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UNITED WAY OF SOUTH HAMPTON ROADS 
 

Title: Manager, Financial Stability 
Department: Community Impact 
Reports To: Associate Vice President, Thriving &amp; Resilient Families 
Date Created: February 2025 

 
 
Why Work for United Way: 
Do you want to leave work every day knowing that you made an impact? At United Way of South 
Hampton Roads (UWSHR), you’ll work in a fun and supportive environment where every day is a new 
opportunity to make a difference. If you talk to our employees, the single trait we all have in common is 
passion. We work hard because we love what we do and we know how much our community needs us. 
Plus, we offer excellent benefits and opportunities for advancement. If you want to be great while doing 
good, join the United Way team. 
 
Objectives &amp; Expectations 
United Way improves lives by mobilizing the caring power of communities to advance the common good 
to help all residents thrive and live the best version of themselves. We all benefit when a child succeeds 
in school, when someone finds a job that sustains a family, or when more people get quality, affordable 
healthcare. United Way endeavors to drive measurable impact by focusing and accelerating our current 
agenda centered around financial stability, education, and health initiatives while remaining responsive to 
community needs with flexibility to respond to critical needs and crises. As our community recovers from 
one of the deadliest pandemics in our country’s history, United Way will play a pivotal role in helping 
residents from under-resourced communities and the ALICE population (Asset Limited, Income 
Constrained, Employed) move towards self-sufficiency. 
 
Serving as a backbone for our community, United Way will work closely with nonprofit and other partner 
agencies to provide enhanced job training, improved housing opportunities, access to healthcare 
programs and wrap-around services for ALICE households on their journey to self-sufficiency. The 
Manager of Thriving Families works closely with the Program Directors and Managers on the Community 
Impact Team to lead a team of case managers and coordinators and ensure accurate reporting of 
performance on agreed-upon benchmarks. 
 
Commitment to equity, diversity &amp; inclusion 
We take the broadest possible view of diversity. 
We value the visible and invisible qualities that make you who you are. 
We welcome that every person brings a unique perspective and experience to advance our mission and 
progress our fight for the health, education, and financial stability of every person in every community. 
We believe that each United Way community member, donor, volunteer, advocate, and employee must 
have equal access to solving community problems. 
We strive to include diversity, equity, and inclusion practices at the center of our daily work. 
We commit to using these practices for our business and our communities. 
 
 
 
 


 
 
Cultural Competence: The Manager, Financial Stability adapts a lens of cultural competency that 
conveys empathy, support, and an understanding of the people they work with both internally and 
externally, engage with, and the people they serve. This competency helps to build trust and effective 
engagement, build stronger relationships, expand our organization’s reach, and more effectively and 
respectfully engage with people regardless of background. 
 
Core Competencies are characteristics that all employees are expected to exhibit as a member of the 
UWSHR team. For complete details that include attributes and behaviors please see the United Way 
Core Competencies Checklist in the shared Human Resources Network Folder. These include: 

 • Mission Focused: The top priority is creating real social change that leads to better lives 
and healthier communities. 

 • Relationship Oriented: Understands that people come before process and is astute in 
cultivating and managing relationships toward a common goal. 

 • Collaborator: Understands the roles and contributions of all sectors of the community and 
can mobilize resources (financial and human) through meaningful engagement. 

 • Results Driven: Dedicated to shared and measurable goals for the common good; 
creating, resourcing, scaling and leveraging strategies and innovations for broad 
investment and impact. 

 • Brand Steward: Understands his/her role in growing and protecting the reputation and 
results of the organization, and thus, the greater network. 

 
Key Accountabilities include the following: 
 
1. Maintain oversight of Thriving &amp; Resilient Families caseload management/care coordination of 

Program Eligibility Specialists to ensure participants receive services that adhere to core program 
principles and eligibility. 

2. Provide leadership and support to direct reports including performance evaluation, career 
development, and guidance in their work 

3. Oversight of electronic record-keeping activities in accordance with best practices and program 
policies 

4. Work cross-functionally with Resource Development and Marketing teams to develop and 
communicate compelling messages to collaborating partners, and to the larger community 
utilizing various media. 

5. Provide optimum support to program staff by remaining aware of departmental goals, facilitating 
ongoing communication, keeping meeting minutes, and organizing priorities to meet deadlines 

6. Coordinate schedule, coordinate and arrange meetings, prepare agendas and reserve and 
prepare facilities as needed for overall coordination and of departmental program(s). 

7. Management of record keeping maintaining organizational policies 
8. Participate in training and ongoing professional development in Mobility Mentoring 

 
Essential Duties and Responsibilities include the following: 

 
 
Administrative &amp; Financial: 
 • Serve as a key member of the departmental team by supporting the program framework, 

strategies, and implementation 
 


 • Provide optimum support to departmental staff by remaining aware of related goals, providing 
ongoing communication, and organizing priorities to meet deadlines 
Support Associate Vice President (AVP) with managing Aspire and Strive program budget and 
LPA expenses including submitting invoices for payment and maintaining records of expenses. 
This is done in collaboration with the Director of Women United 

 • Facilitate monthly and quarterly impact meetings with LPA’s to review upcoming events, success 
of programming, reporting, and budgets for Aspire and Strive 

 • Purchase incentive cards and process all incentives and requests as applicable for related 
programs 

 
Data Quality &amp; Reporting 
 • Oversee the tracking of demographic information of participants and data regarding assessment, 

goal setting, goal achievement, and referrals 
 • Collaborate with Data &amp; Community Investments Department to support data collection and data 

analysis for Aspire and Strive 
 • Support preparation of grant reports as needed in collaboration with AVP 

 
Care Coordination/Case Management 
 • Provide direct supervision of Program Eligibility Specialists 
 • Monitor documentation to ensure the timely flow of referral activities to meet program goals and 

objectives 
 • Provide input, training, and support to other program team members in an effort to prioritize 

quality 
 • Ability to provide direct support to Program Eligibility Specialists for participants in the case of staff 

absence or vacancy 
 • Assist in special projects and participate in events as assigned. 


Community Collaboration 
 • Represent UWSHR at external events and ensure collaborative community relationships, as 

needed. 
 • Maintain a working knowledge of significant developments and trends related to family stability 

both inside and outside the United Way network. 
 
 • Other duties as assigned 

 
Key Skills Requirements 

 • Bachelor’s degree in Human Services or a closely related field or equivalent work experience 
 • 2-3 years of experience in human services programs requiring direct client interactions required 
 • Must be customer focused, data-driven, organized, and results oriented 
 • Knowledge of best practices in human services and of systems addressing the needs of the 

ALICE population, low-income, Military, and Health in communities 
 • Experience working as an advocate for vulnerable populations 
 • Self-starter with a strong sense of urgency 
 


 
 
 
 • Highly organized and disciplined with the ability to communicate in both technical and non-

technical terms 
 • Excellent written and oral communication skills 
 • Proficient with MS Outlook, Word, Excel 
 • Strong attention to detail orientation and self-organized 

 
 
Work Demands &amp; Environment: 

 • Ability to stoop, lift, finger – for example pick, pinch, or type and grasp 
 • Ability to clearly and concisely express and exchange detailed information and ideas to others 

accurately via spoken word 
 • Exerting up to 20 of force occasionally and/or a negligible amount of force frequently to lift, carry, 

push, pull or otherwise move objects 
 • Ability to inspect and analyze figures, accounting items, written materials, newsprint, computer 

terminal characters, transcription, and other similar objects at distances generally close to the 
eyes. 

 • The worker is subject to a variety of environmental conditions that may occur in an office, a 
private home, or elsewhere in the community including temperature variations, unpleasant odors, 
and potential allergens 

 • Although inside work is the rule, it is required that the individual be able to travel and may be 
exposed to a variety of weather conditions 

 • Current driver’s license, auto insurance and acceptable driving record 
 

 
Interested? Please send your cover letter and resume to <a href="mailto:recruiting@unitedwayshr.org" target="_blank">recruiting@unitedwayshr.org</a>. We will continue 
accepting applications until the position is filled. 
 
United Way of South Hampton Roads is an Equal Opportunity Employer. In order to provide equal employment and 
advancement opportunities to all individuals, employment decisions at UWSHR will be based on merit, qualifications, and 
abilities. UWSHR does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, 
national origin, age, disability, sexual orientation, gender identity, veteran status or genetics. Please Note: Requirements, skills, 
and abilities described above are representative of those that must be met by an employee to successfully perform the essential 
functions of this position with or without reasonable accommodation. In no instance, however, should the duties, responsibilities, 
and requirements be interpreted as all-inclusive.

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ABOUT USUnited Way of San Antonio and Bexar County unites the community to identify and solve our most critical issues. We are dedicated to improving people's lives and creating community-level change. Our work includes leading cross-sector collaborations, advocating for public policy changes and investing in programs that prevent problems from happening in the first place for those in need. Improving quality of life and advancing the greater good involves focusing in four impact areas: preparing children for kindergarten; empowering students to graduate and reach their full potential; helping individuals and families become self-sufficient; providing a safety net of services for those in crisis.JOB SUMMARYEmerging Leaders’ mission is to engage young professionals in United Way’s work to strengthen the greater San Antonio community. Emerging Leaders membership is open to young professionals, aged 21 to 45, who support the United Way of San Antonio and Bexar County by making an annual minimum gift of $250. Members of Emerging Leaders experience firsthand the difference they make, impacting lives and creating lasting change here in our local community. Current membership exceeds 1,600 members, contributing over $1.8M to fuel the work of United Way’s work in the community.&nbsp;The Manager will establish, grow, and strengthen relationships with employers and internal influencers to maximize Emerging Leaders, corporate, employee, and individual giving. Responsibilities include development and execution of a strategic membership retention and growth plan, marketing plan in coordination with the marketing team, corporate engagement plan, individual giving plan, producing Emerging Leaders events, creating Emerging Leaders content, and staffing an Advisory committee of approximately 20 volunteers.PRIMARY DUTIES AND RESPONSIBILITES<ul><li>In conjunction with supervisor and volunteers, develop, execute, and support the strategic plan and goals of the Emerging Leaders, in alignment with United Way, and provide thought leadership to move the work forward.</li><li>Work cross-functionally with Marketing, Community Impact, Administration and Resource Development to grow the program and offer young professionals' meaningful ways to engage with the community and United Way.</li><li>Develop and direct the implementation of all aspects of the Emerging Leaders including strategies focused on solicitation, retention, and cultivation of membership.&nbsp;</li><li>Collect, analyze, and present Emerging Leaders data both internally and externally.</li><li>Develop and implement recognition and engagement plans for Emerging Leaders membership.&nbsp;</li><li>Collaborate with other resource development staff in acquiring new members in and out of the workplace.&nbsp;</li><li>Plan and execute a range of events to drive acquisition of new Emerging Leaders and to convert existing donors to Emerging Leaders.</li><li>Communicate clearly, regularly, and effectively with Emerging Leaders Advisory Committee, Subcommittees, and with the entire body of members, as feasible, to build coordination, teamwork, enthusiasm, and a sense of common purpose.&nbsp;</li><li>Staff the Emerging Leaders and actively engage volunteers to retain and grow the membership group.</li><li>Build and manage the annual Emerging Leaders budget – including events.</li><li>Develop, plan, and implement strategic, data-driven, branded, mission-focused Emerging Leaders events that recognize, steward, and further cultivate current donors, volunteers, and prospects, increasing their engagement with the organization impact councils.</li><li>Work in coordination with the Marketing Event Manager to handle details for Emerging Leaders events, from planning to executing and to event close-out; conduct pre- and post-event evaluations and outcome reports.</li><li>Work in conjunction with the Resource Development team to identify potential donors and solicit donations where appropriate.</li><li>Conduct personal visits utilizing the Consultative Engagement strategies to facilitate the cultivation, solicitation, and stewardship of annual gifts from current and/or prospective donors.&nbsp;</li><li>Make presentations to the community about Emerging Leaders.&nbsp;</li><li>Willingly accept other ancillary or related assignments that will enhance the effectiveness of the organization.</li></ul>EDUCATION AND EXPERIENCE<ul><li>Bachelor’s degree required, master’s degree preferred.&nbsp;</li><li>A minimum of two to four years of fundraising experience or sales with demonstrated success cultivating a donor base or bringing individuals together.</li><li>Demonstrated capability to identify, cultivate and solicit gifts from individuals, corporations and private foundations preferred.</li><li>Knowledge of and experience with the San Antonio and Bexar County philanthropic community desired.</li><li>Experience with CRM/database management preferred.</li><li>Experience in using virtual platforms for presentations and/or setting up virtual meetings.</li></ul>Knowledge, Skills &amp; Abilities INFORMATION<ul><li>Professional demeanor, confident and goal oriented.</li><li>Outgoing, self-motivated, and creative.</li><li>Excellent organizational, project management and time management skills.</li><li>Ability to work independently and take full ownership of assignments.&nbsp;</li><li>Excellent collaborator and team member, able to work well with individuals at all levels of the organization.</li><li>Knowledge of and ability to effectively utilize donor databases and reporting tools.</li><li>Ability to set expectations, establish priorities and manage multiple projects in a fast-paced development department.</li><li>Outstanding written communication skills—for proposal preparation, communications with donors, and reports (such as newsletters and annual reports)—and oral communication skills for individual and group interactions and presentations.</li><li>A personal leadership and management style that promotes collaboration and accessibility.</li><li>A commitment to community service.</li><li>An innovative and creative approach to strategy development.</li><li>The ability to thrive in an environment characterized by significant growth, diversity, and consistent change.</li><li>Ability to prioritize and multi-task, while working efficiently and addressing a wide variety of considerations under deadlines.</li><li>Budget management experience.</li><li>Committee-level volunteer management.</li><li>Relationship management with a broad array of individuals and organizations.&nbsp;</li><li>Attention to detail in a multitasking environment.</li><li>Proficient in Microsoft Office Suite.&nbsp;</li></ul>united way CompetenciesCore Competencies (all United Way Professionals):Mission Focused, Relationship Oriented, Collaborator, Results Driven, Brand Steward&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; BENEFITS<ul><li>Employer-subsidized healthcare plan with employer-funded HRA offered.</li><li>Group dental, vision, life insurance and other insurance products available.</li><li>Paid holidays, personal and sick leave time.</li><li>403(b) retirement plan with employer matching available.</li></ul>WORK ENVIRONMENT<ul><li>Normal nonprofit office environment with little exposure to dust, noise and extreme temperatures.</li><li>Extended work on personal computing equipment, telephone, multi-functioning printer and calculator.</li><li>Reliable transportation required, with the ability to travel to and from meetings, training sessions or other business-related events locally, routinely and around the state and nationally, occasionally.</li><li>Monday-Friday, 8:15 am to 4:45 pm work week with occasional evening and weekend hours.</li></ul>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Physical Demands<ul><li>Sedentary work on a PC; sitting for extended periods of time, routinely.&nbsp;</li><li>Movement within the office and during external meetings and events, regularly.</li><li>Bends, stoops and twists, occasionally.</li><li>Exerts up to 25 lbs. of force, occasionally.</li><li>Facilitates, presents and collaboratively interacts with others, routinely.</li><li>Perform repetitive tasks, i.e., typing and texting, routinely.</li></ul>The above statements are intended to describe the general nature and level of work being performed by associates assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. The contents of this job description may change as deemed necessary by United Way of San Antonio and Bexar County.APPLYTo submit your application visit&nbsp;<a href="https://recruiting.paylocity.com/recruiting/jobs/All/c1a895ce-f28e-4dac-88db-d5fb796d20f5/UNITED-WAY-OF-SAN-ANTONIO-BEXAR-COUNTY" target="_blank">https://recruiting.paylocity.com/recruiting/jobs/All/c1a895ce-f28e-4dac-88db-d5fb796d20f5/UNITED-WAY-OF-SAN-ANTONIO-BEXAR-COUNTY</a>.<ul><li>Applications WILL NOT be accepted via email.</li><li>Contact&nbsp;<a href="mailto:uwjobs@unitedwaysatx.org" target="_blank">uwjobs@unitedwaysatx.org</a> should you experience problems submitting your application.</li></ul>United Way of San Antonio and Bexar County is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information.&nbsp;United Way of San Antonio and Bexar County is committed to the full inclusion of all qualified individuals. As part of this commitment, UWSA will ensure that persons with disabilities are provided reasonable accommodations if reasonable accommodation is needed to participate in the job application, interview process, or to perform essential job functions, and/or to receive other benefits and privileges of employment.&nbsp;United Way of San Antonio and Bexar County | 700 South Alamo St., San Antonio TX, 78205 |&nbsp;<a href="http://www.uwsatx.org/" target="_blank">www.uwsastx.org</a>&nbsp;

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