Financial assistance manager – ISCH

Job Description

The ISCH – Financial Assistance Office has an immediate opening for the financial assistance manager.
The position aims to manage the financial assistance (Zakat) office and all its daily activities.

• Job Title: Financial Assistance Manager
• Employment Type: Full-Time
• Effective: Immediate
• Reports To: Executive Director
• Salary: Will be commensurate with skills and experience
• Office Hours: 09:00 – 05:00 M-F at 10333 Harwin Dr.
  Qualifications
• Associate Degree or Bachelors in Business Administration or Social Work.
• Five (5) years of combined experience in social work as a caseworker or casework management.
• Five (5) years of experience with Client Relationship Management Software (CRM).
• Five (5) years of experience in Office Personnel Management.
• Two (2) years of experience as a caseworker supervisor/manager.
• Two (2) years of experience in budget management.
• Bilingual in English/Urdu and or Arabic/French.
  Essential Responsibilities
• Policy:
• Responsible for Zakat and Sadaqa Policy implementation and compliance.
• Responsible for Shura-approved policy resolutions implementation prior to policy being formally updated.
• Software:
• Ownership of client software and software updates.
• Responsible for training caseworkers on client software
• Responsible for client records file integrity.
• Grants: Responsible for Federal Grant compliance, federal audit data, and federal CRM software.
• Training & Development: Facilitate onboarding and training sessions for new caseworkers and process updates.
• Intake Management: Assign new and existing cases to caseworkers based on language, priority, and workload across online and in-person channels.
• Case Oversight: Maintain detailed records for special needs and escalated cases requiring higher-level approvals or board review.
• Documentation Oversight: Create, update, and standardize application forms and verification documents to ensure compliance with eligibility and funding requirements. Send denial letters when required and end-of-assistance letters accordingly.
• Case Management: Ensure the client is coached to live within their means (lifestyle, rent, and expenses)
• Analytical Case Support: Combine data analysis with case management to determine eligibility and optimize resource allocation in collaboration with caseworkers.
• Interagency Coordination: Serve as liaison between ISGH departments, external nonprofit partners specializing in out-of-scope assistance areas, and apartment complex landlords.
• Trend Monitoring: Track and analyze intake trends (online/in-person), top assistance categories, and client demographics to inform resource planning.
• Data Quality Assurance: Conduct monthly data audits to ensure accurate use of categories and codes in ISCHCRATE for reporting and compliance.
• Budget & Disbursement Management: Monitored financial disbursements and adjusted allocations to align with monthly budgets; communicated projected assistance spikes to leadership. Manage a $4M plus distribution budget.
• Financial Reconciliation: Cross-verify outstanding payment data between Zakat bank accounts, ISGHCRATE, and QuickBooks (QBO) to ensure voided and canceled payments were accurately recorded-perform in partnership with ISGH Accounts Payable.
• Fraud Management: Work with ISGH Comptroller on agreed fraud management practices.
• Decisions: Make decisions concerning evictions, utility cut-offs, medical conditions, caregiver conditions, the elderly, client effort towards improvement, single moms, etc.
• Monthly Impact Statement: Provide data
  management reporting for recipient categories,
  distribution categories, zone categories, office visits, etc.
  Skills
• Strong leadership & Client relationship skills.
• Strong computer and project management skills.
• Strong organizational & interpersonal skills.
• Able to handle difficult decisions and meet deadlines on short notice.
  Technical Skills Needed
• Microsoft Excel, Word, and PowerPoint.
• Google Suite
• QuickBooks/CashPro.
• Bill.com or billing software.
• HMIS Client Track (Federal).
• CRATE Software.
• Factor 4 food card/fitra card reporting.
• Process Optimization/Improvement belt.