Financial Assistance Coordinator (On-Site)

Endeavors; Manor (TX); On-site; USD 36,000 - 54,000; Full time

Job summary

Endeavors in Texas seeks an Administrative Financial Specialist to process Temporary Financial Assistance payments to third-party providers and maintain accurate records.

You will prepare Concur reports, upload receipts, coordinate with Case Managers, and perform QA audits to ensure compliance with HUD/VA data standards while delivering strong customer service in a fast-paced environment.

Qualifications

• High School diploma or equivalent required.
• Associate degree preferred in accounting or related field.
• Minimum 6 months accounting/bookkeeping/auditing experience.
• Experience with HMIS and VA Repository a plus.

Responsibilities

• Coordinate and process TFA payments to third-party providers per service plans.
• Prepare bi-monthly Concur reports and upload receipts; update client records in Salesforce.
• Perform Quality Assurance audits of TFA and ensure compliance with SOPs and HUD/VA standards.
• Provide general administrative support and travel coordination.

Skills

Accounting basics

Customer service

Data entry

Recordkeeping

Education

High School diploma

Associate degree preferred

Tools

HMIS

Salesforce

Concur

Job description

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 (TFA) payments to third-party providers for approved client expenses in alignment with service plans. Review financial assistance requests and supporting documentation submitted by Case Managers to ensure compliance with funder requirements and internal standard operating procedures (SOPs). Submit TFA to the Quality Assurance team for review and processing.
• Prepare and submit bi-monthly Concur reports for credit card transactions, ensuring all supporting documentation and receipts are accurately uploaded; maintain detailed records of payments and receipts. Update client records by uploading proof of financial assistance to Salesforce and documenting services provided in the HMIS system.
• Conduct regular peer-to-peer Quality Assurance audits of Temporary Financial Assistance (TFA), including review of TFA logs, client files, HMIS, and Salesforce, making necessary corrections to maintain program compliance; ensure adherence to financial policies and procedures outlined in the program manual.
• Provide administrative support including copying, faxing, note-taking, mail retrieval and distribution, and coordinating travel arrangements for office staff.
• Perform data entry for client enrollments, recerts and exits, ensuring accuracy and compliance with HUD and VA data standards; generate recurring and as needed reports, and participate in HMIS trainings, meetings, and webinars.
• Communicate with landlords, case managers, and other third-party providers to obtain missing information, provide payment status updates, and facilitate timely processing of payments; coordinate with case managers or vendors to resolve discrepancies and obtain correct information when submissions are returned by the Quality Assurance team.
• Submit monthly VA Repository uploads, ensuring accuracy and compliance; make necessary corrections to uploads and address data quality issues identified in HMIS reports.
• Demonstrate strong attention to detail to ensure tasks are completed accurately and in compliance; effectively work in a fast-paced environment with shifting priorities, manage multiple tasks simultaneously, and provide excellent customer service while coordinating with internal staff and external partners.
• Other duties as assigned.
• 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. Associate’s degree in accounting preferred.

EXPERIENCE: 6+ months experience in accounting, bookkeeping, and/or auditing, 1 year preferred; 6+ months experience in a heavy customer service focused environment, 1 year preferred. Experience with HMIS and VA Repository a plus. Experience in a social service environment 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 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 need dictates.

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.