Client Financial Management Analyst Jobs in Rochester, NY

STATUS: Non-Exempt (37.5 hours a week)
HOURLY RATE: Up to $25.00 per hour
SUMMARY
Lifespan is a trusted, mission-driven regional nonprofit dedicated to helping older adults navigate the challenges and opportunities of longer life. We offer a supportive, inclusive workplace where staff can grow professionally. The Lead Financial Care Manager manages a caseload of up to 20 higher-need or complex clients and serves as a resource and support for Financial Case Managers. Financial Case Managers assist older adults with managing their financial affairs and maintaining personal independence through a fee-based service. The Lead Case Manager supports Financial Case Managers with Social Security, Medicaid, and other benefit-related applications. The Lead Case Manager meets with clients at least twice annually and more often based on level of need. As part of a community-based service, the Lead Case Manager meets with clients in a variety of settings, including the client's residence, skilled nursing facility, hospital, or financial institution. The Lead Case Manager provides proactive, team-based services while also working independently.
DUTIES AND RESPONSIBILITIES
1. Serve as a subject matter resource to Financial Case Managers regarding benefit programs, Medicaid, Social Security, Medicare, pooled trust/SNT-related questions, budgeting, creditor issues, and community resources.
2. Support onboarding, peer mentoring, training and skill development for new or less experienced Financial Case Managers.
3. Assist with quality review of client files, applications, documentation, financial records, and billing practices to support accuracy, compliance, and audit readiness.
4. Model proactive client service, professional communication, ethical financial practices, and adherence to Lifespan policies and procedures.
5. Coordinate team workflow, monitor work queues or priority tasks, and assist the Director or designee in ensuring timely completion of bill paying, benefit applications, client documentation, billing, reports, and other program requirements.
6. Assist client and FCM's with financial decision- making.
7. Make informed decisions within established program guidelines to support timely client service, accurate financial management, and effective team workflow; consult with the Director or designee when decisions involve unusual circumstances, elevated risk, or matters outside established authority.
8. Review and approve monthly client invoices as assigned and support accurate, timely billing practices.
9. Serve as backup to the Financial Care Management Director or designee for weekly client bill-pay check review and approval, consistent with internal controls and program procedures.
10. Assist with coaching, performance feedback, or work direction for Financial Case Managers as assigned by the Director or designee.
11. Direct client work: assess and investigate client financial situations, develop client budget plan, identify action plan, implement, monitor and adjust budget/ plan accordingly to ensure long-term security.
12. Complete all financial and secondary insurance applications with high-quality work, gather all necessary documentation and submit to the proper agency / staff for processing.
13. Provide referral and linkage to other community resources, assisting the client to remain as independent as possible.
14. Maintain and manage all records, case notes, billing, reports and metrics as required ensuring accuracy and compliance with agency departmental policies and procedures, including state and federal tax laws.
15. Advocate with creditors and other financial institutions and agencies on behalf of client.
16. Participate in generation of standard operating policies and procedures related to Financial Care
Management.
17. Participate in continuous improvement initiatives to improve fiscal responsibility and departmental
efficiency.
18. Other duties as assigned by supervisor.
Requirements
QUALIFICATIONS
EDUCATION: Bachelor's degree in Business, Finance, Human Services, or a related field preferred. An Associate degree in Applied Science plus two years of relevant experience may be considered.
EXPERIENCE: 2 years' banking or financial services experience required. Must have strong financial acumen and a working knowledge of community resources. Expertise in Medicaid Program and other benefit programs preferred, Prior experience working with and advocating for older adults preferred.
PHYSICAL AND MENTAL REQUIREMENTS
• 50% of the work is community based: must be able to meet with individuals in their home environment and in a variety of community settings including hospital and nursing home environments.
• 50% of the work is performed at a desk or workstation
• Must be able to meet with clients present in their homes and have a valid NYS Driver's License.
• Ability to drive tactical results to achieve strategic goals.
• Must demonstrate knowledge of the eligibility requirements and application processes of benefits and programs applicable to clients, including but not limited to SSI and Medicaid, MMLTC, VA, Medicare, SNT.
• Must have attention to detail and ability to multi-task.
• Skilled at establishing priorities and completing work in a timely manner despite changes in workload, deadlines, or competing requirements.
• Strong organizational, verbal, written and telephone communication skills required.
• Computer experience preferred (Word, Excel, EMS, Office 365, web research).
• Comfort with Interfacing with all levels of personnel.
• Ability to maintain composure under strict deadlines and difficult situations.
• Ability to work in multi-cultural situations.
• Normal daily walking and sitting. Frequent computer usage.
• Some lifting (files, etc.) <35>
Lifespan offers great benefits including:
If working 37.5 hours, the following benefits are available
Vacation (21 days)
Sick (10 days)
Personal Time (3 Days)
Holidays (11)
Medical Insurance (3 options)
Dental Insurance (2 options)
Vision (2 options)
Flexible Spending Account
Health Savings Account with company contribution
403(b) Retirement Program
Hybrid Work Schedule may be available after successfully completing the probationary period
If working less than 37.5 hours, accrued time is pro-rated.
Salary/Hourly Rate
Multiple factors will be considered for salary/hourly determination including, years of relevant service, skills required, education, and internal equity,
Lifespan is an equal opportunity employer and, as such, affirms in policy and practice to recruit, hire, train, and promote, in all job classifications, without regard to race, religion, color, national origin, citizenship, sex, age, veteran status, disability, genetic information, gender identity/expression or any other protected characteristic. Lifespan will not discriminate against persons because of their disability, including disabled veterans, and will make reasonable accommodations for known physical and mental limitations of qualified employees and applicants with disabilities.
Deadline to Apply: Open until Filled