Finance & Rep Payee Clerk
hace 3 días
Des Moines
Job Description Job Summary The Finance & Representative Payee Clerk is responsible for completing representative payee program duties while also managing day-to-day accounting, payroll, and financial administration functions. This position supports individuals with disabilities in managing their personal finances and achieving the highest degree of independence possible, while also ensuring the organization's financial operations, payroll processes, accounts payable and receivable, and financial records are maintained accurately and in compliance with applicable regulations and standards. The position serves as a key liaison with clients, funding agencies, employees, third-party payroll and benefits providers, and community partners. Essential Functions I. Representative Payee & Consumer Financial Services • Assume primary responsibility for supporting consumers in maintaining financial programs appropriate to their level of functioning., • Coordinate with consumers, case managers, guardians, service providers, and support teams to ensure financial stability and needs are met., • Maintain accurate financial and Social Security records for all Representative Payee clients., • Ensure timely receipt, deposit, and management of consumer funds in accordance with generally accepted accounting principles and agency policies., • Process consumer disbursements and payments according to approved budgets and consumer needs., • Complete required Social Security reports, eligibility forms, and other documentation to maintain compliance with Representative Payee regulations., • Serve as liaison with the Social Security Administration and Section 8 housing programs, • Distribute consumer checks and funds as assigned., • Maintain confidentiality of consumer financial information and records. II. Accounting & Financial Management • Oversee daily accounting operations, including general ledger maintenance, accounts payable, accounts receivable, and bank reconciliations., • Ensure accurate recording of financial transactions and maintenance of financial records., • Prepare monthly financial reports and assist leadership with financial analysis and budget monitoring., • Process and monitor cash receipts, deposits, and vendor payments., • Maintain accounting systems and financial documentation in compliance with organizational policies and accounting standards., • Assist outside CPA or accounting firm with annual audits and preparation of supporting schedules and documentation., • Monitor financial controls and recommend process improvements that enhance efficiency and accuracy., • Support budget preparation and ongoing financial management activities., • Prepare annual Cost Audit report in compliance with Department of Health and Human Services policies and procedures. III. Payroll Administration • Administer payroll processes to ensure employees are paid accurately and on time., • Maintain payroll records, deductions, garnishments, benefit elections, and related documentation., • Coordinate payroll processing with third-party payroll providers., • Ensure compliance with payroll tax regulations, wage and hour requirements, and employment-related reporting obligations., • Reconcile payroll reports and resolve discrepancies in a timely manner., • Maintain confidentiality of employee payroll information., • Prepare annual tax documents for agency and employees. IV. Benefits & Human Resources Administration • Serve as the primary internal contact for employee benefits administration., • Coordinate enrollment, changes, and communication with benefits vendors and employees., • Assist employees with benefits-related questions and direct issues to appropriate vendors., • Maintain HR and benefits records in compliance with organizational standards., • Coordinate with third-party HR service providers regarding employment administration and compliance requirements., • Assist with onboarding documentation, personnel records, and employment-related reporting. V. Professional Relationships • Develop and maintain positive relationships with clients, case managers, guardians, community partners, and agency staff., • Provide education and guidance to staff regarding Representative Payee services and referral processes., • Attend required training sessions and professional development opportunities., • Communicate effectively with external agencies, government entities, vendors, and service providers., • Promote a culture of professionalism, collaboration, and excellent customer service. VI. Administrative & Other Duties • Complete assigned filings, reporting requirements, mailings, and office administrative duties., • Maintain organized financial, payroll, and client records., • Assist with office operations and assigned housekeeping responsibilities., • Perform other duties as assigned that are appropriate to the needs of the agency. Minimum Qualifications • High school diploma or equivalent required., • Associate's Degree in Accounting, Finance, Business Administration, Behavioral Sciences, or a related field preferred., • Three (3) years of accounting, bookkeeping, payroll, or related financial experience preferred., • Experience working with individuals with disabilities, human services programs, or representative payee services preferred., • Equivalent combination of education, training, and experience may be substituted. Knowledge, Skills, and Abilities • Strong accounting, bookkeeping, and payroll administration skills., • Knowledge of generally accepted accounting principles (GAAP)., • Knowledge of Social Security Representative Payee regulations and practices preferred., • Proficiency with Microsoft Office Suite, including Excel, Word, and Outlook., • Experience with accounting and payroll software such as QuickBooks or similar systems., • Strong mathematical and analytical abilities., • Excellent organizational, time management, and multitasking skills., • Ability to meet strict deadlines and maintain a high degree of accuracy., • Strong verbal and written communication skills., • Ability to work independently with minimal supervision., • Ability to handle confidential financial, employee, and client information with discretion., • Ability to maintain professional relationships with clients, staff, families, and community partners., • Flexibility to adapt to changing priorities and organizational needs. General Requirements • Must be at least 19 years of age., • Must possess a valid driver's license, current automobile insurance, and reliable transportation., • Ability to successfully pass required background checks., • Ability to comply with all agency policies, procedures, safety standards, and confidentiality requirements. Working Conditions • Fast-paced office environment with multiple areas of responsibility and frequent interruptions., • Regular use of computers, calculators, accounting software, and office equipment., • Occasional lifting of up to 50 pounds., • Frequent sitting, standing, walking, bending, reaching, and keyboarding., • Interaction with clients, employees, government agencies, community partners, and vendors., • Ability to respond professionally and effectively in urgent or challenging situations. Note: Statements included on this job description are intended to describe the general nature and level of work performed by the employee(s) assigned to this job. The statements should not be construed as exhaustive list of responsibilities, duties, and skills required. \nCompany Description Premier Payee is a non-profit organization dedicated to supporting individuals with special needs throughout central Iowa. We provide a comprehensive array of services to people with intellectual disabilities, traumatic brain injuries, and chronic mental illness, helping them build skills, strengthen independence, and improve their overall well‑being. As an approved Medicaid provider, we offer person-centered supports that include financial management, life-skill education, and community-based programs focused on health, nutrition, and personal growth. Through our commitment to education and accessible nutrition resources, we empower individuals to lead healthier, more stable, and more fulfilling lives. Premier Payee is a non-profit organization dedicated to supporting individuals with special needs throughout central Iowa. We provide a comprehensive array of services to people with intellectual disabilities, traumatic brain injuries, and chronic mental illness, helping them build skills, strengthen independence, and improve their overall well‑being. As an approved Medicaid provider, we offer person-centered supports that include financial management, life-skill education, and community-based programs focused on health, nutrition, and personal growth. Through our commitment to education and accessible nutrition resources, we empower individuals to lead healthier, more stable, and more fulfilling lives.
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