Responsibilities Oversee Client Financial Services (Money Management): Ensure compliance with Social Security Administration regulations Collaborate with Benefits Specialists to secure proper documentation for Social Security Enforce and update policies and procedures as needed Conduct initial training and semi-annual refreshers for new and existing case managers Liaise with case management supervisors regarding related duties Streamline processes to improve efficiency for case managers and financial services staff Champion the transition to a paperless environment by implementing and maintaining electronic filing systems Promote a culture of continuous improvement within the department

Manage Consumer Funds Accounting:

Implement controls to ensure proper accounting and prevent misappropriation of consumer funds Verify that ACH deposits from Social Security are accurately recorded Ensure timely processing of consumer weekly allowances and one-time checks Oversee the recording of disbursements and recoupment of consumer funds as they become available Distribute monthly account statements to consumers by the 10th of each month Maintain organized client financial service files in accordance with Social Security guidelines Reconcile payments to consumer Alabama Able accounts and record transactions Reconcile and record debit card payments and replenishments Conduct audits of individual consumer accounts for accuracy and compliance Take ownership over the ticketing system process from initial requests to printing of checks requests Follow up with case management regarding non-compliant tickets Supervise Billing for

Rent and Room/Board Charges:

Prepare and deliver room and board invoices to consumers Ensure diligent collection efforts for rent and room/board charges Accurately code received payments to the respective consumer accounts Generate and review aging reports for rent and room/board receivables Prepare and distribute monthly non-payee statements for community programs and adult residential services by the 8th of each month

Communication and Month-End Procedures:

Provide timely updates on room and board account aging to relevant staff Report on other amounts owed by AltaPointe consumers Supply staff with current consumer cash balances Execute month-end close procedures Alert accounting clerks and case managers about delinquent accounts Actively work towards resolving delinquent balances Inform your supervisor of any issues with problem accounts or other challenges

Courteous and Respectful Attitude Towards Consumers, Visitors, Agencies, and Co-workers:

Treat consumers with care, dignity, and compassion Respect consumers' privacy and confidentiality Assist consumers and visitors as needed Ensure personal values do not inhibit the ability to relate to and care for others Administrative and Other Duties as

Assigned:

Provide guidance, support, and mentorship to accounting clerks, fostering a positive and productive work environment Conduct regular team meetings to communicate expectations, discuss challenges, and improve processes Set performance goals for team members and monitor progress through regular evaluations and feedback Crosstrain staff to promote operational flexibility and business continuity Complete all assigned tasks accurately and in a timely manner Follow AltaPointe policies and procedures Actively work to enhance skills Lead and participate in performance improvement activities Attend required in-service training and other workshops Other duties as assigned Qualifications Bachelor's degree in accounting. Minimum of two years accounting experience. Proficiency with Windows applications (advanced skills required).