Finance Specialist - #7933945
Position Summary: Performs all aspects of fiscal and financial management work on behalf of program and the clients for whom the organization serves as court-appointed Guardian and prepares financial reports by performing the following duties:
Performs all daily general accounting tasks of the program and the clients it serves, including: check writing, bank deposits and transfers; entering and maintaining computer records on Quicken for bills paid, income received, and assets collected.
Writes correspondence to financial institutions for the collection of bank accounts and investment accounts.
Prepares Accounts (Annual, Final, etc.) for presentation to the Court, including providing all financial information requested by Court Examiners or other attorneys.
Responsible for ordering cash from the bank and maintaining the cash box balanced
Supervises the distribution of daily living funds to clients.
Gathers all information necessary for annual filing of client tax returns
Maintains departmental financial filing systems and files financial correspondence and other records
Prepares client budgets and collaborates with social work staff regarding budgets, assets, income, expenses and other matters.
Prepares bank Statements for Director to review
Maintains and reconciles all Investment Accounts in Quicken
Performs other financial and accounting duties assigned, including billing, payment analysis, etc
Works on special projects as assigned.
Goes to Supreme Court (all boroughs) to file or collect Court documents
Assists with inventorying and/or preparing apartments to be surrendered or bringing clients back to apartment
Performs other duties as required or assigned
Working Conditions/Physical Demand:
Selfhelp complies with all Federal, State and Local laws in regards to wages.
Knowledge, Skills And Requirements
1. HS Diploma/GED required; Bachelors preferred; experience accepted as substitute
2. Problem solving abilities while multi-tasking; ability to exercise sound judgment
3. Strong computer skills
4. Excellent verbal and written communication skills
5. Excellent customer service and organizational skills
6. Ability to work on own initiative
7. Knowledge of Quicken, Quickbooks and Excel