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Financial Management Program Specialist

Financial Management Program Specialist

Community Interface ServicesVista, CA, USA
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Join our dedicated team at Community Interface Services as a full-time Financial Management Services and unlock a rewarding opportunity in the heart of Vista, CA. We offer engaging and challenging work, professional development and career growth, competitive pay and benefits, and the opportunity to make a meaningful difference in your community.

Our Mission

Community Interface Services is a non-profit organization that has empowered people with intellectual and developmental disabilities since 1983. Our mission is to provide quality, individualized, community-based support and training in employment, housing, community living, and financial management services.

Key Responsibilities

In our team-based environment, you will

  • Work with program participants, families, and planning team members to advise them on financial management matters and provide direct financial management services; carry out Planning Team / case-management decisions related to financial management.
  • Master a variety of software used to provide direct financial management services, process payments, develop budgets, track payments and balances, maintain participant records, and process new client enrollments and terminations.
  • Provide high-quality and responsive customer service; develop rapport and ongoing positive relationships with participants, their significant others, and all members of the planning team; develop creative solutions to complex challenges.
  • Support educational and marketing efforts to communicate about CIS services and how they work.
  • Perform research activities to ensure compliance with regulatory requirements.
  • Assist in developing and maintaining program policies and procedures.
  • Lead a variety of special projects related to agency and financial programs; participate in and promote quality assurance activities.
  • Conduct all business activities in accordance with widely recognized ethical standards; ensure confidentiality is not breached regarding financial, accounting, personnel, participant, and all other propriety information; work to reduce the agency's vulnerability to waste, fraud, and abuse; comply with all safe work practices.

Why you will love working at Community Interface Services!

As a Top Workplace voted by the San Diego Union Tribune for five years running, Community Interface Services strives to be an inclusive, supportive work environment. This role has a starting range of $24-26 per hour, dependent on education and relevant work experience. In addition to our competitive wages, we offer a wide variety of benefits such as :

  • Low-cost Medical, Dental, Vision, and Life insurance plans
  • Employee Assistance Program (EAP)
  • Section 125 Plan / Flexible Spending Account
  • Paid initial and ongoing training
  • Professional development and internal promotion opportunities
  • Company issued iPhone
  • Paid holidays and Paid Time Off (PTO)
  • A unique retirement fund that we contribute to
  • And so much more!

    • Success Factors

    The successful candidate will have :

  • Bachelor's degree in business, accounting, finance, or human services or an equivalent combination of education and experience in accounting as determined by Community Interface Services.
  • Experience working in financial management services for individuals with intellectual and developmental disabilities is highly preferred; knowledge of Social Security and / or other public benefits rules and procedures is also highly desirable.
  • Working knowledge of Excel, Outlook, and Word; experience using databases; experience with QuickBooks Online is highly preferred.
  • High attention to detail and strong organizational skills.

    • Non-Profit Organization - Your Work Will Make a Difference!

    Community Interface Services is an Equal Opportunity Employer.

    Job Type : Full-time

    Starting Pay Range : $24.00-$26.00 per hour

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    Program Management Specialist • Vista, CA, USA