Goodwill Industries International · 2 months ago
Financial Wellness Coach (39396)
Orlando, FL, USA
Full-time
Onsite
Entry, Mid Level
2+ years expGoodwill Industries International is dedicated to enhancing the financial well-being of individuals through their Lift Financial Wellness program. The Financial Wellness Coach will coordinate prosperity planning activities, develop curriculum, provide coaching, and ensure compliance with program requirements.
EducationHealth CareNon Profit
Responsibilities
Maintain updated curriculum incorporating the Prosperity Planning Model
Provide case management and one-on-one financial coaching sessions to grant recipients
Collaborate with the Lift partners in the marketing of the Prosperity Planning to community partners, referral sources, and the public to ensure a steady stream of appropriate participants
Ensure compliance with the program and fiscal requirements of Goodwills contract with Lift Orlando
Maintain open, productive relationships with employees of GICF, community partners and referral sources
Maintain working knowledge of GICFs range of employment services and make referrals as appropriate
Maintain program performance by meeting established program outcomes, collecting data required to measure program outcomes, and prepare all required reports
Maintain accurate awareness of the local economy
Assure that reports and program documents are prepared within programmatic standards, maintaining confidentiality and completed in a timely manner
Ensure that all required client data is accurately recorded in the departments client information system to provide accurate, current statistical data for the departments monthly census, Goodwills quarterly outcome measurement and GIIs Annual Statistical Report (ASR) and other related systems to ensure compliance with grant requirements and metrics
Provide weekly activity, outcome and other reports, as required
Distribute and collect client and referral satisfaction surveys in a timely manner to be used to evaluate program effectiveness
Demonstrate consistently professional demeanor in speech, actions and appearance, serving as a role model for participants, staff and co-workers, and community partners
Promote an environment of cooperation and support where creativity and innovation are encouraged for participants, employees, co-workers, partners, and other stakeholders and customers
On occasion, schedule and deliver financial management classes and follow-along at community partners and other sites throughout the community
Maintain a working knowledge of and ensure compliance with CARF requirements and standards
Ensure that program supplies and materials are available as needed for uninterrupted utilization in program activities
Perform other duties as assigned
Qualification
Required
Ability to adhere to the organizations Core Principles
Ability and the means to travel independently from site-to-site
Skilled in effective teaching techniques
Knowledge of sales and marketing techniques to effectively market the program
Knowledge of personal finance
Strong interpersonal skills and effective judgment for use in developing course materials and coordinating with internal and external sources
Ability to manage stress related to crisis intervention, meeting tight time targets and managing employees
Knowledge of public assistance, food stamps, housing and other community resources
Bachelors degree in Finance, Accounting, Business Administration or equivalent
A minimum of two (2) years experience in providing instructional programs to adults
Experience in banking and/or sales and marketing is desirable
Level 4: Ability to work with mathematical concepts such as probability and statistical inference
Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations
To perform this job successfully, an individual must be proficient and have advanced knowledge of MS Word, Excel, and Outlook
Proficiency in PowerPoint is also necessary
Intermediate knowledge of databases
Regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds
Vision abilities required by this job include: close, distance, color, peripheral vision, depth perception, and the ability to adjust focus
Sitting for long periods of time
The noise level in the work environment is usually moderate (examples: business office with computers and printers, light traffic)
Ability to hear normal sounds
Ability to speak in a manner that can be understood
Level 3: Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals
Ability to write reports and correspondence
Ability to speak effectively before groups
Level 3: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form
Ability to deal with problems involving several concrete variables in standardized situations
Valid Florida Drivers License with an insurable driving record and current private auto insurance policy
Company
Goodwill Industries International
Goodwill Industries is all about people working.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$4.5MKey Investors
Employment and Training Administration
2019-07-08Grant· $4.5M
Leadership Team
L
Lorna Utley
Interim CEO
Steven Preston
President and CEO
Recent News
2025-11-05
Startland News
2025-10-23
Company data provided by crunchbase