Financial Life Specialist

Job Summary

The Financial Life Specialist is a key member of Financial Services responsible for monitoring and reporting on the financial well‑being of the people we serve and processing the day‑to‑day financial information to do so. Builds positive relationships with internal and external customers with a forward thinking, 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.

• 40% – Receives and reviews member invoices, proof of purchase to process the documentation and apply to members account in compliance with Able Light 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.
• 35% – Transaction entry and reconciliation for charges to/from member personal fund ledgers.
• 25% – 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.

The above reflects the general details necessary to describe the principle and essential functions of the position and shall not be construed as the only duties that may be assigned for the position.

Knowledge: Theoretical or practical understanding of a subject acquired and increases through experience.

Skills: Proficiencies developed through training, practice, or experience. Abilities:
The level and quality of being able to do something improved with training and experience.

• 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.
• 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.

• Mission First:
  We exist to serve the developmental disabilities community.
• Excellence Always:
  We strive for excellence in all we do.
• Team Together:
  We are ONE team, all together, for our mission.

Education: High school diploma or GED.

Experience: Two years of relevant experience in accounting, finance, or similar roles. Previous experience in long‑term care billing preferred and understanding benefit eligibility and representative payee services.

Travel Certification in accounting or relevant field preferred.