Dynamic Client Financial Coordinator with proven expertise in budget preparation and strategic planning at Advanced Behavioral Health Inc. Skilled in maintaining confidentiality while resolving complex client issues through active listening. Successfully facilitated annual budget processes and improved financial documentation accuracy, ensuring compliance and enhancing client satisfaction.
Overview
7
7
years of professional experience
Work History
Client Financial Coordinator
Advanced Behavioral Health Inc.
03.2023 - Current
Completed entries, reconciliations, and account analysis to prepare monthly financial documents and general account management within ABH System.
Answered questions over phone and in-person regarding billing, scheduling and payments for Clients
Maintained a high level of confidentiality when handling sensitive financial information and clients records.
Facilitated the annual budget planning process, collaborating closely with various Social Security departments to ensure accurate input.
Accurately completed Annual Reports and thoroughly reviewed results for Social Security and Conservators.
Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
Coordinated with Social Security workers during annual reviews, gathering necessary documentation and addressing inquiries promptly.
Work along with landlord and conservator to resolved clients disputes of rental agreements.
Distribute client funds on a week basis on a timely manner.
Housing Specialist
Samaritan Daytop Village
01.2018 - 03.2023
Maintained accurate records of client interactions, ensuring confidentiality and efficient case management.
Assisted clients in understanding their rights and responsibilities as tenants, promoting healthy landlord-tenant relationships.
Explained rental and housing regulations to clients and helped each discover best options for housing.
Reviewed documentation and input data into computer system to complete eligibility process, re-certifications and tenant move-outs.
Assisted applicants in finding suitable housing ( online and in person) and verifying correct assets.
Improved tenant satisfaction by addressing and resolving housing concerns in a timely manner.
Collaborated with property managers to ensure smooth transitions for new tenants moving into their homes.
Negotiated with landlords and real estate agents to obtain vacant apartments for clients with histories of homelessness, mental illness and substance abuse, occupying over 200 apartments by providing direct, hands-on support services.
Conducted market research to inform development of new housing programs tailored to the clients community needs.
Administered and tracked client service payments and housing grids.
Completing housing, voucher programs and subsidy program applications.
Participated in Communities meetings , forums and conferences with landlords, Community -based Agencies and realtors to discuss program objectives and strategies.
Education
Master of Science - Human Services Leadership
St. Joesph's College
Brooklyn, NY
06-2018
Bachelor of Science - Human Services- Community Organization Law
St Joesph's College
Brooklyn, NY
06-2005
Skills
Bookkeeping
Revenue recognition
Telephone etiquette
Financial planning
Strategic planning
Budget preparation
Budget compliance
Budget development
Payment disbursement
Timeline
Client Financial Coordinator
Advanced Behavioral Health Inc.
03.2023 - Current
Housing Specialist
Samaritan Daytop Village
01.2018 - 03.2023
Master of Science - Human Services Leadership
St. Joesph's College
Bachelor of Science - Human Services- Community Organization Law
St Joesph's College
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