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ORANGE COUNTY UNITED WAY 

JOB DESCRIPTION 
 

 Job Title: Financial Education Specialist Reporting To: Program Manager, United For Financial Security 

 Department: United for Financial Security Position: Full-time/NON-EXEMPT 
 
Orange County United Way seeks an experienced, bilingual (English and Spanish) Financial Education 
Specialist to provide support to the Sparkpoint OC team by conducting outreach, client recruitment, 
facilitating trainings, teaching financial literacy classes, and data entry. 
 
Key Duties and Responsibilities 
Financial Education Specialist’s responsibilities include, but are not limited to: 
 

 • Facilitate and teach financial literacy workshops in English and Spanish 
 • Conduct orientations and outreach events to meet program enrollment and attendee goals 
 • Create presentation content for workshops 
 • Partner with community organizations to schedule and facilitate workshops 
 • Represent Orange County United Way at community events and resource fairs 
 • Manage referral and enrollment process to ensure timely response and appropriate tracking 
 • Work with internal departments to develop marketing materials for distribution 
 • Assist with all administrative responsibilities including: scheduling meetings, managing Outlook 

calendar, handle client communications, etc. 
 • Provide quality customer service to all program participants and partners 
 • Maintain accurate records of class presentations, attendance, and evaluation data 
 • Complete reports as needed as directed by the Program Manager 
 • Participate in initiative and/or organizational programs, meetings, events, and activities 
 • Provide support to the SparkPoint Tax Site during tax season 
 • Perform other duties as assigned 


Required Skills and Experience 
 • Must be bilingual in English/Spanish (reading, writing and speaking) 
 • Knowledge of issues affecting low to moderate-income households and communities in Orange 

County 
 • Ability to pass a Tax Law Certification exam during tax season (training provided) 
 • Proficient presentation skills; the ability to interact with an audience and transmit our message 
 • Ability to work independently and autonomously 
 • High level of attention to detail 
 • Experience and passion for Financial Literacy programming is highly preferred 


 
 
Technical Knowledge 

 • Computer proficiency in Microsoft Office (Word, Excel, PowerPoint and Outlook); Zoom 
 • Ability to learn and adapt to new tools 
 • Client, project, time, and database management 

 
 
Compensation 

 • $28.00 – $32.00 per/hour. Competitive benefits. 
 
 
Physical Demands 
The physical demands described here are representative of those that must be met by an employee to 
successfully perform the essential functions of this job. Reasonable accommodations may be made to 
enable individuals with disabilities to perform the essential functions. 
 
While performing the duties of this Job, the employee is frequently required to be able to remain in a 
stationary position 75% of the time. The person in this position needs to occasionally move about 
inside the office to access file cabinets, records, and office machinery. Constantly operates a computer 
and other office productivity machinery, such as a calculator, copy machine and computer printer. 
Occasionally ascends/descends stairs, and constantly positions self to maintain computers in the office, 
including under the desks. The person in this position frequently communicates with coworkers and 
customers who have inquiries about our business operations and the community we service; therefore, 
the person must be able to exchange accurate information. The employee must occasionally lift and/or 
move up to 25 pounds. 
 
Send Resumes To: 

<a href="mailto:recruiting@unitedwayoc.org" target="_blank">recruiting@unitedwayoc.org</a> 
Orange County United Way 
18012 Mitchell South, Irvine, CA 92614 
<a href="http://www.unitedwayoc.org" target="_blank">www.unitedwayoc.org</a> 


<a href="mailto:recruiting@unitedwayoc.org" target="_blank">mailto:recruiting@unitedwayoc.org</a>
<a href="http://www.unitedwayoc.org/" target="_blank">http://www.unitedwayoc.org/</a>

Orange County United Way

Financial Education Specialist

About the United Way of Stanislaus County: Envisioning the transformation of communities to empower human capital achievement, we serve as a catalyst for enhancing collective impact in health, education, and financial stability. Our core values include compassion, transparency, integrity, collaboration, innovation, and activation. Unapologetically committed to diversity, equity, and inclusion, we work urgently to drive impact in health, education, and financial stability. As a results-driven organization dedicated to excellence, we appreciate employees who can clearly articulate their progress toward deliverables and identify areas where they require support. We aspire to be an organization that accelerates professional development while pioneering innovative solutions to longstanding community challenges. We seek collaborators who embrace a growth mindset, lead with curiosity and transparency, and demonstrate a strong work ethic.Diversity, Equity, and Inclusion are fundamental to achieving our impact:United Way of Stanislaus County envisions a region where equity, opportunity, and prosperity abound. We acknowledge the specific role discrimination and systemic barriers based on race, ethnicity, and other varied identities and differences have played in limiting opportunities for too many. A commitment to Diversity, Equity, and Inclusion is at the core of who we are, the decisions we make, and the actions we take in our work to strengthen the communities we serve and advance our strategic focus to close the racial and ethnic wealth gap.Position Summary:The United Way Financial Stability Manager develops and oversees the programs and services United Way offers to reduce the racial wealth gap. This is a pivotal role in organizing and overseeing free tax preparation events and initiatives, aimed at helping individuals and families access essential tax services, tax credits, and financial education. This individual will collaborate with various partners and volunteers to ensure the successful execution of tax preparation programs that benefit our community. The Financial Stability Manager is responsible for building and implementing a strategic plan that focuses on increasing the number of tax returns filings and ITIN application submissions for low-income community members.Key Responsibilities/Essential Functions:· Program Planning and Coordination:o Plan, coordinate, and execute free tax preparation program in accordance with United Way guidelines and goals.o Collaborate with partner organizations, community groups, and volunteers to ensure seamless program delivery.o Work closely with the Director of Impact and Director of Operations to implement and oversee a detailed program schedule and budget.o Monitor the program budget and ensure program schedule is on track with both deliverables and budget.o Lead and/or coordinate comprehensive training for free tax preparation services and/or financial resilience workshops.· Community Engagement:o Foster and maintain cross-sector community partnerships (i.e. other nonprofits, government, and business partners).o Implement marketing and outreach strategies to raise awareness about free tax preparation services and available credits, especially targeting low-income individuals and families.o Utilize various channels such as social media, community events, and partnerships to promote tax assistance programs.o Outreach to organizations with shared values or missions to promote services to individuals and families they serve. This may also include outreach at community events.· Volunteer and Site Management:o Recruit, train, and supervise volunteers, ensuring they are equipped to provide accurate tax assistance.o Manage volunteer schedules and provide ongoing support to volunteers. throughout the tax season.o Manage and support the sub-granted partner sites (if applicable, Family Resource Centers) contracted to provide free tax preparation services.· Client Assistance:o Assist clients in understanding tax credits, deductions, and eligibility criteria.o Address client inquiries and concerns related to tax preparation services.o Provide/coordinate free tax preparation services and financial education for eligible individuals and families/priority populations.· Reporting and Compliance:o Ensure that tax preparation services comply with IRS regulations and standards.o Conduct quality checks on tax returns to minimize errors.o Maintain accurate records of program participants, services provided, and outcomes achieved.o Compile and submit necessary reports and documentation to United Way and relevant agencies, especially regarding grant and funding opportunities.· Other duties as assigned.

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