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© 2018 by Tancell Care LLC

Better Care Starts with You!

Financial Manager

Our financial manager is to provide financial services, including client and company accounting, some reception and some secretarial services.

Financial manager duties are:

  • Maintaining Accounts

    • Manages all interactions, practice, and policies of financial services account reconccillation

    • Ensures the balance of each client and keep a credit log

    • Obtain check request and transfer to hand or ensure that checkbooks are stored

    • Deposit work checks and other income checks

    • Report any change of circumstances in individual's finances

    • Maintain communication with the DRC and Social Security Administration and other related agencies​​​

  • Reporting

    • Provide assistance in developing a financial management ​

    • Notifying the Program Manager

    • Report separate account balances

    • File and store receipts

  • RecordKeeping

    • Maintain check request files​ 

    • File copies of income checks and archive canceled checks

    • Maintain up to date admit and discharge record

    • Maintain a current resident list and current guardian list

  • Coordination

    • Maintain regular communication with supervisor​

    • Attend management team meetings

    • Assist with the process of completing income tax

    • Orient ne management staff

    • Provide records and other information for internal participant