Financial Stability Manager

Job Description:

The Financial Stability Manager manages programs and engages in partnerships that work to improve the financial stability of individuals in Escambia and Santa Rosa Counties. This position oversees the Volunteer Income Tax Assistance (VITA) program, which may include MyFreeTaxes (MFT) and Get Your Refund. The Financial Stability Manager works to identify programs and resources in the community that will benefit the clients served by these free tax preparation programs. In doing so, the Financial Stability Manager regularly identifies programs and projects that further the mission of United Way of West Florida.

Main Job Tasks and Responsibilities

• Oversee the Volunteer Income Tax Assistance (VITA) program, including recruiting, training, coordinating, and managing volunteers, including site coordinators and tax preparers.
• Manages staff and VISTA who support the VITA program
• Will secure Advanced VITA Certification prior to each tax season.
• Maintain records for IRS and United Way reporting purposes.
• Identify and apply for grant opportunities for sustaining financial stability programming.
• Manage all grants related to VITA and Financial Stability programs.
• Provide necessary data and reports for grant, ensuring application and reporting deadlines are met.
• Ensure all VITA sites adhere to IRS standards.
• Collaborate with other financial literacy organizations, and community partners
• Create VITA annual impact report utilizing program data.
• Collect client and volunteer stories for program support and marketing.
• Provide technical support of tax preparation sites, including oversight of site coordinators.
• Provide evaluation and continuous improvement of programs through review of analytics and site coordinator and volunteer surveys.
• Ensure high quality experience for VITA clients, volunteers, and partners.
• When appropriate, provide timely follow-up with tax clients post tax-season.
• Support UWWF as the lead agency for the EscaRosa Financial Stability Coalition.
• Establish MOU’s for EscaRosa Financial Stability Coalition members
• Participate as a member of key community partnerships and initiatives that are aligned with the work of UWWF’s financial stability work.
• Identify financial and in-kind support for UWWF’s financial stability work.
• Participate in Community Impact Department team meetings and monthly United Way all-staff meetings.
• Represent United Way’s financial stability work within the community.
• Update appropriate database systems with pertinent information.
• Any other duties as assigned.

Qualifications

• Bachelor’s degree preferred
• At least 5 years’ experience in financial literacy, program management, or volunteer management required.
• 2-4 years’ work experience, preferably in the non-profit field.
• Previous relevant volunteer management experience.
• Excellent oral and written communication skills.
• Ability to work collaboratively with a diversity of people and organizations.
• Experience with public speaking preferred.

• Excellent organizational skills and detailed oriented.
• Strong analytical skills.
• Strategic thinker.
• Proven ability to work independently.
• Strong computer skills and proficiency in MS Office Suite.

Key Competencies

• Mission focused
• Strong interpersonal skills
• Relationship-oriented
• Collaborator
• Results driven
• Brand Steward
• Team builder
• Self-management

Job Type: Full-time

Pay: $35,000.00 - $37,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Education:

• Bachelor's (Preferred)

Experience:

• program, financial stability or volunteer management: 5 years (Required)

Work Location: One location