Position: Director of Financial Stability
Reports to: Vice President of Community Impact
Purpose of Position:
The Director of Financial Stability is responsible for leading United Way of Pickens County’s (UWPC) Financial Stability Impact Area in the Community Impact Division. The Director is responsible for 1) building and maintaining relationships with individuals, public and private sector community institutions and nonprofit organizations in order to identify community needs related to financial stability, 2) developing approaches to meeting needs and ensuring successful implementation, 3) strategically deploying resources to meet community needs that will have the greatest impact, and 4) providing the global vision and supervision of staff for UWPC financial stability programs.
The Director will develop, direct and promote financial stability programs and engage the local community in these efforts. The Director will strategically plan for effective services and long-term program sustainability and growth.
Primary Duties and Responsibilities:
Community Impact Management
- Regularly examine community needs and gaps in service
- Sets and works toward achieving a “bold goal” for financial stability work
- Recruit Financial Stability Impact Council members and facilitate Council meetings
- Coordinate community initiatives or collaborative projects as needed
- Conduct research related to financial stability strategies and best practices
- Develop relationships with key stakeholders in the community
- When applicable, coordinate the financial stability annual investment process to include Impact grant funding and Special Initiatives funding.
- When applicable, evaluate community impact achievements from Impact grant or Special Initatives
Free File Program
- Provide operational oversight of the Free File program
- Provide operational direction and supervision of the Financial Stability Associate
- Coordinate outreach and promotion efforts
- Ensure that outcome measurements are implemented for the program
- Evaluate outcome data on a continuous basis to support program enhancements, identify gaps and opportunities in the service model, and improve outcomes for the community
- Make outcome data available for marketing and resource development purposes
- Finalize and approve the annual VITA budget
- Provide oversight for the IRS VITA grant to ensure fiscal and programmatic compliance
Pathways Program
- Provide operational oversight of the Pathways program
- Provide operational direction and supervision of Pathways program staff
- Develop, maintain and update written policies and procedures that govern day-to-day program functions
- Ensure that documentation procedures, such as applications, eligibility, and progress towards incentives are followed.
- Ensure that holistic plans are created for clients that enable them to reach financial stability and that clients receive services that are efficient and effective in meeting their needs
- Assist in the resolution of complex cases in partnership with staff and clients
- Establish formal partnerships with client referral sources
- Establish relationships banks and other relevant community partners
- Ensure that outcome measurements are implemented for the program
- Evaluate outcome data on a continuous basis to support program enhancements, identify gaps and opportunities in the service model, and improve outcomes for the community
- Make outcome data available for marketing and resource development purposes
- Coordinate outreach and promotion efforts
- Develop and manage budget
Additional Responsibilities:
- Coordinate the local Emergency Food and Shelter Program allocation
- Provide support to financial stability grant writing efforts when needed
- Attend community functions and meetings when relevant
- Attend United Way of Pickens County functions when needed
- Assist other departments in major projects
- Perform other duties as assigned
Competencies:
Team/Organizational Leadership and Management-Understands the needs and wants of the organization and community in order to provide accurate, complete and timely service and to further the mission, values and goals of the organization.
Ability to Multi-Task-The ability to handle multiple tasks and assignments concurrently; prioritizes more important tasks while maintaining control of others; reports in a timely manner any barriers to task completion.
Results-Oriented Thinking and Behavior-A genuine concern for effectiveness, with the desire to achieve the best results for the actions taken.
Initiative, Innovation and Creativity-The ability to think outside the routine way of doing business and develop new and creative ways of addressing community needs.
Communication-Speaks clearly; writes effectively and persuasively, listens well; demonstrates effective group presentation and meeting skills, maintains positive working relationships throughout the community.
Required Minimum Education and Experience:
- Bachelor’s degree in social work, non-profit or business management or a related field.
- Five years of professional experience.
- Experience in team leadership and management.
- Experience in program development, management, evaluation and report writing.
- Experience in volunteer management.
- Strong written communication skills.
- Experience with meeting facilitation and public speaking.
- Knowledge and use of current Microsoft Office and its applications. Database experience a plus.