Financial Specialist (20266)

Overview

City:
Saint Paul
State:
MN
Country:
United States of America
Category:
Finance/Accounting
Employment Status:
Full Time

Description

 

Lutheran Social Service MN is a dynamic social service organization serving children, youth and families, people with disabilities, older adults and military veterans.  Trustworthiness is a value and strength shared by our employees and recognized by the communities we serve.  We offer an ALIVE Workplace (Supportive, Positive and Fun) and careers that challenge, energize and rewards employees.  Consider joining us!

As a Financial Specialist, you will provide a range of bookkeeping functions for Guardianship Options by coordinating with Guardian/Conservator in the management and reporting of the financial affairs of its vulnerable clients. You will keep financial documentation according to policy and present to all internal and external auditors upon request. In addition, you will lead the administration of PRE Personal Representative of the Estate and/or POA Power of Attorney Accounts. In this role, you will document and bill service hours for each assigned client following LSS GO policy and procedures.

Minimum Requirements

 
  • A high school diploma or equivalent GED is required. A two-year Associate’s degree is preferred.
  • A minimum of two years of experience in accounting, bookkeeping or customer service is required.
  • Knowledge of accounting packages like Great Plains, QuickBooks or TurboCash required.
  • Financial management experience with asset and investment management preferred
  • Coordinating skills required in order to organize and maintain separate financial records for 30 to 60 individual clients.
  • Computer literacy, spreadsheets, word processing and basic budgeting is required.
  • Strong communication skills are required to work as a team and present financial information in a conscientious manner.  Also required to be a good listener and ask questions
  • Strong administrative skills needed in order to monitor financial data and interrupt financial policies and procedures.
  • Able to work under pressure and handle stressful situations in a calm and professional manner.
  • A DHS criminal background check is required.
  • Excellent accuracy and attention to detail regarding financial tasks (paying bills, transferring assets, depositing client funds).
  • Good planning and organizational skills; able to determine priorities and manage time appropriately.
  • Sound judgment and problem solving skills required in order to analyze problems  regarding best interest of clients

Lutheran Social Service of MN is an Equal Opportunity and Affirmative Action Employer of all people regardless of gender, race, culture, religion, ethnicity, protected veteran status and/or disability. It is the expectation that all LSS/CHS employees will behave in a manner that is free of racism, discrimination, bias, and harassment where all individuals are treated with dignity, safety and respect.


LSS employees have deeply meaningful work that changes lives, the opportunity for their unique gifts to shine and grow, and abundant and balanced lives.