Business Development Manager

Reports to: Vice President of Population Health Initiatives

FLSA Category: Exempt / Grade 8

Purpose: Develops and maintains relationships with managed care plans, provider networks, members of the healthcare community (ie. hospitals, skilled nursing and assisted living facilities, etc) and community partners as it relates to Pima Council on Aging (PCOA), CareGiver Training Institute (CGTI) and Pima Care at Home (PCAH) programs and services. This position focuses on engagement and training, regularly scheduled service visits and service contract negotiations.

Major Duties and Responsibilities:

• Acts as the primary liaison between PCOA and its family of nonprofit companies and managed care plans, provider networks, members of the healthcare community and community partners as it relates to PCOA, CGTI and PCAH programs and services
• In collaboration with the VP of Population Health Initiatives and Program Leaders to, establish and manage goals, and objectives for each fiscal year
• Identifies, contacts, and fosters relationships with healthcare entities and partners in the healthcare community.
• Effectively recruits, negotiates and contracts providers from multiple lines of business as they relate directly to services provided by PCOA and its family of nonprofit companies
• Facilitates provider education and training to increase their familiarity and satisfaction with our programs, systems, policies and procedures.
• Work closely with the provider and member service departments to ensure comprehensive and efficient resolution of issues within stated deadlines
• Conduct provider outreach to educate and build/maintain positive relationships with contracted providers
• Manage outreach and communications with healthcare entities on a regular basis
• Engages with established and potential providers on a regular basis and develop and thorough understanding if their needs as it relates to PCOA programming
• Works with internal programs to ensure understanding of and adherence to external contract requirements
• Ensure understanding and collaboration between internal programs and contracted partners regarding contract expectations throughout life of contract
• Work with internal program leadership to verify internal capacity, procedures and systems are in place to ensure successful execution of contract expectations
• Works in coordination with the PCOA Philanthropy and Communications department and program leaders to create comprehensive and targeted outreach campaigns to meet the funding goals and objectives of the organization.
• Evaluate the effectiveness of all programs through evaluation and implement improvements as needed.
• Prepare program reports and analyze data to determine efficiency and effectiveness
• Develop and recommend program policies, procedures and process improvement as needed
• Establish and maintain cooperative working relationships with other agencies and organizations in the community.
• Represent PCOA in community coalitions, collaborations and committees
• Encourage and maintain mutual trust, respect, and cooperation among team members.
• Works on special projects and performs other duties as assigned.

Essential Functions: (Basic job duties that an employee must be able to perform, with or without reasonable accommodations)

• Ability to effectively communicate in person, via phone, via online platforms, and email
• Ability to use standard office equipment

Knowledge, Skills and Abilities:

• Ability to represent PCOA as a senior leader
• Knowledge of the healthcare industry; healthcare, clinical, medical terminology and environment; aging process; homecare industry; issues, health problems and conditions associated with aging and disabilities, social determinates of health.
• Knowledge and understanding of effective leadership principles.
• Knowledge of business and management principles involved in strategic planning, resource allocation, leadership techniques and program design and implementation.
• Ability to work effectively with culturally diverse individuals and in culturally diverse environments.
• Ability to work with minimum supervision and utilize strong organizational skills.
• Strong critical thinking skills and the ability to solve complex problems.
• Ability to communicate clear goals, vision and mission of the programs and of the agency.
• Proficient with Microsoft Office software
• Understanding of and commitment to the organization’s vision, mission and values.

Minimum Qualifications:

• Bachelor’s Degree in business administration, healthcare administration, social work, public policy health or related field from an accredited college or university preferred.
• Proficient computer skills, Microsoft Office Suite, (Word, Power Point, Outlook, and Excel) social media, EHR, Eventbrite, CRM tools and video conferencing platforms
• Minimum of three years related experience
• Successful Level 1 fingerprint clearance and background check.
• Possession of a valid Arizona driver’s license and current automobile insurance
• Bi-lingual in English/Spanish preferred.

Working Environment:

• Usually works in an office environment with low noise level due mostly to office equipment 
• May conduct workshops, seminars, public speaking and other activities in locations throughout the community.  The basic duties of this job may need to be conducted remotely as directed by the employer. 
• The work environment noise is low, due mostly to office equipment.
• While performing the duties of this job, the employee is regularly required to walk, stand and occasionally climb or balance, stoop, kneel, and reach with hands and arms. The employee must lift and/or move up to 35 pounds and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, depth perception and ability to adjust focus. Hearing requirements include ability to listen and respond appropriately to conversations in person or on the phone.

Pima Council on Aging reserves the right to modify, interpret or apply this position description. This description in no way implies that these are the only responsibilities, including major responsibilities, to be performed by the employee occupying this position. This position description is not an employment contract, implied or otherwise; the employment relationship remains “at-will.” The aforementioned position requirements are subject to change to reasonably accommodate qualified individuals with a disability.

Hours of Work – 37.5 hours, primarily Monday-Friday, 8:30 am – 5:00 pm, with occasional evening and weekend hours.

Human Resources Director

Reports to: VP of Operations

Category: Grade 9, $62,000 at year, 5% increase after 6 months to $65,100

Supervises: One Human Resources support staff

Purpose: Responsible for the overall PCOA, PimaCare at Home, and Caregiver Training Institute’s human resources functions and activities. Applies working knowledge of union labor relations/negotiations and contractual guidelines with the PimaCare at Home staff under a collective bargaining unit. Acts as a key partner in promoting a positive, inclusive, and professional working environment.

Essential Duties and Responsibilities:
1. Oversees day to day Human Resource operations including benefits administration, recruitment, hiring, employee performance management, and separations.
2. Creates, updates, and implements policies, procedures, tools, training, and tracking to ensure a robust and effective volunteer pool that meets the needs of agency programs.
3. Develops training strategy for new employees and ongoing employee development.
4. Develops and implements a training plan and schedule.
5. Develops employment and training policies and procedures and conducts ongoing review and revision of policies and procedures.
6. Creates and maintains a Diversity Plan, recruitment plans specific to positions, and a standard onboarding process and structure.
7. Creates and oversees processes, tools, and supervisory training for separations.
8. Develops an employee performance management tool and process and oversees implementation, training, and coaching related to performance management.
9. Creates standard position descriptions and titles, conducts analysis of positions and pay structure, and standardizes positions and pay structures.
10. Applies HR principles to collective bargaining agreements.
11. Responsible for compliance to all applicable human resources regulations.
12. Acts as a strategic advisor to the Executive Management Team.

Core Competencies:
1. Demonstrated professional writing and communication.
2. Knowledge of employment law and best practices.
3. Ability to conduct analysis and present recommendations.
4. Proactive and forward-looking to anticipate and meet agency employment needs and recruitment efforts.
5. Developing and delivering employee training.
6. Networking with community partners.
7. Ability to mediate conflicts and facilitate decision-making and strategic thinking sessions.
8. Ability to coach management and staff.

Minimum Qualifications:
1. Bachelor’s in HR or related field.
2. Five (5) years of progressive human resources management experience.
3. HR certification preferred.
4. Possession of a valid Arizona driver’s license, current automobile insurance and reliable transportation.
5. Successfully obtain and maintain AZ Level 1 fingerprint clearance and Central Registry background clearance.
6. Bilingual (English/Spanish) desirable.

Knowledge, Skills and Abilities:
1. Knowledge of federal and state laws, rules, regulations, standards, policies and procedures for administration and management related to human resources.
2. Maintain up-to-date knowledge of Department of Labor and National Labor Relations Board laws and regulations.
3. Knowledge of current and future trends in human resources management.
4. Ability to work and organize human resources activities independently.
5. Ability to listen and work effectively with others.
6. Ability to communicate information and ideas in writing and in speaking to others.
7. Attention to detail and meeting deadlines.
8. Ability to establish and maintain positive relationships with staff, management and community partners.
9. Ability to work effectively with diverse populations.
10. Strong computer skills using MS Office and HRIS applications.

Working Environment:
1. Usually works in an office environment with low noise level due mostly to office equipment
2. Employee must be able to sit for extended periods of time while talking on the phone, researching information on the computer or doing data entry.
3. While performing the duties of this job, the employee is regularly required to walk, stand and occasionally climb or balance, stoop, kneel, and reach with hands and arms. The employee must lift and/or move up to 35 pounds and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, depth perception and ability to adjust focus. Hearing requirements include ability to listen and respond appropriately to conversations in person or on the phone.

Family Caregiver Support Specialist (Bilingual)

Reports to: Program Coordinator, Family Caregiver Support

Category: Hourly, non-exempt, Grade 5 (Full-time)

Purpose: Provides support, consultation, information, referral, and education to family caregivers to assist them with caregiving activities, decision making and problem solving.

Major Duties and Responsibilities:
• Review and screen family caregiver referrals.
• Provide family consultation to assist in examining resources and options and in making decisions related to the care of the older adult.
• Identify resources and connect families with help for the care recipient and for their own personal needs as they relate to their caregiver role.
• Conduct follow-up contact where appropriate for purposes of continued needs assessment, feedback, and potential program development.
• Maintain accurate and timely client records in agency database.
• Prepare monthly reports for supervisor.
• Provide education about caregiving issues and community resources through articles for Never Too Late newsletter (NTL), community presentations, training programs, web page updates, and dissemination of printed materials.
• Become trainer for educational programs, as appropriate to experience and skills.
• Perform other duties as assigned.

Minimum Qualifications:
• Bachelor’s Degree in social work, human services, healthcare or related health field from an accredited college or university.
• Minimum of two years’ experience working in social services or related health field working with adults and their families.
• Group facilitation experience a plus.
• Training and education facilitation experience preferred.
• Successful Level 1 fingerprint clearance and background check
• Possession of a valid Arizona driver’s license and current automobile insurance
• Bi-lingual in English/Spanish preferred

Knowledge, Skills and Abilities:
• Understanding of and commitment to the organization’s vision, mission, and values.
• Knowledge of family caregiver issues in a variety of settings and good critical thinking skills to deal with these issues.
• Knowledge of the aging process, issues and health problems associated with aging and disabilities.
• Ability to organize tasks, establish priorities and work within time constraints and sometimes limited resources.
• Ability to work independently with a strong sense of focus and accountability and a clear sense of boundaries.
• Comprehensive knowledge of resources for older adults and their caregivers.
• Ability to work harmoniously in multicultural environments with individuals of diverse backgrounds and ages.
• Ability to maintain effective working relations with family caregivers and care receivers, co-workers, service providers, and community agencies.
• Effective written and oral communication skills for client interactions, public speaking, workshops, publications, and public relations
• Proficient with Microsoft Office software
• Understanding of and commitment to the organization’s vision, mission and values

Working Environment:
• This position may work at the office or from home as appropriate to the health and safety needs of employees, PCOA, and the community.
• While performing essential duties/responsibilities of the duties of this job, some work will be sedentary, performed in a typical environment with low noise level due mostly to office equipment when there.
• While performing the duties of this job, the employee is regularly required to walk, stand, and occasionally climb or balance, stoop, kneel, and reach with hands and arms. The employee must lift and/or move up to 35 pounds and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, depth perception and the ability to adjust focus. Hearing requirements include the ability to listen and respond appropriately to conversation in person or on the phone.
• May require visits, when appropriate, to participants’ homes or residential sites that may encounter unsanitary conditions and diversity of living styles.

Other:
PCOA reserves the right to modify and interpret this position description. This description in no way implies that these are the only duties and responsibilities to be performed by the employee occupying this position. This position description is not an employment contract, implied or otherwise; the employment relationship remains “at-will.” The position requirements are subject to change to reasonably accommodate qualified disabled individuals.

Development Director

Department: Philanthropy & Communications
Reports to: Vice President of Philanthropy & Communications
Salary: $50,000-53,000

Position Summary:
The Development Director works in partnership with the Vice President of Philanthropy & Communications and the Philanthropy & Communications team to support the mission and goals of the organization through effective leadership, coordination and implementation of the annual fund, related communications, donor relations and data management.

ESSENTIAL DUTIES AND RESPONSIBILITIES
• Oversee and direct the planning, implementation, administration, management and evaluation of fundraising campaigns that comprise the annual fund for the organization, including, but not limited to: year-end giving, giving days such as Giving Tuesday and Arizona Gives Day, sponsorship programs, solicitations, and fundraising events.
• Work collaboratively with the VP of Philanthropy & Communications to implement major donor and planned giving programs.
• Work with the VP of Philanthropy & Communications to develop and implement the organization’s annual development plan, and to set and meet department goals and budget.
• Manage the agency’s donor database (Bloomerang), including ensuring that its records are accurate and timely, running reports, conducting analysis and training other staff in its use.
• Track and analyze fundraising and donor related metrics, including but not limited to: progress toward fundraising goals, donor retention, success and ROI of various initiatives, etc.
• Prepare and manage budgets and provide progress reports to the VP of Philanthropy & Communications and relevant committees.
• Recruit, train and work with volunteers for events and other development activities.
• Work with other Philanthropy & Communications staff and outside vendors to conduct a comprehensive marketing and visibility program for fundraising campaigns and coordinate design and production of related materials.
• Create and update donor and fundraising related web and social media content.
• Oversee the creation of donor-centered collateral materials, including but not limited to the agency annual report, informational and solicitation materials for various fundraising campaigns and initiatives, thank you letters, receipts, etc.
• Research and identify funding prospects including individuals, foundations, and corporations.
• Provide staff support to relevant committees.
• Implement donor stewardship, cultivation and recognition activities.
• Enhance the visibility of PCOA by participating in community functions and associations.
• Stay current on trends in nonprofit development and aging.
• Maintain confidentiality.

OTHER DUTIES
• This job description is not designed to cover or contain a complete listing of activities, duties or responsibilities for this job. Duties, responsibilities and activities may change at any time with or without notice.

MINIMUM QUALIFICATIONS
• Bachelor’s degree, or education and experience commensurate with degree.
• Demonstrated experience managing successful special events including cost ratios and ROI.
• Nonprofit fund development experience with individuals, foundations, corporations, and annual campaigns.
• Proficiency in Bloomerang or similar donor management systems at an intermediate to advanced level.
• Proficiency in Microsoft Office suite at an intermediate to advanced level. InDesign background preferred.
• Successful fingerprint clearance and background check.
• Possession of a valid Arizona driver’s license and current automobile insurance.

KNOWLEDGE, SKILLS AND ABILITIES
• Strong commitment and enthusiasm for the mission and values of PCOA.
• Strong interpersonal skills with a high level of professionalism, sensitivity and the ability to relate to a diverse community.
• Excellent organizational skills, strong project management skills and attention to detail required.
• Sets clear priorities related to the fund development plan and accomplishes tasks with little supervision.
• Strong and collaborative team player.
• Excellent communication skills, including writing, proof reading and speaking.
• Reasoning ability to define and analyze problems and offer constructive solutions.
• Ability to manage multiple tasks and make appropriate judgments and decisions.
• Outstanding customer service ethic and high expectations for quality.
• Proven success in meeting deadlines and working under pressure.

OTHER REQUIREMENTS
Direct duties will include occasional early morning, evening and weekend activities and periodic travel within Pima County.

WORKING ENVIRONMENT
May work in an office environment, remotely from home, or a combination of the two. While performing the duties of this job, the employee is regularly required to walk, stand and occasionally climb or balance, stoop, kneel, crouch, crawl and reach with hands and arms. The employee must lift and/or move up to 20 pounds, occasionally lift and/or move up to 35 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception and ability to adjust focus. Hearing requirements include ability to listen and respond appropriately to conversations in person and over the phone.

PCOA reserves the right to modify, interpret or apply this position. This description in no way implies that these are the only duties and responsibilities to be performed by the employee occupying this position. This position description is not an employment contract, implied or otherwise, the employment relationship remains “at-will”. The position requirements are subject to change to reasonably accommodate qualified disabled individuals.

Long Term Care Ombudsman

Category: Hourly, Non-Exempt, $20.86 per hour, after 6 month of satisfactory performance, 5% increase to $21.91 per hour.

Purpose: Serve as a state certified ombudsman to protect residents’ rights and to improve the quality of care and life for residents of long-term care facilities.

Major Duties and Responsibilities:
• Visit residents of assigned long-term care facilities on a regular basis, as often as required by contract, state guidelines and resident/facility need.
• Monitor care provided for residents of Skilled Nursing Facilities, Assisted Living Centers and Adult Care/Foster Homes.
• Receive, investigate, and assist in resolving complaints made by, or on behalf of, long-term care residents.
• Provide consultation to residents, residents’ families and facilities in problem resolution and long-term care issues.
• Attend resident meetings and provide technical support to resident/family councils.
• Advocate on behalf of long-term care residents.
• Assist residents and their families/caregivers with long term care issues and community resources.
• Assist in conducting in-service training for long-term care facility employees and volunteers.
• Assist in the recruitment, training, and supervision of LTCOP volunteers.
• Enter all services provided into program database in a timely manner.
• Prepare accurate and timely reports per the requirements of PCOA and State Ombudsman program for the LTCOP Coordinator.
• Abide by all guidelines and regulations from PCOA and the Arizona Department of Economic Security.

Minimum Qualifications:
• Bachelor’s Degree in social work, counseling, education, health, or related field from an accredited college or university
• Minimum of two years related experience
• Successful Level 1 fingerprint clearance and background check
• Possession of a valid Arizona driver’s license and current automobile insurance
• Bi-lingual in English/Spanish preferred
• Successful completion of the certification process through the State of Arizona Long Term Care Ombudsman within three (3) months of hire

Knowledge, Skills and Abilities:
• Knowledge of the aging process, issues and health problems associated with aging and disabilities.
• Ability to work harmoniously in multicultural environments with individuals of diverse backgrounds and ages.
• Knowledge of community resources and social service agencies assisting older adults.
• Ability to maintain effective working relations with clients, caregivers, co-workers, service providers and community agencies.
• Resiliency in adapting to a variety of situations and individuals while remaining non-judgmental and respectful but with a problem-solving approach.
• Ability to function independently with minimum supervision with flexibility and strong organizational skills.
• Effective written and oral communication skills for client interactions, public speaking, workshops, publications, and public relations.
• Proficient with Microsoft Office software.
• Understanding of and commitment to the organization’s vision, mission and values.

Working Environment:
• This is a remote work position. Staff is expected to maintain a private space in their home to work, make phone calls, and enter program data with minimal interruptions and protect confidentiality of those we serve. Staff is expected to provide an adequate and consistent internet connection. Occasional time in the office will be necessary for meetings, supplies, printing, copying. The agency provides a laptop and cell phone.
• While performing the duties of this job, the employee is regularly required to walk, stand and occasionally climb or balance, stoop, kneel, and reach with hands and arms. Specific vision abilities required by this position include close vision, distance vision, color vision, depth perception and ability to adjust focus. Hearing requirements include ability to listen and respond appropriately to conversations in person or on the phone.
• Incumbent will make friendly or complaint visits to Assisted Living facilities, and Skilled Nursing Facilities and a variety of clients. A substantial amount of time in this position is spent driving to facility locations to provide in-person services.

Hours of Work: Monday – Friday, 8:30 am – 5:00 pm

PCOA reserves the right to modify and interpret this position description. This description in no way implies that these are the only duties and responsibilities to be performed by the employee occupying this position. This position description is not an employment contract, implied or otherwise; the employment relationship remains “at-will.” The position requirements are subject to change to reasonably accommodate qualified disabled individuals.

Vice President & Chief Financial Officer

Reports to: President & Chief Executive Officer
Category: Exempt, Salary commensurate with experience.
Purpose: The Vice President & Chief Financial Officer (VP & CFO) is responsible for all activities relating to fiscal management of Pima Council on Aging and its family of nonprofit companies including PimaCare at Home and the CareGiver Training Institute.

Major Responsibilities:
• In coordination with the executive management team develop and implement strategies to meet the goals of the organization.
• Provides general oversight and direction of Finance Staff, as well as authorization of transactions processed by the Finance Department staff. This includes but is not limited to accounts payable/purchasing, cash receipts/receivables, billing, payroll, cash and investment management, and journal entries.
• Ensures compliance with generally accepted accounting principles, rules, and regulations.
• Produces timely Financial reporting to management, Finance Committee, and the Board of Directors.
• Develops forecasting models.
• Manages accounting systems, which includes ensuring that required maintenance and upgrades are performed.
• Implements new\upgraded technology when appropriate to ensure efficient systems are in place for transaction processing and reporting.
• Prepares the annual budget in coordination with executive management.
• Coordinates budget adherence with executive and management team members
• Coordinates with the external auditors in the timely preparation of the audit work papers and tax work papers to ensure accurate annual financial reporting.
• Manages financial aspects of Government contracts, including compliance with legal requirements, timely billings, matching funds requirements, contract budgets and other financial contract reporting.
• Serves as internal financial consultant to all management levels of the organization.
• Staffs the Board of Directors’ Finance Committee.
• Establishes and periodically reviews finance department policies and procedures to ensure adequate internal controls.
• Maintains security of all financial assets and financial records.
• Manages banking and investment relationships.

Essential Functions: (Basic job duties that an employee must be able to perform, with or without reasonable accommodations)

• Ability to effectively communicate in person, via phone and email.
• Ability to perform duties using computer skills. Including but not limited to: Microsoft Office Suite, (Word, Power Point, Outlook, and Excel) social media, Eventbrite, CRM tools and video conferencing platforms.
• Ability to use standard office equipment.
• Ensure all duties are completed accurately, delivered with high quality and in a timely manner.

Knowledge/Skills Required:

• Minimum ten years’ experience in public or private accounting.
• Minimum of two (2) years supervisory experience.
• Minimum 4 years nonprofit accounting experience required.
• Ability to represent PCOA as a senior leader.
• Knowledge and understanding of effective leadership principles.
• Knowledge of business and management principles involved in strategic planning, resource allocation, leadership techniques and program design and implementation.
• Ability to work effectively with culturally diverse individuals and in culturally diverse environments.
• Ability to work with minimum supervision and utilize strong organizational skills.
• Strong critical thinking skills and the ability to solve complex problems.
• Ability to communicate clear goals, vision, and mission of the programs and of the agency.
• Understanding of and commitment to the organization’s vision, mission, and values.
• Thorough understanding of and commitment to the principles of lean management.

Minimum Qualifications:

• Bachelor’s degree in accounting or related field required.
• Master’s degree in accounting or business preferred.
• Expert proficiency with accounting applications, MS Office, including Excel and Access.
• Expert proficiency with Microsoft Office suite, video conferencing and remote operating platforms,
• Extensive experience with nonprofit and government budgeting.
• Successful Level 1 fingerprint clearance and background check.
• Possession of a valid Arizona driver’s license and current automobile insurance
• Bi-lingual in English/Spanish preferred

Working Environment:

• The work environment noise is low, due mostly to office equipment.
• While performing the duties of this job, the employee is regularly required to walk, stand and occasionally climb or balance, stoop, kneel, crouch, crawl and reach with hands and arms. The employee must lift and/or move up to 20 pounds, occasionally lift and/or move up to 35 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception and ability to adjust focus. Hearing requirements include ability to listen and respond appropriately to conversations in person and over the phone.
• The basic duties of this job may need to be conducted remotely as directed by the employer.
• This position requires repetitive motion activities, including writing, typing, data entry and other computer and written functions.
• Some travel required between PCOA and PCAH and CGTI?

PCOA reserves the right to modify and interpret this position description. This description in no way implies that these are the only duties and responsibilities to be performed by the employee occupying this position. This position description is not an employment contract, implied or otherwise; the employment relationship remains “at-will.” The position requirements are subject to change to reasonably accommodate qualified disabled individuals.

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