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Volunteers of America Western Washington · 1 week ago

Financial Manager (65047)

DS Snohomish - Everett, WA 98201

Full-time

Onsite

Entry, Mid Level

$26/hr - $27/hr

1+ years exp

Volunteers of America Western Washington is a non-profit organization operating in Western Washington for over 125 years. The Financial Manager is responsible for the comprehensive management of client finances, analyzing financial situations, and providing tailored guidance to help clients achieve their goals.

CharityNon ProfitPersonal DevelopmentPersonal Health

Responsibilities

Collaborate with clients, guardians, and support teams to develop and implement Individual Financial Plans that align with their Person-Centered Service Plan objectives

Work with clients to establish their financial goals and develop monthly budgets

Maintain client financial records with current running balances

Conduct monthly reconciliations for client bank accounts

Ensure timely and accurate payment of client monthly expenses

Manage receipts and oversee bank deposits

Prepare quarterly financial reports for the Individual and/or their Legal Representative

Serve as the primary liaison with the Social Security Administration and complete all Representative Payee reports

Conduct client reviews to obtain and maintain eligibility for benefits

Collaborate with DDA to access all eligible funding sources for clients

Keep up to date on related internal and external policies, WACs, Social Security regulations

Partner with VOAWW’s Accounting Department to process any payments and reimbursements as needed

Perform additional duties as assigned

Qualification

Bachelor’s degree in financeQuickenSimilar softwareMicrosoft Office (Excel)Analytical math skillsOrganizational skillsBackground check complianceOngoing training commitmentCommunication skillsAttention to detailInitiative

Required

Bachelor's degree in finance, or in a human services field with at least one year of experience managing client finances (relevant experience may substitute for educational requirements)

Proficiency in Quicken or similar accounting software, Microsoft Office (including Excel), and standard accounting practices

Strong organizational skills with the capability to meet both scheduled and unexpected deadlines

Effective analytical math and communication skills, as well as attention to detail and initiative

Ability to identify deficiencies by accurately analyzing client financial data

Must successfully pass and maintain a DSHS background check

Commitment to fulfilling ongoing training requirements