Financial Billing Specialist

Title: Financial Billing Specialist
Reports To: State Executive Director
Classification: Full-Time
FLSA Status: Non-Exempt

JOB SUMMARY
Ensure all program-related documentation is accurately maintained. Perform oversight and verification for billing guidelines to maintain individual’s bank accounts and supplemental documentation.

ESSENTIAL JOB FUNCTIONS

• Manage individual bank accounts while ensuring all expenditures and credits are supported by complete and compliant documentation.
• Monitor individual support plans according to the guidelines of the appropriate federal and/or state agencies.
• Assist with specialized training of staff members as required.
• Ensure all program-related documentation is accurately maintained, complete, and compliant with applicable policies, billing guidelines, and regulatory requirements.
• Manage and monitor individuals’ bank accounts, including reviewing transactions, reconciling balances, and identifying discrepancies.
• Maintain supplemental documentation supporting all expenditures, credits, and deposits in accordance with record retention requirements.
• Review financial records and supporting documents to ensure alignment with approved program plans and budgets.
• Coordinate with program staff, vendors, and financial institutions to resolve documentation, billing, or account discrepancies.
• Prepare and maintain organized financial and program files to support internal reviews, audits, and reporting requirements.

CORE COMPETENCIES

• Acting Strategically: Identifies key issues and relationships relevant to achieving goals, and commits to a course of action to accomplish goals based on known and unknown variables. Develops priorities with the right balance of short and long-term considerations.
• Championing Customer Needs: provides timely and professional service to both internal and external customers, is responsive to customer needs and requests, is always courteous to the customer, and considers them when making decisions.
• Communicating Effectively: Share information. Listens and involves others. Conveys ideas in a manner that engages others and helps them understand and retain the message.
• Delivering High-Quality Work: Makes sure responsibilities central to the role meet all requirements and expectations. Finishes tasks promptly and critically reviews work for accuracy and quality. Consider the impact of work on others.
• Prioritizing and Organizing Work: Allocates time and attention based on what is most important to achieve key goals and objectives. Effectively organizes and balances tasks and priorities to keep multiple projects on track.

QUALIFICATIONS/EXPERIENCE/JOB KNOWLEDGE

• High School diploma or equivalent.
• Prior work in a non-profit atmosphere and experience with people with intellectual and developmental disabilities are preferred.
• A combination of education and experience will be considered.

PHYSICAL REQUIREMENTS

• Constantly moves about to coordinate work.
• Regularly works in a fast-paced environment with multiple task deadlines.
• Regularly moves and positions objects weighing up to 50 pounds.
• Occasionally exposed to viruses and infectious conditions.
• Constantly alert and observant during working hours.

Reasonable accommodations may be made to enable individuals with disabilities or medical conditions to perform the essential functions.

SUPERVISORY RESPONSIBILITIES

• Will not supervise.

SPECIAL REQUIREMENTS

• Experience managing and reconciling multiple bank accounts.
• Knowledge of basic accounting principles (debits, credits, general ledger).
• Strong understanding of documentation requirements for expenditures and credits.
• Ability to maintain, organized, complete, and compliant financial records.
• Must have understanding, patience, and tact in dealing with individuals with intellectual and developmental disabilities.
• Must have the ability to maintain good working relationships with Evergreen staff and with contacts from other agencies or entities.
• Must have the ability and desire to function as part of a team, yet work with a high degree of independence.
• Must have the ability to maintain a high degree of autonomy, accuracy, and integrity.

SKILLS AND ABILITIES

• Working knowledge of Microsoft Windows and Office applications.
• Working knowledge of Google Workspace.
• Working knowledge of HCBS Waiver requirements.
• Aptitude to learn other software programs as required for this position.

EMPLOYMENT VARIABLES

• Must have a good driving record that meets the minimum requirements for Evergreen and reliable transportation.
• Must pass a drug screen and criminal background check.
• Availability for evening and weekend work may be required based on operational needs.

WORKING ENVIRONMENT

• General office environment.