.Finance Case Manager Specialist
Purpose of the Job
The purpose of this position is to maximize the estate and ensure the well-being of Public Fiduciary wards. This position provides complex case management services and accounting duties that involve maintaining specialized financial records.
Essential Duties and Responsibilities
Prepares written correspondence to outside vendors; negotiates to reduce debts owed by clients; analyzes and maintains accounting records; submits reports and documentation relating to IRS and Social Security Administration; prepares checks.
Prepares payment plan schedules and reviews for accuracy and compliance, monitors trust account balances held by care facilities and determines whether appropriate expenditures were made; provides backup for accounts payable.
Interprets Court Orders and collects or reimburses funds as ordered; interprets State Statutes and tracks new legislation, applying relevant changes to Public Fiduciary; tracks client inventory values and submits reports for County Liability records; testifies in court, if necessary.
Develops and implements case management plans in order to meet client needs; conducts residential client visitations and monitors client residential placements for proper level of services; schedules and transports clients to appointments (medical and psychiatric), locates and secures housing, food, and clothing for clients.
Maintains case records in compliance with Supreme Court regulations and performs case studies to assess problems and present alternative solutions. Prepares reports and makes recommendations regarding assigned cases and their disposition; interprets and explains program rules and responsibilities to clients and the general public.
Prepares and revises client inventories and spending plans; consults with mortuaries and coordinates burial arrangements.
Performs other duties as assigned.
Budget Responsibilities
This position has no responsibility over any types of budget.
Project Responsibilities
Provides project research and clerical support on process improvement projects.
ORAL COMMUNICATION DUTIES
Explains County procedures or processes, participates in meetings and gives presentations or speeches.
WRITTEN COMMUNICATION DUTIES
Creates or edits documents, internal memos, emails, formal letters and reports.
INTERACTIONS WITH THE GENERAL PUBLIC
Interacts extensively with employees, customers, the general public, vendors, regulatory bodies, and other groups or individuals and Institutions over the telephone, by email, and/or in person.
Interacts specifically with customers: Continuously (more than 70% but less than 85% in a year).
Minimum Education/Directly Related Experience Required
MINIMUM EDUCATION REQUIRED: Associates Degree in Social Services or related field or equivalent combination of education, training and experience.
MINIMUM YEARS OF DIRECTLY RELATED EXPERIENCE REQUIRED: Three (3) years case management experience under the direct supervision of Public Fiduciary; two (2) years of which in bookkeeping experience in a social services environment; or equivalent combination of education, training and experience.
PROFESSIONAL CREDENTIALS REQUIRED: Public Fiduciary License issued by the Arizona Supreme Court. Must maintain licensure through continued education. Must possess and maintain a valid Driver’s License.
Supplemental Information
Knowledge Required: Finance; accounting; bookkeeping; Federal, State, and Local laws, regulations, Statutes; case management - Public Fiduciary and banking.
Skills Required: Communicating diplomatically; customer service; problem recognition; problem solving; analytical thinking; developing alternative solutions; time management; critical thinking.
Performing a variety of bookkeeping activities; providing fiduciary assistance and performing a variety of case management activities; preparing clear, concise, and accurate correspondence, reports and other documents and written materials; using initiative and independent judgment within general policy guidelines; dealing successfully with a variety of individuals from various socioeconomic, ethnic and cultural backgrounds.
Abilities Required: Focus; consider options, risks, and benefits; imagine outcomes of particular actions; recognize problems; generate fluent new and useful ideas. Monitor and track client funds; coordinate payment of client bills; monitor trust accounts; assist with bank reconciliation; maintain client fee schedules; prepare Treasurer Receipts and annual accountings; assist with developing and implementing case management plans; conduct client visits, investigations and inventories; maintain client documentation for legal record; locate and secure housing and necessities for clients; perform general office duties; communicate effectively and follow verbal/written instructions.
PHYSICAL DEMANDS: Regularly stands to attend to customers; rarely stands to perform custodian work. Regularly sits to complete report, operate computers and attend to other duties; routinely sits to complete a program; rarely sits to operate special equipment. Routinely lifts under 10 lbs.; rarely lifts up to 25 lb. and up to 50 lbs. Routinely requires dexterity for keyboard operation; rarely requires dexterity for special gadgets and special machines. Incumbents in this position may be required to occasionally bend, kneel and twist.
WORK ENVIRONMENT: Incumbents in this position generally works in an office environment. Incumbents in this position may occasionally spend time in classroom(s), outdoor areas, and in an automobile; rarely spend time in lobby environment.
SAFETY RISK EXPOSURE: Incumbents in this position on rare occasions may become exposed to telephone verbal abuse by customers or citizens, physical danger, mechanical hazards, chemical hazards, electrical hazards, bloodborne pathogen, communicable diseases, fire hazards, explosives, respiratory hazards, extreme temperature, noise and vibration, wetness and humidity.
PROTECTIVE GEAR & SAFETY MANUALS: Incumbents in this position are required to constantly follow written safety procedures and manuals relevant to the division or department. Incumbents in this position may on rare occasions require the use of safety equipment, biosafety gear and eye protection devices.
CONSEQUENCES OF ERROR: Potential errors can result in unfavorable public perceptions and legal ramifications. To learn more details, visit our benefits page.