Sample Job Description for Financial Specialist

Following is a sample job description template for the position of Financial Specialist:

Job Title: Financial Specialist

Location of the Job: Cincinnati, OH 45202

Years of Experience: 2 to 3 Years

Job Type: Full Time Employee

Education Level: Bachelor’s degree

Job Summary:

This position does the billing for WTC Treatment Program and/or the Irvine J. Selikoff Center for Occupational and Environmental Medicine. The programs have 4 locations, Manhattan, Queens, Staten Island and Yonkers.

Duties and Responsibilities:

  • Covers for personnel whenever needed.
  • Collection of past due accounts from guarantor, insurance company or lawyer. Prepares these accounts for action by outside collection agency.
  • Performs payment posting, charge entry, demographic registration as needed.
  • Investigates, corrects and forwards electronic billing for Medicare, Empire BC/BS, and selected commercial and managed care providers.
  • Follows up on outstanding A/R for specific carriers.
  • Oversees all A/R billing staff, training new employees and providing support and supervision to current staff. Gives annual performance appraisal input.

Position Requirements:

  • Proficient PC skills (Excel, PowerPoint) necessary. Financial and data modeling a big plus.
  • Oracle and Hyperion Planning experience desired.
  • Effective communication skills.
  • Ability to work well in a team and coordinate with various groups and teams throughout the company.
  • Strong organizational, analytical and time management skills
  • Ability to handle multiple tasks under pressure
  • Excellent quantitative and excel skills
  • 8-10 years in an operational accounting/financial planning environment
  • BS or BA in Accounting or Finance

Salary: $16.00 – $20.00 Hourly DOE