Top 73 Financial specialist Jobs in Sausalito, Ca

Finance/Business Office Specialist
The Redwoods —Mill Valley, CA
- $75,000 - $83,000 a year
- Full-time
- Customer service
- Writing skills
- HIPAA
- Health insurance
- Dental insurance
Quick Apply
8d
Automotive Sales and Finance Professional
Elite Recruiting Services —San Rafael, CA
- $6,000 - $20,000 a month
- 8 hour shift
- Spanish
- Dealership
- English
- Health insurance
- Paid time off
Quick Apply
Personal Banker (Member Solutions Specialist)
Patelco Credit Union —Walnut Creek, CA
- $29.50 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
Personal Banker (Member Solutions Specialist)
Patelco Credit Union —San Leandro, CA
- $29.50 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
Financial Professional
New York LIfe —San Rafael, CA
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Bachelor's degree
- Paid training
- Health savings account
Quick Apply
Financial Solutions Specialist
New York Life —San Mateo, CA
- $82,017 - $150,613 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Financial Services Specialist II (General Services Agency)
Alameda County —Oakland, CA
- $43.66 - $55.71 an hour
- Full-time
- Microsoft Outlook
- Writing skills
- English
- Wellness program
- Commuter assistance
Senior Financial Services Specialist (Alameda County Health)
Alameda County —Oakland, CA
- $44.53 - $59.68 an hour
- Full-time
- Word processing
- Office
- Analysis skills
- Wellness program
- Commuter assistance
Senior Financial Services Specialist (General Services Agency)
Alameda County —Oakland, CA
- $44.53 - $59.68 an hour
- Full-time
- Word processing
- Office
- Analysis skills
- Wellness program
- Commuter assistance
BSA Specialist
BANK OF MARIN —Novato, CA
- $89,370 - $125,117 a year
- Full-time
- 5 years
- Research
- Mid-level
- Health insurance
- Tuition reimbursement
Quick Apply
Supervising Financial Services Specialist (Alameda County Health)
Alameda County —Oakland, CA
- $48.29 - $64.69 an hour
- Full-time
- Data analysis skills
- Office
- Analysis skills
- Wellness program
- Commuter assistance
Doc Specialist - PI
Toyota Marin —San Rafael, CA
- $20 an hour
- Customer service
- Entry level
Quick Apply
Premier Client Specialist
BMO Financial Group —Berkeley, CA
- $63,300 - $117,200 a year
- Full-time
- Office
- Mentoring
- Organizational skills
- Health insurance
- Tuition reimbursement
Fraud Operations Specialist
Wealthfront —San Francisco, CA
- $81,000 - $90,000 a year
- Full-time
- Remote
- Mid-level
- SQL
- Analysis skills
- Health insurance
- Dental insurance
Senior AI Solutions Specialist - Finance
Matson Navigation Company, Inc —Walnut Creek, CA
- $123,700 - $168,100 a year
- Full-time
- Azure
- Oracle
- Computer Science
- 401(k) matching
2d
Expert Revenue Requirements Analyst
PG&E Corporation —Oakland, CA
- $122,000 - $194,000 a year
- Full-time
- Hybrid work
- 6 years
- Bachelor of Science
- Office
Change Management Specialist, Finance Transformation (Contract)
PlayStation Global —San Mateo, CA
- $117,800 - $176,800 a year
- Contract
- Remote
- PMP
- Bachelor's degree
- Continuous improvement
Quick Apply
ERP Functional Analyst, Expert - Finance
PG&E Corporation —Oakland, CA
- $126,000 - $179,300 a year
- Full-time
- Hybrid work
- Computer science
- 7 years
- Computer Science
Supervising Financial Services Specialist (Sheriff's Office)
Alameda County —Oakland, CA
- $48.29 - $64.69 an hour
- Full-time
- Data analysis skills
- Office
- Analysis skills
- Wellness program
- Commuter assistance
Analyst/Senior Analyst, IP Dispute Resolution (Financial Expert Practice)
Ocean Tomo, LLC —San Francisco, CA
- Full-time
- Hybrid work
- CPA
- Writing skills
- Finance
- Paid holidays
- Disability insurance
Quick Apply

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Finance/Business Office Specialist

The Redwoods -
Mill Valley, CA

Quick Apply

Job Details

Full-time
$75,000 - $83,000 a year
8 days ago

Benefits

Health insurance
Dental insurance
401(k)
Tuition reimbursement
Paid time off
Vision insurance
401(k) matching
Union benefits
403(b)
Life insurance
Retirement plan

Qualifications

Teamwork
Customer service
Writing skills
HIPAA
Patient management software
High school diploma or GED
Bachelor's degree
Resident rapport building
Productivity software
Associate's degree

Full Job Description

Join our team at The Redwoods, where you can make a meaningful impact on individual lives. After more than 50 years as a local, nonprofit community in beautiful Mill Valley, we have a rich history of service and purpose. We take pride in providing excellent care for an active and diverse community of seniors. You'll find that every day presents an opportunity for a rewarding experience of caring and connection with a dedicated team and dynamic group of residents. As a mission driven organization, we ensure everyone receives vital programs and services regardless of their income. Enjoy competitive pay, first class health benefits, generous vacation and sick time, and a great work environment.

Be a part of something bigger - join us in making a genuine difference!

Salary

$75,000 to $83,000

Full Time

Benefits

Medical Insurance: ZERO out-of-pocket expense for the employee – effective the first of the month following the hire date.
Dental and Vision Insurance
Paid Time Off: Sick days, personal days, vacation days and holidays.
403(b) Retirement Plan: Employer contribution/Union pension contributions.
Additional Perks: Educational assistance & career development opportunities, longevity bonus program and low-cost meal program.

* For positions scheduled 24 or more hours per week.

Position Summary

The Business Office Specialist (BOS) has primary responsibility for supporting the Business Office Director (BOD) in carrying out the various financial and administrative functions of the Finance/Business Office, in collaboration with the contracted financial services/third-party billing provider. These functions generally include but are not limited to managing and performing the full-cycle accounts payable function in addition to other general ledger responsibilities, supporting the process of HUD resident certifications and annual recertifications, and carrying out accounts receivable tasks as assigned.

Primary Responsibilities

Accounts Receivable (AR)/Billing

Assist with accurate and timely billing for private pay, Medicare, Medi-Cal, Managed Medi-Cal, private insurance, HUD and coinsurance; Partner with third-party finance/billing vendor to ensure clean claims, correct payer processing, as well as timely/accurate billing.
Effectively collaborate with the organization’s contracted financial services/third-party billing provider (e.g. attending calls/meetings, timely response to information requests, etc.).
Make bank deposits and record to customer accounts.
Assist with preparation and issuance of monthly rent statements, bills HUD monthly, certifies and recertifies HUD residents in compliance with HUD regulation. As needed/requested, follow up on outstanding balances.
Support the BOD in administering HUD program for Independent Living Apartments including processing new HUD residents, recertifying current HUD residents, submitting monthly HUD billing and maintaining HUD files in accordance with prescribed HUD standards.
Assist with maintaining the HUD waitlist.
Assist with cash receipt management, including laundry and vending machine cash withdrawals, bank deposits, and remote deposits as needed.

Accounts Payable (AP)

Manage the full-cycle accounts payable process and assist with on-boarding new vendors and users in our AP Automation software (i.e. Ottimate).
Track and oversee contracts, including maintaining current W-9/certificate of insurance forms, and assisting with the annual contract renewal process.
Follow up with vendors regarding past due balances as needed/requested.
Provide information and invoices as needed to contracted financial services/third party billing provider as needed (i.e. fixed assets, prepaid items, etc.).

Resident Financials & Admissions Support

Assist with maintaining and reconciling resident trust accounts, petty cash, and banking in accordance with state guidelines.
As needed/requested, communicate with residents and families regarding billing, payment plans, and financial assistance (including Medi-Cal applications).

Financial Reporting & Compliance

Support the process of preparing monthly AR and cash collections reports; assist with budget preparation and audits.
Support the BOD in maintaining compliance with all applicable state and federal regulations and internal policies.
Support and process month-end account reconciliations (including credit card), capital asset additions, general ledger activities, journal entries, expense reviews, and more.

Additional Duties

Maintain strict confidentiality and resident privacy in accordance with HIPAA.
Monitor the organization’s cash on a daily basis and promptly report concerns to the BOD, CEO and/or contracted financial services/third-party billing provider.
Review and process petty cash requests, as well as make deposits.
Collaborate with the BOD, CEO and/or contracted financial services/third-party billing provider to respond to tax notices and/or other compliance-related correspondence.
Perform other duties as assigned.

MINIMUM QUALIFICATIONS

High school diploma or equivalent (Associate’s or Bachelor’s) degree in related field preferred).
2+ years of experience in accounting roles. Accounts payable experience required; general ledger and/or financial systems experience preferred.
Strong knowledge of Medicare, Medi-Cal, Managed Med-Cal, HUD, and third-party billing requirements and procedures is preferred.
Strong problem solving, analytical, and organizational skills.
Excellent organizational, communication, and customer service skills.
Proficient in Microsoft Office and billing software (e.g., PointClickCare, Inovalon, Ottimate, etc.).
Ability to relate appropriately and effectively to residents and their families, to other staff as part of a multidisciplinary team, and to personnel of operational departments.
Discretion in handling sensitive and confidential information.
Must demonstrate excellent skills in reading writing, speaking and understanding the English language. Other languages a plus.

The Redwoods is an Equal Opportunity Employer.

Pay: $75,000.00 - $83,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Retirement plan
Tuition reimbursement
Vision insurance

Education:

Bachelor's (Preferred)

Experience:

Accounting: 2 years (Required)

Ability to Commute:

Mill Valley, CA 94941 (Required)

Work Location: In person

Quick Apply

Refine Your Search

financial specialist jobs in sausalito, ca

Finance/Business Office Specialist

Automotive Sales and Finance Professional

Personal Banker (Member Solutions Specialist)

Personal Banker (Member Solutions Specialist)

Financial Professional

Financial Solutions Specialist

Financial Services Specialist II (General Services Agency)

Senior Financial Services Specialist (Alameda County Health)

Senior Financial Services Specialist (General Services Agency)

BSA Specialist

Supervising Financial Services Specialist (Alameda County Health)

Doc Specialist - PI

Premier Client Specialist

Fraud Operations Specialist

Senior AI Solutions Specialist - Finance

Expert Revenue Requirements Analyst

Change Management Specialist, Finance Transformation (Contract)

ERP Functional Analyst, Expert - Finance

Supervising Financial Services Specialist (Sheriff's Office)

Analyst/Senior Analyst, IP Dispute Resolution (Financial Expert Practice)

I want to receive the latest job alert for financial specialist in sausalito, ca

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