Financial Operations Associate

1 week ago


Middletown, Connecticut, United States Advanced Behavioral Health Full time
Job Title: Money Management Accounts Payable Processor

This role is part of the Money Management Fiduciary Department, reporting directly to the Program Supervisor. The successful candidate will provide support to the team, performing a range of financial tasks that service clients and manage benefit payments for individuals who require assistance with managing their Social Security or Supplemental Security Income Payments in Connecticut.

Key Responsibilities:
  • Assist with daily operations of the Money Management Fiduciary Program.
  • Process cash receipts and ensure accurate posting.
  • Manage cash distribution to various locations and perform daily banking tasks.
  • Verify and post attachments/documents in accordance with company policies and procedures.
  • Process outgoing payments/check runs in compliance with company policies and procedures.
  • Respond to payment inquiries, research discrepancies, and provide resolutions.
  • Match checks to invoices/attachments and verify signatures.
  • Conduct quality assurance to ensure adherence to policies and procedures for ABH, Social Security, and State of CT Representative Payee Program.
  • Maintain organized files and records of client requests and documents.
  • Maintain confidentiality of client protected health information and adhere to HIPAA policies and procedures.
  • Demonstrate ethical behavior and cultural sensitivity in interactions with individuals from diverse backgrounds.
  • Perform other financial tasks/administrative duties as required to support business operations.
Requirements:
  • Three years' experience in accounts payable/bookkeeping preferred.
  • Proficiency in current hardware and software, including Microsoft Office.
  • SAGE100 Accounts Payable processing is preferred.
  • High school diploma.
  • Excellent verbal and written communication skills required.
  • Excellent organization skills and attention to detail.
  • Attend annual Conflict of Interest training.

This role requires intermediate computer skills, proficiency in Microsoft Office, and the ability to work independently and in a team environment. Some travel to bank branch locations may be required, and a valid driver's license is necessary. Accuracy and attention to detail are essential, as well as excellent organizational skills, including record keeping.



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