Financial Case Manager

Position Summary

The Financial Case Manager will provide comprehensive financial case management services to individuals and families in need. This role will involve evaluating financial needs, developing and implementing financial plans, and providing ongoing support and guidance to clients. You will work closely with clients to assess their financial situation, provide education on budgeting and financial management to help them access resources and services to improve their financial stability.

Essential Duties and Responsibilities

The essential functions include, but are not limited to the following:

• Conduct financial assessments and evaluations to determine clients' financial needs and goals
• Develop and implement individualized financial plans based on clients' unique circumstances
• Provide one-on-one financial coaching and education to clients, including budgeting, debt management, and savings strategies
• Assist clients in accessing financial resources and services, such as public benefits, financial counseling, and job training
• Advocate for clients' financial rights and needs within the community
• Collaborate with community organizations and agencies to coordinate services and referrals
• Maintain accurate and up-to-date documentation of client interactions and service provision
• Participate in team meetings, trainings, and professional development activities

Hourly Salary Range: $21.15-$35.67

Requirements

Minimum Qualifications (Knowledge, Skills, and Abilities)

• Minimum of two years of experience in financial case management or a closely related role
• Knowledge of financial management principles and strategies
• Experience in budgeting, debt management, and savings techniques
• Strong communication and interpersonal skills, with the ability to explain complex financial concepts
• Ability to build rapport and establish trusting relationships with clients
• Excellent organizational and time-management skills
• Proficiency in using financial software and computer applications
• Cultural competence and sensitivity to the needs of diverse populations

Benefits

• QSEHRA (Qualified Small Employer Health Reimbursement Arrangement): Our competitive healthcare package includes coverage for medical, vision, dental, and prescription expenses, with reimbursement options tailored to your needs.

• 401(k) Retirement Plan by Guideline: Secure your financial future with our 401(k) retirement plan, managed by Guideline, offering convenient investment options and employer contributions.
• Generous Paid Time Off: Enjoy a healthy work-life balance with our generous paid time off policy, including vacation days, personal days, and mental health time off to prioritize your well-being.
• Annual Shutdown: Embrace the holiday spirit and spend quality time with your loved ones during our annual shutdown period from December 24th to December 27th, with paid time off.
• Paid Holidays: Celebrate and recharge with 12 paid holidays throughout the year, including all 11 federal holidays, to enjoy special moments with family and friends.
• Sick Leave: Take care of yourself when you're under the weather with paid sick leave to ensure you can rest and recover without worrying about lost income.
• Bereavement Leave: Receive compassionate support during difficult times with bereavement leave to attend to the needs of yourself and your family following the loss of a loved one.
• Paid Family Leave: Prioritize your family's well-being with paid family leave benefits to support the joys and responsibilities of parenthood, caregiving, or family emergencies.