Finance associate

Benefits :

• Competitive salary
• Dental insurance
• Health insurance
• Paid time off
• Training & development
• Vision insurance

TRI-MED FAMILY CARE

HUMAN RESOURCES / FINANCE ASSOCIATE

JOB DESCRIPTION

Job Title : HR / FINANCE ASSOCIATE

Reports To : CFO

FLSA Status : Exempt - Salaried

Prepared By : Director of Training & Staff Development

Revision Date : January 8, 2024

Mission Statement : To serve God according to His will and purpose by serving our community to the best of our ability with a passion for healthcare and compassion for people.

General Job Description :

Performs periodic audits of HR files and records to ensure that all required documents are collected and filed appropriately.

Performs all HR functions of personnel and credentialing paperwork. May assist with payroll functions including processing, answering employee questions, fixing processing errors, and onboarding new employees working with department heads in training.

Insure all appropriate State & Federal requirements are met. Ensures staff are kept informed of changes and updates. Assists the CFO in the Accounts Payable functions as required.

Qualifications :

• Education : Bachelor's degree
• Experience : 1-3 years' experience in human resources
• Experience : 1-3 years’ experience in accounting

Accreditations or Certifications / Licenses Required :

PHR or SHRM-CP certification a plus

HR Job Responsibilities :

• Employee benefits programs
• On-boarding new employees including staying up to date in government reporting, credentialing, and obtaining referencing
• Improving employee performance and termination processes
• Formulating strategy to attract candidates.
• Development of policies and programs to promote a diverse workforce for the company.
• Personnel policy development
• Background screening
• Workmen’s compensation & unemployment benefits experience
• Conducting compensation plans with local and regional salary comps.
• Ensuring proper employee classifications policies are following FLSA
• Familiarity with ADA, FLSA, OSH Act, ERISA, COBRA
• Process Payroll and provide necessary input of employee updates and new hire information.
• Provide any necessary reports for the Finance Department

Finance

Job Responsibilities :

• Completes payments and controls expenses by receiving, processing, verifying, and reconciling invoices.
• Reconciles processed work by verifying entries and comparing system reports to balances.
• Charges expenses to accounts, class, and cost centers by analyzing invoice / expense reports, recording entries.
• Pays vendors by monitoring discount opportunities, verifying federal id numbers, scheduling, and preparing checks, and resolving purchase order, contract, invoice, or payment discrepancies and documentation.
• Ensures credit is received for outstanding memos.
• Issues purchase order amendments.
• Reimburse employee expense reports by receiving and verifying expense reports and requests for advances, acquiring proper authorization signatures, preparing checks.
• Maintains accounting ledgers by verifying and posting account back up documents to transactions.
• Verifies vendor accounts by reconciling monthly statements and related transactions.
• Maintains historical records by scanning and filing documents.
• Assists in monthly and yearly reporting to include Audits, 990, etc.
• Reports sales taxes by calculating requirements on paid invoices.
• Protects organization’s value by keeping information confidential.
• Updates job knowledge by participating in educational opportunities.

1. Accomplishes accounting and organization mission by completing related results as needed.

• Collects and distributes mail
• Reconciles Patient Access Special and Pharmacy daily tills.
• Prepare daily bank deposits.

Skills / Knowledge Required :

• Excellent verbal and written communication
• Active listening
• Management of personnel resources
• Coordination
• Instructing
• Negotiation
• Monitoring
• Time management
• Critical thinking
• Judgment and decision making
• Confidentiality

Essential Job Duties & Responsibilities :

• Serves as a link between management and employees by handling questions, interpreting, and administering employee contracts and helping resolve work-related problems.
• Analyzes and modifies compensation and benefits policies to establish competitive programs and ensure compliance with legal requirements.
• Advises managers on organizational policy matters such as equal employment opportunity and sexual harassment and recommends needed changes.
• Performs staffing duties, including dealing with understaffing, refereeing disputes, terminating employees, and administering disciplinary procedures.
• Plans and conducts new employee orientations to foster positive attitude toward organizational objectives.
• Reviews, endorses, or makes recommendations for hiring, staff raises, promotions and reclassifications.
• Ensures performance appraisals for staff are up to date and determines need for disciplinary action.
• Makes recommendations or approves plans for staff training and professional development.
• Administers compensation, benefits and performance management systems, and safety and recreation programs.
• Directs the dissemination, interpretation, and application of company policies.
• Maintains currency on existing and pending legislation to ensure overall compliance with regulatory requirements.
• Ensures staff are kept informed of changes and updates.
• Interacts with company management and employees to provide guidance, assistance, and expertise.
• Resolves issues and requests presented by management and employees.
• Provides consultative services and / or meets with concerned parties to discuss issues and requests and determine the best course of action for effective resolution.
• Prepares and follows budgets for personnel operations.
• Maintains records concerning personnel-related data such as hires, transfers, performance appraisals, and absenteeism rates, and communicates concerns to appropriate leadership staff
• Insures managerial staff is conducting annual training
• Informs the appropriate personnel of new hires and insures user id and passwords, computer access, training and payroll is informed
• Conducts exit interviews to identify reasons for employee termination.
• Tri-Med Family Care reserves the right to add or change duties at any time.

Personal Attributes :

• Strong sense of ethics
• Conflict management skills
• Organizational skills
• Strong leadership skills
• Understands the importance of maintaining confidentiality; able to maintain confidentiality and privacy protocols in accordance with clinical policies and HIPAA requirements.
• Must have the ability to exercise a high degree of diplomacy and tact; excellent customer service and interpersonal communication skills;

cultural sensitivity and demonstrated ability to work with diverse groups of people.

• Advanced phone skills : able to effectively relate via the telephone and in-person to serve the needs of patients / clients / visitors in a manner that is efficient and productive in support of the executives.
• Must be highly flexible; able to accommodate changing needs.
• Well-developed verbal and written communication skills.
• Knowledge of basic math and proficient use of Microsoft Word, Excel, and PowerPoint.
• Ability to work well under pressure with minimal supervision; proven flexibility and willingness to handle a variety of tasks.
• Ability to balance the needs of the employee with the needs of TMFC

BEHAVIOR EXPECTATIONS

Compassion - Demonstrates sensitivity for the needs of others by showing appreciation and respect for the dignity of all persons.

Shows concern for the appreciation and respect for the dignity of all persons. Shows concern for the feelings of others through actions that express thoughtfulness, attentiveness, and confidentiality.

Service - Anticipates and responds to the needs of patients, visitors, physicians, employees, volunteers, and the community.

Recognizes the needs of others and takes appropriate steps

Communication - Expresses and receives, through word, body language and listening skills, all information needed for job performance.

Presents information (verbal and / or written) in a clear and concise manner that is easy to hear or read and understand

Fairness - Displays open-mindedness and objectivity in relations with patients, visitors, physicians, employees, volunteers, and the community.

Treats all persons justly acting without self-centeredness, prejudice, and favoritism

• Courtesy - Demonstrates the hospitality of Tri-Med Family Care through words and behavior.
• Cordial - Displays friendliness, kindness, and appropriate manners in interactions with patients, visitors, physicians, employees, volunteers, and the community.
• Teamwork - Promotes a spirit of unity which enables the group to work together to achieve a common goal. Takes initiative to perform job and / or assist co-workers, supporting the work of others in accomplishing the mission of TMFC.
• Stewardship - Demonstrates efficient and careful use of materials and human resources to carry out the mission of the department and Tri-Med Family Care, in a resourceful and creative manner.

Effectively utilizes and is not wasteful of

Physical Demands :

• Requires full range of body motion including manual and finger dexterity and hand-eye coordination.
• Requires standing and walking for extensive periods of time. Occasionally lifts and carries items weighing up to 25 pounds.
• Requires corrected vision and hearing to normal range. May require working under occasional stressful conditions and / or irregular hours.

TYPICAL WORKING CONDITIONS :

• Infrequent exposure to communicable diseases, toxic substances, medical preparations, and other conditions common to a clinic environment

Last updated : 2024-03-08