Financial Capabilities Manager

The Financial Capabilities Manager (Manager) is responsible for implementing activities to meet the organization’s goals for family financial stability and mobility.  Having predictable access to resources allows families to make ends meet month to month, from which they are able to envision a future for themselves, their neighborhood, and their community. To that end, the Manager will manage all aspects of implementation for three distinct programs: Financial Education and Skill Building, Free Tax Preparation, and Public Benefits Screening and Application Assistance (SNAP, WIC, and MassHealth). Of the 4,000 families CONNECT serves each year, about 25% come for programs under the purview of the Manager. The Manager reports to the CONNECT Director and works closely with CONNECT’s Financial Coaches and financial institution partners.  The Manager also interacts directly with CONNECT’s partner organizations that offer housing services, employment and training assistance, and adult education.  Training will be provided as needed.
Duties and Responsibilities

Program Management
v  Manage annual tax program in Chelsea and Revere, typically serving 1,000 families and generating $2.2 million in refunds. Responsibilities include recruiting, training, and supervising 35-45 volunteers and 2-5 seasonal staff; providing and overseeing quality review and timely transmission of all tax returns.
v  Provide a mix of supervision and direct case management for approximately 400 public benefits applications per year: complete online applications for benefits and recruit, train, and monitor effectiveness of interns, volunteers, and part-time staff working on public benefits (2-5 people total).
v  Manage the design, implementation, and improvement of existing and new financial education classes (4-6 offered each quarter on a rotating basis).
v  Conduct research on best practices, and attend various convenings in and outside of Boston to contribute to mutual learning and connect with similar institutions.
v  Track service delivery, progress, and client outcomes for all programs.
v  Develop and improve programs based on client outcomes and research on best practices.
v  Manage referrals for services that fall within the Manager’s purview (e.g. financial education).
v  Recruit participants through marketing of programs and direct outreach.
v  Encourage client awareness and usage of other CONNECT services.
v  Coordinate with other relevant TND departments, for example with Learning and Evaluation to refine outcome metrics, and with Resident Services to improve outreach in TND properties.
v  Coordinate with CONNECT partner organizations, as needed.
v  Establish and maintain working relationships with other relevant organizations, such as financial institutions, local non-profits, etc.

Promoting Our Mission
v Work with CONNECT Director and other TND staff to conceptualize and carry out strategies for accompliching the core mission of TND and CONNECT.
v  Develop and maintain effective working relationships with collaborating agencies, institutional neighbors, public and private funders, residents, city, state, and government officials.
v  Carry out the organization’s commitment to residents of Chelsea and low-income people of color in Chelsea in their efforts to build and sustain their community and improve their own lives.
 
General
v  Ensure that all organizational policies and procedures are followed.
v  Develop new department procedures, as required.
v  Work with the CONNECT Director to develop and monitor annual budget.
v  Attend Board of Directors meetings to make presentations, as required.
v  Represent the organization’s financial capabilities work at meetings with funders.
v  Help to prepare reporting for funding sources.
v  Contribute to a strong sense of organizational teamwork through activities including regular staff meetings, group discussions and staff retreats.
v  Participate in the planning and implementation of agency-wide events.
v  Participate in regular staff meetings.
v  Perform other TND-related duties as needed.
 
Required Skills
v  Bilingual Spanish/ English.
v  Three years of experience with community-based education or service programs.
v  Bachelor’s degree required. Master’s degree or highly relevant work experience preferred.
v  Strong program implementation skills:  demonstrated ability to manage time and volunteers, prioritize        appropriately among multiple competing demands, and solve problems.
v  Detail-oriented, well-organized, and able to work independently.
v  Strong computer skills with Microsoft Office suite and with Salesforce or other databases.
v  Excellent communication skills.
v  Ability to interact positively and effectively with a variety of people from different backgrounds including race, ethnicity, gender, sexual orientation and socioeconomic status.
v  Able to work some weekday evenings and daytime Saturdays during tax season (January-April), plus occasional evenings throughout the rest of the year.
 
Preferred Qualifications
 
v  Experience working with low-income clients from a variety of racial/ethnic groups and countries.
v  Knowledge of community resources in Chelsea and surrounding communities.
v  Experience working with and in collaborations.
v  Previous experience with VITA (Volunteer Income Tax Assistance).
v  Strong work ethic, a good sense of humor, and a commitment to social justice.