Accounting & Revenue Specialist

Accounting & Revenue Specialist

Family Promise of Orange County
Anaheim, CA
Full-Time | $67,000–$72,000 per year | In-Person

About Us

Family Promise of Orange County is a nonprofit organization dedicated to helping families experiencing homelessness achieve sustainable independence through housing, case management, and supportive services. Our work is fast-paced, mission-driven, and centered on serving families with urgency, dignity, and care.

Position Summary

Family Promise of Orange County is seeking a highly organized and detail-oriented Accounting & Revenue Specialist to manage program billing (CalOptima) and day-to-day financial operations.

This role is responsible for owning the billing and revenue cycle for housing and supportive services, including submitting claims, tracking payments, resolving denials, and coordinating with program leadership to ensure documentation required for billing is completed.

In addition, this position manages core accounting functions including accounts payable, accounts receivable, payroll, and general bookkeeping.

This position reports directly to the Executive Director and works closely with the CFO, Operations Manager and Program Manager to ensure accurate financial management and timely revenue collection.

Key ResponsibilitiesProgram Billing & Revenue Cycle (Primary Focus)

• Manage CalOptima billing for housing and supportive services programs
• Submit claims, track payment status, and follow up on unpaid or denied claims
• Identify billing errors, missing documentation, or compliance issues impacting claims
• Communicate billing-related documentation needs to Program Manager and leadership
• Coordinate resolution of documentation gaps to ensure timely billing
• Manage rebilling processes and ensure all eligible services are billed and collected
• Prepare monthly billing and revenue reports
• Monitor trends and proactively flag risks impacting revenue
• Maintain organized and audit-ready billing records

Accounts Receivable & Donations

• Manage contributions, deposits, and accounts receivable
• Collect and process incoming mail on at least a weekly basis
• Record deposits in CRM and/or ERP systems in a timely manner
• Process deposits via Remote Deposit Capture (RDC) and maintain documentation
• Manage donation portals and enter contributions and pledges
• Maintain accurate records of in-kind donations
• Track and follow up on outstanding pledges on a monthly basis
• Ensure timely donor acknowledgement documentation

Accounts Payable & Expense Management

• Manage full accounts payable process
• Enter invoices into Bill.com on at least a weekly basis
• Obtain W-9 forms from all vendors prior to payment processing
• Process check requests and present checks to Executive Director for approval/signature
• Maintain vendor accounts and communication
• Support staff with credit card expense coding and ensure monthly accuracy
• Maintain petty cash and gift card inventory and tracking

Payroll

• Process semi-monthly payroll through ERP system
• Coordinate with department heads to ensure timely timesheet approvals
• Process mileage reimbursements monthly
• Ensure payroll accuracy and compliance

Month-End Close & Financial Management

• Maintain accurate financial records and general ledger
• Review bank feeds and code transactions on a weekly basis
• Maintain balance sheet support schedules, including fixed assets and restricted net assets
• Enter adjusting journal entries in coordination with CFO
• Monitor cash flow and proactively flag concerns
• Ensure regular communication with Executive Director and CFO on financial matters

Compliance, Reporting & Organizational Support

• Ensure adherence to internal controls and financial procedures
• Support financial statement audits, worker’s compensation audits, and Form 990 preparation
• Support grant reporting by preparing financial reports and supporting documentation
• Assist with annual budgeting process
• Identify and implement improvements to financial and billing processes

QualificationsRequired

• 3+ years of experience in billing, accounting, or bookkeeping
• Experience with claims processing, billing workflows, or revenue tracking
• Strong attention to detail and organizational skills
• Ability to manage multiple priorities and meet deadlines
• Experience with ERP systems, Bill.com, or similar tools

Preferred

• Experience with CalOptima, CalAIM, or similar healthcare/housing billing systems
• Experience in nonprofit, housing, or social services
• Familiarity with restricted funding and grant reporting
• Experience with CRM systems

Key Competencies

• Strong ownership and accountability for outcomes
• Ability to proactively identify and resolve issues
• Strong communication skills and ability to work cross-functionally
• High attention to detail and accuracy
• Ability to work independently in a fast-paced environment

Work Environment

• This is a fully in-person position based in Anaheim, CA
• Requires regular collaboration with leadership and program staff

Additional Information

• This position may be assigned additional duties and responsibilities as needed to support organizational priorities.
• This position requires the ability to handle sensitive and confidential financial and client-related information with discretion and professionalism.
• Candidates must be authorized to work in the United States.
• Employment may be contingent upon successful completion of a background check.
• This position requires the ability to sit, stand, and work at a computer for extended periods and occasionally lift up to 20 pounds.

Family Promise of Orange County is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected status under applicable law.

Employment with Family Promise of Orange County is at-will and may be terminated by either the employee or the organization at any time, with or without cause or notice, in accordance with applicable law.

How to Apply

Please submit your resume and a brief cover letter outlining your experience with billing, claims processing, or revenue tracking.

Pay: $67,000.00 - $72,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid sick time
• Paid time off
• Vision insurance

Work Location: In person