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The Financial Coach assesses clients’ financial health through one-on-one coaching and then develop a tailored set of recommendations to help clients improve their financial position and pursue their goals. The financial coach will manage, develop, and implement incentivized savings financial coaching programs. The program is ran under Capital Area United Way’s (CAUW) Bank On Baton Rouge Initiative and is a coaching program that is volunteer based and uses financial technology to maintain and track clients’ progress. This position reports to the Director of Family Stability&nbsp;

Capital Area United Way

Financial Coach 

Summary of Job:&nbsp; This position will work closely with the Resource Development Staff to implement strategies that meet goals within workforce fundraising campaigns and year-round corporate engagement needs. This position is focused on providing a consultative approach to corporate philanthropy, which includes increasing workforce fundraising campaigns as well as corporate engagement through community impact.
Reporting Relationships: Employee reports to the Senior Vice President of Resource Development with oversight from the Senior Corporate Relationship Manager.
Other Key Relationships:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 
External:&nbsp; Account Executives, Employee Campaign Coordinators, Company CEOs, Donors, Campaign Cabinet volunteers, etc.
Internal: Senior Vice President of Resource Development, Senior Corporate Relationship Manager, Marketing Staff, Community Impact Staff, Finance Staff, and all other Staff of Capital Area United Way. &nbsp;
Essential Job Functions:&nbsp; 
<ul><li>Develop and implement strategic plans for assigned accounts to grow revenue through workforce fundraising campaigns. This includes but is not limited to:
<ul><li>Pre-campaign, mid-campaign and post-campaign analysis/management that will lead to creating goals, strategies, and projections for assigned accounts that contribute to the overall workforce campaign goal.</li>
</ul></li>
<li>Maintain regular communication with assigned accounts and volunteers to grow revenue and improve donor relationships. This includes but is not limited to:
<ul><li>Communications with Employee Campaign Coordinators (ECCs) to develop customized plans and share best practices for each account to increase revenue.</li>
<li>Generating year-round company engagement through communications, sponsorships, volunteer opportunities, etc.</li>
<li>With assistance from Corporate Engagement Manager, engaging companies in project and skills-based volunteer opportunities</li>
</ul></li>
<li>Ensures that accurate financial reports are received, documented, and tracked properly in Andar for all assigned accounts.</li>
</ul>Additional Job Functions:&nbsp; 
<ul><li>Create and deliver campaign presentations at employee meetings or other related activities.</li>
<li>Conduct face-to-face meetings with key decision makers (individuals or groups) when appropriate.</li>
<li>Assist Vice President of Resource Development and Director of Workplace Campaigns in managing Gottlieb Society and other affinity groups as needed.</li>
<li>Represent Capital Area United Way’s brand in a positive manner in all aspects of personal dress, behavior, and communications.&nbsp;</li>
<li>Maintain accurate and current financial and contact data for donors and accounts in Andar.</li>
<li>Interact with other departments and works as part of a high functioning organizational team.</li>
<li>Perform other duties and responsibilities as directed.</li>
<li>Participate in cross-functional activities and events in support of organization’s mission.</li>
<li>Strive to evaluate and implement continuous improvement to processes while maintaining quality throughout the organization.</li>
</ul>Competencies:
To perform the job successfully, the employee should demonstrate the following competencies to perform the essential functions of this position:
<ul><li>Strategic Thinking and Planning – Ability to think long-term, tying together the current operations with a more long-term focus.</li>
<li>Innovation and Creativity – The ability to think outside the routine way of doing business and develop new and creative ways of addressing community needs.</li>
<li>Flexibility/Resilience – The ability to adjust to and thrive in a complex and changing environment; handles setbacks and failures with professionalism and candor; effectively and appropriately responds in the face of adversity or conflict.</li>
<li>Ability to Multi-Task – The ability to handle multiple tasks and assignments; prioritizes more important tasks while maintaining a good handle on others; reports in a timely manner any barriers to task completion level ample opportunities for supervisor to adjust deadlines.</li>
<li>Results-Oriented Thinking and Behavior – A genuine concern for effectiveness.&nbsp; Possesses the desire to get the job done with excellence; mentally, is focused on getting the best results for actions taken; does not settle for mediocrity.</li>
</ul>Required Minimum Education and Experience:
<ul><li>Bachelor’s degree in Social Science, Marketing, Public Relations, Business Administration, or related field preferred.</li>
<li>Two years of related experience (business administration, fundraising, business sales or consulting).</li>
<li>Skilled in effective public speaking, written and verbal communication skills, training, organizing, and motivating others, work well independently and in a group.</li>
<li>Must be a self-starter.</li>
<li>Excellent leadership traits.</li>
<li>Ability to work alone, multi-task, prioritize goals and objectives and work well under pressure.</li>
<li>Computer skills, particularly Microsoft Office Suite a must, Andar would be a plus.</li>
</ul>General Physical Requirements:
<ul><li>Sedentary Work:&nbsp; Employee needs the ability to perform the full range of sedentary work which requires the ability to lift 25 pounds at a time and to lift materials such as campaign material and event set ups.</li>
<li>Physical Activities: Employee needs the ability to use a computer, have good problem-solving skills, communication skills, interpersonal skills, good motivator, flexible, team player and patience.</li>
<li>Transportation: Employee is required to have a valid driver’s license, current automobile insurance and access to reliable transportation.&nbsp;</li>
<li>Work Hours: Employee must have the ability to work some early mornings, evenings and weekends as required by the campaign and/or event.</li>
</ul>

Corporate Relationship Manager (CRM)

Summary of Job: The 211 Referral and Care Coordinator at Capital Area United Way/Community Impact Manager will provide direct client services by delivering on aligned, high-quality referral and care coordination services, leveraging technology and “people-powered” processes.This staff leader will focus on serving clients within a specified region. The coordinator will be trained and equipped to provide “closed-loop” referral and care coordination services.Reporting Relationships: Employee reports to the Director of 211 Services Other Key Relationships:• External: Community non-profit organizations, faith-based groups, state and local government agencies, and public and private partners.• Internal: CEO and President, Executive Vice President, Sr. Director of Community Impact, Director of 211 Services &nbsp;Community Impact, Resource Development, Marketing/Communications, and Finance and Operations staff. Required Skills and Qualifications:• Master’s degree in social work required (MSW).• Three or more years related work experience in nonprofits; 3-5 years in human service delivery to clients and/or direct social work recommended.• Knowledge of community resources and the human service delivery system/ability to acquire knowledge quickly.• Proficient with Windows and Microsoft Office Suite and familiarity with customer relationship management (CRM) databases.• Highly organized and detail-oriented with the ability to manage and analyze data, including managing multiple tasks.• Excellent interviewing and cognitive skills (written and oral communication, logic, judgment, teamwork).• Effective leadership skills appropriate to a customer-driven organization. • Ability to work well independently, manage time effectively, and meet deadlines/priorities in a fast-paced environment.• Results-oriented and personally accountable for expectations, timelines, and measures.• Works 40 hours a week; ability to work outside the 8 a.m. to 5 p.m. workday, weekends, and at times of disaster, as requested/required.• Valid driver’s license, automobile insurance, and reliable transportation.Key Accountabilities and Responsibilities:• Collaborates with service providers to secure services needed to meet client needs.• Provides effective referral and care coordination leveraging technology and available community referral resources using an established method and framework.• Leverages human service solutions available through the Louisiana 211 Referral Network and local relationships with service providers to locate help to meet identified needs.• Effectively communicates and guides clients as needed towards securing services to meet client needs.• Advises on other types of referral options and/or services available to help address root causes (Example: Addressing social determinants of health or chronic needs).• Documents all actions of each referral until the referral loop is closed using the secured technology systems provided.• Maintain records and reporting deadlines related to specific funders, contracts, and external partners and report on time.• Conduct outreach within targeted service area. Additional Job Functions: Although not Essential Job Functions, employee may also be responsible for the following from time to time:• Oversee progress on assigned projects.• Assist other departments in major projects, such as fundraising events and workforce campaign presentations and activities.• Serve on ad hoc committees as required.• Perform other duties as assigned. Competencies: To perform the job successfully, the employee should demonstrate the following competencies to perform the essential functions of this position:• Strategic Community Collaborator: engage diverse stakeholders to assess community needs accurately and effectively with credibility, authenticity and humility that strategically guides CAUW to contribute to the community’s priorities.• Effective and Engaging Communicator: effective and passionate communicator with ability to articulate the CAUW message in a way that inspires others to act in service to the organization and community.• Critical Thinking and Creative Problem Solving: ability to address and manage complex issues to achieve desired results including ability to gather, interpret and use relevant data to drive strategy development, make decisions and drive for results.• Planning and Implementation: be a leader and take initiative in planning and developing initiatives within impact areas to achieve results that drive collective community outcomes.• Embracing and Managing Change: champion and facilitate change to ensure long-term community sustainability by adapting successfully to changing needs while maintaining positive relationships with all constituents, internal and external.• Strategic Thinking and Planning – Ability to think long-term, tying together the current operations with a more long-term focus.

Louisiana 211 Referral and Care Coordinator at CAUW

Title: Early Head Start Teacher&nbsp;Immediate Supervisor: Early Head Start Center Manager Staff&nbsp;Supervised: None&nbsp;Job Classification: Exempt, Full TimeOrganization Overview: United Way of Acadiana is committed to serving Acadia, Iberia, Lafayette, St. Martin, Iberia, and Vermilion parishes. United Way fights for the health, education, and financial stability of every person in our community. Our mission: to unite people and organizations with passion, expertise, and resources to create more opportunities for a better life. Our vision: an educated, prosperous, and safe Acadiana where all individuals and families are empowered to achieve their full potential.Basic Job Summary: The Early Head Start Teacher is responsible for working with all United Way Early Learning Center (UW-ELC) staff to better meet the developmental needs of Early Head Start children and their families as prescribed by the Head Start Performance Standards. This position provides quality services in the timeline mandated by the Head Start Performance Standards. The Teacher is responsible for supporting the social and emotional development of children and encouraging the support and participation of the families of the children in the UW-ELC program. This job operates in a professional environment. This role routinely involves standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Occasionally, an employee might be asked to carry/transport heavy items up to 40lbs.Duties and Responsibilities: The Early Head Start Teacher is responsible for working with all United Way Early Learning Center (UW-ELC) staff to better meet the developmental needs of Early Head Start children and their families as prescribed by the Head Start Performance Standards. This position provides quality services in the timeline mandated by the Head Start Performance Standards. The Teacher is responsible for supporting the social and emotional development of children and encouraging the support and participation of the families of the children in the UW-ELC program.Duties and Responsibilities&nbsp;• Demonstrate knowledge of Head Start Performance Standards policies and procedures.&nbsp;• Assist Center Manager in meeting all regulations and standards for providing a safe and healthy educational environment and an environment conducive to learning for enrolled children and their families.&nbsp;• Encourage parents to fully participate possible in all scheduled programs or center-based parent activities.&nbsp;&nbsp;• Plans and maintains a safe, clean, learning environment, and assures the well-being and safety of children in their care.&nbsp;• Establish a caring professional relationship and a climate of mutual trust and respect for families.&nbsp;• Plan and implement activities with children between the ages of zero and three, with the curriculum provided and Head Start mandated outcomes.&nbsp;• Follow the Head Start Performance Standards, all UW-ELC policies and procedures, and the UW-ELC written plan work.&nbsp;• Maintain a cooperative attitude of working together with other teachers, volunteers, parents, and program specialists in planning and implementing classroom activities.&nbsp;• Plan and implement daily activities that engage children in literacy, language, and math activities using songs, books and games that are integrated with prescribed themes/topics.&nbsp;• Use assessment information for individually interacting with children during learning center times and other times for teaching identified concepts.&nbsp;• Maintain accurate and current assessment information noting child’s progress across all developmental domains utilizing anecdotal notes and/ or examples of children’s work.&nbsp;• Accurately completes all paperwork, including home visit forms, parent/teacher conference forms, lesson plans, and transition forms.&nbsp;• Develop and implement weekly lesson plans that are consistent with the program curriculum and EHS guidelines.&nbsp;• Encourage and models language expansion, extended learning and problem-solving strategies throughout the day.&nbsp;• Maintain discipline and supervision of children during all Head Start activities as outlined in UW-ELC Discipline Policies and Procedures.&nbsp;• Assure child- staff ratios are always maintained.&nbsp;• Monitor children on the playground to assure safe and appropriate play and monitor play areas to assure safety and cleanliness of the equipment. Assures that all children are always visible.&nbsp;• Respond to crisis or emergency situations that may occur by providing First Aid or CPR, preventing the spread of blood borne pathogens, and assessing the need for emergency services.&nbsp;• Protect all children from physical punishment or verbal abuse by anyone in any program activity and immediately report any such incident to the ELC Center Manager or person in charge.&nbsp;• Observe children to detect signs of illness, injury, emotional disturbances, learning disorders, speech problems, or other special needs and report those signs immediately to the ELC Site Services Director for needed follow-up.&nbsp;• Observe children for any suspected or disclosed signs of child abuse or child neglect and report them immediately to the ELC Center Manager or person in charge in accordance with the UW-ELC Child Abuse/Neglect Reporting Policy and Procedures. • Sit with children during mealtimes and eat the same “Type A” lunch as children, providing a model for good nutritional habits (unless prohibited from doing so by dietary or doctors concerns).&nbsp;• Visit each child’s home at least twice per year as indicated on the planning calendar, meeting with parents, becoming familiar with the child’s home environment, and getting to know the family.&nbsp;• Hold at least three parent/teacher conferences per year as designated on the planning calendar to share each child’s progress with parents.&nbsp;• Work cooperatively with other teachers and family service workers assigned to her/his classroom as a team to involve all parents with their children and to encourage the active participation of all parents in the program.&nbsp;• Perform home visits for those enrolled in the home-based program until the official opening of your designated site.&nbsp;• Maintain accurate attendance records daily.&nbsp;• Maintain 85% average daily attendance, discounting excused absences, each month.&nbsp;• Work cooperatively with the assigned family service workers following up on all children who are absent, contacting the parents to determine the reason for absence.&nbsp;• Safeguard all classroom supplies and equipment, and accounts for any misused, damaged, or missing supplies or equipment.&nbsp;• Responsible for cleaning and general maintenance of classroom.&nbsp;• Open or close site as needed.&nbsp;• Participate and attend all trainings as required.&nbsp;• Perform any other job-related tasks deemed necessary&nbsp;• Execute special projects and assignments as needed. Education&nbsp;• A minimum of a Child Development Associate Credential (CDA) in Infant and Toddler&nbsp;Education&nbsp;• A minimum of a Child Development Associate Credential (CDA) in Infant and Toddler Education associate or bachelor’s degree preferred.&nbsp;• Placing a high priority on customer relationships • Assessing and analyzing information and technology needs.&nbsp;• Identifying and implementing strategies for effective management of donor/financial information. • Efficiently and accurately capturing donor/gift information&nbsp;• Balance promoting United Way and collecting key donor/investor information.&nbsp;• Good oral and written communication skills.

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