Careers

SUMMARY

Responsible for performing fiscal activities of the finance department and other related duties in the daily administration of accounting.  Work involves accounting functions.

ESSENTIAL DUTIES AND RESPONSIBLITIES

Statements included in this description are intended to reflect in general the duties and responsibilities of this classification and are not to be interpreted as being all inclusive.  Other duties may be assigned.  Duties and responsibilities include the following.

Accounting Functions

• Perform general accounting and other related duties in daily administration of accounting
• Maintain the general ledger and ensure proper reconciliation of all accounts in an accurate and timely manner
• Maintain cash on hand files and monitor cash flow
• Reconcile bank accounts in an accurate and timely manner
• Reconcile transactions processed through any restricted fund bank account, including maintaining restricted fund balances, in an accurate and timely manner
• Review and post accounting transactions entered into the accounting system sub-ledgers by the Accounts Receivable and Accounts Payable Coordinators
• Prepare and review journal entries and coordinate with other financial staff and post as specified
• Manage the month-end closing process and collaborate with other financial staff
• Collaborate on the year-end closing process with the Vice President of Finance, ensuring deadlines are met
• Prepare and distribute transaction reports to managers on a monthly basis
• Prepare Cost Allocation journal entries
• Prepare monthly journal entries, perform monthly accounting analysis and preparation of financial statements for Yorktown Properties in an accurate and timely manner
• Oversee preparation of state fuel and sales tax refund documentation by the Accounts Payable Coordinator and submit in an accurate and timely manner
• Ensure compliance with relevant regulations and the required reports are filed in a timely manner
• Prepare and submit grant reimbursement requests and reports in an accurate and timely manner
• Maintain agency time study file templates and update as necessary
• Review and approve bi-weekly payroll prepared by HR/Benefit Officer
• Review and reconcile quarterly and annual payroll information, including reconciliation of W-2s
• Complete monthly benefit analysis to ensure employee paid programs are fully funded by employees through payroll
• Provide back-up support for payroll processing in the absence of the HR/Benefit Officer
• Reconcile donation tracking system to the general ledger
• Review, investigate and correct errors and inconsistencies in financial entries
• Collaborate with Claims and Reporting Manager and other finance staff in reviewing financial information for claims reports
• Prepare reports and statements as directed by the Vice President of Finance
• Collaborate with auditors during internal and external audits, providing documentation and explanations as required
• Assist in the implementation of process improvements, automation, and system upgrades within accounting functions
• Assist Vice President of Finance with reviewing and updating accounting policies and procedures to ensure accuracy and efficiency

Financial Functions

• Work with vice presidents, directors, and managers with development and evaluation of annual budget information
• Assist with preparing annual budget files, as needed
• Coordinate preparation and input of final budget details with subsequent updates in the financial software
• Oversee preparation and submittal of annual Forms 1099-NEC and 1099-MISC for all entities in an accurate and timely manner
• Request and track sales tax exemption forms
• Complete government census reports in an accurate and timely manner
• Complete special projects as assigned by the Vice President of Finance
• Analyze financial information in an accurate and timely manner
• Prepare monthly financial statements in an accurate and timely manner as assigned
• Provide financial review of revenue, expense, and budget information as directed and perform ongoing financial analysis
• Assist management with ad hoc financial analyses, reporting, and decision-making support.

Supervision

• Provide supervision to all subordinate finance staff
• Interview, hire and train staff
• Enter performance notes for each subordinate as needed
• Complete payroll records and submit for processing
• Ensure finance staff meets performance standards

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND/OR EXPERIENCE

Bachelor’s degree in accounting or related field required.  Strong knowledge of GAAP, internal controls and financial reporting standards. Strong analytical, organization, and problem-solving skills with an extreme attention to detail. Knowledge of government reporting requirements and tax filings is preferred.

LANGUAGE SKILLS

Strong oral and written communication skills to interface with all levels of employees.  Ability to read and interpret a variety of documents including, but not limited to policies, procedure manuals, regulations, rules and laws and to understand correspondence.  Ability to write policies, documents, procedures, correspondence, memos, and presentations.

MATHEMATICAL SKILLS

Ability to administer and determine budget.  Ability to calculate figures and amounts such as percentages.  Ability to apply basic mathematics, and algebra.

REASONING ABILITY

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.  Ability to adapt and maintain focus in fast paced, quickly changing or stressful situations.  Ability to manage multiple priorities and deadlines while ensuring accuracy.  Ability to maintain confidentiality and follow HIPAA guidelines.

COMPUTER SKILLS

To perform this job successfully, an individual should have a thorough working knowledge of Microsoft products with advanced knowledge of Microsoft Excel, including formulas and pivot tables.  Experience with financial management software such as Blackbaud, QuickBooks, or equivalent is preferred.

CERTIFICATES, LICENSES, REGISTRATIONS

This job requires a valid driver’s license and proof of the required automobile insurance.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

An individual must be able to see well enough to read, write, type, etc.  Hear well enough to comprehend all forms of communications.  Speak well enough to gain understanding by others through communication.  Use hands and fingers to write, type, etc. Use hips, legs, knees, feet to walk, stand, sit, bend and twist.  An individual must frequently lift and/or move up to 15 pounds and occasionally lift and/or move up to 50 pounds.

LifeStream is an Equal Opportunity Employer.

This position is a safety-sensitive position requiring the safe operation of a motor vehicle in the provision of public transit services and the effective transportation of all passengers.  Performance of these duties must be conducted in compliance with all applicable DOT, Federal, State, local and system regulations and policies, including U.S.DOT drug and alcohol testing regulations.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Statements included in this description are intended to reflect in general the duties and responsibilities of this classification and are not to be interpreted as being all inclusive.  Other duties may be assigned.  Duties and responsibilities include the following.

Transporting

• Operate a motor vehicle in the provision of public transit services in compliance with all applicable DOT, Federal system regulations and policies and ensure the safe and timely transportation of all passengers
• Assist passengers in the boarding and disembarking of the vehicle in order to ensure the safety of all passengers, including assistance during vehicle evacuation, as necessary
• Board and disembark passengers, including those using common wheelchairs or other mobility devices, requiring the use of lift equipment and securement systems according to transportation policies and procedures in order to ensure the safety of all passengers
• Complete daily paperwork using the MDC or other method as required, ensuring accurate reporting and records
• Be alert to conditions and/or circumstances that could affect passenger safety and health
• Report changes in service needs to scheduler/dispatcher
• Communicate problems and unusual occurrences to the Transportation Supervisor

Vehicle Maintenance

• Complete daily pre-trip and post-trip inspection using the required inspection checklist to ensure the proper and safe functioning of the vehicle
• Regularly inventory vehicle equipment and supplies; report restocking needs in accordance with transportation’s established procedure in order to maintain a safe, functional vehicle
• Fuel the vehicle; ensures that all vehicle systems are properly shut down; visually inspects the interior for any items left by passengers; locks the vehicle to maintain security
• Clean interior and exterior of vehicle to maintain a sanitary environment for passengers and the safe operation of the vehicle at least once a week or often as needed

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND/OR EXPERIENCE

High school diploma or general education degree (GED); or three or more months experience and/or training; or equivalent combination of education and experience.  Valid operator license with for-hire endorsement or CDL (Commercial Driver’s License) required.  Must possess and maintain a good driving record meeting LifeStream’s established driver eligibility standards consistent with the risk management plan.

REASONING ABILITY

Must have the ability to determine vehicle travel path to ensure safe and timely transportation of passengers.  Must have the ability to evaluate and determine proper action in situations that may pose a safety risk.  Must have the ability to effectively communicate including strong oral and written communication, have knowledge of English language; and the ability to effectively communicate required action to passengers in situations that pose a safety risk.  Must have the ability to comply with current traffic and driver safety regulations as well as all other applicable Federal, State, and local regulations and system policies.  Must possess strong organizational skills.  Must have the ability to analyze and solve problems.  Must have the ability to learn, understand, and follow all public transits routes/schedules.  Must have the ability to accurately record required payroll timekeeping data using the web-based payroll system.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Must have the ability to bend, crouch, kneel, twit, push and pull.  Must have normal hearing, with the aid of corrective devices, as needed.  Must have normal vision, with the aid of corrective devices, as needed.  Must be free from fainting spells, blackouts, dizziness, or seizures.  Must have the ability to sit in normal seated positions for extended periods of time.  Must have the ability to ensure extended periods of driving.  Must have the ability to lift up to 70 lbs.  Must have the ability to tolerate exposure to dust, gas, and/or other fumes.  Must have the ability to exert up to 20-50 lbs. of force occasionally, and/or 10-25 lbs. of force frequently.  Must be at least 21 years of age.  Must meet physical standards determine by LifeStream’ s medical determination office (MDO) assuring compliance with the INDOT requirement for rural public transit drivers prior to service delivery and periodically as required thereafter.

Note:  These physical requirements are not meant to replace those specified by the Federal Motor Carrier Safety Administration Part 391.41 “Physical qualifications for drivers.”  All FMCSA physical requirements must also be met.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The driver’s hours of work and work schedule vary.  The positions requires being seated for extended periods of time while operation a motor vehicle, interrupted by frequent standing in order to assist passengers.  While driving and/or assisting passengers, the driver will need to bend, crouch, kneel, twist, push and pull.  The position may also require exposure to varied weather conditions, temperatures, and light levels.  The position requires frequent interaction the public.  The position may require maneuvering the vehicle in congested traffic and within areas of restricted space.

LifeStream is an Equal Opportunity Employer.

This position is a safety-sensitive position requiring the safe operation of a motor vehicle in the provision of public transit services and the effective transportation of all passengers.  Performance of these duties must be conducted in compliance with all applicable DOT, Federal, State, local and system regulations and policies, including U.S.DOT drug and alcohol testing regulations.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Statements included in this description are intended to reflect in general the duties and responsibilities of this classification and are not to be interpreted as being all inclusive.  Other duties may be assigned.  Duties and responsibilities include the following.

Transporting

• Operate a motor vehicle in the provision of public transit services in compliance with all applicable DOT, Federal system regulations and policies and ensure the safe and timely transportation of all passengers
• Assist passengers in the boarding and disembarking of the vehicle in order to ensure the safety of all passengers, including assistance during vehicle evacuation, as necessary
• Board and disembark passengers, including those using common wheelchairs or other mobility devices, requiring the use of lift equipment and securement systems according to transportation policies and procedures in order to ensure the safety of all passengers
• Complete daily paperwork using the MDC or other method as required, ensuring accurate reporting and records
• Be alert to conditions and/or circumstances that could affect passenger safety and health
• Report changes in service needs to scheduler/dispatcher
• Communicate problems and unusual occurrences to the Transportation Supervisor

Vehicle Maintenance

• Complete daily pre-trip and post-trip inspection using the required inspection checklist to ensure the proper and safe functioning of the vehicle
• Regularly inventory vehicle equipment and supplies; report restocking needs in accordance with transportation’s established procedure in order to maintain a safe, functional vehicle
• Fuel the vehicle; ensures that all vehicle systems are properly shut down; visually inspects the interior for any items left by passengers; locks the vehicle to maintain security
• Clean interior and exterior of vehicle to maintain a sanitary environment for passengers and the safe operation of the vehicle at least once a week or often as needed

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND/OR EXPERIENCE

High school diploma or general education degree (GED); or three or more months experience and/or training; or equivalent combination of education and experience.  Valid operator license with for-hire endorsement or CDL (Commercial Driver’s License) required.  Must possess and maintain a good driving record meeting LifeStream’s established driver eligibility standards consistent with the risk management plan.

REASONING ABILITY

Must have the ability to determine vehicle travel path to ensure safe and timely transportation of passengers.  Must have the ability to evaluate and determine proper action in situations that may pose a safety risk.  Must have the ability to effectively communicate including strong oral and written communication, have knowledge of English language; and the ability to effectively communicate required action to passengers in situations that pose a safety risk.  Must have the ability to comply with current traffic and driver safety regulations as well as all other applicable Federal, State, and local regulations and system policies.  Must possess strong organizational skills.  Must have the ability to analyze and solve problems.  Must have the ability to learn, understand, and follow all public transits routes/schedules.  Must have the ability to accurately record required payroll timekeeping data using the web-based payroll system.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Must have the ability to bend, crouch, kneel, twit, push and pull.  Must have normal hearing, with the aid of corrective devices, as needed.  Must have normal vision, with the aid of corrective devices, as needed.  Must be free from fainting spells, blackouts, dizziness, or seizures.  Must have the ability to sit in normal seated positions for extended periods of time.  Must have the ability to ensure extended periods of driving.  Must have the ability to lift up to 70 lbs.  Must have the ability to tolerate exposure to dust, gas, and/or other fumes.  Must have the ability to exert up to 20-50 lbs. of force occasionally, and/or 10-25 lbs. of force frequently.  Must be at least 21 years of age.  Must meet physical standards determine by LifeStream’ s medical determination office (MDO) assuring compliance with the INDOT requirement for rural public transit drivers prior to service delivery and periodically as required thereafter.

Note:  These physical requirements are not meant to replace those specified by the Federal Motor Carrier Safety Administration Part 391.41 “Physical qualifications for drivers.”  All FMCSA physical requirements must also be met.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The driver’s hours of work and work schedule vary.  The positions requires being seated for extended periods of time while operation a motor vehicle, interrupted by frequent standing in order to assist passengers.  While driving and/or assisting passengers, the driver will need to bend, crouch, kneel, twist, push and pull.  The position may also require exposure to varied weather conditions, temperatures, and light levels.  The position requires frequent interaction the public.  The position may require maneuvering the vehicle in congested traffic and within areas of restricted space.

LifeStream is an Equal Opportunity Employer.