Residential Funds and Benefits Specialist

WILDWOOD PROGRAMS INC • Town of Colonie, NY

12d • $26 - $38

About The Position

The Residential Funds and Benefits Specialist will be responsible for overseeing the residential management of the financial accounts and personal funds of individuals supported in Wildwood’s IRA and Supportive Apartments residential programs. Travel throughout multiple residential locations in the Capital District will be necessary.

Requirements

• High school diploma or general education degree (GED) required.
• At least one-year related experience (financial management, auditing, securing benefits) and 2 years experience in OPWDD setting.
• Familiarity with benefits programs (SSI, SSDI, Medicaid, SNAP) strongly preferred.
• Computer skills: Word processing, Google suite; E-mail and database software.
• A valid NYS driver's license and ability to drive and driving record acceptable for agency insurance coverage are required.
• Daily access to a vehicle.

Nice To Haves

• Degree in finance, accounting, or related field preferred.
• Familiarity with benefits programs (SSI, SSDI, Medicaid, SNAP) strongly preferred.

Responsibilities

• Oversee the residential management of financial accounts (personal allowance, clothing accounts, etc) for individuals residing in IRAs and Supportive Apartments, ensuring all transactions are accurately recorded.
• Collaborate with residential leadership, and other stakeholders to develop and maintain Personal Expenditure Plans (PEPs) tailored to individual needs.
• Monitor and report on individuals’ budgetary performance, identifying and recommending areas for financial improvement.
• Review monthly ledgers, verifying cash-on-hand balances against banking records for individual’s accounts.
• Conduct comprehensive Personal Allowance audits annually for individuals receiving residential supports. Ensure findings are shared and corrective action plans are developed and implemented.
• Serve as the liaison with state and federal auditors during reviews of individual benefits, personal allowances, and clothing allowances.
• Maintain strict compliance with state, federal, and Wildwood policies regarding personal fund management.
• Work collaboratively with the Business Office, Compliance, Quality Assurance, and Residential Leadership to strengthen financial practices and safeguard individual funds.
• Support the Certified Benefits Practitioner (CBP) in maintaining and renewing benefits (Social Security, OPWDD, Social Services - Medicaid, SNAP benefits) for individuals.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED