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.