Montana Jobs

* * Job Overview: *The position is an initial contact for callers and visitors to the facility during business hours. Under the direction of the Financial Office Manager, this positionprovides individual financial services for facility residents, assists with resident admissions, and performs financial and administrative functions for the facility. The duties are performed in compliance with facility, and State policies, standard accounting procedures, and Medicaid, Medicare, VA, and Social Security regulations. * * *Major Duties or Responsibilities: * * A. Administrative Duties 40% · Processes, types, copies and distributes materials from Financial Office Manager and Facility Administrator in appropriate format for a variety of documents using computer software, knowledge of office practices, and by following facility and State policies and procedures. · Conducts daily resident cash transactions for the facility resident bank and enters data for the facilities computerized Resident Account System, following facility and office policies and procedures. · Receives and processes resident cash and checks, daily. · Gather, research and record residents’ financial information, income and expenses, assets, debts, bank statements, tax and legal filings. · Prepares facility monthly calendar by routing request for events to facility managers and Superintendent, distributing to established staff locations. · Reviews, proofreads, prepares, and distributes documents and records. · Manages paper or electronic filing systems and records. · Provides exceptional customer service when answering and routing incoming calls, receiving visitors, assisting residents, answering inquiries, and providing information. · Processes and manages all aspects of incoming and outgoing mail. · Assists with special projects and other duties as assigned. * * * * B. Resident Account Maintenance 40% · Monitors residents’ accounts and notifies social services of changes in income that may affect eligibility for outside services. · Receives and processes resident cash and checks, daily. · Gather, research and record residents’ financial information, income and expenses, assets, debts, bank statements, tax and legal filings. · Searches databases to verify private insurance coverage, Medicaid/Medicare, VA Benefits, etc. To determine who is responsible for resident finances. · Assists with financial management of Resident Store; records and verifies all sales and applies charges to individual accounts. · Assists and advises social workers regarding resident’s personal budgets. · Determines residents’ financial abilities, calculated care and maintenance charges, requests abatements for reimbursement as necessary. · Review all resident bills and ensure budgets are set and spent per CMS guidelines. · Complete and run month end financial reports. · Order supplies for residents, tracks, monitors, and ensure timeliness of supplies, processes accounts receivable, addresses issues. Works with staff, social workers, and purchase managers for all purchases. Processes vouchers for purchases. · Respond to questions, interviews referring parities regarding admissions. · Ensures admission packets are complete and routes to Admission Team · Upon admission, enter financial and demographic data into the databases. · Coordinates set up of pre-paid burial contracts for residents with sufficient funds. · Prepares the closing paperwork for the resident file and final disbursement of resident money upon discharge or death. · Manages resident records. · Reviews and submits Resident Work Program timesheets to payroll and distributes resident pay. C. Facility Account Maintenance 20% · Reviews, processes, and maintains invoices, payments, documents, and reports with purchase agent, vendors, and facility equipment leases. · Accurately and thoroughly enters, reviews, and edits data according to accounting processes using Statewide Accounting, Budgeting, and Human Resource System (SABHRS), Quicken software, and Excel spreadsheets. Physical and Environmental Demands: *Typical office environment and working conditions with extensive time spent in front of a computer 85-90% of workday. Ability to lift 20 pounds and the ability to insert or extract from filing cabinets on or near the floor.Ability to work under the pressure. Must have the ability to work closely with residents on a daily basis and be able to respond calmly and professionally to concerns regarding their accounts. * * * * *Knowledge, Skills and Abilities (Behaviors): * * Required for the first day of work – · Knowledge and proficiency in ability to operate a personal computer and general office equipment as necessary to complete essential functions, including using spreadsheets, word processing, 10-key, database, email, internet, and other computer programs. · Working knowledge of office practices and procedures, telephone etiquette, business communications and documents, recordkeeping, and filing. · Ability to communicate effectively in a professional manner, verbally and in writing. Good people skills are necessary and include but are not limited to good verbal skills, tolerance to varying opinions, flexibility, and ability to express ideas. Genuine interest in the residents is needed. · Knowledge of accounts payable and accounts receivable. · Ability to pay attention to detail, multi-task, and prioritize work. · Excellent problem-solving skills. · Ability to coordinate tasks involving others with varying departments and schedules. Minimum Qualifications (Education and Experience): · High School diploma or equivalent. · Three years of job-related experience with accounting, data entry, and computers. · Related college or vocational training in finance and accounting preferred. · Other combinations of education and experience may be considered on a case-by-case basis. Title: Business Office Specialist Location: Lewistown Requisition ID: 24141184

Montana Jobs