Position Summary: The Mobile Financial Counselor contributes to the efforts of United Way of Greater Nashville (UWGN) by providing high-quality, one-on-one financial counseling to individuals in the community through the Financial Empowerment Center (FEC). This position is responsible for giving clients the tools to experience financial freedom, empowerment, and security, aligning with UWGN’s mission to unite the community and mobilize resources so that every child, individual and family thrives.

Primary Duties & Responsibilities:

• Conducts one-on-one financial counseling sessions to empower individuals to manage income and expenses, navigate a complex system and achieve their financial goals at various satellite locations within the Greater Nashville area.
• Documents and follows up with counseling sessions to track and further individual client progress as well as demonstrate FEC program success through compelling, complete data
• Builds rapport with clients to cultivate trust and engagement in counseling sessions
• Research financial products and services that affect clients; utilizes and contributes to team’s experience and knowledge base for the benefit of all clients and counselors
• Communicates with third parties including collection agencies, lawyers, and lenders on behalf of clients to verify or resolve billing or collection errors, disputes, and negotiations and teach the client this skill for future use
• Builds peer relationships within FEC network and general community to ensure strong, reciprocal referrals, as many clients have needs that fall outside of FEC scope
• Trains with Senior Financial Counselors on both financial content and internal processes prior to seeing clients and works with assigned mentor over the course of their first year to ensure a solid foundation for counseling practice and program integrity
• Participates in ongoing professional development, including Advanced VITA certification
• Demonstrates patience and persistence supporting clients experiencing financial crisis in a constantly shifting and uncertain situation, particularly those accessing social services for the first time.

Education:
Preferred: Bachelor’s degree in social work, business, finance, or related field; or 3 years relevant experience

Qualifications:

• Financial Counseling Certification training must be completed and CFE Fund exams passed within 3 months of hire. Official certification must be obtained through the training organization within 1 year of hire.
• Preferred: Financial counseling
• Professional experience including one or more of the following: banking, social work, financial services, home ownership education, credit counseling, coaching/counseling
• Budget creation and management
• Working with diverse populations
• Financial services and management
• Credit Bureau Reporting System
• Ability to relate to people of varied economic, racial, ethnic & religious backgrounds
• Navigation of complex financial topics
• Goal setting
• Written, oral, and technological communication
• Negotiation
• Research
• Navigating community resources
• Ability to multi-task
• Proficiency with Microsoft Office products, especially Outlook, Word, and Excel
• Preferred: A valid Driver’s License & proof of insurance
• Preferred: Bilingual

Physical Demands: Visual acuity, manual dexterity, hearing, driving, standing, walking, sitting, stooping, bending, lifting, and carrying 50 pounds. Reasonable accommodation may be made to enable individuals with disabilities to perform their essential duties.

Working Conditions:

• Is required to work nights and some Saturdays according to the schedule set by manager and the needs of the community.
• Requires the employee to work externally in the community. This may require traveling to various locations throughout the day for counseling or outreach based on schedule.
• Minimum of 37.5 hours per week. Based on campaign schedules, position often requires work beyond traditional hours
• Well-lighted, heated, and/or air-conditioned indoor office setting with adequate ventilation.

Disclaimer: This position description is not intended to be all-inclusive. An employee will also perform other reasonably related business duties as assigned by immediate supervisor or volunteer leadership as required. This position description does not constitute a written or implied contract of employment. United Way of Greater Nashville reserves the right to revise or change the description and specifications as the need arises.

United Way of Greater Nashville is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

To apply, please visit this site, create an account and submit your application for consideration.

Position Summary:
The Associate Director, Finance contributes to the efforts of United Way of Greater Nashville (UWGN) by overseeing the stewardship of all accounting and financial responsibilities within the guidelines of Generally Accepted Accounting Principles and United Way World Wide Standards in order to ensure accounting procedures are current and compliant. Through the leadership of Associate Director, Finance, the department can display that UWGN is fiscally sound and allow internal and external Stakeholders to make decisions to accomplish its mission: to create a community where individuals, families, and neighborhoods thrive.

Essential Functions: The following are indicative of the essential functions required to perform this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This profile is not intended to be all inclusive of tasks and responsibilities required; it provides a description of the critical responsibilities associated with this position.

Finance and Accounting Management:

• Supervises, manages, and supports finance team members to ensure the team has knowledge and resources needed to achieve departmental goals and alignment with GAAP and UWW standards
• Maintains the General Ledger and ensures all financial transactions are properly recorded in accordance with Generally Accepted Accounting Principles (GAAP) and United Way Worldwide (UWW) standards to ensure accounting procedures are complaint and accurately processed
• Manages internal monthly processes to reflect UWGN’s current financial and operational state allowing leadership to make decisions to accomplish UWGN mission: to create a community where individuals, families, and neighborhoods thrive
• Assists in all grant and annual financial statement audits to ensure UWGN is keeping requirements of grants, maintaining the trust of donors, and being fiscally responsible
• Prepares and submits accurate Federal, State, and Local reporting requirements to show compliance and UWGN as good steward of funds
• Oversees and approves accounts payables processes, ensuring accurate and timely payments to vendors
• Supports grant managers with financial tracking and compliance for state and federal grant programs
• Responsible for effectively researching, tracking and resolving accounting or documentation problems and discrepancies as a part of UWGN’s internal accounting controls
• Maintains files and documentation thoroughly and accurately, in accordance with company policy and accepted accounting practices

Qualifications:

• Education/Licenses:
  • Bachelor’s Degree in Accounting or Finance
  • CPA or CPA eligible preferred
• Experience:
  • Accounting: 3-5 years
  • Staff management: 2-3 years
• Knowledge:
  • Non-profit accounting preferred
  • Accounting for federal, state, local, and private grants
  • Bank reconciliation
  • Generally Accepted Accounting Principles
• Skills:
  • Proficient skills in utilizing accounting software
  • Advanced Excel skills and strong analytical capabilities

Competencies:

• Mission Driven: Focuses on needs and aspirations of the community by telling the “United Way story” to help others understand the importance of volunteering, advocating, and giving.
• Relationship Management: Builds relationships with all external funders, corporate partners, individual donors, community members, and organization stakeholders in efforts to grow and sustain funding; demonstrates credibility in all interactions and demonstrates the ability to effectively build a network of contacts.
• Effective Communication: Ability to effectively communicate through oral, written and technological means; actively listening and expressing oneself clearly, to ensure those that need specific information acquire it and to prevent extra work from being performed because of lack of cross-departmental communication.
• Outcome Motivated:Creates and maintains high performance standards that capitalize on opportunities to build support for Finance, Health, and Education. Also, ensures financial accountability and internal controls of all accounting functions.
• Brand Advocate: Conducts oneself in a manner that promotes integrity, trust, and strong ethics, in order to protect the reputation and results of UWGN.
• Leadership and Navigation: Exhibits behaviors consistent with organizational culture, fosters collaboration, understands the most effective and efficient way to accomplish tasks within the parameters of organizational hierarchy, processes, systems, and polices, demonstrates agility and expertise when leading educational and community involvement initiatives.
• Problem Solving/Critical Thinking Differentiates between when supervisory input is needed and when it is not; identifies opportunities and develops plans to execute; Identifies problems, gathers facts, and appropriate resources to resolve issues.
• Stress Tolerance Displays emotional resilience and the ability to withstand pressure on an on-going basis; Deals with difficult situations while maintaining performance; Seeks support from others when necessary and uses appropriate coping techniques.

Environmental Conditions and Physical Demands:

• Employee must occasionally lift and/or move up to 10 pounds. The employee is required to stand, walk, climb and balance.
• Employee spends a majority of time seated; working at a desk in front of a computer monitor. Manual dexterity sufficient to reach/handle items and work with the fingers.
• Well-lighted, heated, and/or air-conditioned indoor office setting with adequate ventilation.

United Way of Greater Nashville is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

To apply, please visit this site, create an account and submit your application for consideration.