FP&A Expert providing expertise in application/process specialization to support business operations at JTI. Responsible for resolution of incidents and delivering solutions to users while maintaining documentation.
About the role
- Financial Wellbeing Coach at Operation HOPE empowering individuals through financial literacy and personalized coaching. Focus on budgeting, debt management, and community resource connections.
Responsibilities
- Provide one-on-one coaching sessions to clients, addressing their specific financial concerns and goals.
- Develop personalized action plans based on individual client needs and circumstances.
- Educate clients on budgeting, debt management, savings strategies, and other relevant topics.
- Establish and maintain relationships with local strategic alliance partners, including other local non-profit and for-profit businesses.
- Deliver group workshops and seminars, on various financial literacy topics, within the community.
- Connect clients with relevant resources, services, and financial products that align with their goals.
- Maintain accurate and detailed records of client activities, impact, and success stories.
Requirements
- Bachelor’s degree is preferred, however, will consider comparable 2+ years of work experience in the financial industry.
- Proficiency in MS Word, Excel, and PowerPoint will be required in this position.
- Presentation skills - the right candidate can conduct workshops with a varying number of attendees.
- Strong communication skills both verbally and in writing to conduct presentations and meetings.
- Self-starter with a demonstrated ability to work with minimal hands-on direction.
- Empathetic and patient approach while working with individuals from diverse backgrounds.
- Professional demeanor and attire will be required in this position.
- This job requires personal transportation for travel within the designated market area.
- Experience using Customer Relationship Management programs.
- Knowledge of interpreting Credit Report information.
- Experience building and maintaining financial budgets.
Benefits
- Health insurance
- Professional development
- Paid time off
- Flexible work arrangements
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