Financial Programs Director

Job Title: Financial Programs Director

Department: Financial Empowerment

Reports To: Chief Mission Officer

Job Summary:

The Financial Programs Director provides leadership and oversight for Goodwill’s financial empowerment programs. This includes programs focused on financial education and counseling, tax preparation, banking resources, and other services that help individuals build financial stability. This position is responsible for supervising program staff, managing program performance, developing and strengthening community partnerships, leading grant-related activities, strategic growth, and ensuring programs meet organizational goals, compliance standards, and annual KPI expectations.

Essential Duties and Responsibilities:

· Supervise the Financial Empowerment Center Manager, VITA Manager, and Financial Resilience Assistant.

· Oversee Goodwill’s financial resilience programs and ensure services are delivered according to program standards and requirements.

· Develop and implement strategies to grow and strengthen financial empowerment initiatives.

· Monitor annual KPIs, program goals, participant outcomes, and service delivery expectations.

· Build and maintain relationships with community partners, financial institutions, funders, government agencies, municipal partners, and community-based organizations.

· Lead meetings, coalitions, outreach efforts, presentations, and community collaborations related to financial resilience services.

· Work with other Goodwill Mission programs to generate referrals, encourage cross-program enrollment, and connect clients to other supportive services.

· Track, analyze, and report program data on a regular basis.

· Oversee the administration of the FECBOT, IRS, and subsequent client databases.

· Assist with grant writing, grant reporting, annual planning, program objectives, action plans, and participant tracking.

· Develop marketing and outreach strategies to promote financial resilience programs.

· Provide training and information to staff, partners, and the community regarding available financial empowerment services.

· Serve as a liaison with program partners, colocation partners, funders, the IRS, the City of Tulsa, and other key stakeholders.

· Support client engagement efforts to improve attendance, participation, and program outcomes.

· Represent Goodwill’s financial empowerment programs at community events to recruit clients and strengthen partnerships.

· Complete required counselor training and participate in ongoing professional development.

· Certify annually at the Advanced level for VITA to support tax-related financial assistance and client services.

Other Job Functions:

· Ensure compliance with government requirements, grant regulations, CARF standards, site audits, confidentiality protocols, and program guidelines.

· Identify continuing education opportunities to strengthen financial counseling services and staff development.

· Prepare reports that communicate program impact, progress, and outcomes.

· Manage budgets and resources effectively to support program success and sustainability.

· Perform other duties as assigned.

Education and Experience Requirements:

· Bachelor’s degree in Business, Health and Human Services, or related field.

· Five to seven years of related experience.

· Strong understanding of community needs, financial empowerment services, and barriers affecting individuals served.

· Advanced interpersonal, communication, writing, presentation, and public speaking skills.

· Experience with community organizing, coalition management, or multi-sector collaboration.

Preferred:

· Master’s degree in Business, Social Science, Public Administration, or a related field.

· Experience with grant writing, budget management, and program reporting.

· Established relationships with community organizations, financial institutions, local government, or other community partners.

· Familiarity with financial empowerment topics, including banking, mainstream financial products, and the Community Reinvestment Act.

Other Requirements:

· Must be at least 21 years of age.

· Must have a valid Oklahoma Driver’s License and a good driving record.

· Must maintain current automobile insurance, license plates, and all legal requirements for vehicle operation.

· Must be eligible for a positive outcome on the required State of Oklahoma criminal conviction background check.

· Must comply with Goodwill’s Drug and Alcohol Abuse Policy.

· This position is considered safety-sensitive because it may include tasks or duties that could affect the safety and health of the employee or others.

Physical Requirements:

· Requires talking, hearing, reaching, handling, fingering, seeing, and accommodation.

· Requires medium work, including lifting, carrying, or pushing up to 20 pounds.