Community Development Society

Financial Planning and Analysis

• Report to the Financial Empowerment Manager and deliver assigned Financial Empowerment programs effectively
• Conduct community outreach and deliver program presentations to community members, Momentum staff, and classes
• Schedule and facilitate program information sessions and educational workshops
• Manage participant intake, interviews, assessment, and selection according to Momentum and funder guidelines
• Refer unaccepted candidates to more appropriate interventions
• Coordinate workshops, guest speakers, and special events
• Build and maintain participant relationships through online and in-person interactions
• Provide ongoing participant support, monitor progress, and implement evaluation and feedback
• Enforce attendance, participation, and other program policies
• Contribute to internal and external reporting
• Maintain accurate and updated participant records in Dynamics 365 CRM
• Address participants' financial, personal, attendance, and day-to-day concerns
• Make referrals and follow up on outcomes
• Attend team, staff, community meetings, events, committees, training, conferences, seminars, and workshops
• Develop and maintain relationships with referring agencies
• Contribute collaboratively to Momentum's organizational culture and shared accountability

Financial Empowerment Program Facilitator