Financial Operations Coordinator
2 weeks ago
Overview:
The Financial Operations Coordinator plays a vital role in assisting individuals and families who require a representative payee for managing their financial benefits.
This position involves overseeing the disbursement of funds to vendors on behalf of clients, ensuring stable housing, and providing essential budgeting and debt management support.
Key Responsibilities:
Under general supervision, the coordinator will:
- Prepare, analyze, and maintain financial records for clients utilizing various benefit programs.
- Manage the overall administration of representative payee and food assistance operations.
- Respond to inquiries regarding representative payee information.
- Maintain accurate records using designated accounting software, ensuring all transactions are properly documented.
- Process receipts and disbursements promptly.
- Create and submit timely reports to relevant authorities.
- Provide training and support to site staff on representative payee matters.
- Implement accounting systems and controls, including bank reconciliations.
- Issue invoices and client fund statements.
- Assist with monthly closing routines and special projects as needed.
Qualifications:
Candidates should possess:
- A minimum of 2 years of relevant experience.
- Proficiency in accounting software and Microsoft Excel.
- Strong attention to detail and accuracy in financial data management.
- Understanding of HIPAA regulations related to client confidentiality.
- Excellent financial management skills.
- Ability to maintain accurate records and handle sensitive information discreetly.
- Strong communication and interpersonal skills.
- Capability to work independently and prioritize tasks effectively.
- Experience in the non-profit sector is advantageous.
- An Associate's Degree in a related field is required; a Bachelor's degree is preferred.
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