Financial Resource Specialist

Job description

Overview
We want you to join our team! We need deeply compassionate, committed, and highly talented staff. The Woods organization is guided by their mission to support children and adults with disabilities or challenges to achieve their highest potential and independence through innovative and individualized approaches that promote learning and personal fulfillment.
Benefits
• Medical, Dental, and Vision Insurance
• Life and Disability Insurance
• PTO - Paid time off
• On-site medical center
• 403b retirement plan
• Continuing education programs
• Tuition-assistance program
• Career growth opportunities

Salary: $50000 - $60000 / year - depending upon experience / education
Job Summary:
Under the direction of the Controller, the Financial Resources Specialist will be responsible for the administration of client accounts, including related saving accounts, incidental accounts, overseeing social security transactions and entitlements and accounting for all client transactions.
Responsibilities
• Process client transactions, be they savings, spend or entitlement entries, in a timely fashion either in the savings accounting system (currently RFMS) or incidental accounting within the general accounting system (currently Great Plains).
• Manage clients’ funds in the debit card system currently administered through US Bank.
• Ensure all charges for which the client is responsible to bear are processed in Woods’ systems in a timely and accurate manner. This includes Room and Board obligations of the client and coordinating this with the Revenue Cycle Management team.
• Interacting with outside agencies including Social Security Administration and other governmental entities as it relates to client relations, audit or compliance inquiries and periodic reporting requirements. Also, manage resource limits that benefit the client;
• Evaluate and execute instances where representative payee status should be considered for a client. Also explore State Able accounts and burial accounts, where appropriate in support of the client.
• Educate, train and inform program personnel in the use of the client savings accounting system and related debit cards to ensure they are in a position to properly use these resources and be compliant with internal policies and good practice;
• Be the contact person at Woods for clients, client guardians/families where they have questions relating to a client.
• Be responsible for all client systems monthly closings and the dissemination of monthly/periodic client savings/incidental statements.
• Other duties as assigned.

Qualifications
• Associates Degree in Human Service or Healthcare Administration desirable.
• Experience in discharge planning, client fund supervision, managed care procedures, and/or contract compliance preferred.
• Must be able to demonstrate strong oral and written communication competency, analytical and problem solving skills, and have the ability to work and communicate effectively with other departments, 3rd party payer representatives and family members/guardians of clients.
• Strong systems capability essential.

About Woods Services
Woods Services is a Pennsylvania and New Jersey-based non-profit population health network and advocacy organization that along with its six affiliate organizations provides life-long innovative, comprehensive, and integrated health, education, housing, workforce, behavioral health, and case management services to more than 22,000 children and adults in the intellectual and developmental disability, child welfare, behavioral and brain trauma public health sectors who have complex and intensive medical and behavioral healthcare needs.
Our Langhorne campus is home to 550 residents and provides outpatient and day programs.
• Associates Degree in Human Service or Healthcare Administration desirable.
• Experience in discharge planning, client fund supervision, managed care procedures, and/or contract compliance preferred.
• Must be able to demonstrate strong oral and written communication competency, analytical and problem solving skills, and have the ability to work and communicate effectively with other departments, 3rd party payer representatives and family members/guardians of clients.
• Strong systems capability essential.

About Woods Services
Woods Services is a Pennsylvania and New Jersey-based non-profit population health network and advocacy organization that along with its six affiliate organizations provides life-long innovative, comprehensive, and integrated health, education, housing, workforce, behavioral health, and case management services to more than 22,000 children and adults in the intellectual and developmental disability, child welfare, behavioral and brain trauma public health sectors who have complex and intensive medical and behavioral healthcare needs.
Our Langhorne campus is home to 550 residents and provides outpatient and day programs.