Fiscal Lead

Description Join San Andreas Regional Center – Where Every Role Matters.

San Andreas Regional Center (SARC) is one of 21 regional centers in California, funded by the State and rooted in the values of the Lanterman Act. As a community-based nonprofit, we are dedicated to supporting individuals with developmental disabilities in living full, independent, and inclusive lives.

Join a diverse, mission-driven team that is passionate about making a meaningful difference every day. If you care deeply about equity, advocacy, and social impact— SARC is the place for you.

This position works in close partnership with the other Fiscal Lead to support the Fiscal Department by performing complex accounting, accounts payable, and clerical functions that require independent judgment, accuracy, and strong organizational skills. While maintaining positive public relations and supporting the goals of the Agency, the role ensures that financial records are processed, reviewed, and maintained in compliance with Agency policies and regulatory requirements.

• Collaborate closely with the other Fiscal Lead to ensure consistent processes, workload coverage, and smooth daily operations.
• Prepare, review, and maintain financial records requiring independent judgment and adherence to established accounting procedures.
• Perform arithmetical calculations, verification checks, and assist in preparing accounting and audit-related reports.
• Enter, update, and validate data directly or indirectly in the Agency’s financial system, ensuring accuracy and completeness.
• Perform related duties as assigned by the Purchase of Services Supervisor.

• Preparing and using the Operational Indicator Reports, review, investigate and obtain repayment of amounts due.
• Assist with the set-up of new vendors on the e-billing website and service provider portal.
• Process stale dated checks including research, deletion and writing letters to the vendors.
• Work with the POS team with direction from the POS Supervisor to cover when staff, the other Fiscal Lead, the SDP Specialist, or the POS Supervisor are absent.
• Interact with vendors and case management staff, using good customer service skills, face-to-face, written and on the telephone, and resolve issues.
• Input information into the financial system, generate (print) authorizations and email out to the vendor and parent/guardian on assigned day.
• Process contract POS (HCBS, start-ups, transportation) to reduce reliance on management staff for transactional work.
• Assist in researching and following up on DDS audit findings, including collecting overseeing and tracking collection of over payments.
• Assist the POS supervisor in reclassifying transactions due to incorrect service codes (AP Manual Checks).
• Assist in year-end rollover
• Back up the Purchase of Services Supervisor in training others (e.g. New Hire training).
• Special projects, as assigned.
• Assist the Purchase of Service Supervisor with tasks that need to be done.
• Assist in updating written internal procedures.
• Backup for monthly check run as assigned.
• Backup for process vendor invoices for payment.
• Support Service Provider Audits through POS transaction research, preparation of supporting documentation, and audit follow-up as requested.

Employees receive free medical coverage (yes, free for employees!), along with free dental and vision insurance for your dependents.

Our benefits include a CalPERS pension plan, offering rare, long-term financial security through a lifetime pension, excellent health benefits, and overall career stability. Additional benefits include a 403(b) retirement plan, flexible spending accounts, and an Employee Assistance Program (EAP).

• Five days of paid education leave per fiscal year
• Vacation time, sick leave, 12 paid holidays and 2 floating holidays!
• Life insurance, with options for additional coverage
• Access to an employee discounts portal full of great deals
• We offer flexible work schedules and select hybrid positions, promoting a healthy and balanced work-life experience. And that's just…