Client Financial Specialist

Job Description

Job Description

Duties and Responsibilities :

• Reviews the monthly statements, and the checking and savings accounts for assigned ESARC clients
• Prepares Sage ledgers for assigned clients, respite, group homes, and discretionary funding
• Assists other business office staff when assigned during times of need.
• Pays for client expenses for rent, food, medical, utilities, etc and prepares checks for clients
• Communicates and reviews client ledgers with Group Home Supervisory staff
• Submits changes to FSSA, Indiana Department of Health, Social Security and FWHA and prepares reports and other documents as required for clients
• Attends the initial case conferences upon enrollment of clients
• Assists the Client Financial Supervisor with assigned tasks
• Ensures that ethical financial transactions are done with the highest regard for the client’s well being
• Understands the client’s needs and requirements and takes action to ensure those are met
• Trains clients to achieve maximum independence and interacts with clients with dignity and respect
• Adheres to Easter Seals Arc Human Resources Policies and Department Standard Operating Procedures
• Performs other duties as assigned including assisting other personnel when required
• Must be 18 years of age
• High school diploma or GED is required.
• An Associate’s Degree in Business / Accounting or related field is preferred.
• Two years experience working with accounting / bookkeeping is preferred
• One year of experience working with Sage / Excel / Word is preferred
• One year of experience working with the ID / DD population is preferred
• Ability to pass criminal / registry background checks and other required screenings to be eligible for bonding
• Ability to prioritize and manage multiple tasks while working independently
• Ability to communicate effectively in order to :

Complete required forms and reports of services provided

Working Conditions : The Client Financial Specialist performs duties in a standard office environment. Employee works with some supervision, both alone and with others in a team environment. The CFS works most hours at a desk with standard office equipment. The environment may be fast-paced with interruptions, distractions and deadlines.

PHYSICAL REQUIREMENT- Employee will work in an open office setting and may experience some minimal light lifting as well as moderate conversational noise.