Chevrah Kadisha · 3 months ago
FINANCIAL AID ANALYST
Johannesburg, CA
Full-time
Onsite
Entry, Mid LevelChevrah Kadisha is seeking a Financial Aid Analyst to analyze personal financial information of beneficiaries. The role involves assessing financial situations, providing recommendations for financial assistance, and maintaining records of beneficiaries.
FamilyFuneralsHealth CareNon Profit
Responsibilities
Assess beneficiaries/applicants overall financial situation by reviewing income, assets, debts, expenses, credit reports, or other financial information
Calculate beneficiaries’ available monthly income to meet financial obligations including debt
Comfortably and respectfully engage with beneficiaries, in respect of both information gathering (pre-analysis) and provision of feedback (post-analysis)
Make recommendations to Case Committee (held weekly) on the basis of the above financial analysis as to whether financial assistance is justified, as well as the extent thereof or in the case of residential admissions to Admissions Committee, whether a fee subsidy is justified, and how the fee should be structured
Consult with Social Workers in respect of consideration of non-financial factors in the decision-making process
Consider all other relevant budgetary/financial feedback to the beneficiary/applicant
Maintain or update records of beneficiaries/applicants including analysis, financial assistance being given, correspondence, documents, or beneficiary inquiries
Review changes to beneficiaries/applicants financial, family, or employment situations to determine whether changes to existing welfare/assistance plans are needed, either pro-actively or on request
Manage grant renewals and resulting client communication
Assist with ad-hoc welfare data or other projects
Qualification
Required
B.Com degree with financial or similar major advantageous
Experience in a Financial Analyst, Financial Advisor, Credit Analyst, Personal Finance, or Debt Counsellor role
Preferred
Strong EQ
MS Excel – Intermediate
Strong IT literacy and adaptability
Strong financial and analytical skills – ability to analyse financial information and to piece together personal income statement and balance sheet
Flexible and creative thinking in respect of considering various solutions and individual needs and case factors in the decision-making process
Ability to balance financial and emotional needs of client
Strong interest in Personal Finance
Excellent interpersonal skills with strong Emotional Intelligence (EQ)
Approachable and Personable
Emotional resilience and maturity
Ability to manage conflict or difficult communication
Excellent communication skills
Company
Chevrah Kadisha
Chevrah Kadisha is a welfare organization that offers services in health care, financial, educational support and social welfare program.
Founded in 1888
1001-5000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase