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Financial Operations Specialist

2 months ago

Tacoma WA USA, United States Dungarvin Full time
Job Description

The purpose of this position is to support the client financial management in accordance with all Federal and State regulations, as well as Company policies, in addition to processing specific financial tasks related to the individuals and organization.

Key Responsibilities:
  • Maintaining and Verifying Client Accounts
    • Coding spreadsheets and maintaining reports
    • Verifying household ledgers (grocery, cash, EBT)
  • Processing Payments and Managing Bills
    • Managing bills and overall lease management for supported individuals
  • Communicating with External Parties
    • Communicating and ongoing vendor relation management for existing client accounts
    • Timely and professional communication with external Representative Payee's
  • Preparing Financial Reports
    • Prepare annual Individual Financial Plans (IFP) for clients
    • Develop monthly reports outlining medical expenses clients accrue and submit to Developmental Disability Association (DDA) Case Managers
    • Develop monthly reports outlining usage of state supplemental funds and submit to DDA Case Resource Managers
  • Ensuring Compliance and Confidentiality
    • Ensuring client funds are handled in accordance with Washington Administrative codes (WAC) while ensuring confidentiality of client financial records in accordance with HIPPA
  • Providing Records and Information
    • Maintain regular communication with supervisor and attend management team meetings as needed.
    • Provide records and other information for internal participant account audits, DDA audits and other external agency audits, including recertification teams
Requirements:
  • 2 years related work experience
  • High School Diploma or GED
  • Associates Degree in Accounting or related field is preferred
  • Working knowledge of financial, accounting, banking and account reconciliation procedures.
  • Working knowledge of computer programs such as Microsoft Excel, Microsoft Word and Microsoft Outlook.
  • Strong interpersonal (verbal and written) communication skills