Financial Wellness Coordinator (Part-time/Temporary)

SOME•Washington, DC

2d•Hybrid

About The Position

SOME (So Others Might Eat) provides material aid and comprehensive services to vulnerable neighbors in Washington, DC, helping people address poverty and homelessness. The Financial Wellness Coordinator supports development, implementation, and day-to-day coordination of SOME’s Reclaiming Our Wealth Financial Empowerment Program. The program helps participants address economic trauma, strengthen financial stability, and pursue long-term wealth through trauma-informed financial education, individualized coaching, community partnerships, and four financial pathways. The coordinator works with participants, internal teams, community partners, financial institutions, and other stakeholders to make services accessible and responsive to participant goals. The role also supports program administration, participant tracking, data collection, outreach, and continuous improvement. The position is part-time and temporary, at 20 hours per week, with a hybrid schedule that includes one remote day per week. It is grant-funded through September 30, 2027; employment beyond that date depends on additional grant funding. The hourly range is $42.30 to $44.79, potentially commensurate with experience.

Requirements

Bachelor’s degree.
3–5 years of experience in finance, accounting, financial counseling, financial literacy and education, or social work/counseling.
CPR/First Aid certification.
Valid driver’s license.
Knowledge of financial counseling, coaching, and goal setting.
Knowledge of financial literacy, education, and workshop facilitation.
Knowledge of budgeting, banking, savings, credit, debt reduction, and homeownership readiness.
Knowledge of person-centered, Motivational Interviewing, and strength-based theories and approaches.
Knowledge of Trauma-Informed Care, trauma-informed financial empowerment, or economic trauma.
Knowledge of program planning, implementation, evaluation, curriculum development, and educational resource coordination.
Knowledge of customer service and individualized service principles, including understanding residents’ needs, meeting service-quality standards, and evaluating satisfaction.
Problem-solving skills, including logical reasoning, evaluating options, drawing conclusions, and implementing solutions.
Sensitivity to diverse backgrounds and knowledge of clientele behavior and dynamics.
Ability to develop, lead, and facilitate workshops and events and coordinate cohorts.
Ability to develop community partnerships and identify and navigate resources.
Ability to use data to track outcomes, inform programming, and report results.
Ability to share expertise, listen, and respond to questions effectively.
Ability to communicate and collaborate with internal and external partners.
Ability to manage competing priorities, use time efficiently, and remain flexible.
Ability to organize, prioritize, and delegate work tasks.
Ability to communicate verbally and in writing in a culturally responsive and nonjudgmental manner suited to the audience.
Ability to work independently and as part of a team.
Ability to use logic and reasoning to evaluate approaches to problems.
Ability to establish and maintain professional boundaries.
Ability to write, interpret, and implement policies and procedures.
Strong organization and attention to detail.
Proficiency with Microsoft Office, including Word, Excel, and Outlook.
Business acumen and data management skills.
Supervisory, leadership, team-building, coaching, and mentoring skills.
Ability to lift up to 25 pounds, travel to off-site meetings using personal transportation methods, climb stairs, and stand for periods of time.
Ability to attend off-site meetings.

Nice To Haves

Master’s degree in Accounting or Social Work/Counseling.
5 or more years of experience in finance, accounting, financial counseling, financial literacy and education, or social work/counseling.

Responsibilities

Support the design, implementation, and expansion of the Reclaiming Our Wealth program and its four financial empowerment pathways.
Assess participant needs, service gaps, and emerging financial challenges to inform program priorities.
Create annual program plans, implementation timelines, participation goals, and measurable outcomes.
Establish procedures for participant recruitment, enrollment, referrals, service delivery, follow-up, and completion.
Collaborate across SOME programs to integrate financial empowerment into case management and Whole Person Care.
Assist with grant proposals, program narratives, budgets, reports, and other funder requirements.
Coordinate pilot initiatives and use participant feedback and outcome data to improve program effectiveness.
Monitor program performance and recommend improvements to participation, retention, service quality, and outcomes.
Develop partnerships with financial institutions, housing counselors, legal-service providers, and other community organizations.
Coordinate program activities across SOME programs and sites, including workshops, cohorts, financial fairs, bank tours, and special events.
Maintain an annual program calendar and coordinate schedules, space, materials, technology, food, incentives, transportation, and other participant supports.
Support consistent delivery of the four program pathways and ensure curricula, activities, and referrals reflect participant needs and program goals.
Collaborate with Family Services, Housing, Mental Health Services, SUD Services, workforce development, education, and other teams to integrate financial empowerment into Whole Person Care.
Assist with participant recruitment, enrollment, orientation, attendance follow-up, retention, and completion.
Facilitate or co-facilitate workshops on banking, budgeting, savings, credit, debt reduction, consumer protection, taxes, insurance, homeownership readiness, and related topics.
Provide one-on-one financial coaching within the scope of the role, including helping participants identify goals, complete financial assessments, develop action plans, and monitor progress.
Coordinate partner-led workshops, office hours, resource tables, and one-on-one counseling opportunities; confirm expectations and monitor service quality.
Develop participant-friendly outreach materials and communications with program leadership and Communications staff.
Support financial empowerment training and resource development for SOME staff.
Track progress indicators, including banking access, budgeting behaviors, savings, credit improvement, debt reduction, homeownership readiness, and housing transitions, as applicable.
Prepare dashboards, narrative updates, and supporting documentation for leadership, funders, audits, and grant reporting.
Perform other related duties consistent with the position’s purpose and responsibilities.