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Part Time Accounting Specialist

Title: Accounting Specialist
Department: Elder Affairs
Hours Worked: Part Time (25 hrs. per week)

Reports to: Program Director
Supervises: None
FLSA Status: Non-Exempt

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Bookkeeping

  • Sort program mail daily; route invoices for payment via M- files; distribute mail to case managers as appropriate
  • Communicate with vendors; maintain vendor list in Quickbooks
  • Maintain client accounts within Quickbooks- prepare and issue payments in accordance with program policy and procedure; prepare client deposits in accordance with program policy and procedure; recording transaction within QB register
  • Communicate with Master Account bank representatives; maintain client accounts; setup new accounts; close accounts; manage allocations; prepare deposits via remote deposit; stop payments; new account setup; close accounts; manage Positive Pay; make in-branch deposit when necessary
  • Manage Positive Pay with Master Account Bank
  • Maintain AGED registers in QB; prepare/ submit deposits and requests for payments to AGED and recording in QB registers
  • Preparation of direct deposit requests for client income when appropriate
  • Setup and manage ACH payments for client invoices when appropriate
  • Mail payments to vendors; electronic filing of paid invoices
  • Duties of Accounting Specialist I when needed

Other

  • Typing court reports and case correspondence as requested
  • Sort and distribute daily mail to appropriate personnel
  • Participates in agency/staff development meetings as required.
  • Attends additional trainings as determined by needs outlined in annual evaluation.
  • Participates on a CQI team.

This is a sampling of duties.  Other tasks, responsibilities and duties may be assigned as needed.

QUALIFICATION REQUIREMENTS:

  • Degree in or knowledge of accounting or related discipline or extensive work in this area.
  • One-year experience in the area of bookkeeping.
  • QuickBooks proficient
  • Knowledge and working ability with Word, Excel, Publisher and Power Point
  • Ability to work effectively with elderly.
  • Good communication skills both verbal and written
  • Adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events
  • Ability to work independently
  • Ability to use equipment (fax, computer, copier etc.)
  • Capable of maintaining confidentiality of sensitive data
  • Proficiency in Microsoft Software (especially Word, Outlook and Excel)
  • Will adhere to all Catholic Charities and Diocesan policies and Procedures
  • Exhibits professional telephone manner, interpersonal skills, confidentiality.
  • Ability to work effectively with Diocesan employees, pastors, departments heads, representatives of other agencies and the general public.
  • Ability to multi-task, work independently and make responsible judgment calls.
  • Ability to respect confidentiality and consistently exercise discretion and good business judgment
  • Knowledge and support of Catholic Church teachings
  • Florida Driver’s License, excellent driving record and access to vehicle

PHYSICAL REQUIREMENTS:

  • Job demands may require extended hours from time to time
  • Ability to work closely with others and alone.
  • Willingness to travel throughout the Diocese of Palm Beach to fulfill job requirements
  • Willingness to respond to emergency situations without notice
  • Willingness to prioritize and respond to the needs of potential clients
  • Occasional light lifting and carrying of under 15 pounds
  • Occasional moderate carrying and lifting of 15 – 44 pounds
  • Frequent use both hands and fingers (i.e. typing)
  • Frequent extended periods of sitting
  • Occasional periods of standing, kneeling, bending and climbing
  • Occasional ability of minimal hearing (i.e. driving) and routine hearing (i.e. listening to others in
  • conversation)
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