Role Overview
Financial Processing & Compliance: Accuracy ensure payments and financial assistance; maintain error‑free records in Intacct/Excel; resolve exceptions and complex cases while ensuring full compliance with funder requirements, documentation standards, and audit expectations.
Data Quality, Reporting & Operational Insights: Maintain high‑quality, policy‑compliant documentation; track payments and workloads across systems; produce reports and metrics to monitor performance, identify risks, and drive process improvements
Cross‑Functional Coordination & Customer Service: Collaborate with internal teams, case managers, and external partners to resolve documentation issues, ensure timely communication, and support urgent housing needs.
Team Leadership & Process Improvement: Supervise and develop staff; set performance expectations and ensure quality oversight; standardize workflows and streamline processes to improve accuracy, turnaround times, and alignment with program goals.
Requirements
Education and Experience
- 2+ years of experience in operational, financial or administrative roles preferred
- Lead or supervisory experience preferred
- Experience with cross-functional collaboration
- Experience in a compliance driven environment
- Experience with bookkeeping/payments preferred but not required
Knowledge, Skills and Ability
- Proven ability to lead, develop, and motivate teams
- Clearly communicates goals and establishes measurable staff performance metrics
- Strong data analysis and reporting skills
- Excellent organization, communication, and planning abilities
- Able to manage multiple deadlines efficiently
- Effective team player and leader who performs well under pressure
- Demonstrates cultural responsiveness and effectiveness in cross‑cultural settings
- Strong critical thinking, sound judgment, and accurate record keeping
- Able to work independently with minimal supervision
- Intermediate level computer knowledge, MS Outlook, Word, PowerPoint, and Excel required
- Experience with: CRM software such as Salesforce, Docusign, Account software such as Sage IntAcct, preferred but not required
Benefits
**Benefits **
- Health Care Plan (Medical, Dental, & Vision)
- Retirement Plan (With 5% Match)
- Life Insurance (Basic, Voluntary and AD&D)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Family Leave (Maternity, Paternity)
- Short Term & Long-Term Disability
- Training & Development
- Wellness Resources