ACCOUNT CLERK - HUMAN SERVICES

Overview

FLSA: Non-Exempt   This is a specialized position which entails various fiscal duties involving processing, recording and summarizing financial information for the Human Services Department (HSD). Employees in this class provide paraprofessional accounting services utilizing generally accepted accounting principles. This position requires limited supervision and reports to the Fiscal Supervisor and/or the Fiscal Manager.  

Essential Leadership Functions 

Act with Integrity and Build Trust 

• Demonstrate mutual respect, humility, and honesty in all interactions 

• Speak up appropriately, even when expressing unpopular viewpoints 

• Actively listen and remain open-minded to diverse perspectives 

Drive for Results 

• Set clear goals and objectives to motivate self and others to achieve outcomes 

• Seek new opportunities to improve processes and drive sustainable results 

• Hold self and others accountable through consistent evaluation and monitoring 

Develop Talent and Effective Teams 

• Foster a collaborative environment that encourages knowledge sharing and growth 

• Provide mentorship and support to help self and others reach full potential 

• Recognize and leverage diverse strengths within self and team 

Lead with Vision and Strategy 

• Understand and communicate a compelling vision that aligns with organizational goals 

• Develop and execute comprehensive strategies to achieve long-term objectives 

• Connect daily work to the bigger picture, inspiring self and others to contribute meaningfully 

Lead with Paradoxical, Critical, and Agile Thinking 

• Navigate complex situations by considering multiple perspectives 

• Adapt quickly to changes and uncertainties in the work environment 

• Make critical decisions using analytical skills, experience, and input from others 

Build and Maintain Effective Relationships 

• Communicate and collaborate effectively with stakeholders across the organization 

• Influence others through coaching, consulting, and team-minded thinking 

• Develop and sustain partnerships that create positive outcomes for all stakeholders 

Cultivate Community Engagement and Provide Excellent Service 

• Understand and address the needs and concerns of the community 

• Incorporate community perspectives into decision-making processes 

• Drive initiatives that create positive impacts beyond the organization 

Demonstrate Emotional Intelligence 

• Show self-awareness and manage emotions effectively in challenging situations 

• Seek and respond constructively to feedback, even in the face of setbacks 

• Balance empathy with accountability when leading self and working with others 

Essential Job Functions

Contributes positively to an inclusive workplace.

Compiles invoices, verifies payment authorization and rate of pay, determines funding source, and assigns general ledger account codes. Prepares check requisitions, purchase order requisitions and interdepartmental services memos for submission to County Finance.

Processes travel reimbursements to employees. Understands policies, ensures policies are being followed, and communicates with employee or supervisors, as needed.

Processes invoices to external parties for services incurred and amounts owed to the County. Follows up with external parties, as needed, if payment is not received.

Assists in internal controls over receipting by opening mail and logging transactions.

Enters all accounting transactions into HSD data management system and reconciles to County general ledger system and various State information systems and reports.

Establishes and maintains detailed client demographic and fiscal records in HSD data management system. Interviews clients, guardians and payees to obtain information needed to determine client's eligibility for County assistance and/or client's ability to pay for services received.

Enters charges and revenues received in computerized billing system and responds to various inquiries from clients, co-workers and third-party insurance providers regarding accounts via telephone and face-to-face. Works with collection agencies to coordinate collection processes for delinquent client accounts.

Compiles fiscal and statistical data for supervisors and management staff utilizing spreadsheets, graphs, queries and/or other various computer software applications.

Provides support assuring vendor compliance with HSD provider contracts. Assists in the implementation of internal and external quality assurance systems.

Maintains confidentiality for all work-related information.

Keeps current in job knowledge and attends training and staff meetings as required.

In this public service position, employee is required to be courteous, cooperative and respectful at all times with the public, including providers and clients. Also establishes and maintains a courteous, cooperative and respectful working relationship with co-workers, supervisors and public officials while maintaining confidentiality of work-related matters at all times.

Employee is expected to report to work when scheduled, with minimum use of sick leave, to build up sick leave balance for income protection for unexpected illness.

Attends various seminars, training and in-services to stay apprised of fiscal and program-related changes and is responsible to forward this information to the appropriate staff.

Physical demands: Sits at desk, uses hearing, near vision and fingering for typing, data entry, word processing, calculators or other office machines. Talks to clients, callers, department staff. Sits, stands, bends, reaches, and moves about the office intermittently throughout the day. Handles papers and manuals, etc., lift files, copy paper and other office materials.

Related Job Functions

Performs some routine clerical/administrative tasks such as filing, typing, data entry of client, provider, and program demographic information, and maintenance of supplies inventory.

Provides backup for other HS Account Clerk staff as needed and other related duties as assigned.

This job description is not intended to encompass every job duty or responsibility and is only illustrative. This position is required to perform other duties as may be assigned or required.

Knowledge, Skills and Abilities

Self-motivated and able to work independently.

Proficient in Microsoft Excel (basic spreadsheets, formulas and data entry)

Basic office skills, including saving, organizing and managing electronic files.

Considerable knowledge of operating computerized systems including the ability to utilize electronic accounting aids such as spreadsheets, databases, and other software applications.

Ability to follow generally accepted accounting principles, La Crosse County Finance procedures and Human Services Department policies and guidelines.

Ability to audit and reconcile financial records on a computerized accounting/data management system.

Ability to perform arithmetic computations.

Ability to maintain computer security and confidentiality.

Ability to work with the public, providers, co-workers and agency clients.

Must be bondable and pass background check suitable for handling money.

Training, Experience and Other Requirements

Associate Degree in Accounting, Finance, Business or related.

Experience in financial record-keeping including accounts payable, accounts receivable and cash receipting.

Excellent organizational and analytical skills.

Meticulous attention to detail.

Proven proficiency and expertise in using Excel spreadsheets, MS Word and MS Outlook.

May consider other combination of experience and training that provides the necessary knowledge, skills and abilities to perform the job duties.