Charitable Advisors LLC
  • 28-Sep-2020 to 27-Oct-2020
  • - Tangram, Inc.
  • Indianapolis, IN, USA
  • Full Time

Job Profile:

• Initiates effective communication with all team members.
• Promotes respectful, open and trustworthy relationships with internal and external stakeholders
• Enthusiastically embraces and promotes through all actions the mission and values of the organization.
• Engages actively in quality assurance relating to the organizations financial and client's financial processes.
• Identifies problems and offers solutions relating to organization's financial and client financial processes.
• Actively engages with leadership to ensure that client financial and organization financial processes are completed accurately and timely.
• Identifies problems and offers solutions relating to organization's financial processes


Key Areas of Accountability/Essential Elements

1. Financial Support

A. Responsible for assisting accounting manager in gathering documentation necessary and submission of documentation for annual client Medicaid redeterminations and Social Security reporting.

B. Responsible for all accounts receivables and for tracking of payments using accounting software.

C. Responsible for monthly documentation, reporting, and bank reconciliations for all rep payee and clients that Tangram has financial management over.

D. Responsible for monthly reminders and follow up with clients through email.

E. Responsible for creating and entering assigned monthly journal entries by the scheduled month end deadline.

F. Responsible for the monthly reconciliation of assigned general ledger and bank accounts by the scheduled month end deadline.

G. Responsible for performing monthly review of client finances and performing regularly schedule client financial audits.

> This includes but is not limited to the monthly independent review of transactions and determining if transactions are appropriate or need a higher level review, based on knowledge of the client's spending, budget and other factors surrounding the client's financial circumstances

2. Client Data Administration

A. Scan and file client financial and other documents in the appropriate client folder in a timely manner.
• Client Financial & Benefit Management
o Main contact point of contact for Medicaid and social security
o Oversee and assist with entitlement systems
o Oversee appropriate use of consumer & Tangram Funds
o Oversee and review consumer financial accounts and client petty cash records in accordance with agency guidelines and Medicaid/Social Security guidelines. (Includes Representative Payee clients and non Representative Payee clients)
o Ensure that the program financial processes operate within agency policy, budgetary guidelines and external regulatory guidelines. Includes meeting with Program Managers at least monthly to ensure their client financial paperwork is being submitted timely and reviewing client spending to ensure that organizational policies are being adhered to.
o Assist families and consumers with applying and maintaining government and private benefits.
o Understand and be able to explain all government benefit programs, including, but not limited to Medicaid, Medicare, SSI, SSDI, HUD, Section 8, etc.
o Assist with budgetary and fiscal matters for clients. May involve meeting with clients on a monthly basis to go over their spending with them.
o Maintain database for all consumers in the community service department in order to track benefit eligibility authorizations and housing information
o Oversee the maintenance of consumer records per regulations and company procedures, including but not limited to, conducting internal audits on a yearly basis for sites where we maintain fiscal responsibility and ensuring the completeness of the documentation.
• Process all Accounts Payable for Rep Payees, including but not limited to generating checks or online transfers for all appropriate bills and client spending money and initiating follow up to bills that appear to be incorrect. General fiscal processes should be followed.

3. Administrative Support

A. Provide clerical support to the Director of Finance and Accounting Manager as needed.
B. Assist Finance Department with research projects as needed
• All reporting for month end including but not limited to:
> Program manager reports for meetings
> Summary reports for Support Team meetings
> Forecasting reports - For all departments
> Reports for individual departmental monthly financial meeting

Minimum Job Qualifications

1. Education: Associates Degree in Accounting and a minimum of two years' experience or a Bachelor's Degree.

2. Work Experience: Preference for persons with accounting experience, computer skills and typing speed of 50 WPM or more.

3. General Requirements: Must have a valid driver's license, acceptable driving record, meet agency's driver insurability requirements, reliable vehicle, and up to date automobile insurance.

4. Working Conditions: Normal office environment with little, if any, discomfort due to heat, dust, noise, etc. There is some bending, stooping and prolonged sitting.

5. Training Requirements During Employment: Maintain all required trainings as outlined by accreditation standards or internal standards. Maintain a working knowledge of regulatory changes and best practices in the field of Accounting.

6. Characteristics, Skills and Abilities:

A. Adaptability: The degree to which the employee is able to maintain effectiveness in varying environments and with varying tasks, responsibilities, or people.

B. Ability to Learn: The degree to which the employee is able to assimilate and apply, in a timely manner, new job related information that may vary in complexity.

C. Tolerance for Stress: The degree to which the employee maintains acceptable performance under pressure and/or opposition (e.g. time pressure, job ambiguity) and relieves stress in a way that is acceptable to the organization.

D. Teamwork: The degree to which the employee works effectively with teams, work groups, or those outside formal lines of authority in order to accomplish assignments or goals; takes action that respects the needs and contributions of others.

E. Planning and Organization: The degree to which the employee establishes a course of action for himself or herself in order to accomplish assignments or goals.

F. Judgment: the degree to which the employee is able to develop alternative courses of action and make decisions that are based on logical assumptions and that reflect factual information.

G. Problem Solving: the degree to which the employee is able to secure relevant information, compare and contrast data from a number of different sources, identify key issues and their relationships as well as their impact on situations or problems. In addition, determine alternative courses of action that will have a positive effect.

H. Written Communication: The degree to which the employee is able to express ideas clearly in writing which demonstrates a sound knowledge of organization, grammar, language and terminology adjusted to the characteristics and needs of the intended audience.

I. Oral Communication: The degree to which the employee is able to verbally express ideas and/or convey information respectfully, clearly and effectively in one on one or group situations.

J. Customer Service: The degree to which the employee makes an effort to listen to and understand the customer (both internal and external) and anticipates customer needs, giving high priority to customer's satisfaction.

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Charitable Advisors LLC

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