What are the responsibilities and job description for the Finance Specialist position at Guided Search Partners?
A financial counselor in a non-profit organization primarily assists individuals and families in managing their finances by providing personalized guidance on budgeting, debt management, credit building, and accessing available financial assistance programs, often focusing on populations with limited income or facing specific financial challenges, all within the framework of the non-profit's mission and community outreach goals; this may involve one-on-one counseling sessions, group workshops, and connecting clients to relevant government or community resources
Required skills and qualifications :
- Strong understanding of personal finance principles including budgeting, debt management, and credit reporting.
- Excellent communication and interpersonal skills to build rapport with diverse clients.
- Ability to analyze financial data and develop customized plans.
- Knowledge of relevant financial assistance programs and eligibility criteria
- Familiarity with local community resources and referral networks
- Compassionate and empathetic approach to client interactions
- Certification as a Certified Financial Counselor (AFC) is often preferred
