Job description
Put your heart to work at AbleLight!At AbleLight, we believe the world shines brighter when people with developmental disabilities achieve their full potential. We pioneer life-changing services that empower the people we serve to thrive.
AbleLight is currently seeking a Financial Life Specialist (Financial Services Representative).
In this role, this individual is a key member of the Financial Services / Waypoint team and is responsible for processing the day-to-day information necessary to track and report on the financial well-being of the people we serve with intellectual and developmental disabilities.
The successful incumbent will be able to build positive relationships, internally and externally, and operates with a Team Together mindset, willing to step into projects and tasks as needed to support the team in building upon organizational objectives and implementing process improvements.
Requirements:
- High school diploma or GED.
- One year of relevant experience in an accounting, finance, banking, or similar role.
- Certification in accounting or relevant field preferred.
- Proficient in Excel and other Microsoft Office applications and ability to learn new applications.
- Ability to collaborate and coordinate between departments and work with diverse colleagues with varying specialties.
- Excellent customer service skills.
- Highly organized and detail-oriented; A team player with excellent judgment, analytical abilities, interpersonal skills, and the ability to multitask
- Excellent verbal and written communication skills, including ability to effectively communicate with internal and external audiences.
- Health and Wellness: Medical, Dental, and Vision benefits starting the first of the month following 30 days of employment and access to Teledoc
- Financial Wellness: 403(b) Retirement Savings Plan with 3.5% matching contributions, Health Savings Account, Flexible Savings Account, and Basic Life, AD&D, STD, and LTD insurance
- Work/Life Balance: Paid Time Off (PTO)
- Remote position with an opportunity to travel to our residential programs when needed.
- Receives and reviews member invoices.
- Verifying compliance with member benefits, their accounts, state and federal regulations and confirming approval for payment.
- Reconciles amounts owed by comparing invoices to purchase orders or other records.
- Enters invoice amounts into the proprietary application to generate payment and asset management.
- Responds to internal and external inquiries regarding invoices.
- Completing thorough research on the invoices, identifying and addressing any concerns or discrepancies, and communicating outcomes to appropriate parties.
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