Finance Program Specialist

3 days ago

Phoenix, United States Fresh Start Womens Foundation Full time

**Job Title: Finance Program Specialist**
**Reports to: Sr. Director of Career and Education Services**
**Location: Phoenix, AZ**
**Status: Full-time/Exempt**
**Salary: $50-$60k DOE**

**Organization Overview**: Fresh Start is dedicated to empowering women by providing education, resources, and support to foster personal transformation and financial self-sufficiency. Our comprehensive services, offered at the Fresh Start Women’s Resource Center in downtown Phoenix, include career readiness, family law support, social work services, domestic violence support, mentoring programs, computer training, scholarship funding, health & wellness classes, and job placement support.

Fresh Start is dedicated to empowering women to achieve financial self-sufficiency through personalized long-term, 1:1 financial coaching. We believe in providing comprehensive support and education to help our clients navigate their financial journeys successfully.

**Job Summary**: The Finance Program Specialist will work directly with Fresh Start women to provide high-quality financial empowerment sessions. This role focuses on individualized coaching to help clients with budgeting, increasing wealth, and achieving financial empowerment. The Specialist must enjoy coaching, be empathetic, goal-oriented, and possess a strong drive to elevate others towards self-sufficiency. Approximately 70% of the advisor's time will be spent in direct client interactions, with the remaining 30% dedicated to program operations, workshop facilitation and presentations, documentation, data entry, and follow-up.

**Key Responsibilities**

Client Counseling and Coaching
- Provide individualized 1:1 financial coaching and empowerment support to clients.
- Offer ongoing support to actively engage clients in promoting their financial wellness. (Areas include budgeting, understanding credit reports and scores, credit repair, prioritizing and reducing debt, savings, building good credit, spending control, getting financially organized.)
- Deliver personalized guidance on budgeting, wealth-building, and financial goal setting.
- Inspire and motivate clients with a strong passion to elevate their financial status and well-being.
- Conduct 1:1 sessions to assess the client's financial situation and develop goals and action plans to meet those goals.
- Facilitate group sessions/workshops for clients covering financial topics relevant to low
- and moderate-income levels
- Establish long-term relationships with clients to help them achieve their financial goals.

Follow-Up and Documentation
- Maintain detailed records of client interactions and outcomes.
- Conduct follow-ups to ensure clients are progressing towards their financial goals.
- Gather and document session data for program reporting and evaluation.
- Track outcome deliverables for grants.

Program Development and Support
- Achieve program goals for client impact and service outputs through proactive client outreach.
- Deliver presentations on personal finance topics and services offered by Fresh Start.
- Participate in regular team meetings and skill-building training sessions.

Experience and Qualifications:

- Fluency in English and Spanish is required.
- Specialized knowledge in financial empowerment services for low
- and moderate-income individuals. Applicants with professional or comparable experience in personal finance (money management, savings, financial services, consumer rights) will be considered.
- Experience in the financial sector, and a solid understanding of personal finance principles.
- Minimum of 2-3 years of full-time work experience in personal finance, education, social services, community organizing, or a related field.
- Ability to work a flexible schedule that may include evenings and weekends.
- Communication skills and cultural competency to work with a variety of stakeholders.

**Required Skills and Attributes**
- ** Passion for Empowerment**: Strong drive and passion to elevate others, helping clients gain financial literacy and achieve their financial goals.
- ** Self-Motivated**: Ability to work independently, meet deadlines, and take ownership of personal finance research and continuous learning.
- ** Goal-Oriented**: Must be goal-oriented, consistently striving to help clients meet and exceed their financial objectives.
- ** Receive & Provide Feedback**: Ability to effectively receive and implement feedback to clients.
- ** Communication Skills**: Excellent communication and interpersonal skills; coaching and facilitation experience with adults or in non-traditional settings is ideal.
- ** Professional Judgment**:Ability to exercise knowledge-based professional judgment and adapt services as needed.
- ** Attention to Detail**: Strong attention to detail in all aspects of work.
- ** Critical Thinking**: Robust critical thinking skills to navigate complex financial situations.

**_ Notice:_**_ This job description in no way states or implies that these are the only tasks to

  • Finance Program Specialist

    4 weeks ago

    Phoenix, United States Fresh Start Womens Foundation Full time

    Job DescriptionJob DescriptionJob Title: Finance Program SpecialistReports to: Sr. Director of Career and Education ServicesLocation: Phoenix, AZStatus: Full-time/ExemptSalary: $50-$60k DOEOrganization Overview: Fresh Start is dedicated to empowering women by providing education, resources, and support to foster personal transformation and financial...

  • Finance Program Specialist

    4 weeks ago

    Phoenix, United States Fresh Start Womens Foundation Full time

    Job DescriptionJob DescriptionJob Title: Finance Program SpecialistReports to: Sr. Director of Career and Education ServicesLocation: Phoenix, AZStatus: Full-time/ExemptSalary: $50-$60k DOEOrganization Overview: Fresh Start is dedicated to empowering women by providing education, resources, and support to foster personal transformation and financial...

  • Finance and Operations Specialist

    4 weeks ago

    Phoenix, United States Roosevelt School District 66 Full time

    Position Type: Finance Date Posted: 3/25/2024 Location: District Office Closing Date: UNTIL FILLED TITLE: Finance and Operations Specialist CLASSIFICATION: Classified Exempt REPORTS TO: Director of Finance SUMMARY: Finance and Operations Specialist will perform bookkeeping duties and accounting functions within District, USFR, and GASB...

  • Interim Finance Specialist

    1 week ago

    Phoenix, United States Headfarmer Full time

    Job DescriptionJob DescriptionInterim Finance Specialist (Remote, Contract-to-Hire)Company: ConfidentialLocation: Remote (Arizona)Rate: Up to $50/hrType: Contract-to-Hire (Estimated 3 months)About Us:We are a leading provider of classical education in the United States, offering in-person public charter, online charter, and private academy options. We...

  • Interim Finance Specialist

    1 week ago

    Phoenix, United States Headfarmer Full time

    Job DescriptionJob DescriptionInterim Finance Specialist (Remote, Contract-to-Hire)Company: ConfidentialLocation: Remote (Arizona)Rate: Up to $50/hrType: Contract-to-Hire (Estimated 3 months)About Us:We are a leading provider of classical education in the United States, offering in-person public charter, online charter, and private academy options. We...

  • Accounting and Finance Specialist

    4 weeks ago

    Phoenix, United States Oaktree Funding Corp. Full time

    Job DescriptionJob DescriptionPosition Overview:As our Mortgage Industry Accountant/Finance Specialist, you will play a critical role in ensuring the financial health and compliance of our organization, with a particular focus on loan servicing and collection. You will be responsible for managing financial transactions, preparing reports, and analyzing...

  • Program Specialist

    3 weeks ago

    Phoenix, United States Breg, Inc. Full time

    **Are you looking for an exciting opportunity?**: We currently have a full-time opening for a **Program Specialist in Phoenix, AZ**. If you are looking for a fast-paced environment where you can make a difference every day, then this is the opportunity for you! **The right person to join our team...** Demonstrates ownership and accountability; demonstrates...

  • Program and Garden Specialist

    5 days ago

    Phoenix, United States Childrens Museum Of Phoenix Full time

    **Department**: Education **Status**: Regular/Part-Time/Non-Exempt 28 Hours Per Week **Reports to**: Program Manager **Hourly Rate**:$16.28/hr. **Summary**: Acting on the principle that learning is a joy, the Children's Museum of Phoenix's mission is to engage the minds, muscles, and imaginations of children and the grown-ups who care about them. With...

  • Senior Accounts Payable Specialist

    4 weeks ago

    Phoenix, United States Ledgent Finance & Accounting Full time

    Job Description Senior Accounts Payable Specialist Location : Phoenix, Arizona (This is a hybrid position. After training you will be in the office 2 days per week/3 from home) Salary: 50k - 60k (DOE) Overview The Senior Accounts Payable Specialist plays a pivotal role in the financial operations of a well-known and respected not-for-profit...

  • Program Project Specialist 2

    2 weeks ago

    Phoenix, United States State of Arizona Full time

    DEPT OF HEALTH SERVICES - The Arizona Department of Health Services promotes and protects the health of Arizona’s children and adults. Our mission is to promote, protect, and improve the health and wellness of individuals and communities in Arizona. We strive to set the standard for personal and community health through direct care, science, public policy,...

  • Finance Associate

    5 days ago

    Phoenix, United States Surgical Care Affiliates Full time

    Overview Today, SCA Health has grown to 11,000 teammates who care for 1 million patients each year and support physician specialists holistically in many aspects of patient care. Together, our teammates create value in specialty care by aligning physicians, health plans and health systems around a common goal: delivering on the quadruple aim of high-quality...

  • Finance Manager

    1 week ago

    Phoenix, United States Ferguson Enterprises, LLC Full time

    **Job Posting**: Ferguson is a leading value-added distributor in North America providing expertise, solutions, and products. From infrastructure, plumbing, and appliances to HVAC, fire, fabrication, and more, we exist to make our customers’ complex projects simple, successful, and sustainable. Ferguson has an opportunity for a **Finance Manager **to join...

  • Accounts Payable Specialist

    4 weeks ago

    Phoenix, United States Ledgent Finance & Accounting Full time

    Accounts Payable Specialist Location : Phoenix, Arizona (North Phoenix) **In-office (temp-to-hire) Join a large nation-wide industry leader where you you can make an immediate impact! Duties: Full-cycle, high-volume, Accounts Payable processing 3-way match Establish new vendor files 1099's AP Analysis Reconcile vendor statements Research and resolve...

  • Finance Associate

    1 week ago

    Phoenix, United States SCA Health Full time

    Overview: Today, SCA Health has grown to 11,000 teammates who care for 1 million patients each year and support physician specialists holistically in many aspects of patient care. Together, our teammates create value in specialty care by aligning physicians, health plans and health systems around a common goal: delivering on the quadruple aim of high-quality...

  • Program Specialist

    2 weeks ago

    Phoenix, United States State of Arizona Full time

    **JOB TITLE**: Program Specialist III **JOB #**: 2763 **DIVISION**: Administrative Services **HIRING SALARY**: $49,533.00 ($23.81 hourly) **CLOSING DATE**: All positions are open until filled. **EMPLOYEE REFERRAL PROGRAM**: This position is eligible for an employee referral incentive payment of $1,000.00 (conditions apply). ***: This position is...

  • Finance Coordinator

    3 weeks ago

    Phoenix, United States Neighborhood Ministries Full time

    As the Finance Coordinator, you will be responsible for planning, managing, coordinating, and evaluating the budget and financial activities of the Finance Department. You provide oversight of all phases of accounting services, financial reporting, budget management, grant compliance, and procurement activities. Guide department management and Neighborhood...

  • Program Specialist

    2 weeks ago

    Phoenix, United States Homeless ID Project Full time

    Job DescriptionJob DescriptionSummary:Homeless ID Project is the only full-time provider of identification replacement services to homeless and at-risk individuals in Arizona. Please review our website before applying.The Program Specialist works directly with clients to navigate the process of establishing or regaining identification documents including...

  • Accounts Payable Specialist

    4 weeks ago

    Phoenix, United States Ledgent Finance & Accounting Full time

    Accounts Payable Specialist Location: Phoenix, Arizona (North Phoenix) **In-office (temp-to-hire) Join a large nation-wide industry leader where you you can make an immediate impact! Duties: Full-cycle, high-volume, Accounts Payable processing 3-way match Establish new vendor files 1099's AP Analysis Reconcile vendor statements Research and resolve...

  • Program Quality Specialist

    4 weeks ago

    Phoenix, United States Neighborhood Ministries Full time

    The Program Quality Specialist (PQS) assists in the implementation of initiatives and assurances under the direction of the QA Compliance Manager. The Program Quality Specialist is responsible for the internal review of program operations and monitoring compliance within both the internal and external policy, licensing and stakeholder requirements. The PQS...

  • Finance Associate

    7 days ago

    Phoenix, United States SCA Health Full time

    Overview Today, SCA Health has grown to 11,000 teammates who care for 1 million patients each year and support physician specialists holistically in many aspects of patient care. Together, our teammates create value in specialty care by aligning physicians, health plans and health systems around a common goal: delivering on the quadruple aim of high-quality...