Finance Assistant (Northampton, MA)

About the role

Reporting to the Finance Manager, the Finance Assistant works on behalf of the individuals for which Nonotuck is Representative Payee regarding their financial needs and completes all procedures as per approved Rep-Payee Policies. The Finance Assistant also works alongside the Staff Accountant in the reconciliation of Transaction Reports for those individuals in which Nonotuck has delegated money management responsibilities. The Finance Assistant will also be assigned finance department projects outside of the Rep-Payee program.

Responsibilities

• Complete all procedures as per approved Rep-Payee Policies
• Generate bills via the Accounts Payable Module
• Track account balances for individuals
• Track and reconcile all Transaction Reports
• Social Security Administration (SSA) Reporting & Massachusetts State Supplemental Program
• Maintain all Rep-Payee records in accordance with SSA regulations for organizational Rep-Payee
• Report changes in address, income, and other assets to SSA on a timely basis and complete SSA annual reviews
• Other duties and responsibilities as assigned

Qualifications

• Knowledge of Social Security Administration requirements for Organizational Representative Payees
• Knowledge of the regulatory requirements of the Department of Developmental Services and the Office of Medicaid, Adult Foster Care Services
• Proficiency in Microsoft Excel, Word, accounting general ledger programs and software
• Ability to analyze and see trends in various types of data and recommend follow-up steps in response to conclusions reached
• Displays a high level of initiative, effort, attention to detail and commitment by completing assignments efficiently with minimal supervision
• Able to adapt to new systems and processes and the ability to work remotely when required