Accountant

Accountant – Participant Budget & Financial Management Services (FMS)

• Review and monitor individual participant budgets across FMS programs.
• Prepare and present participant budget reports, spending summaries, and financial updates.
• Explain budget balances, expenditures, adjustments, and changes in a clear and professional manner.
• Monitor spending against approved participant budgets and service plans.
• Identify potential overspending, underspending, funding shortages, discrepancies, or unusual activity.
• Analyze budget utilization and spending trends.
• Review approved budget modifications and ensure changes are accurately reflected in financial records and reports.
• Reconcile participant budget activity and research discrepancies.
• Assist participants and appropriate representatives with questions regarding budget balances and financial reports.
• Prepare periodic financial reports for participants, management, program partners, and other authorized stakeholders.
• Maintain accurate documentation supporting budget adjustments and financial activity.
• Coordinate with internal departments to research and resolve participant budget concerns.
• Support financial reporting requirements for FMS programs in California, Michigan, Utah, and other states.
• Assist with audits and program reviews by preparing financial reports and supporting documentation.
• Maintain confidentiality of participant and financial information.
• Participate in training and stay informed of applicable FMS program requirements and procedures.
• Perform other participant budget and financial management duties as assigned.

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
• New graduates and entry-level candidates are welcome and encouraged to apply.
• Professional accounting experience is preferred but not required.
• Basic understanding of accounting principles, budgeting, financial reporting, and reconciliations.
• Strong analytical and problem-solving skills.
• Excellent attention to detail and commitment to accuracy.
• Proficiency in Microsoft Excel and willingness to learn additional financial systems and reporting tools.
• Strong written and verbal communication skills.
• Ability to explain financial information clearly to individuals who may not have a financial or accounting background.
• Comfortable participating in virtual meetings and presenting budget information.
• Strong organizational and time-management skills.
• Ability to manage multiple priorities and deadlines.
• Self-motivated and able to work independently in a remote environment.

• Previous internship or work experience in accounting, finance, budgeting, or financial analysis.
• Experience with Financial Management Services (FMS) or fiscal intermediary services.
• Familiarity with participant-directed or self-directed services.
• Familiarity with Medicaid-funded or Home and Community-Based Services (HCBS) programs.
• Experience working with individualized budgets or financial plans.
• Advanced Microsoft Excel skills.

• What the participant's approved budget is.
• How much has been spent.
• How much funding remains.
• What changes have been made to the budget.
• Why a balance or projection may have changed.
• Whether current spending could result in over- or under-utilization of available funds.

• Competitive salary.
• Health benefits.
• 401(k) retirement plan.
• Remote work environment.
• Training and professional development opportunities.
• Opportunity to gain experience in FMS, budgeting, financial analysis, and multi-state programs.
• Opportunities for professional growth and advancement.