Finance Specialist (Guardian of Estate Rep)

Job Summary
We are seeking a detail-oriented and analytical Financial Specialist to join our team.

Corporate Guardian's Finance Specialist functions as a Guardian of Estate within Wisconsin's largest corporate guardianship agency. As a Guardian of Estate, you will manage a case load of individuals under guardianship, assisting individuals with decisions regarding their finances, assets, and benefits.

Learn more about our agency at www.corporateguardians.org.

Job Duties include:

• developing budgets,
• paying bills,
• completing Medicaid and Social Security reviews,
• applying for benefits,
• working with internal agency team and external teams in support of the individual we serve,
• accurate data entry and financial management,
• completing annual accounting documents for the court

The Finance Specialist must also work with various providers in support of the individual including the Veterans Administration, community supports, families, Managed Care Organizations, etc. May be required to conduct annual site visits and attend hearings in multiple counties.

Responsibilities

• Will develop a working knowledge of Wisconsin State Statutes governing guardianship services including Ch. 51, 55, 54 and Administrative Code 85.
• Complete required continuing education as approved by the director and required by the State and share training information at monthly all staff meetings.
• Manage case load within time allotments and discuss any additional time spent with supervisor. Will be required to attend biweekly internal finance department meetings and case load review meetings with supervisor.
• Participate in community involvement committee or activity.
• Attend court for guardianship and protective placement hearings.
• Participate in on call rotation. 24/7 On call rotation is shared by all Corporate Guardians guardian representatives. Each guardian rep will take a turn to cover a week in the rotation.

Expectations:

• Demonstrate ability to work independently with minimum amount of oversight and direction.
• Represent Corporate Guardians in a professional and courteous manner to clients, team members and the community.
• Advocate for wards' best interests in a positive, solution driven manner and secure additional advocates as deemed appropriate by supervisor.
• Strong written and verbal communication.
• Proficiency in Office 365 environment
• Must pass Wisconsin Caregiver background check, including criminal records check for Wisconsin and previous states of residence.
• Possess awareness of community resources and funding options.
• Must be supportive of Corporate Guardians team members and assist in the coverage of other caseloads/duties when needed.
• Must maintain a positive/productive attitude and possess critical decision-making skills.

Qualifications and Skills

• Possess a four-year bachelor's degree in related field and/or the combined equivalent of training, education and experience as deemed appropriate by director.
• Possess and maintain a valid driver's license.

Job Type: Full-time

Salary and Benefits:

At Corporate Guardians, we believe that good work deserves a good pay. To that end, CG offers a competitive salary with frequent opportunities to grow that salary through regular reviews, bonuses, promotions, and certification. On top of that salary, CG offers end-of-the-year gain sharing in which all eligible staff receive a percentage of the agency's profits that year that go directly to their retirement account.

A full list of CG benefits:

• End of the year gain sharing
• Company match 401K (4%)
• Paid holidays
• 2 bonus floating holidays
• Your birthday off!
• Paid time off
• Health Insurance supplemental reimbursement plan
• Dental & Vision Insurance
• Life Insurance
• Opportunities for agency funded continuing education and professional growth
• Clear path to advancement in the agency
• Agency priority on work/life balance
• The chance to bring positive change to some of Wisconsin's most vulnerable individuals
• Engage in a role with a vision-focused, rapidly growing, and industry-leading human services agency
• Early Fridays

Job Type: Full-time

Base Pay: $45,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Life insurance
• On-the-job training
• Paid time off
• Profit sharing
• Retirement plan
• Vision insurance

Work Location: In person

Salary : $45,000 - $50,000