Finance & Energy Coach Lead

Website Southeastern Vermont Community Action, Inc.

Southeastern Vermont Community Action, Inc. (SEVCA) is the federally-designated anti-poverty agency serving clients in Windsor and Windham Counties of Vermont.

SEVCA is hiring a dynamic Finance and Energy Coach Lead position.  This full time team member will assist participants to increase financial well-being and self-sufficiency via credit building, debt reduction, saving strategies, and budgeting through 1:1 counseling / coaching and group classroom training; with an emphasis on providing the tools and resources to help clients make informed and fiscally responsible decisions and investments that reduce their overall spending and household expenses with money-saving opportunities. Participates in agency training, statewide training, continuing education, and collaboration efforts with peers throughout the state. Establish or strengthen partnerships with ReachUp, HireAbility, community justice centers, local financial institutions, other organizations or institutions, and intra-agency programs contributing to training and counseling for participants. Marketing the availability of the program, and provide newsletters, press releases, or other communications about program activities. Attend program-related events to represent SEVCA and the Financial & Energy Coaching programming. Verify and document client eligibility for services; provide appropriate referrals to other complementary agency or partner services; maintain client data and submit required client participation / progress reports in a timely manner to the agency, state and grantors. Data enters client information into agency CAP60 data base, tracks and generates quarterly CSBG reports and provides to Special Projects Director, state agency, grantor. Collaborates with Special Projects Director in the planning, evaluation, and assessment of efficiency for services delivered to clients through program activities.

1. B.A. degree, preferably in financial management, community development, human services, planning, or community organizing, or an AA and nationally recognized accreditation in Financial Counseling or Financial Coaching. Two years relevant experience can be substituted for the degree.
2. Knowledge of and experience with budgeting, credit building, debt reduction, savings, student loans, and general personal money management.
3. Experience with coaching, counseling or similar 1:1 direct service provision and group facilitation and training.
4. Strong financial counseling / coaching and credit building skills and/or demonstrated proficiency in financial management and working with clients on personal finance desirable, or an interest in and aptitude for personal finance and willingness to learn.
5. Commitment to reducing the effects of climate change on marginalized communities in Vermont.
6. Demonstrated sensitivity to the challenges faced by people living with low incomes.
7. Experience in marketing and public relations or community outreach desirable.
8. Excellent written and oral communications skills.
9. Proficiency in Microsoft Office products and database management systems.
10. Demonstrated ability to represent the agency, work as part of a team, and under direction.
11. Must have reliable transportation and current valid driver’s license, and be able to work a flexible schedule including some evenings and weekends.

SEVCA offers H/D/L/V Insurance, H.S.A., 403(b) retirement plan with match, Employee Assistance Plan, Earned Sick, Vac., and Personal time, and 12 paid holidays.

Send letter of interest and resume to Kathleen Devlin at [email protected] Applications will be accepted until position is filled.

Materials that are submitted without a cover letter and resume will not be considered.

SEVCA is an Equal Opportunity / Affirmative Action Employer.


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