JOB TITLE: Finance Assistant 

EFFECTIVE DATE: 2025

PROGRAM: Finance REPORTS 

TO: Controller

FACILITY: Main Street 

CITY: Bartow

JOB STATUS: Full Time 

FLSA: Non Exempt

Job Summary:

This position is responsible for answering and transferring phone calls, managing the mail room at the PRC administrative building, managing meeting rooms calendar and deliveries as well as greeting and directing all visitors to Peace River Center. This position also assists with multiple financial processes that include accepting, recording, and preparing deposits for all payments received, contingency processing and mileage reimbursements.

General Expectations:

In the performance of their respective task and duties, all employees are expected to conform to the following:

1. Adhere to all PRC policies and Code of Conduct standards and at all times exhibit all

PRC’s Core Values.

1. Perform quality work within deadlines with or without direct supervision.
2. Interact professionally with other employees, customers, and vendors.
3. Work independently, while understanding the necessity for communicating and coordinating work efforts with other employees and organizations, as required.

Essential Duties/Requirements/Activities:

• Ability to arrive/report to work on time and ready to work.
• Ability to follow principles of Equal Employment Opportunity (EEO) compliance and foster a workplace characterized by dignity and respect.
• Ability to collaborate effectively in a team setting.
• Ability to show respect towards colleagues and clients.
• Ability to accept guidance and direction from supervisors.
• Ability to Maintain personal hygiene and cleanliness before reporting to work.
• Adhere to the company’s dress code standards.
• Ability to communicate professionally with others.
• Ability to work independently and manage deadlines efficiently.
• Handle multiple projects, setting them aside as needed, and resume work to meet deadlines.
• Maintaining confidentiality of sensitive information.
• Answer a multi-line phone system calmly and professionally, ensuring a clear understanding of various PRC programs to transfer calls accurately. Communicate any issues to the appropriate parties.
• Greet and direct all visitors, clients, and staff to their respective locations.

Essential Duties/Requirements/Activities: (cont.)

• Manage meeting room calendars and coordinate scheduling between PRC and HFC.
• Enter all received money into the financial software system, balance accounts, and prepare deposit slips
• Collaborate with the Controller Assistant to reconcile bank accounts.
• Work with Accounts Payable (AP) and program managers for batch processing and distribution of checks.
• Gather receipts for payment in coordination with AP and manage daily deposits.
• Print and laminate client bus passes.
• Oversee the contingency program, verifying the accuracy of documentation and maintaining a tracking report.
• Maintain files for rental leases.
• Facilitate appointments as necessary.
• Process and distribute internal mail, as well as prepare outgoing mail from the PRC administration building. This includes maintaining interoffice mail envelopes and coordinating with various courier companies for seamless mail and package delivery
• Meter outgoing mail, prepare certified mail, and contact FedEx for pickup.
• Use and maintain the postage machine.
• Assist with duplicating, collating, binding, and mailing documents.
• Order office supplies for the front desk and copy room.

Qualifications:

Education:

Minimum High School Diploma or GED, perferred Associate’s degree in accounting or related field.

Experience:

Minimum of 2 years of general office experience.

Previous experience in an accounting or finance role is a plus.

Understanding basic accounting principles is essential.

Certifications:

N/A

Training:

N/A

Knowledge and Skills:

• Ability to work independently and manage deadlines.
• Strong analytical skills
• Highly organized and detail oriented.
• Excellent verbal and written communication skills.
• Flexible in handling multiple projects and interruptions.
• Proficient in Excel, Word, and Outlook.

Knowledge of accounting software.

Safety Equipment

Universal Precautions

Comply with Occupational Safety and Health Administration (OSHA) rules and regulations.

Life Safety Equipment (fire extinguisher)

Transportation:

Must have reliable transportation.

Machines, Tool and Equipment Used:

Computer, telephone, fax, copier

Supervisory Relationship(s)

N/A

Work Environment:

The work environment is fast-paced and consists of exposure to physical conditions typical of a normal office environment. The populations cared for will include patients who are confused, delusional, irrational, agitated, or uncooperative. Most of the job is performed while sitting, although the work may require occasional standing or walking and/or the lifting and carrying of small objects. A small amount of travel may be required for meetings etc. to another PRC location.

EEO Statement

One of the greatest assets of the PRC is the ethnic, cultural, and social diversity of its employees. PRC takes great pride in the diversity and values and respect of all its employees, regardless of race, color, sex, marital status religion, national origin, ancestry, genetic information, age, disability, gender identification, or sexual orientation.