Fiscal Specialist - Holocaust Survivor Program

Position Summary: Performs all aspects of fiscal and financial management work on behalf of program and the clients for whom the organization serves as court-appointed Guardian and prepares financial reports by performing the following duties:

Principal Responsibilities:

• Performs all daily general accounting tasks of the program and the clients it serves, including: check writing, bank deposits and transfers; entering and maintaining computer records on Quicken for bills paid, income received, and assets collected.
• Writes correspondence to financial institutions for the collection of bank accounts and investment accounts.
• Prepares Accounts (Annual, Final, etc.) for presentation to the Court, including providing all financial information requested by Court Examiners or other attorneys.
• Responsible for ordering cash from the bank and maintaining the cash box balanced
• Supervises the distribution of daily living funds to clients.
• Gathers all information necessary for annual filing of client tax returns.
• Maintains departmental financial filing systems and files financial correspondence and other records.
• Prepares client budgets and collaborates with social work staff regarding budgets, assets, income, expenses and other matters.
• Prepares bank Statements for Director to review
• Maintains and reconciles all Investment Accounts in Quicken
• Performs other financial and accounting duties assigned, including billing, payment analysis, etc.
• Works on special projects as assigned.
• Goes to Supreme Court (all boroughs) to file or collect Court documents
• Assists with inventorying and/or preparing apartments to be surrendered or bringing clients back to apartment
• Performs other duties as required or assigned
• Adhere to organization’s standards by completing annual mandatory trainings in a timely manner on topics including – but not limited to – Sexual Harassment Prevention Training, IT Security Awareness, Compliance, OSHA, HIPAA and any other training the organization may deem necessary in regards to regulatory compliance or good business practices.
• Supports organization’s mission by striving for excellence in all aspects of their job with a focus on positive interpersonal relationship with co-workers.
• Adheres to the organization’s policy in regards to absenteeism and appearance

Salary Ranges : $30 - $32 per hour commensurate with experience.

Job Competencies & Minimum Qualifications:

• HS Diploma/GED required; Bachelors preferred; experience accepted as substitute
• Minimum of 2 years of experience in bookkeeping or relevant experience
• Problem solving abilities while multi-tasking; ability to exercise sound judgment
• Strong computer skills
• Excellent verbal and written communication skills
• Excellent customer service and organizational skills
• Ability to work on own initiative
• Knowledge of Quicken, Quickbooks and Excel.

Working Conditions/Physical Demand:

• Business Office Environment with phone and computer use
• Able to travel and walk to Court in 4 Boroughs and/or Nassau County
• Able to organize work flow
• Able to visit clients’ apartments to inventory items and assess next steps
• Ability to work from home 1 day per week.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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