Financial Specialist - Consumer Benefits Coordinator - job 1 of 2

To qualify for the Financial Specialist - Consumer Benefits Coordinator position at Dungarvin, you should have experience with the I/DD population, a high school diploma or GED, and a solid understanding of financial processes such as accounting and account reconciliation. Familiarity with Microsoft Excel, Word, and Outlook will also be crucial in managing financial data effectively.

As a Financial Specialist - Consumer Benefits Coordinator at Dungarvin, your primary responsibilities will include maintaining client accounts, processing payments, managing bills, and preparing annual Financial Plans. You'll also track financial transactions accurately and communicate with external stakeholders, ensuring compliance with all financial regulations.

Dungarvin is committed to the growth and development of its employees, including Financial Specialists - Consumer Benefits Coordinators. We provide opportunities for ongoing training, workshops, and a clear path for advancement within the organization, ensuring that you can enhance your skills and advance your career while making a difference.

At Dungarvin, Financial Specialists - Consumer Benefits Coordinators enjoy a range of benefits, including competitive wages, medical, vision, and dental insurance, paid time off, a 401 K plan with employer matching, and employee assistance programs. We aim to provide our team with everything they need to thrive both personally and professionally.

The work schedule for a Financial Specialist - Consumer Benefits Coordinator at Dungarvin is Monday through Friday, from 9 AM to 5 PM. This reliable schedule promotes a healthy work-life balance, allowing you to enjoy personal time while making a significant impact during work hours.

When handling client accounts, I would start by ensuring all information is accurately verified and regularly updated. I would maintain a clear ledger of transactions and establish communication with clients and stakeholders to foster transparency and trust.

Managing financial compliance involves a thorough understanding of all applicable federal and state regulations. I ensure all client funds are handled according to these rules and regularly update myself on any changes to keep operations compliant and efficient.

In my previous role, I identified inefficiencies in our expense reporting process. I proposed implementing a new template which reduced errors and streamlined submissions, ultimately enhancing efficiency and accuracy in our financial reporting.

Effective communication with stakeholders relies on clarity, regular updates, and active listening. I prioritise transparency and ensure all parties are informed about relevant changes or issues, which fosters collaboration and confidence.

I prioritize tasks by assessing their urgency and impact. I often create a list, categorizing tasks into immediate and longer-term goals, ensuring that critical responsibilities are addressed first while keeping in mind deadlines.

I find that utilizing software like Microsoft Excel enables me to organize and analyze financial data effectively. Additionally, accounting tools that offer budgeting features help streamline my process in monitoring client finances.

To ensure accuracy when preparing financial reports, I double-check all data entries and computations. I also cross-reference my reports with source documents and collaborate with colleagues for input whenever necessary.

One of the most challenging aspects is ensuring compliance with multiple regulations while managing diverse client needs. However, I view these challenges as opportunities to improve processes and enhance client care.

I believe in open communication and would address the disagreement calmly, presenting my perspective with data to support my viewpoint. It's essential to listen to my supervisor's concerns fully, seeking common ground and understanding to find a solution.

I want to work at Dungarvin because I appreciate the mission of enhancing the lives of individuals with different abilities. Being a Financial Specialist here would allow me to utilize my financial skills in a way that truly makes a difference, aligning my career with my values.