Client Finance Specialist
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Overview
Job Description
Client Finance Specialist
Who We Are
Developmental Services, Inc. (DSI) is a community-centered nonprofit dedicated to supporting individuals with disabilities and creating opportunities for full, meaningful community inclusion. Professionals can build nationally recognized skills, earn credentials, and gain hands-on experience that opens doors across healthcare and social services. At DSI, we invest in our people first — creating opportunities to grow within our organization while providing the training, mentorship, and support needed to succeed. Here, you’re not just building a job - you’re building a future with purpose.
Help People Feel Secure. Keep Finances on Track. Make a Real Difference.
As a Client Finance Specialist, you help ensure the personal finances of the individuals we support are handled accurately, responsibly, and with care. From paying bills to tracking income and spending, your work helps create financial stability and peace of mind for individuals, families, and program staff. This role is detail‑focused, meaningful, and well suited for someone who enjoys organization.
Why You’ll Love Working Here:
· Flexibility & Work-Life: Flexible scheduling with full-time and part-time opportunities, Non-profit organization with value-driven culture
· Health & Insurance: Health insurance (high-deductible plans & PPO), Dental, Vision, Accident, Critical Illness, Employer-sponsored Life Insurance, HSA/FSA/FSA Dependents
· Financial & Retirement: Progressive pay structure*, Mileage Reimbursement*, Cellphone Stipend*, 403(b) Retirement Plan with employer matching
· Loan Forgiveness: Public Service Loan Forgiveness (PSLF) Program – eligible employees may qualify to have remaining federal student loans forgiven
· Wellness & Support: DSI Wellness Program, Employee Assistance Program, Telehealth & Nurse Advocacy Line
· Professional Growth: Paid trainings, transferrable certifications, ongoing educational opportunities, internal growth opportunities, team environment
· Referral & Recognition: Employee Referral Program, Retention Bonus
*Some benefits may apply depending on position
What You’ll Do:
- Manage personal finances for individuals served, including paying bills, tracking income, and handling weekly spending funds
- Keep financial records accurate by entering data, reconciling bank statements, and preparing reports
- Work with internal teams, guardians, and case managers to share needed financial information
- Assist with budgets, tax paperwork, and resolving billing issues for homes and individuals served
What We’re Looking For:
- Someone with experience handling financial records who understands the importance of accuracy and confidentiality
- A detail‑oriented professional who can manage multiple tasks and meet deadlines
- A dependable team player who communicates clearly and works well both independently and with others
- A high school diploma with related experience or an associate degree, along with basic knowledge of accounting, spreadsheets, and budgeting
Ready to Get Started?
If you’re looking for a role where your organization skills make a real difference in people’s lives, the Client Finance Specialist position at DSI could be a great fit.
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Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
