Finance Specialist - Resident Funds

The Finance Specialist - Resident Funds is responsible for billing and posting charges and payments to the Accounts Receivable Resident Funds System. As well as assisting in the health information department.Job duties specific to this position: Completes data entry daily for all receipts and disbursements.Reconciles bank accounts and subsidiary accounts receivable ledgers to the general ledger monthly.Posts deposits received to the Accounts Receivable system and follows up on unpaid invoices.Ensures Residents monthly expenses are paid timely and accuratelyFiling of documentsSecures admissions packets and necessary signatures.Adheres to the DOH Resident Right's regulation.Promotes elders' autonomy in decision-making and honors choice.Completes all required documentation appropriately.Recognizes and responds to emergencies as trained and per policy/procedure. (Fire, CPR, Disaster, etc.).Reports all accident/injury, abuse, or suspected abuse appropriately according to policy/procedure.Demonstrates proper understanding of infection control and had washing techniques. Adheres to standard and isolation precautions.INDPROAssociate’s degree preferred. Minimum qualification: High School Diploma.3+ years’ experience in finance, accounts receivable preferred.1-2 years’ experience with automated finance software.Position requires travel between finance department and to the bank as necessary. Valid driver’s license and reliable vehicle with insurance required. Ability to perform accounting and financial tasks with accuracy.Strong organizational skills and attention to detail.Strong customer service skills.Proficient in MS Office and able to learn new software rapidly.An equivalent combination of education and experience which provides proficiency in the areas of responsibility listed above may be substituted for the above education and experience requirements.Physical Requirements Walking 30.00%Standing 10.00% Sitting 60.00%Lifting Nominal The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Loretto reserves the right to modify position duties at any time, to reflect process improvements and business necessity.Excellent medical, dental, prescription and vision insuranceDisability coverageTuition Reimbursement Program401(k) Retirement/Pension PlansDiscounted Gym MembershipFree Loretto Health Clinic VisitsGenerous Paid Time-Off AccrualFun events for employeesConvenient locations with free parkingEmployee Coaches - to help you achieve life goalsDiaper Assistance ProgramOpportunity for career growth and movement within 19 sites!

Created: 2026-02-19