Prosperity Planner

SUMMARY

Coordinate all prosperity planning activities of Lift Financial Wellness and/or GICF employees. Major duties include developing the curriculum, marketing, ensuring compliance with program requirements, maintain awareness of the local economy, providing one-on-one and group coaching, measuring participant progress and providing follow-along.

ESSENTIAL FUNCTIONS/DUTIES

• Maintain updated curriculum incorporating the Prosperity Planning Model.
• Provide case management and one-on-one financial coaching sessions to grant recipients.
• Collaborate with the Lift partners in the marketing of the Prosperity Planning to community partners, referral sources, and the public to ensure a steady stream of appropriate participants.
• Ensure compliance with the program and fiscal requirements of Goodwills contract with Lift Orlando.
• Maintain open, productive relationships with employees of GICF, community partners and referral sources.
• Maintain working knowledge of GICFs range of employment services and make referrals as appropriate.
• Maintain program performance by meeting established program outcomes, collecting data required to measure program outcomes, and prepare all required reports.
• Maintain accurate awareness of the local economy.
• Assure that reports and program documents are prepared within programmatic standards, maintaining confidentiality and completed in a timely manner.
• Ensure that all required client data is accurately recorded in the departments client information system to provide accurate, current statistical data for the departments monthly census, Goodwills quarterly outcome measurement and GIIs Annual Statistical Report (ASR) and other related systems to ensure compliance with grant requirements and metrics.
• Provide weekly activity, outcome and other reports, as required.
• Distribute and collect client and referral satisfaction surveys in a timely manner to be used to evaluate program effectiveness.
• Demonstrate consistently professional demeanor in speech, actions and appearance, serving as a role model for participants, staff and co-workers, and community partners.
• Promote an environment of cooperation and support where creativity and innovation are encouraged for participants, employees, co-workers, partners, and other stakeholders and customers.
• On occasion, schedule and deliver financial management classes and follow-along at community partners and other sites throughout the community.

ADDITIONAL FUNCTIONS/DUTIES

• Maintain a working knowledge of and ensure compliance with CARF requirements and standards.
• Ensure that program supplies and materials are available as needed for uninterrupted utilization in program activities.
• Perform other duties as assigned.

QUALIFICATIONS/COMPETENCIES

The list below is representative of the knowledge, skill, and/or ability utilized while performing this job.

• Ability to adhere to the organizations Core Principles.
• Ability and the means to travel independently from site-to-site.
• Skilled in effective teaching techniques.
• Knowledge of sales and marketing techniques to effectively market the program.
• Knowledge of personal finance.
• Strong interpersonal skills and effective judgment for use in developing course materials and coordinating with internal and external sources.
• Ability to manage stress related to crisis intervention, meeting tight time targets and managing employees.
• Knowledge of public assistance, food stamps, housing and other community resources.

Education and/or Experience:

Bachelors degree in Finance, Accounting, Business Administration or equivalent. A minimum of two (2) years experience in providing instructional programs to adults. Experience in banking and/or sales and marketing is desirable.

Math Ability:

Level 4: Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

Computer Skills:

To perform this job successfully, an individual must be proficient and have advanced knowledge of MS Word, Excel, and Outlook. Proficiency in PowerPoint is also necessary. Intermediate knowledge of databases.

Supervisory Responsibilities:

This position has no supervisory responsibilities

Purchasing Authority:

Purchasing Authority Level - Managers/Coordinators

SPECIAL CONDITIONS OF EMPLOYMENT

(e.g. physical or environmental requirements, irregular work schedule, required license or certification, background check)

Physical and Environmental Requirements:

• Regularly lift and /or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
• Vision abilities required by this job include: close, distance, color, peripheral vision, depth perception, and the ability to adjust focus.
• Sitting for long periods of time.
• The noise level in the work environment is usually moderate (examples: business office with computers and printers, light traffic). Ability to hear normal sounds.
• Ability to speak in a manner that can be understood.

Language Ability:

Level 3: Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write reports and correspondence. Ability to speak effectively before groups.

Reasoning Ability:

Level 3: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

License and Certifications:

Valid Florida Drivers License with an insurable driving record and current private auto insurance policy.