Finance and Operations Specialist

Are you ready to make a real impact in the lives of individuals with disabilities? Do you have a passion for helping others reach their fullest potential? If so, New Avenues to Independence is looking for someone just like you to join our team as a Finance and Operations Specialist!!

Summary

The Finance and Operations Specialist plays a vital role in supporting the financial and operational functions of the organization. This position is an entry level role that is responsible for centralized purchasing, payment processing, billing, vendor relations, and internal financial tracking. The ideal candidate will be detail-oriented, organized, and capable of managing multiple responsibilities that contribute to the overall efficiency and integrity of finance and operations.

Key Responsibilities:

• Manage centralized purchasing processes and support procurement procedures.
• Process and track patient liability payments accurately and in a timely manner.
• Generate and send customer invoices; follow up on outstanding balances.
• Receive, deposit, and reconcile incoming payments including cash and checks.
• Maintain accurate financial records and provide coded documentation for paid invoices.
• Maintain and update supplier information to ensure accuracy and compliance.
• Communicate with vendors regarding billing questions and resolve outstanding invoice issues.
• Manage monthly credit card reconciliation and follow up on missing receipts from cardholders.
• Enter and maintain weekly/monthly census data in the PNM system for ICF billing.
• Reconcile ICF-related receivables and payments; calculate and submit Bed Tax reports to DODD.
• Oversee administration of petty cash, personal needs allowance, and patient liability transactions.
• Manage the agency credit card program, including oversight of card usage and reporting.
• Initiate ACH payments and ensure proper documentation and approval.
• Coordinate utility setup and maintain ongoing communication with service providers.
• Perform additional responsibilities as needed to support departmental goals.

Qualifications:

1. Bachelor’s degree in finance or related experience.
2. Proficiency in Microsoft Office Suite.
3. Strong planning and time management skills. 
4. Adept at analyzing and solving complex business application problems.
5. Strong verbal and written communication skills and excellent documentation skills.
6. Self-starter with the ability to work under limited supervision, while keeping supervisor updated.
7. Current State of Ohio driver’s license with 4 points or less on the individual BMV driving record and required insurance coverage. 
8. Maintain auto liability insurance with at least state minimum coverage level.