Financial Operations Coordinator - Waverly Heights

Position Overview:

The Financial Operations Coordinator will handle various financial and administrative tasks, ensuring accuracy and timeliness in billing, cash deposits, account reconciliations, and resident/client updates. This role requires strong attention to detail, communication skills, and the ability to collaborate with multiple departments, including accounting, payroll, and resident services. The Coordinator will also assist in preparing reports for audits, maintaining accurate financial records, and overseeing resident-related billing and payment processes.

Essential Responsibilities:

• Handle phone calls, emails, and in-person meetings with residents and families regarding billing and financial inquiries, referring complex cases to senior staff.
• Export and process client billing data, including overtime adjustments and payment tracking, ensuring accurate invoices.
• Count and deposit cash/checks and manage remote and physical deposits to various banks.
• Coordinate employee appreciation donations with Resident Association and Payroll, ensuring accurate distribution and communication.
• Update and maintain resident accounts based on census and HR data, ensuring proper charge account details.
• Assist with payroll reconciliation, comparing reports and resolving discrepancies.
• Track and process resident repayments, ensuring timely updates and documentation.
• Provide reports and backup documentation for audits, collaborating with auditors and internal reviewers.
• Manage and track entry fee payments and other related resident financial obligations.
• Assist in posting cash receipts and journal entries into accounting systems such as QuickBooks and MAOD.
• Collaborate with other departments to resolve issues related to pricing and account discrepancies.
• Reconcile donor contributions and update records in the donor module.
• Prepare credit card statements for staff and reconcile monthly corporate expenses.
• Update census data and maintain accuracy in resident and employee records.
• Prepare and distribute variance reports and assist in budget file preparation.
• Ensure proper file management in compliance with the retention policy, transitioning to electronic storage where applicable.
• This role requires the ability to multi-task, manage time effectively, and maintain confidentiality while working with sensitive financial information.

Qualifications:

• Proficiency with Microsoft Office Suite, particularly Outlook, Excel, and Word.
• The ability to Multi-task, manage time effectively, and maintain confidentiality while working with sensitive financial information.
• Strong organizational skills, with attention to detail and accuracy in maintaining financial records.
• Excellent communication and interpersonal skills to interact with a diverse group of residents, family members, and professional contacts.