Accountant, Financial Reporting, Financial Analyst

Position Summary

The Accountant at the Fiscal Department under the direction and oversight of the Senior Accountant II, assists with financial administration, auditing, and regulatory compliance of the Representative Payee program. The accountant performs specialized accounting tasks with a heavy emphasis on analyzing account transactions, client budgets, spending trends, processing complex inquiries, and ensuring all participant balances remain within federal asset limits.

Pay Rate: $24 an hour

Open Shift: Monday through Friday, 9am-5pm (40hrs), in person

• Analyze account transactions and financial records to ensure accuracy and resolve discrepancies.
• Monitor bank balances and debit card activity to maintain compliance with federal and state financial guidelines.
• Perform monthly reconciliations of bank accounts and client activity within the accounting system.
• Prepare and report reconciled balances to internal teams and external agencies.
• Set up and manage client accounts, including budgeting, disbursements, recurring payments, and transaction tracking.
• Process and record deposits, including client funds and payroll-related transactions.
• Coordinate the setup and closure of accounts with financial institutions and government agencies.
• Communicate with Social Security and other agencies to resolve benefit issues, submit required reports, and respond to inquiries.

The Mental Health Association is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

• Associate’s degree required in Accounting, Finance, or Business Administration;
  Bachelor’s degree in Accounting, Finance, or Business Administration preferred.
• Software and general adaptability, organization, and versatility required.
• Keen attention to detail and a high degree of accuracy in processing complex financial data required.
• Proven ability to find errors, solve problems, and manage time to meet strict, time-sensitive deadlines.
• Prior Accounting or Representative Payee experience with a strong background in auditing, compliance, or financial analysis preferred.
• Strong computer skills, including advanced Microsoft Office and Excel.
• Experience with Accu Fund and True Link (or similar fiscal/debit card management software) is preferred.
• Visual acuity to review written and computer screen data for extended periods.
• Manual coordination and dexterity to operate standard office equipment.

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (403B, IRA)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Family Leave (Maternity, Paternity)
• Long Term Disability
• $24 an hour