Client Funds Officer
7 months ago
**About us**:
InLife is a rapidly growing, financially healthy social enterprise with a vision that all people with a disability live full and fulfilling lives. We help to make this happen by supporting our clients and their carers with high quality, hassle-free personal assistance in the home.
As well as the basics of personal care and support, we provide a supportive and empowering environment to help navigate life's choices and opportunities. Everyone at InLife is working towards the same purpose: to positively transform the experience of disability support. With a genuine desire to make a difference, we believe we're doing it, one team at a time.
We understand that if we're serious about our vision to transform the experience of disability support (and we are), we need to employ great people and help them perform at their best. No matter whether you work directly with our clients or behind-the-scenes at InLife HQ, you'll play an important part in making sure we deliver outstanding service.
**The role**:
We are committed to attracting and retaining people that help us build strong teams that work alongside our clients to improve their lives, in ways that they choose.
Partnering with our client service team, this role plays a crucial role in ensuring our clients have suitable funding to meet their desired support services through analysing NDIS plans and agreed rosters of care and then tracking ongoing expenditure against them. The role requires a high level of attention to detail, problem solving capabilities and a key sense of commercial outcomes. Our clients will become your very own profit and loss to budget for, manage and report on.
In addition, the role is critical to providing information to the Client Services teams in relation to the NDIS price guide and InLife's ways of operating that relate to clients funding. This includes assisting with quoting, reviewing NDIS pricing requirements, assisting with the management client purchases for their homes, our offices, and the wider support team.
Finally, as part of the wider client funds team, you will play a part in managing our Finance mailbox ensuring enquires are allocated and actioned in a prompt manner and in line with client, supplier, and business expectations. Contributing to continuous improvement programs as we support the ongoing development of the charity is always important and the ability to take on challenges and investigate different ways of working will be important.
**Key Accountabilities**
**Client funding review and analysis**:
**Responsibility**:Shared with Client Services team and mgmt.
- Liaise with the Client Services team in the collection of client funding information, preparation of initial client funding budgets/quotes and entering required data into our CRM system.
- Make bookings against client plans through the NDIS portal and ensure invoicing information is accurate for the Client Funds Accountant.
- Complete ongoing reviews of clients spend against budgets and provide timely action items to InLife Coordinators, along with reporting on high risks clients to the Client Funds Coordinator and Head of Finance to minimize the number of bad debts.
- Track and implement changes to NDIS legislation, especially focused on billing requirements.
**Client support**:
**Responsibility**:Shared with Client Services team and Operations team.
- Assist with client purchases for housing including the creation of budgets, approval of reimbursements to InLife staff, reporting on annual expenditure and reviewing of agreed contracts for utilities.
- Develop and implement value for money offerings for transport including sourcing vehicles, creation of budgets and execution of invoicing with the Client Funds Accountant
- Complete monthly client reporting to agreed timelines along with house and grant acquittal accounting as required.
**Administration and support**
**Responsibility: Shared**
- Timely management of accounts mailbox.
- Contribute to monthly financial close including management of accounts reconciliations of client related accounts (Suspense, Client Prepayments, Clients Funds Held).
- Provide input into continuous improvement for the broader finance team.
- Support broader InLife projects as required.
**To be successful you'll have**
- Enthusiasm and passion for supporting people with disabilities
- Understanding and/or experience in budgeting and analysis
- Basic understanding of bookkeeping, accounts receivable and payable functions
- Excellent customer service orientation, listening skills, written and oral communication skills.
- Completed an undergraduate degree (or nearing completion) in accounting, finance or similar.
**Additional requirements**:
As part of our recruitment process, certain checks will be undertaken with your permission, including an NDIS Worker Screening Check that you must have before you can start work.
We encourage all of our staff to be vaccinated for COVID-19 and current recommendations a
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