Client Funds Supervisor

Job Description:

Client Funds Supervisor

Department:
Finance / Residential Services

Position Title:

Client Funds Supervisor

Reports To:

Director of Finance / Executive Management

Employment Status:
Full-Time

Position Summary

The Client Funds Supervisor is responsible for overseeing the management, monitoring, documentation, and protection of funds belonging to individuals receiving services through Helping People Excel, Inc. (HPE).

This position ensures that all client financial transactions are accurately recorded, properly authorized, and managed in accordance with HPE policies, applicable Connecticut Department of Developmental Services (DDS) requirements, and relevant state and federal regulations.

The Client Funds Supervisor provides leadership, oversight, and guidance to staff involved in managing client finances while promoting financial accountability, transparency, and the protection of each individual’s financial rights.

• GED.
• Associate’s or bachelor’s degree in Accounting, Finance, Business Administration, Human Services, or a related field preferred.
• Minimum of 2–3 years of experience in financial management, bookkeeping, accounting, or a related administrative role preferred.
• Previous supervisory experience preferred.
• Experience working with individuals with intellectual or developmental disabilities is highly desirable.
• Familiarity with Connecticut DDS requirements and client financial management practices preferred.
• Proficiency in Microsoft Excel, financial recordkeeping, and accounting software.
• Strong organizational, analytical, and problem-solving skills.
• Excellent communication skills and attention to detail.
• Ability to maintain confidentiality and exercise sound judgment when handling sensitive financial information.
• Willing to learn

• Maintain accurate and timely financial records for all assigned individuals.
• Ensure monthly account reconciliations are completed and reviewed.
• Maintain consistent compliance with established financial policies and procedures.
• Identify, report, and address financial discrepancies in a timely manner.
• Ensure client funds are protected and used appropriately.
• Maintain organized records and readiness for DDS and financial audits.
• Promote accountability among residential management and employees handling client funds.
• Demonstrate professionalism, confidentiality, and ethical financial practices.

The Client Funds Supervisor may be assigned additional financial, administrative, or operational responsibilities as necessary to support the effective functioning of Helping People Excel, Inc.