounts payable invoices and manages cash deposits.

• Other duties and responsibilities as determined by the Director of Finance including special projects.

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Proficient in Microsoft office products, Strong Computer Skills, Verbal and Written Communication Skills, Customer Service Skills, Time Management, Organization

EDUCATION and/or EXPERIENCE:

· High school diploma or GED required.

· College degree with coursework in accounting/business preferred.

· Demonstrated customer service skills required.

· Experience with a Census Management Software/Tool is a plus.

SUPERVISORY RESPONSIBILITIES: N/A

· AOC has taken on an informal supervisory position with regards to the financial functions for the Admin Assistant.

LANGUAGE SKILLS:

Must be able to read, write, understand and communicate in the English language.

LICENSES, CERTIFICATES, REGISTRATIONS:

N/A

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to walk, sit, and talk or hear. The employee is occasionally required to stand and use hands to finger, handle, or feel. The employee must occasionally lift and/or move up to 25 lbs. Specific vision abilities required by this job include close vision.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is generally moderate.

ROUTINE DECISION-MAKING:

Decisions related to Resident Billing

· Routine Decision-Making- at OCV this position is consistently making decision on behalf of the finance office with FD consultation.

o This position has managed training for new ERP and community department role out

o Manages communication to resident population regarding billing and seasonal updates

o Very integral in decision making with regards Dining flex meal program

o Refund updates

o ACH promotion and implementation

o 3rd party billing transfer approvals

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance

Physical Setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• High school or equivalent (Preferred)

Work Location: One location