Financial Assistant I

THE BFAIR WAY – Inspiring Abilities, Creating Limitless Possibilities:

We are a national and state accredited human service agency responsive to the unique needs of people with disabilities and their families through a dedication to excellence; diverse service options; safe and healthy environments; fiscal responsibility; community partnerships; career opportunities and advancement.

POSITION DESCRIPTION: The Financial Assistant I provides a wide range of administrative and bookkeeping supports to the individual’s supported by the Agency that facilitate the overall mission of the agency.

RESPONSIBILITIES:

1. Treat each person served, co-worker, and others with the respect and dignity due every human being and adhere to the Department of Developmental Disabilities (DDS) Human Rights Standards, including the timely reporting of violations. Also, to adhere to the Disabled Persons Protection Commission's (DPPC) Mandated Reporter Guidelines around physical and emotional abuse.

2. Ensure each individual may achieve optimal quality of life (QOL) outcomes for people we support through a person-centered approach utilizing universal strategies, which is the foundation of the quality care and service provided.

3. Ensure the highest level of confidentiality on all individuals, personnel, financial and agency professional organization information.

4. Prepare weekly checks including program grocery/non-grocery and individual’s spending.

5. Prepare monthly checks including:
a. Individual’s spending
b. Individual’s rent, utilities, grocery, etc.
c. Charges for care to BFAIR
d. Charges for care to AFC providers
e. Payments on burial accounts

6. Weekly reconciliation and filing of program grocery/non-grocery spending sheets for grocery credit card use and/or checks written for program grocery/non-grocery expenses.

7. Monthly reconciliation and filing of individual’s spending sheets including, where applicable, sending copies of spending sheets and receipts to guardians.

8. Forward copy of monthly savings account statements or passbook activity to Financial Assistant II.

9. Maintain individual’s Funds Management Plan system for Finance Department including monthly notification of outdated FMPs to applicable program personnel.

10. Conduct staff trainings for program grocery/non grocery and individual spending sheets as needed.

11. Preparation of monthly status report of individual spending sheet reviews and funds management plans for CFO.

12. Maintain accounts receivable records for charges for care payments including applicable bank deposits.

13. Monthly billing to Representative Payees for Residential Charges for Care.

14. Prepare annual letters to Representative Payees for Social Security income verifications.

15. Make deposits to individual and corporate bank accounts, as needed.

16. Assist with front desk reception coverage which include welcome and assist visitors, answer telephone (operator calls), handle incoming and outgoing mail and perform other front desk reception duties.

17. Act as an appropriate role model through dress, speech and actions while in the program and in the community to foster positive social/relationships and skill development.

18. Maintain communication relationships with all departments and all other pertinent agency personnel and team members.

19. Follow agency and personnel policies and procedures.

20. Arrange all staff PTO time off requests with CFO. Vacation time must be requested at least two weeks prior to desired date(s). In the case of illness, you must call out to your supervisor two hours prior to the start of your shift.

21. Attend scheduled staff meetings and trainings as assigned; work shifts as assigned. Shifts may not be changed unless permission is received from supervisor prior to change.

22. Accurately documents all hours worked on the Agency electronic time management system. All timesheets must be submitted timely for approval which act as your electronic signature and approval. Time sheets should reflect employee’s assigned scheduled unless prior approval was given by supervisor to alter assigned schedule.

23. Responsible for maintaining current certification(s) including but not limited to START, CPR/FA, and MAP (if applicable to position).

24. Responsible for completing all training assigned in electronic Learning Management System on time or attending any scheduled training. If unable to complete or attend it is the employee’s responsibility to obtain prior authorization/permission to re-schedule training from Supervisor and notify Human Resources.

25. Responsible for routinely checking electronic communications; including but not limited to time off management, BFAIR email, BFAIR portal, and electronic LMS system. These systems should be checked each shift your work.

26. Meet with CFO or designee monthly for individual supervision; attend staff meetings and other meetings as assigned.

27. Adhere to agency/personnel policies, DDS regulations, follow emergency procedures and maintain individual’s confidentiality in accordance with HIPPA standards.

28. The agency reserves the right to revise existing schedules and/or program site assignments, with notice due to the changing needs of the individuals served and program(s).

29. Perform other duties as assigned by CFO and/or designee.