Financial Management Unit Specialist jobs in United States
cer-icon
Apply on Employer Site
company-logo

Helio Health, Inc. · 1 month ago

Financial Management Unit Specialist

Helio Health, Inc. is seeking a Financial Management Unit Specialist to support their mission by managing patients' personal budgets and providing excellent customer service. The role involves day-to-day interactions with patients and coordination with external agencies to ensure proper budget management in accordance with guidelines.

Health CareMental Health
check
Growth Opportunities
check
H1B Sponsor Likelynote

Responsibilities

Manage patients and other assigned individuals’ budgets and spending disbursements in accordance with Social Security Income Guidelines
Coordinates services with external case managers, managed care operators, licensing, funding, and contracting agencies
Provide excellent customer service to patients/residents, internal and external community agencies and organizations
Other duties as assigned

Qualification

Money managementBudgetingCustomer serviceBasic mathHigh School Diploma

Required

Minimum High School Diploma or GED required
Strong knowledge of basic math such as addition, subtraction and percentages

Preferred

Prior experience with money management and planning/budgeting in a professional setting preferred

Benefits

Health insurance including dental and vision for employees and families.
Paid Vacation and Sick leave - No Waiting Period for accruals.
Paid holidays, including a floating birthday holiday.
401(k) plan with up to 5% company match.
Company paid short-term disability insurance.
Company sponsored life insurance.
Employee Assistance Program (EAP).

Company

Helio Health, Inc.

twittertwittertwitter
company-logo
At Helio Health, we take a comprehensive approach to recovery.

H1B Sponsorship

Helio Health, Inc. has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2022 (1)
2020 (1)

Funding

Current Stage
Late Stage
Total Funding
$3.65M
Key Investors
Central New York Community FoundationSAMHSA
2023-11-27Grant· $0.05M
2022-10-21Grant· $3.6M

Leadership Team

leader-logo
Kathleen Gaffney-Babb
President & CEO
linkedin
leader-logo
Jeffrey M. Justice, MBA
Chief Financial Officer
linkedin
Company data provided by crunchbase