Financial Management Program Specialist
About The Position
Join our dedicated team at Community Interface Services as a full-time Financial Management Services Program Specialist and unlock a rewarding opportunity in the heart of Vista, CA. This role works within the Self-Determination Program (SDP) which offers a flexible and individualized approach to service delivery. Join a cutting-edge program that offers a unique path to independence for individuals with intellectual and developmental disabilities! Our Mission Community Interface Services is a non-profit organization that has empowered people with intellectual and developmental disabilities since 1983. Our mission is to provide quality, individualized, community-based support and training in employment, housing, community living, and financial management services.
Requirements
- Bachelor's degree in business, accounting, finance, or human services or an equivalent combination of education and experience in finance as determined by Community Interface Services.
- Strong attention to detail and organizational skills and ability to process a high volume of numerical transactions accurately and effectively.
- Experience working with individuals with intellectual and developmental disabilities
- Working knowledge of Excel, Outlook, and Word; experience using databases; experience with QuickBooks Online is highly preferred.
Nice To Haves
- Bilingual (Spanish/English) is preferred
Responsibilities
- Customer Service: Work with program participants, families, and planning team members to advise them on financial management matters and provide direct financial management services; carry out Planning Team/case-management decisions related to financial management. Develop rapport with each team and be able to communicate changes as the program expands and changes.
- Financial Processing: Master a variety of software used to provide direct financial management services, process payments, develop budgets, track payments and balances, maintain participant records, and process new client enrollments and terminations. Follow established policies and procedures to conduct a high volume of financial transactions and services accurately.
- Outreach: Support educational and marketing efforts to communicate about CIS services and how they work. Perform research activities to ensure compliance with regulatory requirements, and shift priorities as new regulations and policies are implemented. Assist in developing and maintaining program policies and procedures.
Benefits
- Low-cost Medical, Dental, Vision, and Life insurance plans
- Employee Assistance Program (EAP)
- Section 125 Plan/Flexible Spending Account
- Paid initial and ongoing training
- Professional development and internal promotion opportunities
- Company issued iPhone
- Paid holidays and Paid Time Off (PTO)
- A unique retirement fund that we contribute to
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
