Fiscal-Finance and Benefits Coordinator

Summary:

Assist individual served and staff in the management of individual’s finances. This is to be accomplished through the application of State and Federal Regulations as well as KCARC’s policies and procedures.

Essential Duties:

• Work with individual served and staff to facilitate individuals served involvement in all financial matters as outlined in their individual plan.
• Work with program staff to include a savings goal for each individual served. Work with individuals served and staff to use this savings appropriately and to replenish as quickly as possible for funds drawn from the Arc Trusts.
• Protect all benefits of the individual served by maintaining individual’s funds at a level below the state and federal limit and as prescribed by KCARC policy.
• Work with program services to establish a burial trust for any individual that wants one.
• Seek all benefits available to each individual served. This includes but is not limited to, Social Security, SSDI, Food Stamps, utility assistance programs, etc. Once benefits are established provide all funding sources with the required information related to benefit continuation.
• Protect individual’s assets thru proper insurance coverage’s.
• Work with banks to streamline the banking and bill paying process.
• Maximize each individual’s resources at all times. This includes development of plans and processes to assure timely payment of each individual’s debt and timely recording of income.
• Maintain accurate and timely tracking of each individual’s financial condition thru the use of the Quicken Program or some other approved similar method. This process includes accrual accounting as necessary for those income and expense items that only happen periodically.
• Maintain each individual served files in a manner that allows quick accurate access to information for any given time period.
• Provide monthly financial reports as required for the Individual Support Team.
• Report to supervisor any problems/concerns regarding each individual served finances. This report should include recommendations for corrections.
• Prepare tax filings and other reports as required by various outside sources.
• Back-up telephone support.
• Compile and prepare financial files needed for any audits scheduled from internal or outside agencies.
• Annual audits of all Individuals served.
• Maintain financial training for both DSP’s and management level.
• Send Guardian reports each month as requested.
• Prepare Rep Payee reports thru Social Security.
• All other duties as deemed necessary.

*Reasonable accommodations may be made to enable individuals with disabilities to perform the essential Functions.

Qualifications:

• Possess ability to maintain flexible schedule to meet the demands of the department.
• Maintain good hygiene.
• Possess excellent research and writing skills.
• Possess the ability to communicate effectively both verbally and in writing.
• Possess the ability to use tact and empathy when dealing with people of varied backgrounds.
• Possess the ability to establish effective working relationships.
• Possess the ability to work independently and in a team environment.
• Be proficient in Windows and Microsoft Office products.
• Accept responsibility and demonstrate leadership.
• Be able to multitask effectively in a sometimes fast paced environment.

Education and/or Experience:

High School diploma or GED equivalent required

Three years of bookkeeping experience and/or equivalent training preferred.

Certifications/Licenses/Registrations:

None

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential duties.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential duties of this job.