Financial Manager

3 weeks ago


Crestwood, Missouri, United States UCP Heartland Full time
Job Title: Manager of Client Escrow

UCP Heartland is seeking a highly skilled and experienced Manager of Client Escrow to oversee and manage client budgets, required state documentation, client payments and receipts, and supervise the ISL Financial Coordinator position.

Key Responsibilities:
  • Attend client transition and ISP meetings to ensure seamless budget changes.
  • Prepare and manage necessary state documentation, including food stamps and Medicaid.
  • Manage Medicaid Payee requirements for clients who are their own guardian.
  • Review and manage client NAF funds.
  • Meet with families to review ISL Financial Agreement.
  • Supervise ISL Financial Coordinator(s) to ensure accurate financial operations.
  • Review monthly client invoices and quarterly ledgers to submit to DMH or CMS.
  • Support the ISL Financial Coordinator(s) in collecting properly documented receipts for client purchases.
  • Compare house ledgers monthly to client spending.
  • Work collaboratively with Community Living Director's and Quality team to ensure proper spending for clients.
  • Reconcile food stamp receipts to client food stamp balance monthly.
  • Review client inventories prepared by Program Manager for all client purchases valued at $50 or more.
Requirements:
  • Bachelor's degree in accounting is required.
  • Prior supervisory role is preferred.
  • Relevant experience in the IDD Field is essential.
  • Knowledge of funding compliance requirements is necessary.
  • Ability to clear background checks and drug/alcohol screenings as required.
  • Must be able to maintain all required training and certifications.
  • Ability to communicate and collaborate with program staff.
  • Must be able to stand firm when necessary.
  • Ability to lift 50 pounds (weights may vary).
  • Budgeting experience is required.
  • Knowledge of Medicaid waiver funding is preferred.
  • Familiarity with various computer systems, including Office 365 Suite, SetWorks or similar EHR, Abila MIP or similar ERP system.
What We Offer:
  • Salaried, exempt position.
  • Located at our offices in Crestwood, MO.
  • Pay range: $68,000 to $72,000 annually.


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