What are the responsibilities and job description for the Program Manager, Financial Empowerment Center position at United Planning Organization?
The United Planning Organization (UPO) is the designated Community Action Agency for Washington, District of Columbia, and has served the residents of the District since 1962. Our Vision for the future is “UPO’s Washington: A city of thriving communities and self-sufficient residents”; our Mission is “Uniting People with Opportunities.”
The Community Reinvestment Division is seeking an energetic and experienced individual to join our dynamic team as a Program Manager, Financial Empowerment Center. The ideal candidate must be a self-starter able to work in a fast paced, ever changing work environment, a team player and able to work independently with minimal supervision. This future employee will be expected to deliver a high level of customer support and service to both internal and external customers. The final candidate will need to have the right complement of skills, personality, and professionalism. UPO is committed to attracting and retaining outstanding and diverse staff who will enhance our engagement and service in our communities.
UPO is committed to attracting and retaining outstanding and diverse staff who will enhance our engagement and service in our communities.
All qualified applicants are encouraged to apply for this position or any other position currently advertised on our website. Please visit us at www.upo.org to view all of our vacancies and to learn more about our company and services.
POSITION: Program Manager, Financial Empowerment Center
OFFICE/DIVISION: Community Reinvestment Division
BULLETIN No: 0242025
SALARY RANGE: $68,000 - $72,000 per hour (Commensurate with experience)
OPENING DATE: April 10, 2025
EMPLOYMENT TYPE: Full Time / Regular (37.5 Hour Workweek)
BRIEF DESCRIPTION:
Manages DISB/UPO Financial Empowerment Center which aims to improve the financial stability of households with one-on-one financial counseling to residents. UPO/DISB Empowerment Center services are targeted to clients with a low income.
MAJOR DUTIES:
Manage the design, implementation, and staffing of UPO/DISB Financial Empowerment Center Programs. Manage team members. Manage the design, implementation of any upcoming micro business initiatives. Manage the program delivery, design and staffing of financial education counseling and training to customers, including workshops and one-on-one counseling sessions. Set appropriate objectives, activities, goals, and projected outcomes for each program. Provide budget and program performance reports as required.
CORE COMPETENCIES:
- Financial Literacy Knowledge and Skills
- Develop and Implement Engaging Educational Programs
- Communication and Interpersonal Skills
- Critical Thinking
- Analytical Reasoning
- Credit Score Analysis
- Leadership Team Management Skills
- Budget and Forecasting
- Debt Management
- Public Speaking and Facilitation
- Partnership Engagement
MINIMUM QUALIFICATIONS:
Bachelor’s degree in business or related field. Two (2) years of experience in finance, financial education, counseling/coaching, or social service delivery in credit and/or financial management. Must have experience and relevant certification in tax preparation. Must have NACCC certification. Must be able to work some weekends and evenings. Must have effective organizational and professional communication skills, both written and verbal. Must be able to work sensitively and effectively with individuals of diverse educational, socio-economic, and cultural backgrounds.
DESIRED QUALIFICATIONS:
Master’s degree in financial management, banking, accounting, or related field. CFE certified with at least four years of work experience, with background in finance, financial education, counseling/coaching, or social service delivery. Prior experience in a non-profit organization. Prior experience in the Marketing and Outreach field. Possess highly effective organizational and professional communication skills, both written and verbal. Fluent in English and Spanish.
OTHER REQUIREMENTS:
In the event that an offer is extended, the candidate will be required to successfully complete a criminal background check and/or FBI fingerprinting, and pre-employment drug screening as applicable for the position.
POSITION ELIGIBLE FOR
WORKING REMOTELY: n YES o NO (Based on needs of program)
Competitive Benefits:
- Health/Kaiser, 70/30 split
- Dental/MetLife, all employees paid
- Vision/VSP, all employees paid
- 401k, Safe Harbor Match-5.5% given as a benefit, will match 1% of staff contribution
- Sick Leave 4.5 Hours Every Pay Period
- Vacation Leave 4.5 Hours Every Pay Period
- 2 Personal Days
- Paid Holidays
This position IS not in the collective bargaining unit of the CWA Union.
FLSA STATUS: Exempt
To be considered for this position:
Submit your cover letter and resume to the Career Center Online.
UPO IS AN EQUAL OPPORTUNITY EMPLOYER
Salary : $68,000 - $72,000
