Offer summary

Qualifications:

B.Com degree with a major in finance or related field., Experience in financial analysis, advising, or credit analysis roles., Proficiency in MS Excel and strong IT literacy., Excellent interpersonal and emotional intelligence skills..

Key responsibilities:

Assess applicants' financial situations and determine eligibility for assistance.

Present findings and grant proposals to the Case Committee weekly.

Provide empathetic feedback to applicants based on analysis and committee decisions.

Maintain accurate records and review changes in beneficiaries' circumstances.

Job description

A well-established non-profit organisation, committed to supporting an underprivileged community with both financial and humanitarian aid, is seeking a detail-oriented Financial Aid Analyst. The successful candidate will be responsible for analysing personal financial information to assess the financial needs of individuals applying for grants or residential subsidies. Each week, they will present findings and grant proposals to the Case Committee and provide clear, empathetic feedback to applicants based on the committee’s decisions. This is a permanent role based mostly at the organisation’s Sandringham office, with the flexibility to work from home occasionally. Working hours are Monday to Thursday, 08h00 – 16h00, and Friday, 08h00 – 14h00.

Ideal for someone who is analytical, community-minded, and comfortable balancing financial assessment with compassionate communication.

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.

Requirements

B.Com degree with financial or similar major advantageous
Experience in a Financial Analyst, Financial Advisor, Credit Analyst, Personal Finance, or Debt Counsellor role
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