Case Manager/Financial Specialist jobs in United States
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Public Health Management Corporation · 1 month ago

Case Manager/Financial Specialist

Public Health Management Corporation is seeking a Case Manager/Financial Specialist responsible for developing and coordinating financial stability services for participants in the Focus on Fathers program. The role involves direct case management, facilitating workshops, and maintaining partnerships to support fathers in low-income communities.

Health CareNon Profit

Responsibilities

Carry a caseload of participating fathers, with an emphasis on financial stability, employment, and family self-sufficiency
Conduct comprehensive intake, financial, and employment assessments to identify participant strengths, needs, and barriers
Develop individualized service plans with participants, including financial, employment, and educational goals
Facilitate financial literacy workshops, credit-building sessions, budgeting groups, and employment readiness trainings
Provide guidance, coordination, and support to peers (including Case Managers) in relation to financial stability activities and resources to ensure cohesive service delivery
Establish and maintain relationships with local financial institutions, employers, workforce agencies, and community organizations
Provide referrals and linkages to job training, education, benefits screening, tax preparation, legal services, and supportive resources
Maintain the highest level of confidentiality to ensure trust among program participants and the Health Promotion Council
Maintain data compliance in the program’s nFORM database; document participant progress, outcomes, and services provided
Work with staff and partner organizations to market the program and recruit participants seeking financial and employment support
Prepare and submit program reports and other written documentation as required
Stay current with industry trends relevant to financial empowerment, workforce development, public benefits, and supports for fathers, including criminal justice involvement and trauma-informed care
Participate in regular supervision sessions, team meetings, and staff meetings
Meet participants in a variety of settings, including participant homes, community sites, online, and parenting or financial classes
Participate in conferences, trainings, and professional development related to financial capability and workforce development
Work as part of the Focus on Fathers team and contribute to a peer-to-peer learning environment
Facilitate parenting education classes as needed, using the national fatherhood initiative’s 24/7 Dad curriculum
Other responsibilities and duties as assigned

Qualification

Financial coachingWorkforce developmentCase managementCommunity engagementFinancial literacyLeadership skillsOrganizational skillsFatherhood issuesEvent coordinationPublic health knowledgeMS Office proficiencyCommunication skillsTeamworkFlexibility

Required

Two years of experience providing direct services in financial coaching, workforce development, or case management with individuals facing financial and employment barriers is required
Two years of experience working with men and families, including those affected by substance abuse, mental health, criminal justice, and related issues
Two years of experience facilitating group workshops or training sessions for adults
Must be willing to work a flexible schedule, including some weekend/evening hours as requested
Proficient with Microsoft Office and web-based data collection applications
Bachelor's degree in social work, finance, workforce development, human services, psychology, or a related field, OR 5 years of relevant experience required
Strong knowledge of financial empowerment, financial coaching, and workforce development strategies
Ability to work independently and as part of a team; flexibility, organizational skills, and ability to meet deadlines required
Leadership and supervisory skills for guiding other case managers and staff
Comfortable working with adults in low-income communities and individuals facing multiple barriers to financial security and employment
Excellent written and oral communication skills
Strong organizational skills, including the ability to prioritize multiple assignments
Knowledge of issues related to fatherhood, child development, family life skills, healthy relationships, and healthy parenting
Proficiency with email, MS Office applications, and web-based data systems
Experience coordinating community events or financial workshops with multiple stakeholders
Knowledge of social service agencies, workforce resources, and financial programs in Philadelphia
Knowledge of public health theories, principles, and practices

Company

Public Health Management Corporation

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Public Health Management Corporation is a Non Profit Institute for public Health.

Funding

Current Stage
Late Stage
Total Funding
$0.78M
Key Investors
TD Bank
2018-10-26Grant· $0.78M

Leadership Team

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Richard Cohen
President/CEO
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Robert Block
Chief Financial Officer
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Company data provided by crunchbase