Financial Services Coordinator - Temporary Position 3-4 Months
About Us
Alpha Supported Living Services is a non-profit organization providing residential and community-based services to adults with developmental and intellectual disabilities. Our primary objective is to enhance the quality of life for each of our clients by aiding them in learning, personal development, and fostering increased independence. Since 1974, we've offered supported living, group home, community inclusion, and representative payee services across King, Snohomish, and Spokane counties in Washington State. At Alpha, we treat every client with utmost dignity and respect while valuing and nurturing the abilities of our employees to foster their professional growth.
About the Role
The Financial Services Coordinator reports directly to the Financial Operations Manager and is responsible for the oversight and management of participant finances and other benefits. This role interacts with program participants and must be familiar with the Guiding Values issued by the Developmental Disabilities Administration (DDA). The Financial Services Coordinator will act in accord with the principles and values expressed in these guidelines and uphold the agency mission.
Responsibilities
- Provide financial services that meet client needs and promote increased financial competence.
- Assist clients with bill paying, check writing, and obtaining cash for spending; support clients to pay their bills on time.
- Update client's individual financial plan (IFP) at least once annually, ensuring that the IFP is individualized.
- Encourage clients to take an active role in the management of their finances.
- Maintain and update client accounts using Quicken or other designated software; make entries as financial activity occurs and keep account records current.
- Obtain and organize all client receipts and deposit slips; organize and compile monthly and submit by the 5th of the following month for reconciliation.
- Assist with reconciling both house and client accounts.
- Maintain accounting of food stamps, including receipts for all food purchases.
- Ensure all housing leases are properly negotiated prior to participant moving in and that leases are updated as required, including complying with all Section 8 and/or other housing subsidy requirements.
- Maintain accurate and organized financial files for each client.
- Complete necessary financial reporting, reconciliation, and accounting for client financial benefits (CAP, DSHS, Social Security, Food Stamps, Section 8, etc.), including reporting to the DOA Case Manager any medical expenses incurred.
- Complete the monthly household expenditures reconciliation ensuring that all reimbursement checks are deposited by the 15th of the following month.
- Prepare and submit Residential Allowance Request forms to ODA when necessary and properly account for all funds received.
- Prepare and provide client guardians a quarterly summary of income and expenses.
- Provide training regarding staff roles within the client finance processes (petty cash, check cashing, emergency financial issues).
- Manage and account for petty cash funds, compile receipts, verify discrepancies, reconcile balances, and record on logs.
- Develop and maintain professional working relationships with clients, their families and friends, DDA Case Management, and other service providers.
- Communicate frequently with appropriate personnel as related to client finance and benefit issues or concerns.
- Regularly meet with supervisor to review client finances and other agency matters.
- Participate in staff meetings and attend other meetings and seminars; complete individual training requirements annually and maintain certifications and licensures, as required.
- Attend mandatory training to complete: First Aid/CPR, Bloodborne pathogens, Mandated reporter.
- Operate a personal vehicle on a regular basis; maintain personal vehicle in a safe operating condition.
- Perform other duties as needed or assigned on a daily basis.
Requirements
- At least 18 years of age.
- An associate degree, or its equivalent, from a recognized college or university.
- At least one year of experience working in social services and one year performing related financial duties.
- A Washington State Driver's license, current vehicle insurance, and ability to be covered on Alpha Supported Living Services' automobile insurance plan based upon driving record.
- Background inquiry clearance from an authorized state agency.
Qualifications
- Basic knowledge of accounting principles and practices, banking, and the reporting of financial data.
- Able and willing to perform basic mathematical operations (addition, subtraction, multiplication, and division) with or without a calculator.
- Communicate effectively orally and in writing to meet the needs of the intended audience.
- Able and willing to compile, code, categorize, calculate, tabulate, audit, or verify information or data.
- Basic to intermediate knowledge of software commonly used to perform the essential functions of the position (Excel, Quicken, Outlook, etc.).
- Demonstrated ability to apply general rules to specific problems to produce answers that make sense and to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
Pay
Starting Wage: $27.00/hr
Wage Range: $27.00 - $32.60
Benefits
- Medical, Dental, and Vision insurance for full-time employees (30 hours or more a week).
- 403(b) (non-profit version of a 401(k)) with company match.
- Life Insurance.
- Tuition Savings Program and Tuition Reimbursement.
- Employees working 34 or more hours a week are eligible for PTO accrual.
Please note: As of 10-18-21, all workers in Long-Term Care are required to be vaccinated against COVID-19.