Finance Specialist

Gateway Area Development District; Morehead (KY); On-site; USD 40,000 - 60,000; Full time

Job summary

Gateway Area Development District is looking for a Finance Specialist to assist the Director of Finance in fulfilling the Finance Division's responsibilities. The role includes managing PDS financial components, billing Medicaid, and ensuring accurate and timely completion of financial tasks.

The ideal candidate will hold a Bachelor’s in Accounting, have at least two years of relevant experience, and proficiently use MIP Fund Accounting software and Microsoft Office Suite.

Qualifications

• Two or more years of related work experience, preferably in a non-profit or governmental organization.
• Valid Driver’s License required.
• Experience with financial administration and accounting principles.

Responsibilities

• Update client budgets and calculate Medicaid billing.
• Assist with processing bi-weekly payroll.
• Maintain confidentiality regarding financial data.

Skills

Oral and written communication

Microsoft Office Suite (Word, PowerPoint, Excel)

Attention to detail

Analytical skills

Organizing and maintaining accurate files and records

Education

Bachelor’s degree in Accounting or closely related field

Associate’s degree supplemented by five years of work experience

Tools

MIP Fund Accounting software

Excel

Microsoft Office Suite

Job description

The Finance Specialist supports Gateway Area Development District’s (GADD) Director of Finance and is responsible for assisting with the Finance Division’s duties and responsibilities. The Finance Specialist shall ensure all assigned tasks are done accurately and timely, in accordance with GADD’s board-approved Fiscal Policies, the Cost Allocation Plan, and grantor requirements, utilizing MIP Fund Accounting software, Excel, and Word. The Finance Specialist will primarily focus on the financial components of GADD’s Participant Directed Services (PDS) Program, which involves updating client budgets, calculating and billing Medicaid for services, troubleshooting billing issues, maintaining employee files, accurately reporting and processing payments for mandatory taxes, preparing year‑end reconciliation of all payroll data, and other PDS and financial‑related tasks as needed. The Finance Specialist must maintain confidentiality.

General Duties and Responsibilities

PDS Financial

PDS Financial involves completing all PDS‑related financial duties, including reviewing and processing timesheets via the organization’s MIP Fund Accounting software, updating client budgets, calculating and billing Medicaid, troubleshooting billing issues, maintaining employees’ file(s), accurately reporting and processing payments for mandatory taxes, preparing year‑end reconciliation of all payroll data, and issuing payments to vendors for client‑obtained supplies. This duty will consist of:

• Calculate and bill Medicaid for services.
• Troubleshoot billing issues.
• Maintain completed employee file(s).
• Review and process timesheets via the MIP Fund Accounting software within the designated timeframes.
• Update client budgets.
• Keep information required by the Kentucky Department of Aging and Independent Living and auditors.
• Complete and submit paperwork for the Federal Employer Identification Number (FEIN) for the clients.
• Accurately report and process payments for mandatory taxes by required dates.
• Prepare year‑end reconciliation of all payroll data for the processing of W‑2s and appropriate transmittal documents.
• Receive and deposit checks in accordance with Gateway’s Fiscal Policies.
• Reconcile revenues and expenses in a timely manner.
• Scan and file documents for record retention.
• Track and withhold any garnishment requirements for PDS employees and submit payments to the garnishing agency; and
• Process and issue payment to Gateway for monthly revenue received from Medicaid.

General Finance

General Finance involves assisting the Director of Finance with various financial tasks as assigned. This duty may consist of:

• Assist with processing various monthly tasks (e.g., updating incoming receipts log, recording deposits, recognizing depreciation, annual leave accruals, organization vehicle usage, shared costs, bank reconciliations, PDS revenue recognition, issuing ACH‑processed checks).
• Assist with the bi‑weekly payroll processing as needed.
• Verify monthly credit card charges.
• Assist with updating policies and procedures (e.g., fiscal policies, travel, procedure manual) as deemed necessary.
• Assist the external auditors.
• Complete year‑end tasks (e.g., audit adjustments, balancing accounts).
• Scan and file documents for record retention.
• Process checks (e.g., vendor invoices, sub‑provider requests) and review accounts.
• Verify the vendor’s monthly invoice and assist with maintaining the issuance of organization credit cards; and
• Perform other general accounting and financial reporting functions of the organization.

Other Duties

Involves any other finance‑related tasks and assistance needed to support the organization and its programs.

Qualifications

• Education: Bachelor’s degree or higher in Accounting or closely related field, or Associate’s degree in Accounting or closely related field supplemented by five (5) years of directly related work experience, preferably in a non‑profit or governmental organization.
• Certification and Trainings: Valid Driver’s License required. Additional certifications are not required upon hiring. Employees may be expected to attend professional development trainings relating to specialties.
• Experience: Entry – Intermediate Position. Two (2) or more years of related work experience, preferably in a non‑profit or governmental organization.

Physical Requirements

Sit for extended periods of time; stand and walk for extended periods of time; reach, stoop, crouch, bend; ability to lift and carry approximately 30 pounds; fine motor skills; and operate a vehicle.

Sensory Requirements

Sight; Hearing; Speaking.

Working Conditions

Indoor office conditions; requires intermittent standing, sitting, or stooping; work requires consistent use of computer and phone systems as well as other general office equipment; and frequent interruptions.

Availability and Travel

Normal business hours; nights/weekends (special events/training/local meetings); and travel within region and state.

Tools, Equipment, and Vehicle Use

Standard office equipment (computers, printers, scanners, phones, etc.); and fleet/personal vehicle(s).

Knowledge, Skills, and Abilities

Knowledge

• Accounting principles and practices and their application to accounting systems.
• Federal and state laws and administrative regulations.
• Theories and practices of non‑profit or governmental financial administration and accounting.
• Knowledge of, or ability to learn, cost principles governing applicable programs.
• Computer hardware and applicable software programs; and
• Non‑profit operations, organizations, functions, and challenges.

Skills

• Oral and written communication.
• Microsoft Office Suite (Word, PowerPoint, Excel).
• Attention to detail.
• Use of computers and other office equipment.
• Reasoning, problem‑solving, and organization.
• Analytical skills.
• Establishing and sustaining interpersonal relationships; and
• Organizing and maintaining accurate files and records.

Abilities

• Be present and punctual.
• Prioritize work and meet deadlines.
• Work under stressful situations with patience and tact.
• Teamwork.
• Determine if management decisions comply with applicable laws and regulations.
• Apply accounting principles and procedures, federal and state regulations, office procedures, and equipment as applied to financial operations.
• Establish and maintain effective working relationships with funding agencies, contractors, officers, and employees of the organization.
• Work independently and without supervision; and
• Maintain confidentiality.

This position will remain open until filled.

Gateway Area Development District is an Equal Opportunity Employer M/F/D/V.