Fiscal Specialist Holocaust Survivor Program

New York City, NY - USA

Hourly Salary: $ 30 - 32

Posted on: 06-11-2025

Vacancies: 1 Vacancy

Job Summary

Position Summary: Performs all aspects of fiscal and financial management work on behalf of program and the clients for whom the organization serves as court-appointed Guardian and prepares financial reports by performing the following duties:

Principal Responsibilities:

Performs all daily general accounting tasks of the program and the clients it serves including: check writing bank deposits and transfers; entering and maintaining computer records on Quicken for bills paid income received and assets collected.
Writes correspondence to financial institutions for the collection of bank accounts and investment accounts.
Prepares Accounts (Annual Final etc.) for presentation to the Court including providing all financial information requested by Court Examiners or other attorneys.
Responsible for ordering cash from the bank and maintaining the cash box balanced
Supervises the distribution of daily living funds to clients.
Gathers all information necessary for annual filing of client tax returns.
Maintains departmental financial filing systems and files financial correspondence and other records.
Prepares client budgets and collaborates with social work staff regarding budgets assets income expenses and other matters.
Prepares bank Statements for Director to review
Maintains and reconciles all Investment Accounts in Quicken
Performs other financial and accounting duties assigned including billing payment analysis etc.
Works on special projects as assigned.
Goes to Supreme Court (all boroughs) to file or collect Court documents
Assists with inventorying and/or preparing apartments to be surrendered or bringing clients back to apartment
Performs other duties as required or assigned
Adhere to organizations standards by completing annual mandatory trainings in a timely manner on topics including but not limited to Sexual Harassment Prevention Training IT Security Awareness Compliance OSHA HIPAA and any other training the organization may deem necessary in regards to regulatory compliance or good business practices.
Supports organizations mission by striving for excellence in all aspects of their job with a focus on positive interpersonal relationship with co-workers.
Adheres to the organizations policy in regards to absenteeism and appearance

Salary Ranges : $30 - $32 per hour commensurate with experience.

Job Competencies & Minimum Qualifications:

HS Diploma/GED required; Bachelors preferred; experience accepted as substitute
Minimum of 2 years of experience in bookkeeping or relevant experience
Problem solving abilities while multi-tasking; ability to exercise sound judgment
Strong computer skills
Excellent verbal and written communication skills
Excellent customer service and organizational skills
Ability to work on own initiative
Knowledge of Quicken Quickbooks and Excel.

Working Conditions/Physical Demand:

Business Office Environment with phone and computer use
Able to travel and walk to Court in 4 Boroughs and/or Nassau County
Able to organize work flow
Able to visit clients apartments to inventory items and assess next steps
Ability to work from home 1 day per week.

Required Experience:

Position Summary: Performs all aspects of fiscal and financial management work on behalf of program and the clients for whom the organization serves as court-appointed Guardian and prepares financial reports by performing the following duties:Principal Responsibilities:Performs all daily general acc...

Principal Responsibilities:

Performs all daily general accounting tasks of the program and the clients it serves including: check writing bank deposits and transfers; entering and maintaining computer records on Quicken for bills paid income received and assets collected.
Writes correspondence to financial institutions for the collection of bank accounts and investment accounts.
Prepares Accounts (Annual Final etc.) for presentation to the Court including providing all financial information requested by Court Examiners or other attorneys.
Responsible for ordering cash from the bank and maintaining the cash box balanced
Supervises the distribution of daily living funds to clients.
Gathers all information necessary for annual filing of client tax returns.
Maintains departmental financial filing systems and files financial correspondence and other records.
Prepares client budgets and collaborates with social work staff regarding budgets assets income expenses and other matters.
Prepares bank Statements for Director to review
Maintains and reconciles all Investment Accounts in Quicken
Performs other financial and accounting duties assigned including billing payment analysis etc.
Works on special projects as assigned.
Goes to Supreme Court (all boroughs) to file or collect Court documents
Assists with inventorying and/or preparing apartments to be surrendered or bringing clients back to apartment
Performs other duties as required or assigned
Adhere to organizations standards by completing annual mandatory trainings in a timely manner on topics including but not limited to Sexual Harassment Prevention Training IT Security Awareness Compliance OSHA HIPAA and any other training the organization may deem necessary in regards to regulatory compliance or good business practices.
Supports organizations mission by striving for excellence in all aspects of their job with a focus on positive interpersonal relationship with co-workers.
Adheres to the organizations policy in regards to absenteeism and appearance

Salary Ranges : $30 - $32 per hour commensurate with experience.

Job Competencies & Minimum Qualifications:

HS Diploma/GED required; Bachelors preferred; experience accepted as substitute
Minimum of 2 years of experience in bookkeeping or relevant experience
Problem solving abilities while multi-tasking; ability to exercise sound judgment
Strong computer skills
Excellent verbal and written communication skills
Excellent customer service and organizational skills
Ability to work on own initiative
Knowledge of Quicken Quickbooks and Excel.

Working Conditions/Physical Demand: