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Fifth Avenue Committee

Financial Coach

Fifth Avenue Committee


Description
Financial Coach provides direct services to low to moderate-income individuals who are enrolled as Financial Opportunity Center participants within the Community Services Unit. The financial coach is responsible for assisting participants in developing plans of action that are intended to help the participant reach their goals and achieve financial stability. The financial coach is expected to focus services in a one on one counseling format. However, the coach might also conduct classes and workshops on topics such as budgeting, credit building, and banking products. The financial coach must exhibit good judgment and have the ability to work independently and as part of a team.

The financial coach will work with on-site Workforce and Community Services staff to ensure that the participant is getting assistance across three major service areas - workforce development, public benefits and financial coaching. The financial coach reports directly to the Director of Community Services.

Responsibilities:

• Provide one on one financial counseling/coaching o Teach participants about the value of their services and engage the participant in a long-term relationship o Assist participants in resolving current financial situations, while providing a wide lens on their financial health to shift the approach to proactive financial management o Work with participants to complete a very detailed financial assessment
* Work with the participant to document a budget and provide strategies for budget improvements
* Access the participants credit report/score and provide strategies for credit building
* Document the participant’s balance sheet and provide strategies for increasing net worth o Develop plans of actions and provide tools, resources, and accountability to the participant to help them meet their goals o Understand other services offered by FAC, its affiliates and key partners , such as employment services and public benefits counseling, and connect the participants to these other services
• Outcome tracking—track the stories and successes of program participants o Use Efforts to Outcome (ETO), a participant management system, to document and reflect the outcome of their participants accurately and in a timely manner o Completing Combined Financial Assessment (CFA) for financial counseling participants o Working with the entire Community Services, FAC affiliate and key partner team to ensure that any changes to the participant’s CFA (new job, new benefit, change in credit score) is properly documented
• The financial coach may conduct workshops as a means of outreach and education o The classes may be part of a larger job readiness class, or may be occasional workshops to the public o Develop workshop materials or tailor existing materials to meet the needs of the community
• Develop relationships with local financial institutions and community organizations o Work with mainstream financial institutions to understand the needs of the community so they can provide products and services that fit o Create a network of referral organizations to help you assist the participant meet his goals (e.g. other local housing counseling agency, legal aid, etc.)
• Other duties as assigned

Qualifications:
Qualifications for the financial coach position include, but are not limited to:
• Ability to demonstrate strong understanding of personal finances, particularly in the areas of budgeting, asset building, and credit building
• At least 2 years of previous work experience in the financial sector required
• Reliable and able to collaborate with and serve a diverse range of individuals
• Ability to work some evening and/or weekend hours
• Strong communication skills, both written and oral
• Proficient in Microsoft Word, Excel, and PowerPoint
• Data tracking and management experience required. ETO experience preferred
• Internet and Resource Savvy
• A bachelor’s degree from a four year accredited institution required. 4 years of relevant work experience can substitute for a bachelor’s degree
• Commitment to FAC’s mission of economic and social justice
• Bilingual English/Spanish a plus

How TO APPLY:
E-mail cover letter with resume and salary requirements with “Financial Coach” in the subject line by August 15, 2014 to:

Lalena Howard Fifth Avenue Committee 621 DeGraw Street Brooklyn NY 11217 jobs@fifthave.org

Please, no phone calls. Please note that applications without cover letter, resume and salary requirements will not be reviewed.

About Organization:
Fifth Avenue Committee, Inc. (FAC) is a community development corporation in South Brooklyn that advances economic and social justice by building vibrant, diverse communities where residents have genuine opportunities to achieve their goals, as well as the power to shape the community’s future.

FAC is a nationally recognized nonprofit community development corporation formed in 1978 that works to transform the lives of over 5,500 low- and moderate-income New Yorkers annually so that we can all live and work with dignity and respect while making our community more equitable, sustainable, inclusive and just.

To achieve our mission, FAC develops and manages affordable housing and community facilities, creates economic opportunities and ensures access to economic stability, organizes residents and workers, offers student-centered adult education, and combats displacement caused by gentrification. FAC Community Services unit offers free, one-on-one confidential counseling to FAC, and its affiliates and key partners’ participants about public benefits; provides referrals to on-site financial coaching, legal services and tax preparation services; and provides referrals to a wide range of supportive services available in New York City. For more information see www.fifthave.org, www.singlestopusa.org and http://www.lisc.org/section/ourwork/national/family/foc.

Women and people of color and local residents are strongly encouraged to apply. FAC is an equal opportunity employer (EEO)


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