The United Way Bay Area (UWBA) is leading a network of corporations, government agencies, nonprofits, and individuals to create lasting change for Bay Area residents and families. With a history that spans over 90 years and programs that tackle the issue of local poverty from every angle, UWBA is uniquely positioned to mobilize and motivate all sectors of the community toward the vision of ending the cycle of poverty.
As UWBA responds to cultural shifts in the workplace, fundraising, and digital communications, it is guided by core values of innovation and results-driven creativity. Through a variety of existing and emerging initiatives, UWBA seeks to both strengthen and reimagine its work at all levels in order provide more and better opportunities for struggling Bay Area residents.
Program and Evaluation
- Lead overall program design, implementation, and strategic planning and program growth
- Coordinate and oversee the planning and implementation of free tax assistance services in eight Bay Area counties, by serving as broker with IRS to plan volunteer training, implement quality assurance procedures, monitoring site performance, and planning for coalition needs
- Design and deliver program trainings to site coordinators
- Coordinate management and improvement of VITA volunteer training, in partnership with IRS
- Provide technical assistance and support to VITA coalition partners
- Management of County EKS campaigns, as assigned, and provide guidance to other counties
- Develop program strategies to achieve target outcome of families attaining financial assets.
- Build and expand on current asset building linkages at tax sites, specific to county needs
- Set and achieve measurable target outcomes for tax preparation and asset building services.
- Serve as lead EKS staff to specific counties as assigned
- Support client survey data collection, aggregation, analysis; software technical assistance and troubleshooting to VITA sites; reports on program metrics, including data points, demographics, asset support and uptake trends, and other program results as needed
Partnership and Collaborative Management
- Cultivate and maintain strategic partnerships with organizations, programs, businesses, local and national partners which support EKS program goals including, but not limited to, community based organizations, municipal and county agencies and the IRS SPEC division
- Represent EKS at community meetings across the region
Marketing and Development
- Lead program fundraising activities, working closely with UWBA’s Development team, including and not limited to: prospecting, report and proposal writing, budget development, grants monitoring, meeting funder reporting requirements, contacts with funders.
- Represent EKS at public speaking engagements during the United Way Bay Area workplace campaign and other opportunities throughout the year
- Participate in ongoing development and updating of promotional strategies including all printed materials & website; assist with distribution of promotional materials
- Work with UWBA Marketing/PR to implement successful media coverage, including press conferences and events, new story ideas, individual success stories, interviews, video PSAs and radio news releases.
Administration and Management
- Maintain and update various program documents including committee/coalition rosters, grant report schedules, and program budgets
- Provide oversight/coordination of specific projects as assigned
- Ensure program expenses are in line with the program budget for each fiscal year
- Coordination of contracts with participating agencies, and monitor invoice receipt and payment, and report submission of grantee reports and success stories.
- Supervise EKS program staff as assigned
- Knowledge of/Experience managing data analysis procedures and logistics preferred
- Experience working effectively with diverse populations; knowledge of guidelines to successfully work in a culturally sensitive environment
- Experience community building and working in collaborative partnerships with other organizations, agencies, institutions, and entities
- Demonstrated leadership, coaching, and mentoring skills
- Experience with event planning
- Demonstrated ability to support/lead collaborative projects - both with internal staff and community based coalitions
- Grant writing and fund development experience for public or nonprofit agencies;
- Four or more years of related professional work experience in a non-profit or human service organization, specifically experience in the field of financial capability or VITA preferred
- Excellent written and verbal communication skills
- A California’s Driver License and consistent, reliable access to a car for work-related travel
- Bilingual oral and written competency in Spanish is desired
Salary: $72,000.00 - 77,000.00 Salary Exempt