Charitable Advisors LLC
  • 17-Aug-2020 to 16-Sep-2020
  • - Hawthorne Community Center
  • Indianapolis, IN, USA
  • Competitive salary based on education and experience
  • Full Time

The Financial Coach, reporting to the CWF Director, provides direct services to low-to-moderate-income individuals who are enrolled as Center for Working Family participants.  Financial counseling and coaching involve an ability to engage and motivate clients, a strong understanding of personal finances, and the ability to teach that knowledge to others.  The financial coach is responsible for assisting clients in developing plans of action that are intended to help the client reach their goals and achieve financial stability.  The financial coach is expected to focus services in a one on one counseling format.  However, the coach might also conduct classes and workshops on topics such as budgeting, credit building, and banking products. The Financial Coach will work with the employment counselors and income supports counselor to ensure that the client is getting assistance across these three major service areas.

Organization Overview:
The mission of Hawthorne Community Center is to provide or facilitate programs and services that meet the economic, social, educational, recreational and civic needs of persons living in the Hawthorne service area. Hawthorne's purpose is to provide social service programs focused on skill building, connection to resources and the provision of basic needs for families.  It is our goal to build resilient and financially stable community members at the grassroots level.  Hawthorne's programs and services are divided into three specific divisions:

1. Adult and Family Social Services Division - Hawthorne's adult division includes the Center for Working Families (CWF). Hawthorne has shifted the paradigm of adult social services from generalized programs to an individualized experience based on long-term relationships.  CWF focuses on building assets of low and moderate-income families.  Programs offered through the CWF include Income Supports, Adult Education, Financial Literacy, Employment and Re-entry.  CWF staff focuses resources on employment placement, career improvement, financial education and public benefits assistance.  The goal is to move participants from spenders and borrowers to savers and investors.  The next piece of adult division is the Senior Citizen Department.  Program design focuses on five components.  These components are nutrition, health and wellness, recreational activities, social activities and economic stability.  The program meets older adult's basic needs and ensures that they are healthy and participating in life affirming activities that will maintain autonomy by providing daily programming at the center.

2. Youth Programs Division - Youth Programs Division (YPD) offers year-round programming from early childhood to high school, divided into three separate departments - Early Childhood, Elementary and Middle School and High School.  Youth programs focus on providing programming during out of school time that empowers youth through intentional enrichment and structured recreation with the goal of preparing them for their first school experience and building academic skills.  Youth programs focus on improving academic performance, social and developmental skills and the improving general health of youth through summer camps, intersession camps, before and after school programs, and athletics.

3. Community Development Division - Neighborhood Engagement and Economic Development comprise the Community Development Division.  Neighborhood engagement focuses on aligning the needs of the community with resources.  Activities focus on cultivating internal community assets and facilitating collaboration with external organizations with resources.  Neighborhood development programs work to improve the quality of life of neighborhood residents by focusing on health, safety, housing, economic development, civic engagement and education.  The Economic Development program engages in the purchase and rehabilitation of blighted houses in the community. These houses, once rehabbed, provide transitional housing opportunities for participants in the Hawthorne CWF program

MAJOR FUNCTIONS - RESPONSIBILITIES

• Leadership Functions:
  o Assist board of directors on board committees as assigned by the Executive Director

• Management Functions:
  o Plan programs to reflect best practices, participant needs, and program outline and objectives with a focus on implementing the Center for Working Families service model and supporting the agency mission and strategic plan
  o Maintain detailed case files (paper and electronic) on each participant with required documentation and participant plan, review and respond to any emerging participant or program issues culminating in regular updates to the Adult Services Manager
  o Serve as ambassador for Financial Coaching component of the Center for Working Families to the internal and external environment while building strategic partnerships with community agencies at meetings, events and functions
  o Assist with the marketing plan by partnering with Management Staff to create and complete marketing tasks
  o Coordinate Volunteer Income Tax Assistance (VITA) site volunteers and activities
  o Participate in divisional and organizational meetings
  o Work with the Adult Services Manager to create an efficient work environment by supporting established policies and procedures

• Service Functions:
  o Recruit and assess potential program participants and follow the established process for registering participants and entering them into the Center for Working Families Service model
  o Integrate Financial Coaching participants into the Center for Working Families service delivery model and ensure that participants participate as needed in the all phases of Center for Working Families (Income Support / Employment / Financial Literacy / Adult Education)
  o Provide consistent case management supported by a participant plan, connection to resources associated with the Financial Coaching objectives and consistent follow-up and coaching
  o Assist participants in resolving current financial situations, while providing a wide lens on their financial health to shift the approach to proactive financial management
  o Work with participants to complete a detailed financial assessment; document a budget and provide strategies for budget improvements, access the participants credit report/score and provide strategies for credit building; document the participant's balance sheet and provide strategies for increasing net worth
  o Manage data through Efforts to Outcomes (ETO) and any other data tracking systems as required to document and reflect the outcome of their participants accurately and in a timely manner, complete Combined Financial Assessment (CFA) for all Financial Coaching participants and work with the entire CWF team to ensure any changes to the participant's CFA (new job, new benefit, change in credit score) is properly documented
  o Develop plans of actions and provide tools, resources, and accountability to the participant to help them meet their goals
  o Help participants open back accounts and/or determine the best approach to create a healthy banking relationship
  o Connect participants to workshops and trainings, by directly developing curriculum or connecting to community agencies, that will support skill development
  o Work with mainstream financial institutions to understand the needs of the community so they can provide products and services that fit participants needs
  o Create a network of referral organizations to help you assist the participant meet goals
  o Certification in VITA tax preparation

• Developing and Managing Financial Resources Functions:
  o Manage data and data management systems (paper and electronic)
  o Assist with the development of yearly budgets and budget tracking associated with Financial Coaching
  o Assist in the development of fundraising proposals
  o Assist with and prepare invoices, grant reports and other contract compliance activities
  o Ensure that invoices from contracted partners are correctly submitted to the Deputy Director with approval from supervisor

• Human Resources Functions:
  o Recruit and on-board qualified volunteers that meet programmatic needs and ensure all volunteer paperwork is complete and volunteers properly trained
  o Provide supervision and direction to volunteers and interns associated with Financial Coaching
  o Actively participate in staff development planning, goal setting, reviews and other human resource activities that improve the quality of service to participants
  o Assist with the creation of MOUs and contracts for mentors, partners and community leaders that will work with or supervise participants

• Organizational Involvement Functions:
  o Support Hawthorne sponsored events through leadership, planning and participation
  o Other duties as assigned by the Executive Director

Position Qualifications:

KNOWLEDGE – SKILLS – ABILITIES – REQUIREMENTS

• Knowledge:
  o Knowledge of personal finances, particularly in the areas of budgeting, asset building and credit building
  o Understanding of community resources and financial institutions to support program participants   
  o Knowledge of best practices for service to the targeted population
  o Knowledge of barriers to financial stability in the target population

• Skills and Abilities:
  o Excellent oral and written communication skills
  o Represent the agency to internal and external audiences through public speaking experiences
  o Self-directed and motivated
  o Well organized and possession of excellent time management
  o Network, collaborate and foster partnerships with numerous organizations
  o Problem solving, critical thinking and decision making
  o Patience and flexibility in dealing with staff and participants
  o Ability to work with internal and external partners to support program participants and build long term collaboration
  o Ability to develop working relationships with target population
  o Proficient in Microsoft Office or comparable programs, especially spreadsheet creation and use and all word processing functions
  o Ability to complete data collection and case notes to fulfill funder and agency requirements 

• Requirements:
  o BA/BS/BSA preferred or some post-secondary education or training specific to targeted population
  o 1 to 3 years working with target population in social services or related field preferred
  o Previous work experience in the financial sector (banking, lending, insurance, investments) is a plus
  o Flexibility in working hours to accommodate participant needs
  o Must pass fingerprint clearance test for all appropriate agencies (such as FBI, Department of Justice, and Child Abuse Index Services)

• Physical Requirements:
  o Ability to lift and carry items that may weigh up to 50 lbs
  o Ability to stand and/or sit for extended period of time (1 hour or more)
  o Ability to obtain and maintain an operator's license
  o Mobility required to walk up and down stairs and other potential encumbrances to provide case management and home visits to program participants

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