Financial Specialist

Lutheran Social Service of Minnesota; Saint Paul (MN); On-site; USD 45,000 - 65,000; Full time

Job summary

Lutheran Social Service of Minnesota is seeking a Financial Specialist to provide bookkeeping support for Guardianship Options, coordinating with Guardian/Conservator on the financial affairs of vulnerable clients.

You will maintain financial records, document and bill service hours, and manage bill payments, reconciliations, deposits and reporting in compliance with GO policies. Strong accuracy and communication skills are essential for teamwork and audits.

Qualifications

• Associate degree or 2+ years of related experience.
• Experience in accounting, bookkeeping or customer service.
• Course work or training in GAAP and internal controls preferred.

Responsibilities

• Maintain financial documentation and assist auditors.
• Document and bill service hours for GO clients.
• Handle client estate finances including bills, reconciliations and deposits.

Skills

Bookkeeping

Accounting software

Attention to detail

Teamwork

Communication

Education

Associate degree

2+ years experience

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.
• 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.