About the role
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:
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Review authorizations for therapeutic services and ensure the database reflects accurate records;
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Reconcile vendor invoices and statements to ensure accurate billing and timely payment.
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Process check requests, purchase requests, reimbursements, and other fiscal documentation in accordance with agency policies.
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Maintain and reconcile petty cash while ensuring accurate recordkeeping and compliance with fiscal procedures.
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Assist clients with CalFresh applications, recertifications, and benefit-related documentation.
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Review, research, and resolve billing discrepancies, payment issues, and vendor inquiries.
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Maintain accurate financial records, supporting documentation, and data entry in agency databases and financial systems.
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Collect, organize, and maintain documentation related to staff travel, purchases, and other program expenditures for audit and reporting purposes.
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Embrace and embody the mission, vision, guiding principles, clinical vision, and goals of WestCare Foundation.
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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; or
- A 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; and
- Some outdoor activities may be required
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