Finance Case Manager Specialist

Finance Case Manager Specialist – Public Fiduciary

$45,275 – $56,594

The purpose of this position is to maximize the estate and ensure the well‑being of Public Fiduciary wards. This position provides complex case management services and accounting duties that involve maintaining specialized financial records.

• Prepares written correspondence to outside vendors; negotiates to reduce debts owed by clients; analyzes and maintains accounting records; submits reports and documentation relating to IRS and Social Security Administration; prepares checks.
• Prepares payment plan schedules and reviews for accuracy and compliance, monitors trust account balances held by care facilities and determines whether appropriate expenditures were made; provides backup for accounts payable.
• Interprets Court Orders and collects or reimburses funds as ordered; interprets State Statutes and tracks new legislation, applying relevant changes to Public Fiduciary; tracks client inventory values and submits reports for County Liability records; testifies in court, if necessary.
• Develops and implements case management plans in order to meet client needs; conducts residential client visitations and monitors client residential placements for proper level of services; schedules and transports clients to appointments (medical and psychiatric), locates and secures housing, food, and clothing for clients.
• Maintains case records in compliance with Supreme Court regulations and performs case studies to assess problems and present alternative solutions. Prepares reports and makes recommendations regarding assigned cases and their disposition; interprets and explains program rules and responsibilities to clients and the general public.
• Prepares and revises client inventories and spending plans; consults with mortuaries and coordinates burial arrangements.
• Performs other duties as assigned.

Associate’s Degree in Social Services or related field or equivalent combination of education, training and experience.

Three (3) years case management experience under the direct supervision of Public Fiduciary; two (2) years of which in bookkeeping experience in a social services environment; or equivalent combination of education, training and experience.

Public Fiduciary License issued by the Arizona Supreme Court. Must maintain licensure through continued education.

Must possess and maintain a valid Driver’s License.