Benefits & Financial Coordinator

The Kennedy Collective IncTrumbull, CT
$23 - $25Onsite

About The Position

The Benefits & Finance Coordinator ensures accurate and timely administration of benefits and financial entitlements for residents living in TKC group homes. This role manages Department of Social Services (DSS) and Social Security Administration (SSA) applications, renewals, and status changes; monitors resident bank accounts to maintain benefit eligibility; coordinates with group home managers and internal stakeholders; and maintains precise financial records to support audits, Individual Plan (IP) reports, and regulatory compliance. The Benefits & Finance Coordinator serves as the primary liaison between residents, families, government agencies, and TKC's Finance and Program Services teams. This position reports to the Director of Finance within the Finance Department. The Benefits & Finance Coordinator has no direct reports and supports multiple group homes across TKC's residential program portfolio. The role operates independently with accountability for deadlines and accuracy while maintaining collaborative relationships with group home managers, the Finance team, and external agencies.

Requirements

  • Associate's degree in Business Administration, Sociology Human Services, or related field
  • 3+ years of experience in benefits coordination, financial administration, or related administrative role in a healthcare, human services, or nonprofit environment
  • Proficiency in Microsoft Excel, Word, and Outlook; ability to create and maintain spreadsheets with accuracy
  • Valid driver's license and ability to travel to group home sites and external agencies as needed
  • Strong written and verbal communication skills
  • Ability to handle confidential information with discretion and maintain HIPAA compliance

Nice To Haves

  • Bachelors degree in Business Administration, Accounting, Sociology, Human Services, or related field
  • Experience with Therap or similar electronic health record/financial management systems
  • Familiarity with CT DSS programs, Social Security benefits, Medicare, and Medicaid
  • Experience working with individuals with intellectual and developmental disabilities

Responsibilities

  • Drive 100% on-time submission of DSS applications and redeterminations to prevent gaps in resident benefits and healthcare coverage.
  • Monitor group home residents' checking account balances monthly to ensure compliance with benefit eligibility thresholds and escalate risks immediately.
  • Submit W-265 status change forms to DSS and notification letters to Social Security within 4 business days of resident move-ins, move-outs, or passing.
  • Upload all Therap (Kibu) financial transactions and statements by the 5th business day of each month to support state audit requirements.
  • Prepare and submit individual income tax returns by April 15th for eligible group home residents.
  • Gather and verify financial data for Individual Plan (IP) reports including benefit amounts, account balances, trusts, and outstanding obligations.
  • Maintain accurate tracking spreadsheets for redetermination dates, funeral contracts, and funeral home accounts with weekly updates.
  • Process reimbursement requests and trust payments within 2 business days, communicating any delays to the Director of Finance.
  • Respond to Finance and Operations inquiries within 24 hours, providing documented guidance on benefit-related questions.
  • Achieve a quarterly file audit score of 98% or higher by maintaining accurate, complete, and audit-ready resident benefit files.
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