Support the Financial Management Services program by processing referrals and authorizations, communicating with vendors, clients, family and case managers, maintaining and reconciling patient account activity, preparing tracking reports, and collaborating with accounting and regional center teams. Provide excellent customer service and accurate data entry in a fast-paced environment.

Design, deliver, and maintain onboarding, compliance, leadership, and role-specific training. Facilitate in-person, virtual, and hybrid sessions; create learning materials; track completion and compliance in HRIS/LMS; analyze participation and feedback; partner with leaders to identify needs and improve programs.