Residential Funds and Benefits Specialist

Description

Residential Funds and Benefits Specialist

Salary Range: $26.00-$37.80/hr based on relevant experience

Requirements

• High school diploma or general education degree (GED) required.
• Degree in finance, accounting, or related field preferred.
• 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.
  

Who We Are

Wildwood Programs is a proud provider of educational, residential, employment, and other community-based supports to people with disabilities and their families We hire those dedicated to making a difference in people’s lives.

Who Are We Looking For

We are hiring a Residential Funds and Benefits Specialist to ensure compliance with state and federal regulations and accurate tracking of funds by program staff.

Summary

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.

Essential Duties and Responsibilities include the following (Other duties may be assigned):

• 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.
  
  

Qualifications

Additional Requirements:

• 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.