Executive Director

Executive Director

The Executive Director is the managerial leader of Pathway Financial Education (“Pathway”) and responsible for executing and overseeing its administration, programs, and strategic plans. This individual must have a professional temperament, proven ability to work collaboratively with all stakeholders inside and outside the organization, growth-minded leadership and the ability to work not just sequentially, but simultaneously.

Other key duties include fundraising, marketing, curriculum development, community outreach and developing strategic partnerships. The Executive Director reports directly to the Board of Directors with the Board Chair, or designee, as immediate supervisor.

General Responsibilities

• Board Governance:
• Works with the Board in order to fulfill Pathway Financial Education’s Mission.
• Pathway’s Board is a working board and will assist ED in hands on activities as needed, or required.
• Responsible for leading Pathway in a manner that supports and guides its mission as defined by the Board.
• Responsible for communicating effectively with the Board and providing, in a timely and accurate manner, all information necessary for the Board to function properly and make informed decisions.
• Financial Performance and Viability:
• Develops resources sufficient to ensure the financial health of the organization.
• Responsible for fundraising and developing other revenues necessary to support Pathway’s mission.
• Responsible for the fiscal integrity of Pathway including submission to the Board of a proposed annual budget and quarterly financial statements, which accurately reflect the financial condition of the organization.
• Responsible for financial management that operates within the approved budget, ensures optimum resource utilization, and maintenance of Pathway’s financial soundness.

Organization Mission and Strategy:

• Works with board and staff to ensure that Pathway fulfills its mission through program offerings, community outreach and executing its strategic plan.
• Develop strategic plan and partnerships to ensure that Pathway can successfully fulfill its mission locally and nationwide.
• Responsible for the enhancement of Pathway’s image by being active and visible in the community and working closely with other professionals, civic and private organizations.

Organization Operations:

• Oversees and procures resources necessary for Pathway’s functioning and success.
• Responsible for hiring and retaining qualified staff.
• Responsible for effective administration of all operations.
• Responsible for signing all notes, leases, agreements, and other instruments entered on behalf of the organization. Seek Board approval for material commitments and contracts.

Actual Job Responsibilities:

• Report to and work closely with the Board to seek its involvement in policy decisions, fundraising and increasing the overall visibility of the organization.
• Coordinate, collaborate with engage with relevant organizations to drive support and attendance in the classroom and online.
• Develop and implement a Business Plan for the attainment of goals and objectives as set by the Board.
• Serve as spokesperson for the organization before constituents, media, and the public.
• Establish and maintain relationships with various organizations and utilize those relationships to strategically enhance Pathway’s Mission.
• Oversee marketing, social media presence and other communications efforts.
• Oversee and prepare organizational, Board and committee meetings in consultation with Board Chair, or Designee.
• Ensure maintenance of physical plant and equipment. Develop appropriate policies and procedures for safety of attendees, staff and oversee day-to-day operations.
• Coordinate classroom schedules, content and assigned instructors and volunteers.
• Maintain effectiveness of the Learning Management Systems. Develop outcome metrics to assess success and make improvements.
• Ensure curricula relevancy by working with professionals, instructors and devising feedback methods for learners including outreach to former learners.
• Other duties as assigned by the Board of Directors.

Professional Qualifications Needed:

• A bachelor’s degree.
• Transparent and high integrity leadership.
• Five or more years senior nonprofit management experience.
• Experience and skill in working with Boards of Directors.
• High level strategic thinking and planning. Ability to envision and convey the organization’s strategic future to stakeholders including the Board, volunteers, donors, and others.
• Ability to effectively communicate the organization’s mission to donors, volunteers, and the overall community.
• Ability to oversee and collaborate with diverse groups and organizations.
• A history of successfully generating new revenue streams and improving financial results.
• Active fundraising experience. Excellent donor relations skills and understanding of the funding community.
• Previous success in establishing relationships with individuals and organizations of influence including funders, partner agencies and volunteers.
• Solid organizational abilities, including planning, delegating, program development and task facilitation.
• Strong written and oral communication skills.
• Strong public speaking ability.
• Strong work ethic with a high degree of integrity and energy.
• Strong financial management skills, including budget preparation, analysis, decision making and reporting.
• Competence in reading, creating, and understanding financial statements, including budgets, cash flow, income statements, balance statements, and statements of functional expenses.
• Understand the basics of IRS Form 990, audits, and compliance.
• Creation of and adherence to financial controls are also important.

Other Skills:

• Microsoft Work, Excel, Powerpoint
• Social Media