Client Finance Specialist- Group Homes

Our Vision

The elimination of barriers that restrict individuals with disabilities from community inclusion.

We strive to eliminate all barriers that keep our clients from being a part of their community.

Our Mission

To provide services and supports to people with barriers to attain self-direction, inclusion, personal fulfillment, and productivity in all life areas.

At DSI, we provide these services and supports to our clients to help them attain self-direction, inclusion and personal fulfillment and be productive in all areas of life.

Job Description

POSITION TITLE: Client Finance Specialist

DIVISION: Finance

SUPERVISOR: Finance Manager

CLASSIFICATION: Non-Exempt

STATUS: Full Time

PURPOSE:

Manage the personal finances of Group Home Clients by paying bills, rent, liabilities, recording social security income and other receipts, managing weekly spending distributions, data entry, reconciling bank statements, and providing necessary reports to program personnel. Reconciling Group Home House Finances and check requests for online banking.

KEY AREAS OF RESPONSIBILITY:

1. Will assist with the Group Home representative payee intake process and paperwork.
2. Monitor and maintain accurate person served financial records. Ensure person served bills are paid in a timely and efficient manner. Ensure proper cash management procedures are maintained such as timely reconciliation of monthly bank statements, timely deposits of cash received, and maintaining Quicken financial records.
3. Provide required financial information to internal and external sources including Director, Community Living Services, QIDP, guardian, or case manager to meet applicable Medicaid Waiver requirements.
4. Promote and maintain a professional office environment.
5. Maintain complete confidentiality regarding daily administrative operations and persons served in compliance with agency and HIPAA guidelines.
6. Prioritize multiple job functions, coordinate routine responsibilities with spontaneous, occasional assignments.
7. Assist with tracking required paperwork, notify appropriate staff about missing documents, and assist in obtaining the missing information.
8. Research and resolve billing and services issues with cable, internet, and phone at homes of persons served.
9. Annually compile necessary paperwork for the preparation of persons’ served tax returns.
10. Prepare and present budget information on an annual basis.
11. Upon request meet with persons served, case managers and guardians.

OTHER FUNCTIONS:

• Promote agency philosophies, generate team spirit, create and maintain an environment that fosters employee satisfaction, maximizes productivity and profitability.
• Portray a positive attitude that maintains a customer and coworker satisfaction level that limits adverse situations or complaints.
• Display patience in all situations involving persons served. Speak in an even, positive and personal tone of voice when conversing with persons served.
• Attend/request related trainings as authorized or required.

QUALIFICATIONS:

1. Associates Degree in Business, Accounting, Finance or related field preferred.
2. High School diploma and 2 years related experience or minimum of Associates Degree required.
3. Experience in a related position, knowledge of accounting basics, knowledge and experience with Microsoft Excel, knowledge, and experience with accounting software (MAS90 or Sage100 preferred), the ability to function well in a team environment.
4. Proficiency in using a computer for word processing is required. Experience with Word and Excel is required.
5. Must be capable of performing repetitive tasks.
6. Ability to perform duties with precision and detail.
7. Excellent organizational skills required.
8. Must have the ability to successfully work in both independent and group settings. Must have the ability to effectively communicate during a crisis situation.
9. Must possess excellent communication skills both written and verbal, and strong teamwork skills.
10. Must have the ability to communicate effectively, and to work under the stress of meeting deadlines.
11. Budgeting & financial experience preferred. Knowledge of social security and Medicaid benefits desirable.
12. Possess and maintain a clear criminal record per Medicaid Waiver regulation requirements.
13. Maintain a valid Indiana driver’s license, insurance on personal vehicle (minimum of PLPD with Medical liability coverage), and maintain insurability as defined by the agency liability insurance carrier.
14. Must possess and maintain reliable transportation that meets state requirements for transporting persons served.
15. Dress appropriately as defined by the department dress code.

The above statements reflect general functions of this job and shall not be constructed as a detailed description of all work requirements inherent to the job. The supervisor, as specified above, may elaborate on, or add to the above list if the duties come within the employee's realm of responsibility.