Authorization & Reconciliation Specialist

WESTCARE CALIFORNIA INC; Fresno (CA); On-site; USD 45,000 - 65,000; Full time

Job summary

WestCare California Inc. is seeking a detail-oriented finance professional to manage authorizations, invoicing, and financial documentation. The role involves reconciling invoices, processing requests, and maintaining petty cash with strict recordkeeping.

You will assist clients with CalFresh-related tasks and resolve billing discrepancies while upholding agency policies. The position requires strong organizational skills, accuracy, and the ability to work independently in office/field settings

Qualifications

• Associate's degree in Accounting, Business Administration, Finance, or related field required
• Bachelor's degree preferred in Accounting, Business Administration, Finance, or related field
• Equivalent combinations of education and fiscal or administrative experience may be considered

Responsibilities

• Review authorizations for therapeutic services and ensure the database reflects accurate records
• Reconcile vendor invoices and statements to ensure accurate billing and timely payment
• Process check requests, purchase requests, reimbursements, and other fiscal documentation in accordance with agency policies
• Maintain and reconcile petty cash while ensuring accurate recordkeeping and compliance with fiscal procedures
• Assist clients with CalFresh applications, recertifications, and benefit-related documentation
• Review, research, and resolve billing discrepancies, payment issues, and vendor inquiries
• Maintain accurate financial records, supporting documentation, and data entry in agency databases and financial systems
• Collect, organize, and maintain documentation related to staff travel, purchases, and other program expenditures for audit and reporting purposes
• Perform other duties as assigned

Skills

Attention to detail

Organizational skills

Customer service

Multitasking

Documentation

Education

Associate's degree in Accounting/Finance

Bachelor's degree in Accounting/Business Administration/Finance

Tools

Excel

Database systems

Financial management software

Job description

POSITION SUMMARY:Person in this position will be responsible for the authorization and reconciliation of services for STOP participants. Essential Job Functions are below.ESSENTIAL JOB FUNCTIONS:Review authorizations for therapeutic services and ensure the database reflects accurate records;Reconcile vendor invoices and statements to ensure accurate billing and timely payment.Process check requests, purchase requests, reimbursements, and other fiscal documentation in accordance with agency policies.Maintain and reconcile petty cash while ensuring accurate recordkeeping and compliance with fiscal procedures.Assist clients with CalFresh applications, recertifications, and benefit-related documentation.Review, research, and resolve billing discrepancies, payment issues, and vendor inquiries.Maintain accurate financial records, supporting documentation, and data entry in agency databases and financial systems.Collect, organize, and maintain documentation related to staff travel, purchases, and other program expenditures for audit and reporting purposes.Embrace and embody the mission, vision, guiding principles, clinical vision, and goals of WestCare Foundation.Perform other duties as assigned.ESSENTIAL QUALIFICATIONS:To perform this job successfully, an individual must be able to perform the duties and responsibilities satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.Experience and Competencies:Strong attention to detail and organizational skills.Knowledge of basic accounting, bookkeeping, and financial recordkeeping practices.Experience reconciling accounts, processing invoices, or handling accounts payable preferred.Strong computer skills, including proficiency with Microsoft Office (especially Excel) and database and/or financial management systems.Excellent documentation and recordkeeping skills.Ability to prioritize tasks, manage multiple deadlines, and work independently.Ability to maintain confidentiality and provide professional customer service when interacting with clients, vendors, and staff.Valid driver’s license and ability to obtain and maintain WestCare’s vehicle insurance is required.Ability to obtain and maintain CDCR (California Department of Corrections & Rehabilitation) Clearance.During your tenure with WestCare there may be new requirements, including, but not limited to vaccinations that are issued by local, State, Federal, and/or Funders that WestCare may have to comply with. Should this occur Human Resources or appropriate personnel will inform you.CPR Certification, First Aid Certification, and an annual Tuberculosis test.EDUCATION and/or EXPERIENCE:An Associate's degree in Accounting, Business Administration, Finance, or a related field is required; orA Bachelor's degree from an accredited college or university in Accounting, Business Administration, Finance, or a related field is preferred.Equivalent combinations of education and relevant fiscal or administrative experience may be considered.LICENSURE/CERTIFICATION:Not applicable for this position.WORKING CONDITIONS:Work is performed in an office setting, field, and warehouse setting.Some travel is required; andSome outdoor activities may be required