FINANCIAL ASSISTANCE COORDINATOR

Endeavors; San Antonio (TX); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading organization seeks a Financial Assistance Coordinator to manage and process payments for Veterans' programs. The ideal candidate will excel in accounting and customer service, ensuring compliance and maintaining detailed records. Exceptional attention to detail and the ability to handle multiple tasks in a fast-paced environment are crucial for success.

Benefits

Reasonable accommodations for individuals with disabilities

Qualifications

• At least 6 months experience in accounting, bookkeeping, or auditing.
• Experience in a customer service environment desired.
• Knowledge of HMIS and VA Repository preferred.

Responsibilities

• Process Temporary Financial Assistance payments to providers.
• Conduct peer-to-peer Quality Assurance audits and maintain records.
• Generate monthly reports and track data accuracy.

Skills

Accounting

Attention to detail

Customer service

Organizational skills

Education

High School diploma or equivalent

Associate’s degree in accounting

Tools

HMIS

Job description

Join to apply for the FINANCIAL ASSISTANCE COORDINATOR role at Endeavors.

JOB PURPOSE: Ensure the prompt and accurate payment of Veterans’ eligible program expenses to third-party providers. Document and maintain thorough records.

ESSENTIAL JOB RESPONSIBILITIES:

• Coordinate and process Temporary Financial Assistance payments to third-party providers for approved expenses, confirm receipt, and submit TFA to the Financial Assistance and Quality Assurance Coordinator weekly.
• Maintain ongoing communication with team members including Lead Case Manager, Lead Outreach and Intake Specialist, Financial Assistance Associate, and Program Manager.
• Conduct periodic peer-to-peer Quality Assurance audits of TFA, check registers, logs, client files, HMIS, and ensure compliance with grant guidelines. Identify and flag unallowable expenses.
• Maintain accurate checkbook balance, track receipts, organize them by department, and forward credit card receipts promptly. Keep detailed records and update client files and HMIS.
• Stay informed of current and new grant requirements through meetings and webinars to ensure compliance.
• Understand various grants and their regulations, and seek answers to complex questions resourcefully.
• Review and adhere to grant compliance guides, assess eligibility, and ensure proper documentation is collected and filed.
• Use software tools to generate monthly reports, verify data accuracy, and address discrepancies.
• Manage multiple tasks efficiently in a fast-paced environment, with attention to detail.
• Use various software to track data, generate reports, and ensure data standards compliance. Perform other duties as assigned.
• Provide exceptional customer service, prioritizing the needs of children, families, Veterans, and clients to support our mission to empower individuals and communities.

Qualifications:

• High School diploma or equivalent; an Associate’s degree in accounting is preferred.
• At least 6 months experience in accounting, bookkeeping, or auditing; 1 year preferred.
• Experience in a customer service environment; 1 year preferred.
• Experience with HMIS and VA Repository is a plus.
• Experience in social services is a plus.

Additional Requirements:

• Regular and acceptable attendance.
• Valid driver’s license with a clear record.
• Daily use of a vehicle without prior notice.
• Willingness to travel as needed.

Endeavors is committed to a discrimination-free work environment and provides reasonable accommodations for individuals with disabilities or religious beliefs. For assistance, contact us via email.