Accounting Specialist

Life Unlimited, Inc; Kansas City (MO); On-site; USD 35,000 - 50,000; Full time

Job summary

Life Unlimited, Inc in Kansas City is seeking a Client Services Specialist responsible for auditing ledgers and assisting the Representative Payee Manager. Candidates with a background in healthcare billing are encouraged to apply.

The role requires excellent organizational and problem-solving skills, proficiency with Microsoft Office Suite, and the ability to maintain confidentiality. A High School Diploma is mandatory, along with a commitment to obtain necessary certifications.

Qualifications

• High School Diploma or G.E.D. is required.
• Must obtain and maintain Work Incentives Planning Certification within two years of employment.
• Great organizational skills are critical for success.

Responsibilities

• Audit individuals’ ledgers and report findings.
• Assist Representative Payee Manager with monthly statements.
• Reconcile cash counts to ledgers.

Skills

Organizational skills

Problem-solving skills

Ability to work with Microsoft Office Suite

Ability to work with Adobe Acrobat Pro

Communication skills

Education

High School Diploma or G.E.D.

Work Incentives Planning Certification

Tools

Sage Intacct

Job description

Reports To: Representative Payee Manager

FLSA: Non-Exempt

SUMMARY

The Client Services Specialist will be responsible for auditing individuals’ ledgers and reporting on findings. The Client Services Specialist will assist the Representative Payee Manager with monthly statements and correspondence. This is an ideal position for a candidate with a background in healthcare billing.

BASIC FUNCTIONS AND GENERAL RESPONSIBILITIES

• Review ledgers and receipts for individuals for accuracy
• Complete reports based on findings of ledger reviews and follow-up for corrections.
• Reconcile cash counts to ledgers for each individual
• Review and file incoming correspondence
• Provide professional and timely correspondence to management to keep them informed of findings and resolutions
• Use computers or mobile devices to input, access, modify, or output information, including quickly access, store and retrieve data.
• Other duties as assigned

ORGANIZATIONAL RESPONSIBILITIES

Protects the rights of all individuals:

• Is knowledgeable about the rights of people with intellectual/developmental disabilities.
• Respects and advocates for the capabilities, dignity and rights of each individual and files a report any human rights violation immediately.
• All forms of abuse, neglect, and exploitation are unacceptable. Responsible for reporting any observation or suspicion of these to a member of administration.
• Provides regular and timely communication/feedback.
• Collaborates with Representative Payee Manager on assigned tasks.
• Consistently communicates with the Chief Financial Officer, Controller and members of management to promote professional collaboration between departments.
• Seeks clarification when necessary.

PHYSICAL EXPECTATIONS

• This position requires extended periods of sitting. It may require light to heavy lifting and occasional stooping, kneeling, bending, and/or climbing stairs.

WORKING CONDITIONS

• Office/home environment with noises from office equipment, telephones, and occasional small machinery. May be exposed to bloodborne pathogens and/or infectious diseases.

QUALIFICATIONS

• High School Diploma or G.E.D. Required
• Must obtain and maintain Work Incentives Planning Certification within two years of employment
• Great organizational skills are critical for success in this position to assure timely documentation and communication to all stakeholders within the organization.
• Demonstrates professionalism and accountability.
• Ensures confidentiality and security of individual information.
• Able to effectively speak, read and write English.
• Able to think and act calmly to meet unusual occurrences of the job.
• Ability to read, analyze and interpret most documents.
• Excellent problem-solving skills, ability to coordinate multiple projects at once.
• Excellent working knowledge and ability with Microsoft Office Suite.
• Excellent working knowledge and ability with Adobe Acrobat Pro products.
• Experience with Sage Intacct Preferred
• Must carry minimum coverage applicable by law for auto insurance