What are the responsibilities and job description for the Financial Services Supervisor (In-Person) position at Sage Solutions Group?
FINANCIAL SERVICES SUPERVISOR – ANN ARBOR/JACKSON –IN-PERSON
Job Summary
This position is on the leadership team and is responsible for daily operations of the Representative Payee program. Responsibilities include training and supervision of payee staff, policy implementation, compliance with SSA regulations, reviewing the work of others, audit preparations, monitoring financial performance, intake and exiting of clients, program evaluation, and reporting.
Requirements
Responsibilities
PAYEE PROGRAM OVERSIGHT
FINANCIAL OVERSIGHT
ADMINISTRATION
ADDITIONAL RESPONSIBILITIES
Perks/Benefits
We are an Equal Employment Opportunity employer. All aspects of employment are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity or any other category protected by federal, state, or local law.
Job Summary
This position is on the leadership team and is responsible for daily operations of the Representative Payee program. Responsibilities include training and supervision of payee staff, policy implementation, compliance with SSA regulations, reviewing the work of others, audit preparations, monitoring financial performance, intake and exiting of clients, program evaluation, and reporting.
Requirements
- Bachelor’s Degree in non-profit management, accounting, human services or other related fields
- Minimum of 2 years’ experience managing financial transactions, processes, and payee programs (required)
- Minimum of 1 year experience with leadership, supervision and program management (required)
- Accounting database management and excel experience (required)
- Proven commitment to high quality services to persons with disabilities and organizational skills and excellent attention to detail is required
- Able to lift up to 30 pounds, bend, sit and walk for extended periods
- Valid Michigan driver’s license
Responsibilities
PAYEE PROGRAM OVERSIGHT
- Maintain payee orientation and training manual
- Assist in review of MAP payee policy and ensure compliance
- Oversee and report on the intake and exiting of payee program clients
- Coordinate payee program office supply procurement and postage needs with office manager and accounting department
- Help facilitate monthly Payee team meetings to monitor progress of special projects with Financial Controller
- Ensure adequate staff coverage in Jackson and Ann Arbor during open office hours
- Interview, hire, train, supervise, evaluate and discipline payee program staff
- Understand and communicate relevant SSA regulations to payee department staff
- Help identify priorities and areas for program improvement, including cost containment and increased customer satisfaction
- Ensure integrity of client files, according to MAP document retention policy
- Follow with staff for timely resolution of any issues with SSI or SSA revenue changes, excess balances or negative balances
- Oversee coordination with MAP housing staff in the resolution of any issues with MAP tenants
- Assist with annual budget preparation for the payee program
- Manage a (reduced) client caseload as needed
FINANCIAL OVERSIGHT
- Review and approve all daily check requests by 1 pm
- Assist in the distribution of checks on the 1st and 3rd
- Reconcile the credit card monthly by the 10th of the month, including the tracking of payee receivables owed to MAP
- Coordinate entry of all recurring transactions by the 21th of the previous month
ADMINISTRATION
- Ensure the accurate maintenance of the client master file
- Partner with the Financial Controller to assign or redistribute client caseloads
- Coordinate approved Outreach activities with other MAP staff as appropriate
- Assist Controller to track key performance indicators as needed
- Attend Bi-weekly Leadership Meeting and Monthly Program Committee Meetings
- Help prepare for internal audits, annual financial audit and bi-annual SSA audit
- Assist staff with the resolution of client issues and customer service complaints
- Represent the agency with external agencies, including but not limited to the Social Security Administration, landlords and referral sources
- Other related duties or special projects as assigned by the Financial Controller
ADDITIONAL RESPONSIBILITIES
- Driving clients
- Uphold the values, principles, and standards of the NASW Code of Ethics
- Regular and routine onsite attendance as scheduled
- Office hours are Monday – Friday 8:00am – 4:30pm
- This is a Full-Time position, 40 hours/week
- All other duties as assigned
Perks/Benefits
- Competitive Salary
- Health & Wellness List
- Retirement Accounts
- Paid Time Off
- Culture
We are an Equal Employment Opportunity employer. All aspects of employment are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity or any other category protected by federal, state, or local law.
