Finance Associate

Feel good about where you work and what you do!

We are Aspire Living & Learning, a non-profit human services agency making a meaningful difference in the lives of adults and children with autism and other disabilities.

Are you passionate about improving systems and making a meaningful impact? Aspire Living & Learning is on the lookout for a dynamic Finance Associate to join our team.  The Finance Associate at Aspire Living & Learning plays a vital role on the finance team managing personal funds and benefits for individuals served by Aspire, in accordance with financial management best practices.

Rate of Pay: $20-21 per hour

Shift:  Monday-Friday: 8:00am - 4:00pm 

Key Responsibilities:

• Accurately and efficiently performs a wide variety of finance duties
• Ensures the accurate and timely entry of financial transactions
• Gathers, tracks and analyzes financial data
• Maintains supporting files and schedules for financial data
• Prepares account reconciliations
• Prepares and maintains documentation of procedures and policies
• Assists with the preparation, maintenance and review of files and supporting documentation for various audits
• Works closely with finance and other personnel throughout the organization’s various state offices
• Participates in efficiency planning and implementation
• Performs research on various accounting topics upon request, presents findings and makes recommendations
• Maintain positive and productive working relationships
• completing benefits as Rep-payee for individuals with disabilities
• Training as required
• Other duties and projects as assigned

FOCUS AREAS

• Individual Funds
  • Oversees and manages Representative Payee funds and benefits for individuals served by Aspire (examples include: Social Security income, Food Stamp Assistance, Medicaid, Medicare, Waiver Eligibility, etc.)
  • Monitors the receipt and distribution of supported individuals’ personal funds
  • Ensures accurate and timely processing, reporting and reconciliation of all individual funds transactions
  • Acts as liaison between Aspire and parents/guardians on personal funds matters
  • Processes weekly accounts payable for all individual accounts (including 3rd party debit card program transactions)
  • Performs audits of individual funds transactions to ensure appropriateness of spend and sufficiency of supporting documentation
  • Tracks all disability income payments and notifies the Central Office of any changes to room and board calculations and agreements; tracks all public assistance awards and notifies managers of any award changes
  • Monitors and maintains eligibility for all benefits; completes benefit re-determination forms, applies for benefits as necessary, and resolves any issues with suspended or closed cases (requires travel to local and federal government offices to complete in-person interviews and/or submit documentation as requested)
  • Prepares and submits any required Social Security Representative Payee reports
  • Researches public assistance programs and medical insurance coverage, ensuring that individuals receive maximum and complete benefits that are entitled to them
  • Adheres to policies and procedures and ensures compliance with all regulations and guidelines established by various government and benefit agencies
  • Provides funds management training to new and existing employees handling funds
  • Ensures data is kept up to date in various software and document filing systems; maneuvers through various applications such as state systems and banking portals
  • Assists with the collection of various supporting financial documents to satisfy internal and external audit requirements

Qualifications:

• A solid understanding of financial management; demonstrated competency of Microsoft Outlook, Excel and Word skills; demonstrated competency of payroll processing systems.
• Detail oriented; strong analytical, organization and time management skills; strong verbal and written communication skills; strong interpersonal skills; ability to work as a team member; ability to prioritize and work independently.
• Thinking analytically; analyzing and interpreting data; organizing and coordinating; problem solving; communicating verbally; creating written communication; effectively manage stress levels and emotional responses within the work environment.
• Minimum of two years’ experience in a finance role required. Experience with financial software and systems re