Job Summary
Finance Specialist
Req. Code2112011521
Date Posted1/15/2021
DivisionNazi Victim Services
Department077 NV-NV CENTRAL
Job Description

Position Summary:  Performs all aspects of fiscal and financial management work on behalf of program and the clients for whom the organization serves as court-appointed Guardian and prepares financial reports by performing the following duties:

Principal Responsibilities:

  1. Performs all daily general accounting tasks of the program and the clients it serves, including: check writing, bank deposits and transfers; entering and maintaining computer records on Quicken for bills paid, income received, and assets collected.

  2. Writes correspondence to financial institutions for the collection of bank accounts and investment accounts.

  3. Prepares Accounts (Annual, Final, etc.) for presentation to the Court, including providing all financial information requested by Court Examiners or other attorneys.

  4.  Responsible for ordering cash from the bank and maintaining the cash box balanced

  5. Supervises the distribution of daily living funds to clients.

  6. Gathers all information necessary for annual filing of client tax returns.

  7. Maintains departmental financial filing systems and files financial correspondence and other records.

  8. Prepares client budgets and collaborates with social work staff regarding budgets, assets, income, expenses and other matters.

  9. Prepares bank Statements for Director to review

  10. Maintains and reconciles all Investment Accounts in Quicken

  11. Performs other financial and accounting duties assigned, including billing, payment analysis, etc.

  12. Works on special projects as assigned.

  13. Goes to Supreme Court (all boroughs) to file or collect Court documents

  14. Assists with inventorying and/or preparing apartments to be surrendered or bringing clients back to apartment

  15. Performs other duties as required or assigned

Working Conditions/Physical Demand:
Business Office Environment with phone and computer use  
Able to travel and walk to Court in 4 Boroughs and/or Nassau County
Able to organize work flow
Able to visit clients’ apartments to inventory items and assess next steps

Selfhelp complies with all Federal, State and Local laws in regards to wages.

Knowledge, Skills And Requirements
1. HS Diploma/GED required; Bachelors preferred; experience accepted as substitute
2. Problem solving abilities while multi-tasking; ability to exercise sound judgment
3. Strong computer skills
4. Excellent verbal and written communication skills 
5. Excellent customer service and organizational skills
6. Ability to work on own initiative
7. Knowledge of Quicken, Quickbooks and Excel.