The Director, Financial Management & SURE oversees the delivery of services for the Financial Management and SURE programs. This role is responsible for managing program operations, supervising staff, ensuring compliance with financial and regulatory requirements, and maintaining strong relationships with program partners. The Director will play a crucial role in ensuring that clients receive high-quality services, supporting their benefit income maintenance, expense reconciliation, financial and housing stability. 

This position requires a proactive leader with strong financial acumen, case management experience, and a commitment to serving vulnerable communities. 

ESSENTIAL JOB FUNCTIONS

The Director of Financial Management & SURE is responsible for overseeing all aspects of program operations, financial management, client services, and compliance to ensure high-quality service delivery. 

Program Operations & Compliance

• Lead, oversee, and track the daily operations of the Financial Management and SURE programs.
• Develop, implement, and refine work plans, policies, and procedures to improve program effectiveness.
• Maintain and monitor program census, ensuring enrollment targets are met.
• Ensure compliance with all state and federal regulations, including Social Security Administration Representative Payee requirements.
• Manage program audits, ensuring timely reviews and documentation compliance.
• Prepare and submit required reports, including monthly rosters, activity reports, triad documentation, and board reports.
• Serve as a program presenter for internal and external stakeholders, advocating for program initiatives.
• Monitor and analyze statistical reporting data for program improvement.

Financial Management & Client Benefit Oversight

• Maintain client benefit income, ensuring timely payments and compliance with regulatory requirements.
• Analyze client general ledgers, identifying accounting reconciliations and addressing outstanding check disbursements.
• Revise, budget, and finalize monthly client expenses.
• Review and approve client payments, including rent, personal allowance, and utility expenses.
• Manage client prepaid cards and ensure proper distribution and tracking.
• Follow up with HRA workers to verify client Rent Portion Responsibility (RPR), current lease, and landlord information.
• Address client rental arrears and arrange utility payment plans to prevent service disruptions.
• Complete and submit all required Social Security Administration (SSA) benefit and accounting forms.

Client Support & Case Management

• Oversee and support case management services, ensuring timely and appropriate client assistance.
• Refer clients to other GMHC services and external community resources as needed.
• Resolve escalated client concerns, ensuring satisfactory outcomes and service continuity.
• Provide client documentation and verify eligibility for financial support programs.
• Launch and manage the monthly automated client call service to verify active client participation.
• Prepare and distribute client monthly ledgers, quarterly training materials, progress reports, and annual surveys.

Staff Leadership & Training

• Hire, train, and supervise program staff, ensuring they are equipped to provide high-quality client support.
• Monitor and manage team census efforts, ensuring outreach and enrollment goals are met.
• Support program staff by addressing questions, concerns, and case management needs.
• Review, revise, and approve case worker client progress notes for accuracy and completeness.

Stakeholder & Partner Engagement

• Maintain strong relationships with HRA workers, community-based organizations (CBOs), advocates, and other program partners to enhance client service coordination.
• Advocate for program needs and client support with external agencies and funding bodies.
• Perform additional responsibilities as assigned by the supervisor to support program goals and organizational objectives

SPECIAL SKILLS AND KNOWLEDGE

Required

• Experience in financial management and case management, preferably within a nonprofit or social services setting.
• Strong leadership and supervisory experience in program management.
• Knowledge of state and federal regulations related to Social Security Administration Representative Payee services.
• Proficiency in financial reconciliation, budget analysis, and client expense management.

Preferred

• Minimum of one (1) year experience working with LGBTQ+ populations, particularly those facing financial or housing instability.
• Familiarity with HRA processes, community-based organizations, and advocacy services.
• Understanding of rental assistance programs, utility assistance, and government benefits.

ESSENTIAL SKILLS & QUALIFICATIONS

The ideal candidate for this role should possess the following skills and abilities:

• interpersonal skills with the ability to engage clients empathetically and without judgment, particularly those facing substance use challenges.
• Excellent written, verbal, and interpersonal communication skills to effectively collaborate with clients, staff, and external partners.
• Proven ability to work successfully as part of an interdisciplinary team in a fast-paced environment.
• Professional and responsible demeanor with the capacity to build and maintain interagency relationships to support client needs.
• Exceptional time management and organizational skills, with the ability to prioritize tasks and meet deadlines.
• Adaptability to shifting priorities and deadlines in a dynamic work environment.

EDUCATION AND CERTIFICATION

• Bachelor’s degree in Finance, Human Services, Social Work, Business Administration, or a related field.
• OR an equivalent combination of education and professional experience in financial management, social services, case management, or nonprofit administration.
• Additional certifications or specialized training in financial reporting, social work, or benefits administration are a plus.

TECHNICAL SKILLS

• Advanced proficiency in Microsoft Excel (e.g., VLOOKUP, pivot tables, data validation, conditional formatting, and financial modeling).
• Experience with financial management software (e.g., QuickBooks, Sage Intacct, or similar accounting platforms).
• Familiarity with government benefits systems (e.g., Social Security Administration (SSA) systems, Human Resources Administration (HRA) databases, and Housing Assistance programs).
• Knowledge of electronic case management and documentation systems (e.g., AWARDS, Salesforce, or other CRM platforms).
• Understanding of financial reconciliation processes, including ledger management, accounts payable/receivable, and expense tracking.
• Experience in automated reporting tools and dashboards, such as Tableau, Power BI, or Google Data Studio, for data visualization and program analysis.
• Proficiency in Microsoft Outlook, Word, and PowerPoint for professional communication, documentation, and presentations.
• Ability to navigate online portals and databases for tracking client benefits, rental payments, and financial assistance programs.

WORK ENVIRONMENT & SCHEDULE

This is a hybrid position requiring a mix of:

• In-office responsibilities, including client appointments, team meetings, and case conferencing.
• Remote work, as determined by the supervisor and program needs.
• Flexibility to work occasional evenings to accommodate client needs.
• Participation in the annual AIDS Walk New York event is mandatory for all GMHC staff.

PHYSICAL DEMANDS

While carrying out the responsibilities of this role:

• Employee is routinely required to sit, engage in conversation, actively listen and take notes.

Successful candidates will welcome the opportunity to work in a racially and gender-diverse environment and to contribute to a positive and inclusive atmosphere. Working at GMHC requires a demonstrated awareness of and commitment to the concerns of the breadth of the communities that we serve.

GMHC is committed to fostering an inclusive, racially, and gender-diverse workplace and seeks candidates dedicated to promoting equity and social justice within our community.