The Director of Financial Empowerment will oversee YPI’s financial empowerment programs, ensuring clear alignment and integration across departments. Core services, include financial education, free tax preparation, access to income supports and financial coaching. Importantly, this position is responsible for direct oversight of the Ventanilla de Asesoria Financiera at the Mexican Consulate and execution of the National Ventanilla administration project. The National Ventanilla administration project requires a high level of sophistication working with Mexican Consulates across the US to provide high quality measurable services. In addition, the individual in this position will work closely and collaboratively with other department directors to align financial empowerment services at all YPI centers and schools across the Los Angeles Promise Neighborhood and Los Angeles Promise Zone.
- Ensure YPI clients have access to a seamless and comprehensive continuum of asset building and financial empowerment services by working with Program Manager and staff to link financial literacy, financial coaching, matched savings accounts, free tax preparation, and FAFSA assistance, benefits screenings and access, and access to loan products.
- Collaborate with other YPI staff and departments to ensure proper alignment of financial empowerment programs and joint outcomes. Streamline resources with other programs and departments to maximize impact.
- Work with funders to plan, establish, direct, coordinate and evaluate the work of the National Ventanilla de Asesoria program.
- Develop and implement programs to improve access to financial services and products to traditionally underserved communities and consumers at the local Ventanilla and as part of the National Ventanilla de Asesoria Financiera program.
- Represent the organization and other stakeholders in program discussions with the Institute of Mexicans Abroad to continuously develop effective data collection protocols and evaluation of program.
- Continuously evaluate, direct, and monitor how well financial curriculum, workshops, and activities meet participant needs and grant objectives.
- Represent YPI in the community and make presentations at conferences
- Work closely with Sr. Director of Community Development to strategically plan for program development, improvement, and sustainability.
- Develop and maintain all external partnerships, including partnerships with local schools and community-based organizations in order to implement core program services to students and families.
- Work with Program Manager to develop and oversee data collection protocols for all program activities in order to track program effectiveness and impact.
- Complete grant reports and program updates for funders and YPI Executive team, ensuring to meet all deadlines and gather all needed information for these.
- Work with Sr. Director of Community Development and YPI’s Development team to develop grant proposals and communicate funding needs to potential funders.
- Align needed policies, procedures, and guidelines for conducting programs to ensure effective decision making and efficient operations.
- Coordinate and lead efforts to raise visibility of financial empowerment; identify areas of expansion and improvement.
- Maintain understanding of current financial empowerment legislation and needs related to financial capability.
- Exceptional organizational skills; attention to detail; ability to prioritize; ability to meet deadlines; ability to multi-task; strong problem-solving ability.
- B.A. in education, human services, public policy, social work, finance, business administration, communications or related field required; advanced degree preferred.
- Minimum three years of demonstrated staff and program management experience.
- Bilingual Spanish highly preferred
- Knowledge of programs such as Volunteer Income Tax Assistance (VITA), financial coaching, financial literacy, matched savings accounts are a plus.
- Knowledge of local, state, and federal financial empowerment, fair housing, and college savings accounts policies, systems and related initiatives.
- Experience building programs and aligning activities to meet objectives.
- Extensive knowledge and skill sets related to finance and banking institutions preferred.
- Must pass a criminal background check (Livescan fingerprinting), with both the Department of Justice (DOJ) and the Federal Bureau of Investigation (FBI), prior to beginning employment.
- Must present proof of being free of active Tuberculosis (TB) prior to beginning employment. All TB clearances must be conducted no more than 60 days prior to start of employment.
- Must have access to reliable transportation. If applicable, will be required to provide proof of current California driver license, acceptable driving record (current DMV H6 printout), and current liability auto insurance.