Program Manager, Financial Stability
Regular — Full Time — Exempt
About United Way of the Bluegrass
United Way of the Bluegrass (UWBG) works to create the opportunity for all community members to have a better life. We focus on the building blocks of a good life — a quality education, financial stability for individuals and families, and good health. The work of UWBG focuses on strategic initiatives, public education, advocacy, outcomes and evaluation, development and strengthening of partnerships/ collaborations, convening resource mobilization and investment, and backbone and engagement strategies and activities. We bring together the voices, the expertise, and the resources to define, articulate, and implement a common agenda for change for our region. That is what it means to "Live United" in Central Kentucky.
The role of the Program Manager, Financial Stability, is to provide leadership for UWBG in all aspects of its income management and financial education agenda. The manager leads all relevant financial education programming, including staff coordination and volunteer recruitment, service delivery, data collection, program evaluation, and grant compliance. The position is responsible for the overall growth, marketing, and performance of the VITA (Volunteer Income Tax Assistance) Program, and it includes recruiting, training, and managing volunteers and tax site preparation, including operations, oversight of volunteer preparers, and quality control.
VITA (Volunteer Income Tax Assistance Program)
Manage staff of coordinators who will recruit and retain adequate volunteer staff to administer the Federal Volunteer Income Tax Assistance (VITA) program.
Meet or exceed established goals set by the granting agency.
Lead tax preparation training course & orientation for all volunteers
Work with the staff of coordinators to establish partnerships with organizations that will allow volunteer tax preparation at their site.
Work in collaboration with the VITA tax partners to administer, maintain, and expand VITA tax sites.
Work with marketing, 211, and WayPoint Directors to promote free VITA tax preparation and recruit volunteers.
Act as liaison between the VITA tax sites and the IRS
Manage other grant-funded financial education programs as needed.
Assures compliance with all external financial stability grant requirements.
Ensures data collection by staff and volunteers.
Represents Community Impact at meetings, events, presentations, and other such activities as requested or required.
Other duties as assigned.
CORE UNITED WAY COMPETENCIES
❖ MISSION-FOCUSED – A top priority is to create real social change that leads to better lives and healthier communities. This competency drives performance and professional motivation.
❖ RELATIONSHIP-ORIENTED – Understands that people come before process and is astute in cultivating and managing relationships toward a common goal.
❖ COLLABORATOR – Understands the roles and contributions of all sectors of the community and can mobilize resources (financial and human) through meaningful engagement.
❖ RESULTS-DRIVEN – Dedicated to shared and measurable goals for the common good, creating, resourcing, scaling and leveraging strategies and innovations for broad investment and impact.
❖ BRAND STEWARD – A steward of the brand and understands his/her role in growing and protecting the reputation and results of the greater network.
COMMUNITY IMPACT COMPETENCIES
Drive for Stakeholder Success
Adaptability and Change Management
Cross-Functional Capability and Collaboration
Bachelor’s Degree from an accredited institution, or equivalency required.
Demonstrated experience in project planning, execution and management, including the direct oversight of project staff.
Ability to review financial information and records, including statements, business expenditure documents, receipts and expense reports, to develop an accurate understanding of the client’s finances.
Demonstrated supervisory and management experience is essential, with experience in volunteer coordination a plus.
Must communicate professionally and effectively in group settings in one-on-one conversations and prepare and deliver effective presentations. Must be able to build relationships and relate to people in an open, friendly, and accepting manner while achieving high levels of client satisfaction.
Ability to work independently yet function as a productive team member.
Flexibility in handling day-to-day work challenges and shifting priorities confidently while using good problem-solving skills with the ability to make sound business decisions.
Demonstrated ability to analyze information, utilize critical thinking, be innovative, provide conflict resolutions, and have excellent decision-making skills reflected in this position's job performance.
In addition to English, fluency in another language is a plus.
Valid Kentucky driver’s license is required, as well as access to a reliable, insured automobile to be used for work-related travel in the Central Kentucky area
The successful candidate will be required to receive IRS Certification for Stakeholder Partnerships, Education, and Communication (SPEC) upon starting the position.
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, etc. This position will be primarily based out of the central UWBG office, hybrid work is possible with Manager approval. This position will require regular travel between VITA sites throughout the communities that we serve.
EXPECTED WORK HOURS
Monday through Friday, 8:30AM-5:00PM. Flextime hours must be approved by your manager.
Must be willing to work a non-standard work schedule, including nights, weekends and other unusual hours, especially during tax season.
The employee must regularly communicate clearly, in oral and written formats, with others in person, over the phone, and via other devices. The employee must be able to transcribe, read extensively, prepare, and analyze data and figures, and operate a computer and other standard office machinery. The employee must be able to lift, carry, push, and/or pull objects weighing up to 25 lbs.
PRE-EMPLOYMENT SCREENING REQUIREMENTS
Any candidate offered a position may be required to pass pre-employment screenings as mandated by UWBG. These screenings may include a national background check, language testing, and Motor Vehicle Record (MVR) review. A writing sample will be required of final candidates.
Our robust benefits package includes 100% employer-paid premiums on employee-only health, dental, and vision plans; 3%-6% employer contributions to 401(k), employer-paid life/STD<D insurance; generous parental leave policy, PTO, and more. Starting salary range -$43,316.30 - $49,813.75.
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The position is funded by an Internal Revenue Service (IRS) grant through September 30, 2024. This grant funded position is subject to review by leadership annually. Continued employment beyond the time and scope of the grant is contingent on ongoing support from the IRS or other resources developed by UWBG.