Job Information

Lifespan Financial Case Manager in Rochester, New York

Financial Case Manager

Rochester, NY (


JOB TITLE: Financial Case Manager

DEPARTMENT:Financial Services

PROGRAM:Financial Care Management and Guardianship

SUPERVISOR:Financial Services Program Manager

STATUS:Hourly 37.5 hours weekly, full-time

HOURLY RATE:$19.00 to $20.50 per hour


Under general direction, provides financial case management services to adults 60 years of age and older. This high volume/pace position is responsible for maintaining an average caseload between 20-30 clients and is responsible for general management of financial affairs including bill paying and helping to plan and maintain long-term financial security of clients. The case manager is responsible for processing Social Security and Medicaid applications along with other benefit related applications. The Case Manager is responsible for compiling the annual accountings to the court and occasionally will meet with clients, in their homes, the office, or other community-based establishment: Hospital and Bank settings. The case manager is responsible for rotating on call emergency phone coverage.


1.0 Provide appropriate financial case management and budgeting services to ensure clients are served properly.

1.1 Prepare and compile comprehensive personal & financial court reports; monthly activity reports; and summary reports. Collect data and statistics as required.

1.2 Attend court hearings as appropriate.

1.3 Manage and administer client financial matters.

1.4 Complete comprehensive financial assessments to determine needs.

1.5 Responsible for estate management and sound financial management to ensure highest quality of care of property.

1.6 Create and plan appropriate actions that will assist client in becoming as financially secure as possible.

1.7 Marshall and consolidate assets.

1.8 Provide budgeting services.

1.9 Assist with financial decision making.

1.10 Reassess client needs and revises plans as needed.

1.11 Advocate with financial, creditor and other individuals/institutions on behalf of client.

1.12 Appropriately bill clients for services rendered.

1.13 Maintain and manage all records and reports to ensure accuracy and compliance with policies and procedures.

1.14 Attend client service meetings when needed.

1.15 Monitor personal financial needs plan and amend as needed to address client level of care needs.

1.16 Document services delivered.

1.17 Act as primary liaison to families, advocates, and other service providers

2.0 Maintains up to date professional knowledge of the community services entitlement benefits, and competencies through reading, workshops, and conferences.

2.1 Participate in all Lifespan staff meetings and training courses as appropriate.

2.2 Maintain Knowledge of eligibility requirements for financial, and social services programs.

3.0 Other duties as assigned by supervisor.



EDUCATION: Associate in applied sciences required. Bachelor’s degree in business, Finance, Human Services or equivalent Preferred.

EXPERIENCE:2 years’ banking or financial services experience required. Must have strong financial acumen and a working knowledge of community resources. Expertise in MEDICAID and other benefit progress preferred. Prior experience working with and advocating for older adults preferred.


· 15% of the work is community based: must be able to meet with individuals in their home environment and in a variety of community settings including hospital and nursing home environments.

· 85% of the work is performed at a desk or workstation

· Must be able to work in an open office environment

· Must demonstrate verbal, written, organizational and leadership skills

· Must be able to maintain composure under difficult and challenging situations

· Must be able to work in multi-cultural situations

· Must have valid NYS driver license and reliable transportation

· Must demonstrate working knowledge of Excel, Access, word, outlook, internet web-based programs and web applications

· Normal daily walking and sitting.

· Frequent computer usage.

· Some lifting (files, etc.) <20 lbs.

Lifespan offers great benefits including:

Vacation (21 days)

Sick (10 days)

Personal Time (3 Days)

Holidays (11)

Medical Insurance (3 options)

Dental Insurance (2 options)

Vision (2 options)

Flexible Spending Account

Health Savings Account with company contribution

403(b) Program

Pension contribution after one year of service

Hybrid Work Schedule may be available after successfully completing the probationary period

If working less than 37.5 hours, accrued time is pro-rated.

Salary/Hourly Rate

Multiple factors will be considered for salary/hourly determination including, years of relevant service, skills required, education, and internal equity,

Lifespan is an equal opportunity employer and, as such, affirms in policy and practice to recruit, hire, train, and promote, in all job classifications, without regard to race, religion, color, national origin, citizenship, sex, age, veteran status, disability, genetic information, gender identity/expression or any other protected characteristic. Lifespan will not discriminate against persons because of their disability, including disabled veterans, and will make reasonable accommodations for known physical and mental limitations of qualified employees and applicants with disabilities.

Deadline to Apply: Open until Filled