Senior Manager, Financial Stability Initiatives

Job Title: Senior Manager, Financial Stability Initiatives
Department: Community Impact
Reports to: Director, Financial Stability Initiatives
Location: Hillsborough County
Date February 2017

Summary:           Provides operational and strategic management of United Way Suncoast’s four-county Volunteer Income Tax Assistance Program and Free Application for Federal Student Aid Assistance Program. The Senior Manager supports United Way Suncoast’s strategic direction and Community Impact Model to include an emphasis on programs and initiatives that assist adults in achieving long-term financial stability. The Senior Manager, Financial Stability Initiatives, must be customer- and partner-focused, data-driven, innovative, and results-oriented. This position will work closely with a variety of internal and external partners to implement strategies across a range of audiences.

Essential Duties and Responsibilities include the following:

• Serves as the leader and manager of United Way Suncoast’s Volunteer Income Tax Assistance (VITA) program, which includes at least 32 VITA sites during the tax season, four off-season tax sites, 15 mobile sites, and over 250 tax preparation volunteers and site coordinators across four counties.
• Responsible for year-over-year increase in number of volunteers and tax returns filed through VITA and through United Way Worldwide’s partnership with
• Serves as main contact for IRS-SPEC officers and ensures IRS site and program requirements are met throughout all VITA operations.
• Completes yearly VITA Tax Preparation Certification at the Advanced Level through the IRS.
• Serves as liaison for site coordinators, site contacts, and volunteers for training, site scheduling, recruiting, site supplies and technology.
• Coordinates and ensures high-quality VITA trainings with IRS and volunteer trainers for all VITA tax preparation volunteers.
• Develops and/or connects additional financial stability services to VITA sites including, but not limited to, bank/credit union products, promotion of savings and savings bonds, IDAs, financial coaching, financial education, FAFSA completion, health care referrals, credit building and other services.
• Coordinates with Marketing Department to promote VITA through media (social media, radio, postal service, etc.) both to potential clients and to potential volunteers.
• Works with Director, Financial Stability Initiatives, to manage and grow United Way Suncoast’s Free Application for Federal Student Aid Assistance program; recruits and trains FAFSA Assistors and participates in Local College Access Networks’ appropriate committees.
• Works with Director, Financial Stability Initiatives, to develop and implement key priorities for Financial Stability focus area work, and seeks innovative, evidence-based strategies to support the work of funded partners and United Way Suncoast initiatives across the organization.
• Demonstrates an understanding of regional drivers affecting area workforce, education and income, as well as household financial education needs. Articulates these both verbally and in writing to all stakeholders.

• Works with United Way Suncoast staff to implement and manage high-quality programs that meet community level outcomes around Financial Stability initiatives. Works with all departments of United Way Suncoast to integrate Financial Stability-focused activities throughout all spectrum of community impact work.
• Develops and maintains relationships with human services providers, government and community leaders to maximize United Way Suncoast’s presence, build relationships, and identify potential partners for financial stability initiatives.
• Ensures timely and appropriate data collection, analysis and reporting delivered as needed; works with team members and provides research and applies best practices to the design and continuous improvement of all CI activities. May draft communications materials for volunteer reports, events, marketing, or other organizational use.
• Works with Resource Development team and grant writer to complete and submit grant requests in a timely manner. Oversees awarded grant requirements, including meeting reporting deadlines and communication within United Way Suncoast to meet all funder requests (including the IRS VITA Grant).
• Oversees dissemination of information and promotional materials, as needed. Participates in and/or coordinates community information fairs, as needed, and provides outreach and education to meet goals and objectives for volunteer recruitment, event participation, program enrollment, etc.
• Maintains a current understanding of and is able to articulate United Way Suncoast’s Strategic Plan, all impact and/or focus activities, and all results. Participates in appropriate internal and external committees in support of United Way Suncoast’s community impact work.

Supervisory Responsibilities: Interns, Volunteers, Site Coordinators

Qualifications: The following requirements are representative of the knowledge, skill and/or ability required to satisfactorily perform the essential job duties. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience: Bachelor’s degree or equivalent experience in social services, public administration, financial sector, education or other related field with an additional minimum of five years of progressively-responsible experience. Must be able to demonstrate a high level of experience and success in planning and directing large, multifaceted projects on time and on budget that achieve desired results. Volunteer management experience (including recruitment, training, supervision and retention) is highly desirable.

Demonstrated ability to work with senior leadership of high profile organizations and engage diverse constituencies in productive community efforts. Able to facilitate strong partner relationships, build consensus, problem solve, apply critical thinking and judgment skills required.

Must be self-motivated and work well independently and in a fast-paced team environment.

Knowledge of: Volunteer Management principles, Project Management, Community Planning, Financial Stability Concepts and Workforce Systems, Research Methods, required.

Interpersonal Skills: Excellent communication skills, oral and written, including active listening, conflict resolution, coordination, facilitation, social perceptiveness, and consensus-building skills necessary. Successful team-building skills, as well as influencing diverse individuals and groups to achieve necessary outcomes, are required.

Computer Skills: Requires advanced knowledge of MS Office software and use of internet and database programs.

Presentations Skills: Requires advanced knowledge and ability to develop and deliver presentations, excellent public speaking and presentation skills.

Driver’s License: Valid Florida Driver’s License

United Way Suncoast is an equal employment opportunity employer and does not discriminate against any person because of race, color, creed, religion, sex, national origin, disability, age, genetic information or any other characteristic protected by law. This nondiscrimination policy extends to all terms, conditions and privileges of employment as well as the use of all company facilities, participation in all company-sponsored activities, and all employment actions. United Way Suncoast will make reasonable accommodations for qualified individuals with known disabilities unless doing so would result in an undue hardship.

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 regularly required to sit, talk and/or hear. The employee is frequently required to use finger and hand motions and occasionally required to stand, walk and reach with hands and arms. The employee must occasionally lift and/or move objects up to 20 lbs. Specific vision abilities required by this job include close vision and ability to adjust focus.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Employee primarily works in a normal office environment under moderate heat and noise levels with significant in-field time. Driving is required to a variety of sites that cover Hillsborough, Pinellas, DeSoto and Sarasota Counties.

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