Fiscal Concierge

The Fiscal Concierge is responsible for liaising with third party financial providers including the outsourced CFO/CPA firm and auditors. In addition, the Fiscal Concierge is responsible for guidance in financial matters related to the HASA staff. This position will be responsible for monitoring medical billing for the departments, maintaning the company’s accounting software and accounts payable software, and tracking cash receipts. This position will also be responsible for communicating with vendors, clients, and parents of students regarding any questions related to billing.

Key Success Factors

  • Superior ability to prioritize and focus in a fast-paced environment
  • Ability to quickly learn and use new technology software applications
  • Positive telephone, email and other communication skills as contact with clients and others will be extensive and ongoing
  • Ability to apply self to learning and apply technical skills
  • Co-operative team player


  • Maintenance and understanding of accounts payable software
  • Maintenance of cash receipts log
  • Correspondence with vendors, clients, and parents of students on all questions related to billing
  • Completion/management of Medical billing as needed (including Medical Assistance and Medicare)
  • Completion of clinical billing

Key Performance Indicators

  • On-time delivery of financial reporting packages
  • Low error rates and overall quality of work output
  • Motivating and effective management skills
  • Integration into the team
  • Ability to work independently in an occasionally stressful environment with extensive multi-client demands
  • Participation in organization-wide initiatives
  • Demonstration of evolving accounting and technology skills


  • Bachelor’s Degree in Accounting with a minimum GPA of 3.0
  • Prior bookkeeping experience required
  • Strong technology skills using Microsoft Office 2007 or later (Word, Excel, PowerPoint, and Outlook at a minimum, more applications preferred) and Google Suite
  • Experience working in a paperless environment strongly preferred; willingness to operate in a paperless environment required
  • Strong interpersonal and relationship building skills
  • Strong ability to communicate verbally and in writing
  • Team player with a positive “can-do” approach
  • A general and growing knowledge of firm products and services in the practice area & a general knowledge of products and services in other practice areas
  • Experience working for a nonprofit organization a plus; willingness to foster an environment of general delightfulness required.

HASAHarry and Jeanette Weinberg Building 5900 Metro Drive Baltimore, MD 21215 410.318.6780