Position Title: Fiscal Monitor
Department: Accounting
Position Type: Full-Time
Supervisor: Senior Accountant
Exempt/Non-Exempt: Non-Exempt
POSITION OVERVIEW
The Fiscal Monitor supports the Agency’s financial compliance activities by performing routine fiscal monitoring tasks, reviewing subcontractor billing, and assisting in the preparation of financial audits and grant budgets. Work includes examining financial records, reviewing reports for accuracy, and ensuring documentation meets established requirements.
This position performs the detailed work of fiscal monitoring including gathering information, completing assigned review steps, preparing workpapers, and following established monitoring plans.
Our Mission: As an Area Agency on Aging, we promote well-being, independence, dignity, and choice for older persons and all individuals needing long-term care in our five-county area.
Our Values: ALTCEW has four core values; Dignity: We strive to honor the inherent dignity of all persons because we all deserve love and respect. Compassion: Being present and accepting with someone who is struggling. Knowledge: The ability to learn and contribute information because as we learn and improve, the lives of clients improve. Service: Commitment to taking action to help and support others in order to make a positive difference.
Our Culture: Our agency possesses a positive, welcoming environment. We provide a variety of wellness services, foster employee engagement through peer recognition and regular staff social activities. Our employee assistance programs foster health and well-being. Employees are regularly offered opportunities to socialize together, and volunteer in the community.
BENEFITS
- 37.5-hour full-time work week
- Medical insurance (3 plan options) with low deductibles; premiums are paid 100% for the employee
- Dental insurance (3 plan options); premiums are paid for the employee and family members
- Vision care insurance
- Long-term disability and life insurance
- Generous paid vacation and sick leave, plus 12 paid holidays
- Flexible spending accounts for qualifying medical and dependent care expenses
- Department of Retirement Systems pension/retirement plan
- 457/Roth payroll IRA options
- Wellness and employee assistance program
- Paid premiums for Washington Paid Family & Medical Leave and WA long term care benefits
- Ample training for development of program expertise and personal growth
- We are a qualifying employer for the Public Student Loan Forgiveness Program
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Fiscal Monitoring & Contract Review
- Follow established fiscal monitoring plans and procedures developed by the Accounting Manager.
- Assist in planning monitoring activities by gathering documents, reviewing contract terms, and preparing assigned sections of monitoring work papers.
- Conduct routine fiscal review steps such as verifying supporting documentation, checking allowable costs, reconciling billing to source records, and noting inconsistencies for supervisory review.
- Review monthly subcontractor billing packets for accuracy, completeness, and alignment with contract requirements.
- Document monitoring results clearly and accurately, flagging areas of concern for supervisory evaluation.
- Perform basic reviews of draft contracts for completeness before supervisory review.
- Coordinate and work closely with Contracts Department to ensure consistency in monitoring processes and collaboration.
Compliance Support
- Perform preliminary checks of contractor accounting procedures using established sampling techniques.
- Review financial documents for completeness and accuracy according to established federal, state, and Agency guidelines.
- Track follow-up items and help coordinate corrective actions as directed.
- Assist in the preparation and organization of requested documentation for annual SAO audits and HCLA monitoring.
- Assist in reviewing audit requests for accuracy and completeness before submission.
- Maintain orderly audit files and ensure supporting materials are ready for supervisory review.
General Accounting Functions
- Support Accounting Manager and Senior Accountant with general accounting and month end processes.
- Support the accounting team as needed in general accounting functions.
Other duties as assigned
REQUIRED SKILLS AND ABILITIES
- General knowledge of governmental or nonprofit accounting principles.
- Understanding of auditing or fiscal monitoring concepts, or ability to learn these under supervision.
- Ability to follow established procedures and document work accurately.
- Proficiency with Microsoft Office required.
- Experience with MIP and Washington State BARS preferred.
- Strong attention to detail, organizational skills, and ability to maintain accurate records.
- Ability to communicate clearly and professionally with internal and external partners.
- Demonstrated integrity, ethical behavior, and reliability.
PHYSICAL DEMANDS
- Proficient in typing and keyboarding with manual dexterity for accurate repetitive tasks and occasional periods of writing. Typing and keyboarding includes up to 7.5 hours per day.
- Strong verbal communication including speech, visual, and hearing skills for interacting with clients, colleagues, and the public.
- Ability to sit for extended periods and maintain good hand-eye coordination.
- Capable of performing tasks that involve bending, stretching, stooping, reaching, and occasional climbing.
- Ability to lift and move objects up to 20 lbs. and work in various environmental conditions including office and remote settings.
- Ability to speak and listen is adequate for interacting with both employees and the public.
- Capable of driving a personal vehicle for extended periods in various outdoor conditions.
BEHAVIORAL STANDARDS
Represents the Agency positively and supports its mission. Demonstrate honesty, initiative, and accountability. Communicate effectively and courteously with staff, vendors, and supervisors. Works cooperatively as a team member and takes initiative to meet work objectives.
MINIMUM QUALIFICATIONS
- Bachelor’s degree in accounting, finance, or related field; AND one to three years of experience in governmental accounting, auditing, or fiscal monitoring. A combination of relevant education and experience that demonstrates the ability to perform the essential duties may be considered.
- Criminal background check that qualifies individuals to work with vulnerable adults (WAC 388-133).
- Valid driver’s license and ability to travel regionally as required.
PREFERRED QUALIFICATIONS
- Experience in governmental, nonprofit, grant-funded, or social services settings.
- CPA Certification or master’s degree in accounting or related field.