Job Description & Responsibilities:
The Arc of Southwest Georgia JOB DESCRIPTION INDIVIDUAL and FINANCIAL SERVICES REPRESENTATIVE JOB SUMMARY: The Individual Financial Services Representative maintains all payables and billing issues for the individuals served as Representative Payee by The Arc of Southwest Georgia. Responsible for all individuals’ financial activities and cooperates with the Residential Department, Project Arc Department, Case Mangers, and Accounting on such matters. Non-Exempt Position. DUTIES AND RESPONSIBILITIES Documenting financial transaction details and monitoring the transactions Preparing and filing financial documents Processing accounts payable and accounts receivable Fact-checking accounting data Reconciling company and/or individual accounts Working with staff accountants as needed Responsible for supervising individual financial service department and account representatives. Monitors individuals’ financial activities and cooperates with the Residential Department, Project Arc Department, Case Mangers, and Accounting on such matters. Utilizes RPM to monitor individuals’ check register current with the appropriate bank statement each month. Utilizes Truelink system to maintain individuals debit cards. Assists account representatives with preparing reports for auditors or Directors as necessary. Maintains an electronic financial system and keeps information up to date (for participant finances). Ensures the electronic banking system sites and the individuals’ checkbook registers are reconciled monthly, or more frequently as required. Assists individuals with budgeting funds and provides counsel when necessary. Provide authorized representatives or family members with financial statements as requested. Ensures that individuals stay within allowable balance to satisfy Social Security and Medicaid rules. Completes Representative Payee report. Assists individuals in locating other financial resources as needed (negotiates with vendors or finds outside agencies who will provide financial assistance as applicable). Attends annual meetings to conduct a financial assessment and assists in developing goals as requested. Purges files and maintains records in accordance with Medicaid, DBHDD and Social Security regulations. Maintains a filing system for participant finances. Assists with the development of internal policies and procedures relating to individuals’ finances. Contacts outside agencies in reference to individuals’ finances (Social Security, Medicaid Representative, DFCS, Insurance Agencies, etc.). Promotes and protects individuals’ rights, especially the right to freely make and express preferences in choices regarding their daily living and care, as long as such rights/choices are not detrimental to individuals’ well-being. Other duties as assigned.
Qualifications
Minimum of an Associate's degree in accounting or related experience. Developing technical knowledge regarding specific responsibilities. Strong interpersonal and relationship-building skills. Team player with a positive – ‘can do’ approach. Strong verbal and written communication skills. Strong technology skills including Microsoft Word, Microsoft Excel, QuickBooks, and accounting software as well as standard office equipment.
Salary:
Depending on Experience
Contact:
Employer: The Arc Southwest Georgia
Location: Albany, GA
Link: https://thearcswga.acquiretm.com/job_details_clean.aspx?id=1351