Summary: Oversee daily operations of one-stop resource center providing employment, asset building and income support services.
Reports to: Director, Programs
Supervises: Life Coach(es), Budget Coaching Manager(s) RESPONSIBILITIES AND DUTIES:
1. Develop plans and coordinate outreach and recruitment of eligible individual.
a. Work with Volunteer Income Tax Assistance program staff and indi- vidual sites to recruit tax filers interested in program services. b. Distribute outreach materials, make presentations and otherwise
engage other community and faith-based agencies to recruit eligible families.
c. Manage referral process to ensure timely response and appropriate tracking of services.
d. Solicit feedback from clients to ensure program meets their needs. 2. Coordinate client flow to ensure employment and financial needs of
families are met.
a. Develop policies and procedures to assist center staff in providing uniform, consistent and responsive services to individuals and families. b. Work with staff to ensure intake and assessment is completed on all
incoming families.
c. Monitor the development of individualized action plans for families that address financial, employment and other service needs. d. Monitor plan progress.
operations – staffing
The Financial Resource Center is operated by a senior manager, budget coaching manager, and a life coach, all of whom are employed by Co-opportunity.
This core team directs and oversees the Center’s daily operations, provides intake and case management for clients and coordinates with the volunteers, who provide financial coaching. The core team ensures that the Center’s services are sequenced appropriately to help each client achieve his or her goals. Since this function is critical, the core team’s responsibilities have been refined to align their duties with core skills and experience.
The Center’s life coach is the initial point of contact for all clients other than tax filers. Other Co-opportunity employees offer addi- tional services in matched savings, home buyer counseling, financial education/counseling and foreclosure prevention services. Staff members of partner organizations also provide services on-site one or more days a week and offer specific services related to workforce develop- ment and benefit screening.
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united Way of Central and Northeastern Connecticut — Operations – Staffing3. Develop, plan, organize and coordinate with Co-opportunity staff financial services that are responsive to needs of eligible families.
a. Ensure adequate referral processes are in place for in-house program offerings, including budget coaching, housing counseling, financial education and other services.
b. Track services and outcomes, and provide in-house staff with appropriate information for reporting. 4. Organize onsite educational opportunities for participating families, including financial education. a. Planning: identify topics, speakers, locations for offerings.
b. Ensure adequate registration for all offerings. c. Ensure knowledge gains are assessed.
d. Provide opportunities for participants and facilitators to provide regular feedback on sessions. 5. Coordinate services of partner organizations to ensure family needs are addressed.
a. Coordinate scheduling, logistics and services provided onsite by partner organizations. b. Work with organizations such as Capital Workforce Partners and Urban League of Greater
Hartford to provide employment services including intake, orientation, assessment and goal setting to obtain living-wage employment. Ensure strong post-employment services are avail- able focusing retention, career-pathing and job advancement
c. Work with organizations such as Foodshare to ensure families maximize income by securing public benefits and other basic needs services for which they qualify.
6. Outcome Management: Ensures program is results-oriented. Track, monitor and reports on program outcomes. Assist in the development of outcome measures.
7. Program Development: Recommends program enhancements and/or complimentary programming. Conducts planning necessary to ensure smooth implementation of program plans.
8. Budget Development and Management: Prepare program budget as part of the agency’s annual budget process. Monitor spending regularly and make recommendations to ensure program cost effectiveness.
9. Contract Management/Compliance & Reporting: Ensure program complies with all applicable grants and contracts. Prepare fund source and other reports as requires and on-time.
10. Community Relations/Collaborate: Communicate regularly with peers, other community groups and financial institutions to raise awareness of programs. Seek out opportunities for programs to collaborate that will enhance services and/or open new opportunities.
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EDUCATION AND ExPERIENCE REQUIRED:
Bachelor’s degree in finance, business administration, counseling or related field and a minimum of 2 years experience counseling/coaching individuals, preferably on financial issues.
Strong organizational, leadership and group facilitation skills. Good verbal and written commu- nication skills. Experience working with people from a variety of cultural and economic back- grounds. Ability to work with the public, volunteers, stakeholders and partners in a helpful, supportive manner. Computer skills. Bilingual (English/Spanish) preferred.
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united Way of Central and Northeastern Connecticut — Operations – StaffingCOORDINATOR, bUDGET COACHING
Summary: Oversees client progress towards financial goals with primary focus on participants in program utilizing volunteers as financial coaches to assist EITC-eligible families and individuals.
Reports to: Director of Asset Building Supervises: Volunteer Budget Coaches
RESPONSIbILITIES AND DUTIES:
1. Works with Volunteer Manager to ensure sufficient number of budget coaches are available and trained to provide services to clients.
a. Makes changes to training curriculum based on results and volunteer/client feedback. b. Works with coordinator to recognize and reward volunteer coaches, and companies.
2. Provides on-going individual and group support to Budget Coaches. Keeps open communica- tion lines with volunteers.
3. Develops and implements reporting procedures to ensure timely, accurate tracking of partici- pant progress by volunteers.
4. Establishes a quality assurance program, incorporating volunteer and client feedback. 5. Troubleshoots volunteer/client issues.
6. Coordinates outreach and recruitment, orientation and training of eligible individual and fami- lies for budget coaching.
a. Works with Volunteer Income Tax Assistance sites to recruit tax filers interested in budget coaching.
b. Manages referral process. Match clients with coaches.
c. As needed, conducts outreach to other community and faith-based agencies to recruit eligible families.
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7. Provides one-on-one counseling to budget coaching clients and other Financial Resource Center clients to help them achieve their financial goals.
a. In collaboration with clients reviews and/or develops action plans, and regularly monitors and reports progress.
b. Coordinates internal and external service referrals for individuals and families.
c. Provides guidance, support and encouragement to individuals and families as they work towards financial goals.
8. Provides group financial education as part of the Financial Resource Center team.
9. Outcome Management: Ensures program is results-oriented. Tracks, monitors and reports on individual and program outcomes. Assists in the development of outcome measures.
10. Program Development: Recommends program enhancements and/or complimentary program- ming. Conducts planning necessary to ensure smooth implementation of program plans. 11. Budget: Assists director in developing annual budget and provides necessary documentation
to ensure smooth fiscal operations.
12. Contract Management/Compliance & Reporting: Assists director in ensuring program
complies with all applicable grants and contracts. Provides director with required information to meet reporting requirements.
13. Community Relations/Collaboration: Communicates regularly with peers, other community groups and financial institutions, to raise awareness of programs. Seeks out opportunities for programs to collaborate that will enhance services and/or open new opportunities.
14. Documents program policies and procedures.
EDUCATION AND ExPERIENCE REQUIRED:
Bachelor’s degree in finance, business administration, counseling or related field and a minimum of 2 years experience counseling/coaching individuals, preferably on financial issues.
Strong organizational, leadership and group facilitation skills. Good verbal and written commu- nication skills. Experience working with people from a variety of cultural and economic back- grounds. Ability to work with the public, volunteers, stakeholders and partners in a helpful, supportive manner. Computer skills.
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