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Individual Funds Specialist

Job ID 19000OPI
Individual Funds Specialist
Primary Location: United States-IN-INFort Wayne
Function:Program Services Coordination/Case Management

Indiana Mentor is seeking an Individual Finance Specialist in the North Region (supporting Fort Wayne, Peru, Lafayette, and Mishawaka areas). This position applies accepted accounting procedures to the monitoring, maintaining and reporting of client financial transactions to ensure individual finances are managed effectively and appropriately, and that financial records are maintained in accordance with generally accepted accounting principles and company guidelines.

Essential Job Functions

·        Maintains individual (consumer) financial records including financial reports, bank statements, budgets, and benefit reporting, and ensures that financial records are complete and accurate.

·        Conducts monthly reviews and completes financial statements for individuals by request. Ensures individual client finances are managed effectively and appropriately.

·        Ensures individual total assets remain within the designated maximum amount to maintain Medicaid and other funding benefits.

·        Pays individual bills (e.g.: rent, electricity, water, gas, garbage, cable, co-pays on medical and medication, etc) on or before assigned due dates.

·        Coordinates financial services for new individuals and all individuals leaving services.

·        Completes application for, report changes to, and coordinates benefit information for each individual as necessary (Social Security Benefits, Public Financial Assistance, Food Stamps, Rent Subsidy, etc). Sends paycheck earning information to Social Security as needed.

·        Dispenses each individual’s routine expense and personal spending money as deemed by the individual’s money management plan.

·        Participates in investigations of misappropriations of funds, in consultation with supervisor/s (QMRP) and in conjunction with the QA manager and State Director.

·        Conducts monthly and end of the year tax filing for individuals as needed.

·        Ensures individual’s confidentiality.

·        Performs other related duties and activities as required.

Education Requirements
  • Associate’s Degree in accounting or business and one year accounting experience or Bachelor’s Degree preferred.
  • An equivalent combination of education and experience which provides proficiency in the areas of responsibility listed above may be substituted for the above education and experience requirements.


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