Thomas Allen, Inc

CM DD Financial Case Manager Jobs at Thomas Allen, Inc

Sample CM DD Financial Case Manager Job Description

CM - DD - Financial Case Manager

Thomas Allen's Case Management Division is Hiring!



JOB SUMMARY:  As a Financial Case Manager, you will have the primary responsibility of providing financial guidance to a population of vulnerable adults.


  • Establish a professional working relationship with the individuals served and initiate and maintain contact with the individual's family members or other informal caregivers to ensure that both formal and informal services are being provided
  • Establish a safe and organized place to keep all cash, checking and savings account books, financial records, statements, and current bills
  • Monitor and guide the individual in paying bills and in the use of the checking and savings accounts. Advise on making purchases and serve as an advocate for the individual
  • Attend meetings and training
  • Documentation and recordkeeping
  • Complete other duties as assigned


  • Bachelor's in Social Work or a related field such as Psychology, Sociology, or Human Services
  • Must have at least 2 years full-time professional experience working with vulnerable populations in the areas of education, treatment, and/or financial management
  • Computer knowledge and strong math skills are essential
  • Background clearance
  • Ability to effectively communicate in English, written and verbally
  • Driver's license, reliable vehicle you can use for work purposes, acceptable driving record, and proof of auto insurance required
  • Willing to drive own vehicle to perform job duties
  • Must be at least 18 years of age


To view other open positions, click here.

Thomas Allen, Inc. is a social services agency that provides a variety of person-centered services to individuals with disabilities throughout the state of Minnesota. Our team of nearly 800 employees are key players in assisting individuals served with group home support, semi-independent and independent living, case management, care coordination, and guardianship. As our agency continues to grow, we are looking for team members who are passionate about providing services that empower those we support.

Join our team and make a difference!

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