Financial Assistance Coordinator (Hybrid)

Socket.dev; Houston (TX); On-site; USD 50,000 - 56,000; Full time

Job summary

Socket.dev in Houston, TX is seeking a Full-Time Financial Administrator responsible for timely and accurate payment of clients’ program expenses to third party providers and meticulous record-keeping.

You will process Temporary Financial Assistance payments, confirm receipts, and submit TFA data to Finance weekly while coordinating with the Lead Case Manager, QA, and Program Manager. Strong HMIS experience preferred.

Qualifications

• High School or equivalent; associate degree in accounting preferred.
• 6+ months accounting/bookkeeping/auditing experience; 1 year preferred.
• Regular and reliable attendance as determined by employer.
• Driver's license with clear record; daily use of a vehicle.

Responsibilities

• Coordinate and process Temporary Financial Assistance payments to third-party providers for approved expenses as part of the client’s service plan.
• Confirm receipt of payments.
• Submit TFA to Finance on a weekly basis and maintain communication with Lead Case Manager, QA, Finance, and Program Manager.
• Conduct a peer-to-peer Quality Assurance audit of TFA and correct as needed to ensure compliance.
• Maintain accurate checkbook/accounting balance at all times; forward receipts to accounting promptly.
• Keep detailed records of payments and HMIS data entry for client files.

Skills

Customer service

Education

Associate degree in accounting

High School diploma

Tools

HMIS

VA Repository

Job description

Job Details

Job Location: Houston, TX 77082Position Type: Full-TimeEducation Level: Associates DegreeSalary Range: $50,000.00 - $56,000.00 Salary/yearTravel Percentage: Up to 25%Job Shift: Any

JOB PURPOSE

Ensure the prompt and accurate payment of clients’ eligible program expenses to third party providers. Document and maintain thorough records.

QualificationsESSENTIAL JOB RESPONSIBILITIES

• Coordinate and process Temporary Financial Assistance payments to third-party providers for approved expenses as part of the client’s service plan;
• Confirm receipt of payments;
• and submit TFA to Financial Assistance and Quality Assurance Coordinator/Finance on a weekly basis. Maintain ongoing communication with Lead Case Manager, QA, Finance, and Program Manager.
• Conduct a peer-to-peer Quality Assurance audit of Temporary Financial Assistance (TFA) to include a review of the check register, TFA logs, client files, and database, and make necessary corrections to ensure the Program complies.
• Maintain accurate checkbook/accounting balance at all times.
• Forward all credit card receipts and appropriate forms to the accounting department promptly.
• Keep detailed records of payments made.
• Update client case file appropriately and enter information into HMIS database.
• Demonstrate Exceptional customer service, in Everything you do, by placing the child, family, Veteran or client first to support our mission to "Empower people to build better lives for themselves, their families, and their communities".

ESSENTIAL QUALIFICATIONS

• EDUCATION: High School or equivalent, reading and writing skills. An associate’s degree in accounting is preferred.
• EXPERIENCE: 6+ months experience in accounting, bookkeeping, and/or auditing, 1 year preferred; 6+ months exp in a heavy customer service-focused environment; 1 year preferred. Experience with HMIS and VA Repository is a plus. Experience in a social service environment is a plus.
• ATTENDANCE: Must maintain regular and acceptable attendance at such level as is determined in the employer’s sole discretion.
• LICENSES: Driver’s License with a clear record.
• VEHICLE: Must have daily use of a vehicle without prior notice.
• OTHER: Must be available and willing to travel to various locations and with such frequency as the business needs dictate.

Endeavors has a longstanding practice of providing a work environment that is free from all forms of employment discrimination, including harassment, because of race, color, sex, gender, age, religion, national origin, marital status, sexual orientation, gender identity, genetic information, disability, military or veteran status, or any other characteristic protected by law. We recruit, hire, employ, train, promote, and compensate individuals based on job-related qualifications and abilities. Endeavors also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief, in accordance with applicable laws. If you need to inquire about an accommodation, or need assistance with completing the application process, please email [e-mail] or speak with your recruiter. Endeavors is dedicated to offering reasonable accommodations for individuals with disabilities. If you are a qualified candidate with a disability and need help submitting your application online, please reach out to us at [e-mail]. If you are chosen for an interview, we will provide further details on how to request accommodations for the interview process.