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United Way of Central Indiana Manager of Financial Pathways in Indianapolis, Indiana

Manager ofFinancial Pathways

Issue Area Team - Impact Division

UnitedWay of Central Indiana works to bring the resources of philanthropy, government, corporations, the socialsectorand neighborhoods together to confront generational poverty head on and ensure a better future for our neighbors in need.

This is an ambitious time to joinUnitedWay as we embark on a five-year strategic plan to reduce the number of households experiencing poverty and financial instability. To make a significant impact in our region, United Way is looking for dedicated, confident, and compassionate team members who live our shared values of inclusivity, courage, accountability, respect, and excellence.

United Way of Central Indiana recognizes that the key to success is a strong and cohesive team that works through shared values to achieve our mission. The Manager ofFinancial StabilityInitiativesmanagesinvestmentsand initiativesrelated to the development, implementation, and scale of financial stability efforts,aidingin the creation and advancement ofeconomic stability strategiestoself-sufficiencyand economic mobility forhouseholds throughoutCentral Indiana. This manager positionwill support efforts to engage key stakeholders including but not limited tocommunity-basedorganizations, educational institutions including post-secondary, employers and industry/sector partners, government, intermediary organizations, and internal and external stakeholders in support of connecting youth and adults tofinancial stabilityand economic opportunity.Additionally, this position works in a collaborative and integrated manner across theIssue Based team andImpactdivisionas well as across allotherareas of UWCI to ensurethat theorganizational goals and strategies are realized, and toassistCentral Indiana in makingsignificant progresstoward meeting its poverty reduction goals.

PositionSummary

Under the direction of the Director of Economic Mobility in the Impact Division, the Manager of Financial Stability Initiatives will implement and manage a variety ofinitiatives andprojectssupportingUnited Way'sEconomic Mobility strategy includingCenter for Working FamiliesandVolunteer Income Tax Assistance (VITA).This position requires strong knowledge of community practices to increase economic mobility, including financial stability programming.In collaboration with the Issue Based Team, theManager of Financial Stability Initiativesaids in the creation and advancement of pathways to economic mobility for households in Central Indiana.

Position Duties and Responsibilities

  • Leada portfolio ofinvestments and initiativesadvancingthe development, implementation, and scale of financial stability efforts anchored within theCenter for Working Familiesandtrade;framework, an integrated service model supporting families to increase income, reduce expenses, and build assets.

  • Responsible for the coordination, implementation, and oversight ofVolunteer Income Tax Assistance Program(VITA)federal grant in support of low-income and elderly resident tax preparationassistance(project-based during tax season beginning in October lasting until June).

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``` - Establish, manage, and scale financial stability programming in collaboration with external partnersthroughtraining, technicalassistance, thought partnership, and convening.

  • Prioritize and promptly respond to technicalassistanceinquiries from partners by assessing their needs,providingtraining and development that addresses the identified needs, brokering services of other consultants, and/orprovidinginformation and resources toassistthe organizations.

  • Collaborate with UWCI staff to measure and report on the impact of financial stability services, while simultaneouslyinterfacingwith community-based organization partners to review funded grantees' evaluation reports andmonitorgrantees' progress in achieving keyobjectives, ensuringtimelyreporting of UWCI grant-funded activities, metric , and related outcomes.Build, maintain, and prioritize trusted relationships with partner organizations, manage appropriate and timely correspondence through a variety of mediums.Strive to be the best partner to all stakeholders.

  • Collaborate with Director of Economic Mobility to manage special grant making programs as assigned, responsible for adhering toandongoing management withinthe departmental budget.

  • Collaborate cross-functionally across the UWCI organization to ensure all initiatives are integrated across UWCI'sIssue BasedStrategies, and across UWCI's goals for donors to Give, Advocate and Volunteer.

  • Performspecial assignments and other work, on an as-needed basis.

Qualifications

To perform this job successfully, an individual must be able to perform each essential job function satisfactorily. The requirements listed are representative of the basic knowledge, skills, and/or abilitiesrequired.Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.The individual in this role must display the highest level of integrity and confidentiality. United Way also values innovative thinking, and a successful candidate will be a self-starter who can work within the team to achieve goals andobjectives. The individual should have effective communication skills, attention to detail and organization, flexibility,adaptabilityand the ability to multi-task and be open-minded in a fast-paced environment. The individual will alsomaintainknowledge of trends in his/her area of responsibility and review literature to understand key issues.The abilityto collect data,establishfacts, draw valid conclusions, and develop solutions is essential.The abilityto manage multifaceted projects across multiple environments isrequired. Mustpossesseffective organizational and interpersonal skills, the ability to work independently, and an attitude toward achieving outcomes.Initiative, attention to detail, and a sense of urgency are essential.

Education and/or Experience

  • Bachelor's degree in business administration, public administration,psychologyor relatedareaswith a focus on nonprofit management and/or governancestrongly preferred.

  • At least (5) years' experience working in a relevant field includingfinancial stabilityprogramming, economic development, nonprofit management, and/or intermediary effortsrequired.

  • Experience working within and across a broad range offinancial stability andworkforce development-based systems including interfacing with community-based organizations, employers, educational institutions, state and local partners, workforce ecosystem intermediaries, and other system stakeholdersrequired.

  • Strong project management skillsrequiredwithdemonstratedability to execute and follow through to achieve intended results, by following through on commitments, prioritizing work, and managing time and resources well.

  • Significant anddemonstratedexperience building and managing diverse networks that support efforts to produce systemic changepreferred.

  • Ability to facilitate convenings, workshops, focus groups, task groups, etc.preferred.

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``` - Must possess excellent interpersonal, writing, and oral communication skills, as well as a sense of humor, diplomacy and discretion, critical thinking, and judgment.

  • Knowledge of the Central Indianaeconomic mobility ecosystem, key stakeholders operational withinfinancial stability andworkforce ecosystem, and the state/local workforce system is highly desirable.

*Work experience may substitute for education requirements on a case-by-case basis.

Position Leader:Economic Mobility Director

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