Financial Life Specialist jobs in United States
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AbleLight · 8 hours ago

Financial Life Specialist

AbleLight is focused on serving the developmental disabilities community, and they are seeking a Financial Life Specialist. This role involves monitoring and reporting on the financial well-being of individuals, processing financial information, and building positive relationships with customers.

CharityEmploymentFinancial ServicesHealth CareNon Profit

Responsibilities

Receives and reviews member invoices, proof of purchase to process the documentation and apply to members account in compliance with AbleLight policies state and federal regulations
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
Facilitates benefit eligibility redetermination process
Transaction entry and reconciliation for charges to/from member personal fund ledgers
Responds to internal and external inquiries regarding invoices. This involves completing thorough research, identifying, and addressing any concerns or discrepancies, and communicating outcomes to appropriate parties
Oversight of asset limits according to the state guidelines and staying current on state and federal laws and regulations

Qualification

AccountingFinanceMicrosoft OfficeCustomer ServiceAnalytical AbilitiesCommunication SkillsProblem SolvingOrganizational SkillsTeam Collaboration

Required

High school diploma or GED
Two years of relevant experience in accounting, finance, or similar roles
Ability to solve problems in day-to-day work tasks
Proficient in Microsoft Office, proprietary software application and ability to learn new applications and technologies
Team player with ability to work with diverse colleagues with varying specialties and to collaborate between departments
Excellent customer service skills
Highly organized and detail oriented with excellent judgment, analytical abilities, and the ability to multitask
Excellent verbal and written communication skills with internal and external audiences
Self-starter and ability to work effectively in a remote environment

Preferred

Previous experience in long-term care billing preferred and understanding benefit eligibility and representative payee services
Travel Certification in accounting or relevant field preferred

Company

AbleLight

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AbleLight provides group homes, behavior health, employment, day programs, supported living, employment, and financial services.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Ziegler
2024-12-05Debt Financing

Leadership Team

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Keith Jones
Chief Executive Officer
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Company data provided by crunchbase