Financial Compliance Associate

Lifetime Assistance • Rochester, NY

6d • $22 - $25 • Onsite

About The Position

At Lifetime Assistance, our mission is to foster independence, dignity, and respect for individuals with intellectual and developmental disabilities. Working with us goes beyond just a job—it's a chance to transform lives, including your own. Position Overview: Job Title: Financial Compliance Associate Location: Rochester, NY Department: Quality Assurance/Quality Improvement (QA/QI) Reports To: VP QA Improvement Employment Type: Full-Time, 40 Hours - Days Starting Wage: $21.55 - $24.62 per hour plus mileage reimbursement Why You Should Work for Lifetime Assistance? No-Premium Health Insurance: Access comprehensive healthcare without added cost. Education Support: Tuition assistance, scholarships — 50% off tuition for two courses per semester plus up to $3,000 scholarship per semester — plus micro-credential stipends up to $750 and SUNY partnerships. Paid Training: Immersive learning, e-learning, and ongoing paid training. Career Growth: Clear pathways to advancement, leadership training, and coaching support. Work-Life Harmony: Generous paid time off and supportive scheduling. Join a Caring Culture: Be part of a compassionate, mission-driven team that values every person — both those we support and our employees alike.

Requirements

• Strong financial skills: balancing ledgers, reconciling accounts, and reviewing checkbooks.
• Extreme attention to detail — every penny and every receipt matters.
• Confidence to cite errors, follow through with corrections, and hold staff accountable.
• Ability to teach and support staff while maintaining compliance.
• Excellent written and verbal communication skills for documentation and staff guidance.
• Strong organizational skills with ability to manage multiple audits simultaneously.
• Proficiency with Microsoft Excel, Word, and data entry systems.
• Valid NYS driver's license and reliable transportation required.

Nice To Haves

• Nonprofit/OPWDD experience a plus, but not required (rules can be taught).
• Degree not required — practical money management skills are most important.

Responsibilities

• Conduct financial audits across homes.
• Review ledgers, bank statements, in-house accounts, receipts, and change returns to ensure accuracy.
• Verify compliance with agency processes for: Banking needs forms Withdrawals from savings → house accounts → manager/staff use Receipt tracking with signatures Change reconciliation down to the penny
• Audit purchases on Wegmans/Walmart cards and gas cards to identify theft or misuse.
• Check for compliance with OPWDD/Medicaid standards to avoid citations.
• Provide on-the-spot training when errors are identified, while still documenting and citing all findings.
• Collaborate with a team of six QI professionals specializing in different audit areas (finances, medical, physical plant, etc.).
• Support the agency's goal of completing two audits per year across main service areas, with medical reviews at least annually.
• Prepare detailed reports with recommendations for corrective action and follow-up to ensure resolution.
• Partner with program managers and frontline staff to strengthen financial accountability and operational efficiency.
• Maintain confidentiality and professional integrity while managing sensitive financial data.

Benefits

• No-Premium Health Insurance: Access comprehensive healthcare without added cost.
• Education Support: Tuition assistance, scholarships — 50% off tuition for two courses per semester plus up to $3,000 scholarship per semester — plus micro-credential stipends up to $750 and SUNY partnerships.
• Paid Training: Immersive learning, e-learning, and ongoing paid training.
• Career Growth: Clear pathways to advancement, leadership training, and coaching support.
• Work-Life Harmony: Generous paid time off and supportive scheduling.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees