The Miracle Project

Financial Planning and Analysis

• Process weekly class charges, ensuring billing is completed accurately and on time.
• Submit monthly Regional Center billing and prepare Self Determination Program (SDP) invoices for review, maintaining organized records of all submissions.
• Enter and maintain data in the organization's payment tracker, keeping records current and accurate.
• Flag all outstanding balances and any billing discrepancies or irregularities.
• Coordinate with the Program Manager to follow up with families regarding pending payments, expired payment methods, or outstanding invoices to their payors.
• Prepare vendor invoices on an as-needed basis for review and signature.
• Maintain organized financial files and records in accordance with the organization's document retention policies.
• Support in maintaining the Master Compliance Calendar, tracking deadlines, renewal dates, and filings, and send timely reminders to the Director.
• Monitor insurance policy expiration dates and alert the Director of Finance & Operations in advance of upcoming deadlines.
• Organize and maintain digital filing systems, including folder cleanup, archiving, and consistent naming conventions.
• Update organizational databases and records as directed.
• Assist with compliance filings, contractor documents, vendor agreements, and certificates of insurance as directed.
• Work with the program team to record and cross-check weekly attendance, and assist with monthly audits.
• Pick up mail from the office location as needed, scan, and distribute to the appropriate staff member.
• Prepare and make bank deposits as directed.
• Provide general administrative support as directed, including document routing and follow-up on outstanding items.
• Assist with maintaining organized HR records and files in compliance with organizational policies and applicable regulations.
• Support tracking of required compliance training completion records (e.g., CPRA, HIPAA, Mandated Reporter) as directed.
• Assist with annual compliance acknowledgment distribution and tracking (e.g., Conflict of Interest, Whistleblower Policy) as directed.

Administrator, Operations and Finance