Client Finance Manager

Position Title: Client Finance Account Manager

Position Specific: Part Time

Pay Grade: DOE

Pay Grade: Determined by Negotiation

PURPOSE:

To ensure that Eaton Alliance clients’ financial affairs are managed, maintained, and organized.

PHILOSOPHY:

The Client Finance Manager should be focused on the financial care and needs of our clients. The Client Finance Manager should be compassionate, organized, financially prudent, assertive, and have the ability to set appropriate boundaries with clients and employees. They should be watchful and conscientious about potential exploitation and/or fraud, as well as, being able to manage finances in a way that they would want their own loved one’s finances handled.

TOP THREE PRIORITIES:

• Client bills
• Personal Budget Assistance (PBAs)
• Fraud prevention

TASKS AND RESPONSIBILITIES:

PRIORITY 1: Client bills

• Manual & online bills
• Corporate bills
• Deposit client funds
• Review client medical bills
• Client loan docs tracking and repayment plans
• Medicaid spend downs

PRIORITY 2: Personal Budget Assistance (PBAs)

• Analyze, generate, and manage clients’ budget
• Reconcile client checking and STABLE accounts in QuickBooks
• Create monthly Client Finance Report
• Acquire signatures on monthly Client Finance Report via e-sign
• Assist clients with budgeting via client house managers
• Client bank balance management

PRIORITY 3: Receipts & Fraud Prevention

• Weekly prepaid checking account and card review
• Review, track, and e-file receipts for client purchases

OTHER

• Manage relationships with managers and clients’ state representatives
• Weekly finance reviews with managers
• Manager training (including monthly training meetings with select Program Managers and their direct supervisor)
• Set up new clients for Client Finance services
• Manage client STABLE accounts
• Withdraw weekly and monthly client spending cash from bank
• Track client paystubs
• Manage client debit cards with bank representative
• Provide necessary documentation for Medicaid Reviews to work colleagues
• Write and send a thank-you card weekly
• Attend Leadership Meeting monthly
• Other duties as assigned by Executive Director

*Position Qualification Requirements:*

• QuickBooks Online experience is preferred
• Knowledge and practical experience regarding basic computer skills, including Microsoft and Excel Programs
• Ability to work independently and make decisions in accordance with established policies and regulations
• Strong verbal and written communication skills
• Ability to perform several tasks concurrently with ease and professionalism
• Must be able to keep client and company matters confidential
• Prior Business Management experience preferred
• Polite, courteous, and tactful with the public
• Good health, high moral character and good attendance record
• Aptitude to think outside the box, find creative solutions for a non-cookie cutter business

Job Type: Part-time

Pay: $19.00 - $24.00 per hour

Ability to Commute:

• Lehi, UT 84043 (Preferred)

Ability to Relocate:

• Lehi, UT 84043: Relocate before starting work (Preferred)

Work Location: In person

Salary : $19 - $24