Fiscal-Finance and Benefits Coordinator

About the Role

Assist individuals served and staff in the management of individual’s finances through the application of State and Federal Regulations as well as KCARC’s policies and procedures.

Responsibilities

• Work with individuals served and staff to facilitate their involvement in all financial matters as outlined in their individual plan.
• Collaborate with program staff to include a savings goal for each individual served and ensure appropriate use and replenishment of these savings, including funds drawn from the Arc Trusts.
• Protect all benefits of the individual served by maintaining their funds below state and federal limits as prescribed by KCARC policy.
• Work with program services to establish a burial trust for any individual who wants one.
• Seek all available benefits for each individual served, including Social Security, SSDI, Food Stamps, and utility assistance programs. Provide required information to funding sources for benefit continuation.
• Protect individuals' assets through proper insurance coverage.
• Work with banks to streamline banking and bill-paying processes.
• Maximize each individual’s resources by developing plans to ensure timely payment of debts and recording of income.
• Maintain accurate and timely tracking of each individual’s financial condition using Quicken or another approved method, including accrual accounting for periodic income and expenses.
• Maintain organized files for each individual served to allow quick and accurate access to financial information for any given time period.
• Provide monthly financial reports as required for the Individual Support Team.
• Report any financial problems or concerns to the supervisor, including recommendations for corrections.
• Prepare tax filings and other reports as required by outside sources.
• Provide backup telephone support.
• Compile and prepare financial files for internal or external audits.
• Conduct annual audits of all individuals served.
• Maintain financial training for Direct Support Professionals (DSPs) and management.
• Send Guardian reports monthly as requested.
• Prepare Rep Payee reports through Social Security.
• Perform all other duties as deemed necessary.

Requirements

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

Qualifications

• High School diploma or GED equivalent required.
• Three years of bookkeeping experience and/or equivalent training preferred.

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.