Program Manager, Financial Beginnings Oregon
About Financial Beginnings Oregon
Do you believe financial education just makes sense and that our state would be better off if every Oregonian had the chance to become financially empowered? We agree with you! That's why Financial Beginnings Oregon provides free, accessible, financial education statewide.
Financial Beginnings Oregon (FBOR) is a 501c3 nonprofit working to empower Oregonians to take control of their financial futures by providing free, unbiased financial education programs. As an affiliate of Financial Beginnings USA, we partner with schools, community-based organizations and government agencies across the state to bring our financial literacy classes to the communities they serve. Financial Beginnings Oregon is a volunteer powered organization. Our team recruits and trains a pool of talented volunteers, often from the financial sector, that bring our programs to life throughout the state.
As an organization, we are committed to an Oregon that is diverse, equitable, and inclusive. We focus on reaching historically underserved communities with our financial education programs, with a particular focus on reaching low-income communities.
Equity and Inclusion
Financial Beginnings Oregon holds the principles of diversity, equity, and inclusion central to our work, both internally and externally. As we continue to expand and enhance our work in Oregon's underrepresented communities, we see it as an essential part of our growth to ensure that voices from those communities are both represented and heard at our organization. As such, we strongly encourage candidates from underrepresented communities to apply.
General Position Summary
The Program Manager (PM) is responsible for bringing our programs to life for our 100+ school, community and government partners who schedule our financial education classes for their clients and students. The PM will take the lead on our organization's outreach efforts, ensuring that we are able to sustain our current partners and build new partnerships across the state. They will ensure that our programs are implemented smoothly: from seamless scheduling and ensuring that program materials are provided to partners, to placing volunteers to lead individual classes. The PM will work to understand our program partners' needs and successfully mobilize our organization to meet those needs. The PM is critical to supporting the development of program and organizational strategy, setting goals and leading strategic initiatives.
Program and Volunteer Coordinator (PVC)
Works Closely With
Education and Training Manager, Program & Volunteer Coordinator, Executive Director, Financial Beginnings USA (FBUSA), FB Affiliates, FB Volunteers, and External Partners (schools, community-based organizations and government agencies).
Essential Job Responsibilities
Strategy and Vision
- Support annual strategic planning and goal setting.
- Identify and develop new approaches, partnerships and opportunities to increase the impact and scale of our work, particularly to better serve low-income and vulnerable communities.
Community Partner Stewardship and Growth
- Lead the development and execution of yearly outreach plans to schedule our financial education classes with nonprofit, school, and government partners.
- Sustain programming partners year over year through strategic engagement, collaboration and relationship-building.
- Develop new programming partnerships across the state through targeted and mass outreach efforts.
- Serve as the primary point of contact for all programming inquiries and scheduling needs.
- Build relationships with culturally-specific organizations to bring our programs to their communities, particularly organizations that serve Spanish-speaking populations.
- Ensure that all scheduled classes have a volunteer placed to teach them.
- In partnership with FBUSA, ensure marketing materials are updated, accessible and impactful.
- Teach personal finance classes when necessary.
Volunteer Preparation, Placement and Stewardship
- Support Education and Training Manager (ETM) to enhance volunteer orientations, training and workshops.
- In partnership with ETM, develop new mechanisms to enhance strategic volunteer placement.
- Support volunteer appreciation efforts.
Influence and Representation
- Strive to meet program partners and our volunteers where they are. Be flexible, accommodate their needs.
- Represent FBOR professionally in all external communications and interactions.
- Understand and communicate our mission, values and programs passionately and effectively.
- Identify, develop and participate in external-facing events and working groups that broaden awareness and demand for our programs.
- Identify and participate in professional events, associations and working groups in the financial literacy and empowerment sector.
Operations and Administration
- Lead enhancements to streamline program workflows and operations, including developing new tools and processes which will make our outreach and partner stewardship more efficient and impactful.
- Ensure program files are maintained, orderly and accessible to the entire FBOR team.
- Support organizational administrative needs as necessary.
- Support with the planning and execution of both external and internal events.
Monitoring, Evaluation and Learning
- Support implementation of evaluation tools, including: Surveys, questionnaires and focus groups to help ensure the wide-reaching collection of feedback from partners and participants to enhance program delivery and implement improvements
- Ensure lessons learned are documented, disseminated and remain accessible.
- Support improvements to operations/programming based on partner and volunteer feedback
- Supervise and coach Program and Volunteer Coordinator in accordance with FBOR's Performance Management Protocol.
- Mentor and coach Fellows and Interns, developing substantive projects that contribute towards their professional development while adding value to FBOR.
- Support PVC to:
o Regularly update our Content Management System (CMS) with participant data and other relevant areas.
o Ship program materials at least 2-weeks prior to classes.
o Manage organizational e-mail and website inquiries and communications
Additional Responsibilities as Necessary and Determined by the Program Director
The Program Manager will bring exceptional organizational skills, be a natural relationship builder and exude a passion for making an impact. They will be a doer, someone that can follow through on the small and large steps to bring a vision to fruition. The PM will have a solid track record of managing workflows, projects and keeping a team on track to achieve their goals. Above all, the Program Manager will be able to follow through on commitments to build strong relationships with our programming partners so that they are enthusiastic about our programs and come back year after year.
- A minimum of 2 years of successful program management experience
- Supervisory experience preferred but not required
- Demonstrated attention to detail, ability to follow direction and meet deadlines
- Action oriented, able to work independently and cooperatively with team members
- Able to balance competing priorities and be accountable to goals
- Effective communicator, both verbally and in writing, with strong diplomacy skills
- Flexibility is critical, with demonstrated willingness to adapt to the needs of the team and moment.
- Enthusiastic, personable and responsive with an ability to build relationships and trust quickly with people from diverse backgrounds.
- Reliable transportation and willingness to to travel frequently across the Portland Metro area and intermittently across the state
- Bilingual (Spanish/English) preferred but not required.
The position also involves sitting at a computer for extended periods of time. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions.
Salary and Benefits
- $46,000-59,000 per year, DOE
- Annual bonus potential
- Flexible work environment
- 20 days of paid time off (PTO) per year
- 11 paid holidays and 3 floating holidays
- Health and dental insurance
- Access to Employer-sponsored 401(k) with 6% employer match
- Short-and long-term disability insurance
- $60 Cell phone reimbursement
Financial Beginnings Oregon is an Equal Opportunity Employer. We believe that financial education is one important way to combat oppression in our society. We will not discriminate on the bases of race, ethnicity, color, religion, gender expression/identity, age, national origin, physical or mental disability, marital status, genetic information, socio-economic status, sexual orientation, immigration status, political affiliation, or military status, in any of our activities or operations. These activities include, but are not limited to, recruiting, hiring, promoting, compensating, and firing of staff; selection of volunteers, partners, and vendors; and provision of services. We are committed to providing an inclusive and welcoming environment for all.
We will provide reasonable accommodations to applicants and employees who need them for medical, religious, and/or personal reasons.