Auditing Clerk

• Perform thorough five-year Medicaid look back reviews by collecting and analyzing financial records, such as bank statements, tax returns, and investment documents
• Use advanced Microsoft Excel functions, including pivot tables, conditional formatting, and complex formulas, to organize and reconcile financial data
• Create and maintain detailed Excel workbooks to document asset tracking, expenditures, and account activity
• Identify and flag potential issues or irregularities in financial data for attorney review
• Collaborate with attorneys, paralegals, and clients to gather missing documents and resolve data discrepancies
• Prepare clear and concise financial summaries and reports for presentations to attorneys and clients
• Assist with Medicaid application processes by responding to documentation requests from Medicaid agencies
• Ensure all financial information is handled confidentially and adheres to privacy regulations
• Stay informed on Medicaid rules and guidelines, particularly those related to financial eligibility and the look back process

• Associate degree in Accounting, Finance, or a related field
• Advanced proficiency in Microsoft Excel, with the ability to analyze large datasets and automate tasks
• Experience in financial records analysis, bookkeeping, or Medicaid eligibility processes is highly desirable
• Strong analytical skills and exceptional attention to detail
• Excellent communication skills to effectively collaborate with team members and clients
• High level of integrity and discretion when handling sensitive financial information
• Organizational skills to manage multiple tasks and meet deadlines efficiently

Bachelor’s degree is preferred but not required

• medical, vision, dental, and life and disability insurance
• eligible to enroll in our company 401(k) plan