Financial Stability Program Officer


Reports to:     Square One Project Program Director       
Department:   Community Impact
Classification:  Full-Time
Deadline:        Open until filled

The United Way California Capital Region:

At the United Way California Capital Region (UWCCR), we strive to be community partners who seek understanding before acting.  We build on community energy, generate momentum, create hope, and work inclusively and across sectors to achieve the goals articulated by those who live in the communities in which we serve. 

After extensive efforts to gather feedback from key stakeholders and community leaders, UWCCR launched the Square One Project.  The focus of this effort is to increase individual and community level outcomes through prevention and intervention services in the school setting and beyond.  To that end, the goal of the Square One Project is to greatly increase the number of students who graduate from high school ready for college or career. The UWCCR takes a holistic approach to education and seeks to co-power with communities in meeting Square One goals. 

Using a collective impact approach the Square One program is grounded on the belief that no single policy, government department, organization or program can tackle or solve the increasingly complex social problems we face as a society. This approach calls for multiple organizations or entities from different sectors to abandon their own agendas in favor of a common agenda, shared measurement and alignment of effort. Unlike traditional collaborations or partnerships, collective impact models have centralized infrastructure – known as a backbone organization – with dedicated staff.

Together, we can end poverty through education. 


Responsible for developing and maintaining key relationships and partnerships with multiple community stakeholders including school districts, government agencies, and nonprofit/grassroots organizations within the United Way California Capital Region’s five-county region with specific focus on target communities. The Program Officer will help shape and grow the UWCCR’s organizational impact and demonstrate the ability to 1) skillfully establish relationships with community stakeholders 2) use strong supervisory and leadership skills to train, teach, and motivate staff 3) ensure financial stability initiatives authentically engages communities of color and persons who have been marginalized. 4) manage multiple grant-funded programs including My Free Tax Preparation (formerly known as VITA), Kindergarten 2 College saving programs, Bank On and other financial stability programs.


  • Program Planning & Advocacy 
    • Develop strategic financial stability advocacy plan for our five-county region with specific focus on target communities
    • Rigorously and regularly evaluate UWCCR’s policy work within the financial stability landscape 
    • Conduct regular policy research to update senior team on policies and legislation that align with UWCCR’s work, while also identifying opportunities to author our own legislation 
  • Fund Development & Fiscal Management 
    • Develop annual budget and oversee implementation
    • Responsible for development, negotiation, and performance of federal, state and private grants and contracts, in conjunction with the other key staff
    • Oversee and take responsibility for agency compliance with grant or contract requirements, including outcome measures, invoicing and reporting in conjunction with key staff
  • Staff Development and Management
    • Supervise coordinators to achieve strategic objectives and grant deliverables  
    • Lead team of financial stability coordinators in strategic engagement of key stakeholders 
    • Manage multiple grant-funded staff  by ensuring execution of work plans and administrative duties such as submission of timesheets, expense reports, approval of sick/vacation time 
  • Community Engagement 
    • Participate and/or lead efforts to achieve Square One financial stability goals
    • Take a grassroots approach to community engagement by building relationships with neighborhood associations, churches, community leaders, and other community organizations 
    • Recruit and manage volunteers effectively 
    • Apply marketing skills to capture stories from stakeholders that illustrate program successes and community aspirations 
  • Grantmaking 
    • Design Request for Proposals for grants while also able to evaluate grant proposals and make awards to sub-grantees 
    • Monitor grants for compliance and accurate reporting 
  • Desired Education & Experience: 
    • Bachelor’s degree from an accredited four-year college or university with major course work in public administration, financial sector, education or social services or a related field
    • Minimum 3 years of full-time experience in business or organizational management, community development, social services or a related field—with demonstrated progressive increase in scope of responsibility and authority
    • Experience managing staff  
    • Experience working with volunteers
    • Experience developing and implementing operating plans and budgets


  • Demonstrated passion for social justice and/or addressing income inequality 
  • Leadership experience in an organization that has focused on issues of importance to low-income communities and communities of color
  • Understanding of and commitment to social change through building the capacity and power of marginalized populations to change their communities and to participate directly in changing public policies
  • Experience in coalition building and maintaining key relationships with partner organizations
  • Excellent project management skills
  • Ability to recruit key stakeholders, community volunteers, and corporate partners
  • Demonstrated strong interpersonal skills
  • Ability to perform with minimal supervision
  • Ability to appropriately represent United Way in public settings
  • Excellent communication skills, verbal and written, including the ability to communicate well in a variety of settings with a variety of stakeholders
  • Proficiency in Microsoft Word, Excel, Access, PowerPoint and Outlook


  • Communicate orally with coworkers and the public in face-to-face, one-on-one setting; moderate size (up to 100) group settings (gives information, and responds to questions), and by telephone
  • See and hear within normal range
  • Sit at a desk for long periods of time
  • Stand and walk for extended periods of time
  • Work in an office environment, lift and move objects up to 40 pounds such as large binders, books, boxes, and small office equipment
  • Have sufficient finger/hand coordination and dexterity to operate and adjust office equipment such as telephone, computer, and calculator
  • React quickly under high-pressure settings
  • Willingness to travel locally and overnight via plane, train or private vehicle
  • Ability to work irregular hours including evenings and weekends
  • Ability to maintain a polished professional appearance
  • Occasional exposure to dirt, dust, cold, heat
  • Constant public contact
  • Constant decision making and concentration


  • Possession of an appropriate California operator’s license issued by the State Department of Motor Vehicles, and adequate automobile insurance; possession and maintenance of a good driving record (as evidenced by freedom from multiple or serious traffic violation for at least a two-year duration) that does not contribute to an increase in UWCCR insurance rates.

To apply for this position, please email your resume and cover letter to  Only resumes with a cover letter will be reviewed. No phone calls, please.