Organization: Porsesh Policy Research Institute (PR)
Job Location: King County, Washington
Position Type: Flexible – Remote
Compensation: ~ $32/hour
Estimated Number of Hours: ~ 45 hours
Duration: Until project completion

About Us:

Porsesh Policy Research Institute (PR) is an independent, non-profit immigrant led think tank based in Washington. Our mission is to produce fact-based analyses that inform constructive interventions, programs, and solutions. Deeply committed to impartiality, PR employs a human- centered design approach and emphasizes the importance of contextualized knowledge in its work. We focus on underserved communities and vulnerable populations. PR recently launched the Immigrant Integration Initiative (i3), a comprehensive program offering services, resources, and tools to help immigrant families adapt and thrive in their new environments. Through i3, we strive to foster independence, resilience, and long-term success, empowering immigrants to build fulfilling lives and confidently contribute to their communities with respect and dignity.

Background:

King County is home to a diverse immigrant and refugee population, many of whom face challenges navigating financial systems in the U.S. To support their integration, PR aims to create a culturally sensitive resource that provides immigrants and refugees with essential financial literacy tools and guidance to achieve financial stability and success.

Objective:

To develop a comprehensive, culturally sensitive presentation tailored to the needs of immigrants and refugees, focusing on personal finance, budgeting, and navigating financial systems in King County.

Scope of Work:

The consultant will be responsible for:
1. Content Development:
o Create an engaging, visually appealing presentation covering:
a. Overview of U.S. Financial Systems: Banking, credit, loans, and savings.
b. Budgeting and Financial Planning: Creating a budget, setting financial goals, and managing expenses.
c. Understanding Credit: Credit scores, reports, and how to build and maintain good credit.
d. Accessing Financial Services: Opening bank accounts, using online banking, and selecting financial institutions.
e. Debt Management: Strategies for managing and reducing debt effectively.
f. Navigating Taxes: Overview of the U.S. tax system, filing requirements, and available resources.
g. Financial Resources for Immigrants: Government assistance programs, scholarships, and grants.
h. Preventing Financial Scams: Identifying and avoiding financial fraud and predatory practices.
i. Community Financial Resources: Local nonprofits, workshops, and tools for financial support.
o Present the material in 1-hour sessions during community events.
o Respond to inquiries from community navigators via email or phone as necessary.

2. Design and Format:
o Ensure the presentation is easy to understand, using simple language, visuals, and culturally relevant examples.
o Make the presentation adaptable for both in-person and virtual settings.

3. Consultation and Review:
o Engage with stakeholders (e.g., immigrant families, financial advisors, and community organizations) to ensure the presentation is relevant and culturally sensitive.
o Incorporate feedback from project leads, team members, and stakeholders.

4. Deliverables:
o A final PowerPoint presentation (editable) with speaker notes.
o Any supporting materials, a one-page resource guide, and references.

Qualifications:

• Proven experience in financial education, migration, or community development.
• Strong knowledge of the U.S. financial system, particularly in Washington State.
• Excellent presentation design skills with expertise in culturally responsive communication.
• High work ethic, demonstrating reliability, accountability, and commitment to quality outcomes.
• Ability to engage with diverse communities and incorporate their input.

Timeline:

• Project Start Date: December 10, 2024
• Draft Presentation Submission: December 25, 2024
• Final Deliverables Submission: January 10, 2025

Application Process:

Interested candidates should submit the following:
1. A cover letter detailing qualifications and approach.
2. A resume.
3. A portfolio or examples of similar work (optional).

How to Apply:

Send application materials to info@prresearch.us with the subject line “Financial Consultant Application – [Your Name].” Applications can also be submitted via our website application portal.
Applications will be reviewed on a rolling basis until the position is filled, with a priority deadline of December 05, 2024.
Click here to download the complete overview of the job.

Equal Opportunity Statement:

Porsesh Policy Research Institute (PR) is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Job Category: Financial Consultant
Job Type: Flexible Remote
Job Location: King County Washington

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