SUMMARY OF POSITION

Perform the fiscal requirements associated with implementing the Self Determination Program which allows individuals and their families to choose the services to help them meet their goals noted in their Individual Program Plan.  The fiscal requirements include assisting the Service Coordinators develop individual budget amounts, ensuring the purchase of service authorizations align with the spending plan before entering the spending plan into the E-Billing system, downloading, approving, and paying invoices received from the Financial Management Services entities to pay for services received by the individual.  The position is responsible for the following up on payment discrepancies with the FMS company and the Service Coordinators, maintain various schedules that track the number of individuals participating in the SDP program, and attend monthly meetings.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:

• Compile and analyze financial information in preparation of individual Self Determination budget based on their prior 12-month spending
• Enter certified budget into E-Billing based on budget category: Living Arrangement, Employment and Community Participation, and Health and Safety

• Verify and approve new and cancellation POS requests in Smart Chart
• Update the modified authorizations manually in UFS and E-Billing
• Download invoices received from FMS providers, research invalid invoices, and pay valid invoices
• Work with Service Coordinators and FMS to rectify invalid invoices i.e. update a budget amount in E-Billing or modify an authorization
• Maintain and track all SDP Budgets certifications and expenditures.
• Other duties as assigned

SUPERVISORY RESPONSIBILITIS – None

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION

Bachelor’s degree (B.A. or B.S.) in accounting from a four-year college or university or 5 to 7 years of related experience.

SKILLS & COMPETENCIES

• Proficiency in Microsoft Office applications, particularly Excel and Word.

• Strong Microsoft Excel skills, including the use of formulas, PivotTables, VLOOKUP/XLOOKUP, and data analysis for accounting.

• Proficiency in accounting software and financial management systems; experience with the Uniform Fiscal System (UFS) is highly desirable.

• Strong analytical and problem-solving skills, with the ability to identify discrepancies, investigate variances, and resolve accounting issues.

• Excellent organizational and time management skills, with the ability to prioritize multiple tasks in a fast-paced environment.

• Strong attention to detail and commitment

• Effective written and verbal communication skills, with the ability to collaborate with internal departments, and vendors.

• Ability to maintain confidentiality, exercise sound judgment, and comply with organizational policies, accounting procedures, and internal controls.

MATHEMATICAL SKILLS

Ability to work with mathematical concepts such as statistical inference.  Ability to apply concepts, such as fractions, percentages, ratios, and proportions to practical situations.

REASONING ABILITY

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.  Ability to interpret a variety of instructions furnished in written, oral, or schedule form.

LANGUAGE and SKILLS

Good knowledge of SANDIS and UFS system. Knowledge of accounting expenses and category codes and strong verbal, written and organization skills.  Detail-oriented, problem solver, ability to manage multiple tasks and excellent communication and interpersonal skills.

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.  Ability to write reports, and business correspondence.  Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Ability to set up vendor information such as service code, pay rate and other vendor related information and interfacing SANDIS and UFS systems.