Easterseals Southeast Wisconsin · 1 day ago
Financial Services Coordinator
West Allis, WI, US
Full-time
Onsite
Entry, Mid Level
2+ years expEasterseals Southeast Wisconsin is seeking a Financial Services Coordinator to support the organization’s financial operations. This role involves performing and coordinating day-to-day accounting and financial tasks, including accounts payable, accounts receivable, and financial reporting support.
Individual & Family Services
Responsibilities
Enters and maintains billing and customer data
Prepares and processes routine billing, including contract, grant, and private pay billing
Records and deposits cash receipts into bank
Records electronic deposits
Posts payments and reconciles receivable activity
Monitors accounts receivable and assists with collections
Maintains billing documentation and compliance
Processes accounts payable transactions
Reviews invoices for accuracy and proper coding
Processes employee expense reimbursements
Coordinates agency credit cards and assists with credit card reconciliations
Assist Human Resources with payroll processing, including 401k uploads to vendor portal
Prepares basic journal entries and reconciliations as assigned
Assists third party accounting firm with month-end and year-end close
Prepares and maintains agency cost allocation schedules based on actual usage or square footage (e.g., building, vehicle, and maintenance costs)
Coordinates quarterly time studies for exempt employees and prepares supporting salary and FTE allocation documentation as directed
Assist with monitoring agency bank accounts
Reviews monthly financial statements with President
Informs President of areas of concern on perceived irregularities related to finances
Coordinates and serves as the internal liaison for the annual external audit, including compiling data, reports, correspondence, and other documentation required for audit and review activities
Supports budget preparation and forecasting
Prepares special financial reports when requested
Maintains financial records per retention policies
Assist with mail distribution, as needed
Participates in assigned meetings, professional development, and training as required
Performs other duties (or functions) as assigned
Qualification
Required
Bachelor's Degree in Accounting, Business or related field preferred, OR Associate's Degree in Accounting, Business or related field with two (2) years of experience OR a high school diploma, GED, or HSED with a minimum of four (4) years of equivalent accounting experience (preferably in a non-profit environment) is required
To be eligible for mileage reimbursement, must have proof of insurance AND meet the requirements of the Employee Driving Policy
A Criminal Background Check must meet the requirements of the State of WI licensure for day programming
A Credit Check is required for this position
Ability to interpret financial data
Ability to effectively communicate financial information to users
Experienced knowledge of Microsoft Office Suite
Knowledge, skills and ability to prepare accurate reports
Ability to maintain confidentiality
Awareness of disability issues
Ability to interact with people from culturally diverse backgrounds and display strong customer relation skills
Ability to communicate effectively, verbally and in writing
Critical thinking and problem-solving
Self-motivated and able to work independently
Must be organized and able to handle multiple tasks
Must be honest, dependable and able to meet deadlines
Must exercise sound judgment in making decisions and act accordingly
Preferred
Nonprofit or medical billing experience preferred
Benefits
401k uploads to vendor portal
Mileage reimbursement
Company
Easterseals Southeast Wisconsin
To change the way the world defines and views disabilities by making profound, positive differences in people’s lives every day with programs and services from the first steps in life to the last.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase