Financial Specialist

Lutheran Social Service of MN; Saint Paul (MN); On-site; USD 52,000 - 75,000; Full time

Job summary

Lutheran Social Service of Minnesota is seeking a Financial Specialist to support Guardianship Options. You will coordinate with Guardians/Conservators to manage and report the financial affairs of vulnerable clients, maintaining documentation and preparing for audits.

The role requires an Associate's degree or two years of related experience, at least two years in accounting or bookkeeping, and proficiency with accounting software such as Great Plains, QuickBooks or TurboCash.

Qualifications

• Associate's degree or two years of related experience.
• Minimum two years of accounting, bookkeeping or customer service experience.
• Must complete National Guardianship Associations Finance Certificate Program after one year of service.
• Knowledge of accounting packages like Great Plains, QuickBooks or TurboCash.
• Financial management experience with asset and investment management preferred.
• Coordinating skills to manage 30–60 client financial records.
• Computer literacy, spreadsheets, word processing and basic budgeting.
• Strong communication and teamwork skills; detail-oriented.

Responsibilities

• Maintain financial documentation according to policy and present to auditors upon request.
• Document and bill service hours for each client following policy and procedures.
• Handle all finances for the client's estate, including paying bills and reconciling accounts.

Education

Associate's degree or 2 years related experience

Accounting

Bookkeeping

Customer service

Communication

Organizational skills

Attention to detail

Problem-solving

Tools

Great Plains

QuickBooks

TurboCash

Job description

Lutheran Social Service of Minnesota is a dynamic social service organization serving children, youth and families, people with disabilities, older adults, and military veterans. Trustworthiness is a value and strength shared by our employees and recognized by the communities we serve. We offer an Alive Workplace (Supportive, Positive and Fun) and careers that challenge, energize, and reward employees. Consider joining us!

Job Summary:

As a Financial Specialist, you will provide a range of bookkeeping functions for Guardianship Options by coordinating with Guardian/Conservator in the management and reporting of the financial affairs of its' vulnerable clients.

• Maintain financial documentation according to policy and present to all internal and external auditors upon request.
• Document and bill service hours for each assigned client following LSS Guardianship Options (GO) policy and procedures.
• Handle all finances associated with the client's estate, including but not limited to payment of bills, reconciling accounts, handling deposits, etc.

Qualifications and Requirements:

• Associate's degree or two years of related experience.
• A minimum of two years of experience in accounting, bookkeeping or customer service is required.
• Required satisfactory completion of National Guardianship Associations Finance Certificate Program after one year of service.
• Knowledge of accounting packages like Great Plains, QuickBooks or TurboCash preferred.
• Financial management experience with asset and investment management preferred.
• Coordinating skills required to organize and maintain separate financial records for 30 to 60 individual clients.
• Computer literacy, spreadsheets, word processing and basic budgeting is required.
• Strong communication skills are required to work as a team and present financial information in a conscientious manner. Also required to be a good listener and ask questions.
• Strong administrative skills needed to monitor financial data and interpret financial policies and procedures.
• Able to work under pressure and handle stressful situations in a calm and professional manner.
• A DHS criminal background check is required.
• Excellent accuracy and attention to detail regarding financial tasks (paying bills, transferring assets, depositing client funds).
• Good planning and organizational skills; able to determine priorities and manage time appropriately.
• Sounds judgement and problem-solving skills required to analyze problems regarding the best interest of clients.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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