Financial Technician IV - Manhattan
Job Description
Job DescriptionDescription:
Why Join ADAPT?
It's more than a job; it's a calling. It's where passion meets purpose. ADAPT Community Network, formerly United Cerebral Palsy (UCP) of NYC provides a multitude of services to people with developmental disabilities. At ADAPT, we are 3,000 strong, and it takes every one of us to empower the lives of the people we support. With caring and great resources at hand, we know what it takes to help people live fuller, happier, healthier lives. Our employees show their commitment to the people we support every day, and we all deliver on our promise to provide innovative and comprehensive services to individuals with developmental disabilities.
For your next career move, apply with us at ADAPT Community Network! Wherever you work among our many locations around New York City, ADAPT offers paid training, competitive benefits, and we foster a team culture of learning, support, collaboration and career growth.
SUMMARY
Under general supervision, the Financial Technician IV provides critical financial and
administrative support to the Education Department by ensuring the accurate tracking,
reconciliation, and reporting of student attendance, clinical services, and billing data. This role
is responsible for maintaining detailed student records, preparing required reports, and ensuring
data integrity across multiple tracking and billing systems. The Financial Technician IV
supports regulatory compliance by preparing documentation for audits and monitoring
adherence to attendance and reporting requirements.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Key duties and responsibilities of the Financial Technician IV include but are not limited to:
• Completes daily clinic logs and maintains filing and storage of documents.
• Prepares weekly attendance and transportation statistics for each student.
• Completes initial entries and updates running rosters of children in Tracking system and
EasyTrac; including entering classroom data.
• Enters information into the CMR and maintains accuracy of the CMR data.
• Completes a Participant Information Memorandum for each new child and for those
changing information.
• Prepares a final reconciliation on classroom attendance.
• Ensures that clinical staff is entering information into tracking and EasyTrac on a daily
basis.
• Responsible for notifying the director when compliance is not maintained.
• Maintains regular contact with staff and outside agencies regarding student and billing
information as required.
• Prepares monthly classroom rosters.
• Maintains all student files.
• Verifies that daily attendance is entered into tracking system.
• Prepares information required for annual audits as it relates to related services.
• Reviews timesheets for submission to director for signature.
• Submits weekly staff and contract timesheets.
• Maintains accurate children’s records for department.
• Prepares first and last attend dates for each child.
• Submits evaluation logs
Requirements:
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty
satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or
ability required. Reasonable accommodation may be made to enable individuals with
disabilities to perform the essential functions.
• High School Graduate or equivalent
• At least one year of comparable experience
• Highly developed interpersonal skills and the ability to build positive relationships with
individuals served, families, staff, and external partners.
• Strong knowledge of modern office practices, business correspondence, and recordkeeping systems.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and
comfort with virtual collaboration tools (e.g., Zoom, Teams).
• Excellent organizational skills with the ability to manage multiple priorities and
deadlines.
• Strong interpersonal and communication skills, both written and verbal.
• Ability to handle sensitive information with the highest level of discretion and
confidentiality.
• Strong problem-solving skills and ability to work independently with minimal
supervision.
• Passion for ADAPT's mission and demonstrates a commitment to the non-profit disability
sector.
EDUCATION and/or EXPERIENCE
- High school diploma required.
- Some college and experience preferred.
COMPENSATION: $23.62/hour (after probation) + Industry-Leading Benefits for all full-time employees.
ADAPT Community Network is proud to be an equal opportunity employer and is committed to
creating an inclusive environment for all employees. Qualified candidates of diverse ethnic and racial
backgrounds and status are encouraged to apply for vacant positions at all levels