About Us
A pioneer in the caregiving space, Careforth supports family caregivers across the United States to confidently care for their loved ones at home. Through a combination of in-person home visits, remote coaching and our proprietary digital collaboration app, we provide caregivers with support, guidance, confidence, and connection to resources they need. The Caregivers and families we support stay with Careforth for many years, building lasting relationships along the way. Join us today and live our values: lead with heart, cultivate trust, go beyond.
Position Summary
The Personal Funds Specialist is responsible for tracking and reconciling consumer funds being managed by a caregiver as part of Careforth's Shared Living program in Ohio. This individual is responsible for preparing, updating, and processing a variety of accounting records and financial statements. They will work with internal team members as well as consumers and caregivers to effectively gather required documents and coordinate reporting and reconciliation activities. This individual will also provide support and customer service to ensure positive working relationships with the families we serve.
What You Will Do
- Coordinate the collection of required financial documentation from Caregivers, providing follow-up and support; includes meeting caregivers in their home as needed
- Track and reconcile all personal funds activity; communicate with caregivers to ensure resolution of outstanding items
- Provide regular reports on outstanding documentation to care management leadership in collaboration with the Finance department
- Conduct regular audits, including petty cash audits, and take mitigation steps as needed
- Ensure compliance with personal fund regulations, including training caregivers on the state personal funds rule and monitoring for funds being spent on items reimbursable by Medicaid or other insurance providers; monitor and report alleged acts of misappropriation in accordance with state regulations
- Provide regular review of guidance and updates from regulatory bodies to ensure appropriate standards are met; review policies and procedures and make recommendations
- Perform other duties as assigned
What You Will Bring
- 2-3 years basic bookkeeping experience including bank reconciliations and petty cash management
- Familiarity with state and federal benefits such as Social Security, Medicaid, and Ohio SNAP
- Proficiency in Microsoft Office applications and mobile device applications
- Strong oral and written communication skills
- Excellent customer service skills with ability to establish and maintain positive working relationships, internally and externally
- Ability to prioritize and meet deadlines in a fast paced, growth environment. Strong attention to detail and organizational skills
- Ability to appropriately manage sensitive and confidential information
- Periodic travel required; Current driver's license in good standing, car registration, and auto insurance is required
You'll Benefit From
At Careforth your well-being matters. With flexible schedules, a remote-first culture, and a nationally recognized wellness program, our benefits are designed to help you thrive, both professionally and personally. Discover how we invest in you:
https://careforth.com/careers/#benefits
The pay range for this position is $22.32- $26.20. The actual wage offered may be lower or higher depending on budget and candidate experience, knowledge, skills, qualifications, and geographic location.
Join Our Award Winning Team
Founded in Boston, Careforth's caregiver programs and services improve health outcomes, keeping care at home longer. Additionally, our programs provide financial benefit to caregivers and cost savings to state agencies and health plans. At Careforth, we understand the challenges of caregiving and are committed to supporting family caregivers at every turn.
Caregivers play a critical role in the future of healthcare-and so can you.
Apply now!
For more information, please visit www.Careforth.com.
Careforth is an Equal Opportunity Employer*
DISCLAIMER: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.
*Careforth supports families with diverse backgrounds and as an equal opportunity employer, we seek employees who reflect the diverse population we serve. Careforth complies with all applicable laws concerning hiring and employment practices and is firmly committed to fostering and maintaining a workplace free from discrimination. We pledge to hire, train, and promote our employees without regard to race, religion, gender, gender identity, genetic information, age, national origin, sexual orientation, disability, veteran status, or any other category protected by applicable law.
Careforth strives to create experiences that are accessible and welcoming to everyone, including making www.careforth.com and the careers site accessible to any and all users. If you would like to contact us regarding the company's diversity, equity and inclusion initiatives, inquire about a specific accessibility need or the accessibility of our website, or if you need assistance completing an application process, please contact People & Culture at 866-797-2333.