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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.

The above is intended to describe the general context of and requirements for the performance of this job.  It is not to be construed as an exhaustive statement of duties, responsibilities or requirements.

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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