Financial Wellness Program Manager
2 weeks ago
JOB TITLE: Financial Wellness Program Manager REPORTS TO: Director of Operations & Planning
DEPT: Operations and Planning FLSA: Non-Exempt
JOB SUMMARY:
Under the general supervision of the Director of Operations & Planning, the Finance Service Program Manager performs activities related to training and supervises the work of Financial Services Program staff as assigned including program monitoring, evaluation, and reporting. Supervise and evaluate personnel and aid management on special projects as necessary.
- Plans, organizes, monitors, and manages the day-to-day processes and operations of the Financial Wellness Program. Manages activities in assigned areas of responsibility including coordinating, implementing, administering, and evaluating assigned programmatic areas.
- Recommends and administers operational policies, procedures, and processes in support of the Financial Wellness program; implements and monitors compliance with approved policies, procedures, and processes.
- Responsible for the ongoing recruitment and placement of the participants for the Financial Wellness Program. Collaborating with local partners to identify, select, and monitor the progress of the participants.
- Analyzing the program impact and outcomes to drive success and make programmatic improvements; working closely with the Financial Coach and the team to use data to monitor the growth and success of the program.
- Utilize Alliance-developed surveys to evaluate the appropriate achievement of the specific goals and objectives set for the program participants.
- Perform other duties to promote the success of the program, as assigned.
- Supports an ethical standard, which complies with a code of conduct free of conflicts of interest.
- Supports the Mission and Values of Alliance for Community Empowerment, Inc.
- Interest in expanding and improving professional opportunities in the financial education of clients.
- A track record of leadership, taking initiative, going above and beyond, and relentlessly pursuing results.
- The ability to work independently and collaboratively in a fast-paced environment.
- Strong problem-solving skills, the ability to manage projects with minimal direction.
- A focus on continuous improvement; open to feedback and guidance.
Bachelor’s degree in business administration, Finance, or related area. Relevant experience may substitute for the degree requirement on a year-for-year basis. Three (3) years of progressively responsible, professional experience related to the area of assignment, including one (1) year of lead or supervisory experience.
- Ability to work with diverse, cultural, and ethnic backgrounds.
- Develop and manage projects.
- Prepare a variety of reports related to operational activities, including program analysis.
- Knowledge of financial practices in the assigned areas
- Utilize computer technology for communication, data gathering, and reporting activities.
- Communicate effectively through oral and written mediums.
- Research methods and techniques.
- Supervising subordinate staff.
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. Performing the duties of this job requires sitting or standing for long periods. Occasional bending, stretching, or lifting.
WORK ENVIRONMENTThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. Must be cognizant of the reality of communicable diseases in the environment. As a representative of Optimus Health Care, the incumbent must always conduct himself/herself in a professional, positive, respectful, and supportive manner.
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