Client Financial Specialist: Budget & Billing Lead

Benchmark Human Services; St. Louis (MO); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Health, Dental, Vision

Mileage Reimbursement

PTO & Sick Time

401k Match

Tuition Reimbursement

Employee Discounts

Life Insurance

Flexible Spending Accounts

Employee Referral Pay

Advancement Opportunities

Job summary

Benchmark Human Services, based in St. Louis, MO, is seeking a Client Financial Specialist to establish, reconcile, and maintain consumer financial accounts, pay bills, track activity, and prepare audit documentation.

Schedule is Monday–Friday, 8am–4:30pm, with comprehensive benefits and growth opportunities. The role involves coordinating with banks and Social Security, building monthly budgets, and maintaining accurate accounting records for consumer eligibility and regulatory reviews.

Qualifications

• Bachelor’s degree in accounting preferred.
• Valid driver’s license required.
• Proof of auto insurance and reliable transportation required.

Responsibilities

• Serve as a liaison with banks to manage consumer accounts, complete Representative Payee paperwork, and coordinate with Social Security when needed.
• Develop and adhere to individual monthly budgets, ensuring timely payment of consumer bills and maintenance of required account balances for benefits eligibility.
• Monitor and maintain daily accounting records in the system, organize end-of-month financial records, reconcile accounts, and submit packets for audit.
• Collect receipts, food stamp ledgers, and provide copies of reconciled accounts to supervisory staff and guardians.
• Disburse funds for personal spending, deposit checks promptly, and maintain supplies like checks.
• Prepare and compile financial documents required for Medicaid, Section 8, or other financial reviews.
• Other duties as assigned.

Skills

Budgeting

Accounts reconciliation

Education

Bachelor’s degree in accounting

Job description

Benchmark Human Services, based in St. Louis, MO, is seeking a Client Financial Specialist to establish, reconcile, and maintain consumer financial accounts, pay bills, track activity, and prepare audit documentation.

Schedule is Monday–Friday, 8am–4:30pm, with comprehensive benefits and growth opportunities. The role involves coordinating with banks and Social Security, building monthly budgets, and maintaining accurate accounting records for consumer eligibility and regulatory reviews.