The Financial Specialist / Benefits Coordinator will support client financial management in accordance and in compliance with all Federal and State and Company regulations in addition to processing specific financial tasks related to the individuals and organization.ESSENTIAL DUTIES AND FUNCTIONS: Maintaining and verifying client accounts - coding spreadsheets and maintaining reportsVerify household ledgers (grocery, cash, EBT)Processing payments, managing bills and overall lease management for supported individuals Communicate and ongoing vendor relation management for existing client accountsTimely and professional communication with external Representative Payee'sPrepare annual Individual Financial Plans (IFP) for clientsDevelop monthly reports outlining medical expenses clients accrue and submit to Developmental Disability Association (DDA) Case ManagersDevelop monthly reports outlining usage of state supplemental funds and submit to DDA Case Resource ManagersEnsuring client funds are handled in accordance with Washington Administrative codes (WAC) while ensuring confidentiality of client financial records in accordance with HIPPAMaintain regular communication with supervisor and attend management team meetings as needed.Provide records and other information for internal participant account audits, DDA audits and other external agency audits, including recertification teams
