Finance Case Manager Specialist

Public Fiduciary

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.

SUPERVISORY RESPONSIBILITIES

This position does not supervise other employees.

ESSENTIAL DUTIES AND RESPONSIBILITIES - TIME SPENT

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.

- 30%

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 - 20%

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.

- 20%

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.

- 10%

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.

- 10%

Prepares and revises client inventories and spending plans; consults with mortuaries and coordinates burial arrangements.

- 10%

Performs other duties as assigned.

BUDGET RESPONSIBILITIES

This position has no responsibility over any types of budget.

PROJECT RESPONSIBILITIES

Provides project research and clerical support on process improvement projects.

ORAL COMMUNICATION DUTIES

This position explains County procedures or processes, participates in meetings and gives presentations or speeches.

WRITTEN COMMUNICATION DUTIES

This position creates or edits documents, internal memos, emails, formal letters and reports.

INTERACTIONS WITH THE GENERAL PUBLIC

Interacts extensively with employees, customers, the general public, vendors, regulatory bodies, and other groups and/or individuals and Institutions over the telephone, by email, and/or in person.

INTERACTIONS SPECIFICALLY WITH CUSTOMERS

Continuously (More than 70% but less than 85% in a year)

MINIMUM EDUCATION REQUIRED

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

MINIMUM YEARS OF DIRECTLY RELATED EXPERIENCE REQUIRED

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.

PROFESSIONAL CREDENTIALS REQUIRED

Public Fiduciary License issued by the Arizona Supreme Court. Must maintain licensure through continued education. Must possess and maintain a valid Driver's License.

KNOWLEDGE REQUIRED

Finance; accounting; bookkeeping;
Federal, State, and Local laws, regulations, Statutes; case management - Public Fiduciary and banking.

SKILLS REQUIRED

Communicating diplomatically; customer service; problem recognition; problem solving; analytical thinking; developing alternative solutions; time management; critical thinking. Performing a variety of bookkeeping activities; providing fiduciary assistance and performing a variety of case management activities; preparing clear, concise, and accurate correspondence, reports and other documents and written materials; using initiative and independent judgment within general policy guidelines; dealing successfully with a variety of individuals from various socioeconomic, ethnic and cultural backgrounds.

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