Financial Inclusion Lead (Volunteer)

This volunteer leadership role will oversee and support programs designed to reduce financial barriers and strengthen long-term community impact, including:

- Financial literacy workshops delivered with CPA professionals and community partners
- Free income tax filing and government benefits access initiatives
- Financial education and budgeting programs
- Community outreach and empowerment initiatives
- Educational and opportunity-based programs including a Scholarship Program and a Student Success Fund
- Future pathways-to-opportunity initiatives

The successful candidate will play a key role in building sustainable and scalable community programs while creating partnerships and leading volunteer engagement efforts.

Key Responsibilities
1) Program Leadership & Development
- Lead the planning, implementation, and growth of The Suri Foundation Financial Inclusion initiatives
- Develop annual objectives, program priorities, and impact goals
- Identify opportunities for new programs and strategic partnerships
- Create systems and processes that support long-term program sustainability
- Recommend innovative programs and initiatives aligned with the Foundation's mission

2) Financial Literacy Program Management
- Coordinate financial literacy workshops and educational initiatives
- Recruit, onboard, and support volunteer CPA professionals as facilitators
- Coordinate workshop schedules, logistics, registrations, and participant engagement
- Ensure program content remains accessible and relevant to community needs
- Support development of multilingual and culturally inclusive programming where possible

3) Education & Opportunity Initiatives
- Support implementation and growth of educational access and opportunity-based initiatives under the foundation
- Coordinate with schools, educational organizations, and community partners
- Assist in the rollout and administration of the Scholarship Program for students facing financial barriers
- Support implementation of the School Students Success Fund
- Monitor outcomes and identify opportunities for future program expansion

4) Community Partnerships & Outreach
- Build and maintain relationships with CPA professionals, educational institutions, scholarship and educational support organizations, newcomer and settlement agencies, local businesses and community partners
- Represent the foundation at meetings, community events, and partnership discussions where appropriate
- Support outreach efforts to increase awareness and community participation

5) Volunteer Leadership
- Support recruitment, onboarding, and retention of volunteers
- Foster a collaborative and positive volunteer environment
- Provide mentorship and guidance to volunteers supporting program delivery
- Help build a culture of engagement and impact

6) Reporting & Impact Measurement
- Monitor participation and program outcomes
- Develop and track impact metrics
- Provide periodic updates and recommendations to TSF leadership