Director of Financial Stability Programs

Full Time

Full Year

Job Summary:

This full-time position requires a flexible schedule and the ability to work with multiple community organizations and partners to maintain VITA tax clinics and expand the program. This position is responsible for the implementation and coordination of the Making Sense of Money Financial Literacy Program.


The Vice President of Community and Neighborhood Development, following adopted policies of The Community Partnership of the Ozarks, Inc, and United Way of the Ozarks, evaluates the Director of Financial Stability Programs

Reporting Structure:

The Director of Financial Stability Programs reports to the Vice President of Community & Neighborhood Development.

Duties and Responsibilities:

  • Develop and maintain working relationships with community organizations, partner agencies, MSOM Facilitators, MSOM Advisory Coalition, Site Coordinators, and volunteers;
  • Implement marketing strategies to promote Making Sense of Money (MSOM), recruitment of participants for Basic Budgeting Series, VITA tax clinics, and Facilitated Self-Assisted sites;
  • Facilitation of financial literacy education including, but not limited to: Basic Budgeting Series, Financial Stability Tools, and services for Graduates;
  • Recruit and retain volunteers;
  • Organize and give informational presentations on a regular basis;
  • Maintain an appointment schedule for the clinics that are appointment-based;
  • Certify as a volunteer tax preparer and assist in at least one VITA clinic each week (during tax season) through preparing taxes and assisting the Site Coordinator with other duties;
  • Establish new partnerships with community organizations to expand services to under-served and minority populations;
  • Establish and maintain project budgets through monitoring program expenses;
  • Monitor program expenses and document in-kind services, numbers served, outcome measures, etc. as required for reports to grand and funding sources;
  • Actively seek funding sources and opportunities for the program;
  • Implement evaluation methods for program;
  • Maintain confidentiality;
  • Communicate regularly with the Vice President of Community and Neighborhood Development and other stakeholders to ensure expedient and effective implementation of services and programs;
  • Participate in relevant professional development and training opportunities;
  • Participate in CPO’s resource development/fundraising activities;
  • Other duties as assigned.

Essential Qualifications/Skills:

  • Bachelor's degree in business management, education, social work, or related field from an accredited college or university required;
  • Three (3) years prior paid work experience;
  • Flexible schedule and must be able to work some evenings and weekends;
  • Knowledge of local/community resources;
  • Strong computer skills, especially internet and Microsoft Suite (Word, PowerPoint, Excel, Publisher);
  • Excellent written and oral communication skills;
  • Strong interpersonal skills and the ability to take a team approach and develop relationships within the agency, and in the public and private sectors;
  • Able to work with people from all socio-economic levels, backgrounds, and professional levels;
  • Experience with program/event planning and management;
  • Experience and knowledge of budget development and management;
  • Public speaking/facilitation skills;
  • Strong analytical skills and ability to measure and evaluate program performance;
  • Strong time management skills and the ability to manage multiple projects simultaneously;
  • Experience and knowledge with grant writing and facilitation;
  • Valid driver’s license and reliable transportation;
  • Must be able to effectively communicate the mission and work of Community Partnership of the Ozarks, Inc.

Position Clarification:

The Director of Financial Stability Programs is a grant-funded position and is based upon funding availability. This position is an exempt, full-time position.