Background:
Position Summary:
Position Summary:
US SIF’s Membership Manager is responsible for engaging with member prospects, recruiting new members and managing the relationships with our existing members. Additionally, the Membership Manager will play a role in executing member programs and events. This position reports to the Chief Operating Officer (COO) and will work closely with the Operations and Events Associate.
Responsibilities:
The Membership Manager is responsible for duties which include, but are not limited to:
With the COO, define annual membership growth and retainment goals in alignment with organizational strategy.
Manage a pipeline of potential members and create an ongoing engagement plan to inform prospective members about US SIF and recruit new members. Liaise with staff and board members who can play a role with specific recruitment targets.
Understand the full extent of US SIF’s offerings and member benefits and be able to communicate this to potential and existing members.
Manage relationships with existing members in order to address member needs and help drive strong retention rates. Hold annual check-ins with current members and reach out to new members within six months of joining US SIF.
Where needed, attend events to raise the profile of US SIF and to engage with potential members.
Play a role in executing member programs and events.
Report on membership statistics and member feedback in internal discussions and for board materials.
Make updates to member related webpages and recruitment materials.
Assist in other projects as needed.
Competencies and Requirements:
Understanding of and experience in the financial services industry. Candidate must have familiarity with asset managers, asset owners and service providers including research and data institutions, advisors, and consultants.
Commitment to sustainability and experience with the field of sustainable investing.
Experience with relationship management and business development, including ability to present a strong case for joining US SIF to mid and senior level managers.
Excellent written and verbal communication skills.
Ability to work effectively with members and staff including responding to member and staff needs quickly and professionally.
Ability to work independently and as part of team; a sense of humor is welcomed!
Minimum of bachelor’s degree or equivalent work experience.
Proficiency with Microsoft Office. Experience with a CRM or AMS software system preferred.
Benefits:
Paid vacation and sick leave
11 holidays and 2 personal floating days
401k plan with employer contributions
Employer-subsidized health and dental insurance
FSA and commuter benefit programs for employees
Responsibilities:
Requirements:
Compensation:
How to Apply:
Application Process:
Please send a cover letter and resume to info@ussif.org, using the subject line “Membership Manager.”
Final candidates will need to take a writing test. No phone calls, please.
Deadline:
Applications must be received by November 15, 2021, and will be reviewed as they are received.
Background:
United Fund Advisors, LLC (UFA), a certified B corporation, is a fund manager and financial services company that provides tax advantaged investment capital and advisory services for community development projects throughout the country. UFA has been involved in the New Markets Tax Credits (NMTC) program since its inception. UFA is recognized as an industry leader, having closed NMTC financings across the country, with loans and investments ranging from $5,000 to $72.5 million. Through UFA’s Community Development Entity (CDE), UFA has secured $857 million of allocation across 16 rounds. In addition, through UFA’s CDE advisory services, UFA has submitted 56 successful applications resulting in $2.7 billion of allocation for UFA’s CDE clients. In total, UFA has secured $3.6 billion of allocation.
Position Summary:
Job Title: Application Specialist
Department: Investments
Location: Portland, OR, or remote from anywhere in the US except Colorado.
The Application Specialist works on NMTC allocation applications for UFA and its CDE clients. This position reports to the Principals.
Responsibilities:
Drafting and reviewing NMTC allocation applications, including:
Identifying pipeline opportunities
Managing track record and pipeline data related to financings and community outcomes
Securing commitments, evidence of support and/or letters of interest
Geocoding project locations
Drafting and reviewing proposals for new CDE client engagements
Supporting Investment Team with:
Documenting and tracking project and investment data
Drafting and reviewing community benefit agreements
Undertaking special projects
Requirements:
Qualifications
Education and Experience:
3-5 years of professional/industry experience in grant writing, community development finance, or tax credit finance
Bachelor’s degree, preferably in English, journalism, business, finance or related field
Skills, Abilities, and Desired Traits:
Knowledge of the NMTC program (preferred)
Ability to prioritize conflicting demands and deadlines
Good organizational and project management skills
Strong verbal and written communication skills
Attention to detail
Willingness to work odd or long hours to complete special projects
Strong skills in Microsoft Excel and Word
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Compensation:
Competitive salary commensurate with experience.
How to Apply:
Please submit a resume and cover letter to UFAadmin@unitedfundadvisors.com.
UFA is an equal opportunity employer and welcomes candidates from diverse backgrounds.
Background:
The Catholic Impact Investing Collaborative (CIIC – pronounced “seek”) works to actively promote Impact Investing in Catholic institutions through community building, sharing experiences, and learning from each other. Our mission is to accelerate and expand the stewardship of financial resources in service to people and planet.
Position Summary:
The CIIC Director will act as a central collaborator and driver of CIIC’s programs and partnerships. The role will be responsible for building out existing CIIC activities and leading new initiatives, building relationships with and engaging stakeholders across the organization and partners in the field, and representing CIIC in forums within the Catholic, faith-based and secular investment community. The role is best-suited for someone who has experience working and building relationships in the investment industry and who is energized by the mission of moving the impact investing space forward in a faith-based community. Familiarity with Catholic Social Teaching as well as the structure of the Church and landscape of Catholic institutions is highly valued.
Responsibilities:
Membership Recruitment and Retention
● Identify, conduct outreach, recruit and respond to interest from new member prospects.
● Conduct member due diligence, process applications and payments, oversee the
onboarding of new members and the membership renewal process.
● Lead the development of new member and member retention strategies and manage
overall recruitment and retention strategies to meet annual goals and targets.
● Work with the Advisory Board and Associate Director to determine long-term strategies
and strategies targeting specific groups within the CIIC constituency.
● Steward relationships with current members and other participants in the broader CIIC
Community (i.e., pledge signatories) in partnership with the Associate Director
Membership Programming
● In collaboration with the Associate Director, provide day-to-day management and support
to the CIIC Member Community Platform.
● Plan and manage members-only events in coordination with the Associate Director and
CIIC’s Impact Investing and Participation and Outreach Committees, including virtual and
in-person gatherings, impact investing manager forums, workshops, trainings and special
events.
● Collect and analyze data to track member and non-member engagement and quantify
contributions to CIIC programmatic outcomes and impact.
Establishing and Enhancing Partnerships with Aligned Organizations
● Develop partner strategies and partnership protocols.
● Deepen relationships and advance partnerships with established CIIC collaborators.
● Identify potential partners to grow CIIC’s presence abroad and build communities of
Catholic investors supporting Catholic Impact Investing.
Building the CIIC Community & Catholic Impact Investing Movement
● Manage the Catholic Impact Investing Pledge, recruiting and tracking pledge signatories,
and providing support to signatories and linkages to other CIIC programs and
participants.
● Collaborate with CIIC’s Associate Director to curate and contribute to CIIC web content.
● Assist the Associate Director and CIIC’s Participation & Outreach Committee in planning
and hosting CIIC’s quarterly Community Forums.
● Collaborate with CIIC’s Advisory Board, Associate Director and CIIC’s Working
Committees to organize, fund and celebrate CIIC’s inaugural flagship event, the Global
Catholic Impact Investing Summit.
● Increase CIIC’s visibility and awareness of Catholic Impact Investing at industry forums
and other events for Catholic, faith-based and impact investors.
Administrative & Fundraising Support
● Draft and track CIIC’s annual operating budget in coordination with CIIC’s Treasurer.
● Coordinate the development of CIIC financial reporting with our fiscal sponsor and
support our fiscal sponsor’s information and reporting needs.
● Manage CIIC grant requirements and reporting, including revenue and expense tracking
for grant budget, crafting grant progress reports and leading progress calls with grantor.
● Work with the Advisory Board and Associate Director to formulate and implement an
annual fundraising plan for CIIC, being responsible for identifying potential
donors/grantors, coordinating donor and grant solicitation, stewarding relationships with
funders and maintaining records.
Requirements:
Strong finance and investment acumen with experience in the impact investing field
preferred
● Passion for advancing issues of social justice, equity, and integral ecology through the
lens of Catholic Social Teaching and Impact Investing and a strong commitment to CIIC’s
mission
● Exceptional written and verbal communication, presentation and meeting facilitation skills
● Self-motivated, possessing an entrepreneurial spirit, strong service orientation and
comfortable working independently
● Strong team player and collaborator
● Bachelor’s degree from an accredited university - Master’s degree preferred
● High integrity, maturity, and honesty, including the ability to maintain confidentiality and
to observe high standards of professional conduct
● Strong personal qualities, “people skills”, highly valued
● 10+ years of relevant work or post-graduate experience
Compensation:
Competitive salary commensurate with experience and a benefits package which
includes medical, dental and long-term disability insurance, paid holidays, vacation and
sick leave
How to Apply:
To submit your application, please complete this brief form: https://airtable.com/shrOdLRcolt06Vb8c. In your cover letter, please
share with us why you are interested in the position, what you know about Catholic
Impact Investing and what aspect of the role you are most excited about.
The deadline to apply for this position is Friday, November 12th, 2021. Thank you for your
interest in this position.
Background:
CommunityWorks is a non-profit certified Community Development Financial Institution (CDFI) and an SBA micro lender committed to building financial equity by providing resources that support small business growth, entrepreneurship, and homeownership. Collectively, our programs, expertise and partnerships help build stronger and more just communities.
For over 12 years, CW has created opportunities for people, communities and entrepreneurs in the Upstate community and throughout South Carolina, with a focus on people and communities of color. Our programs focus on equitable access to financial coaching, connections with one-on-one business coaching, access to loans to build small business, develop affordable housing, and building credit and assets. Since its inception, CW served over 6044 and has generated over $291 million in local economic impact.
Diversity, justice, and inclusion are key values within CommunityWorks. We are committed to building and sustaining an inclusive, equitable working environment for our staff. We believe every member of our team enriches our diversity by exposing us to a broad range of ways to understand and engage with the world, identify challenges, and discover, design, and deliver solutions.
Position Summary:
This position is responsible for providing effective business coaching (also called “technical assistance”) to potential and existing CommunityWorks’ clients. The Business Coach will provide high-quality business coaching to entrepreneurs to help them grow their business by assessing their strengths and weaknesses, helping them refine their goals and action plan, providing support and guidance on a range of business topics, connecting them with external partners and resources that can support their success, and maintaining engagement to assess their progress over time. This position may include coaching clients in setting up financial documents such as cashflow or income statements, reviewing operations for increased profitability, and devising marketing strategies for a variety of business sectors. Business Coaches are provided with tools and templates to use with clients and are also encouraged to bring their unique set of skills and resources to their work, while following CommunityWorks policies and protocols.
A successful candidate will have a deep understanding of the unique needs of small business owners through a variety of work and life experiences, possess strong financial acumen for personal household budgeting and business financial statements, and be solutions oriented in researching and finding tools to support the diverse needs of the entrepreneurs they’re coaching.
An ideal candidate will have previous professional experience in business coaching, enjoy building relationships and engaging with people from widely varied backgrounds, thrive in a fast-pace, collaborative environment, understand the unique challenges of start-up businesses, and have a commitment to racial justice.
Responsibilities:
• Build strong, long-term relationships with assigned CW clients. Follow-up with borrowers previously advised. As significant business needs may be discovered, provide additional services.
• Provide solutions to borrowers in response to identified needs including research, advising, training, and education in specific, functional areas of small business development such as business formation, business planning, marketing, sales, financing, and other small business issues and challenges
• Develop and deliver engaging educational content for webinars and workshops, including written materials and presentations for CW lending and coaching programs
• Coordinate and assist with the development of small-group training program content
• Help develop and market digital coaching resources
• Facilitate networking opportunities for loan holders
• Recommend to potential clients, clients, and borrowers, as appropriate, business tools and resources to increase access to resources for business success
• Assist clients in preparing loan documents for CW loan programs with a focus on business income statements and projections, real estate pro formas, business plan narratives, project budgets, and personal financial statements
• Work with borrowers to develop action plans to meet their goals and assist them in managing their cash flow and making effective business management decisions
• Conduct outreach to promote opportunities for technical assistance, including one-on-one support and support via webinars, workshops, and partners.
• Provide coaching via virtual platforms and, when necessary, meet with clients in person. This is not a requirement during the pandemic.
• Document services provided, and time utilized, according to policies and procedures of CW.
• Collect, track, and enter client impact data in CW’s tracking database
• Support CPO in improving processes for business coaching services
• Attend all CW staff meetings and Program team meetings as requested.
• Assist fellow team members in performing their duties, when asked.
• Perform other duties as assigned.
Requirements:
JOB QUALIFICATIONS:
• A commitment to CommunityWorks’ mission of serving a diverse population of South Carolina business owners.
• Excellent time management and organizational skills, including an ability to engage in consistent, detailed documentation of work performed.
• Deep knowledge of small business best practices and potential challenges and hazards faced by entrepreneurs.
• Ability to listen empathetically and constructively to business needs expressed by small business owners and staff.
• Ability to convert business needs expressed into action steps in order to achieve business goals
• Excellent communication and customer services skills, both verbally and written
• Professional history of working with people from diverse backgrounds, especially women, Black, and/or Latinx communities
TRAINING, EDUCATION & EXPERIENCE:
• Minimum of five years of experience as a small business owner, small business coach, or other relevant entrepreneurial experience.
• Proficiency in using business software applications including but not limited to Microsoft Office Suite, Customer Relationship Management (CRM) Systems, Digital Phone and Video Conferencing Systems, and QuickBooks/other account platforms commonly used by small business owners.
• Strong financial background, including the ability to understand, interpret, and analyze income statements, balance sheets, and statements of cash flow
• Degrees related to business or accounting are preferred but not required.
• Experience working in a commercial lending institution is a plus.
Compensation:
How to Apply:
Please e-mail your cover letter and resume to careers@cwcarolina.org
Background:
CommunityWorks is a non-profit financial organization committed to building a brighter future for underserved families and communities through financial education, lending, and investing.
We envision robust and vibrant communities that offer the opportunity for financial equity and economic achievement for everyone.
CommunityWorks opened its doors in 2008 as Greenville Housing Fund, a local housing trust fund created from a partnership between the United Way of Greenville County, Greenville County Redevelopment Authority, and The City of Greenville.
Since then, we have grown into a diverse Community Development Financial Institution (CDFI), helping to build brighter futures for underserved families and communities all across South Carolina.
Position Summary:
The Loan Officer is responsible for identifying, acquiring, and expanding community development lending opportunities in target markets with a focus on providing loan financing and technical assistance to small businesses and nonprofit organizations. The Loan Officer will work closely with borrowers and key stakeholders to find solutions, and effectively manages the loan process from origination through booking, and will continue to actively manage the borrower relationship throughout the term of the loan. The Loan Officer will analyze, structure, and negotiate credit requests.
Responsibilities:
Marketing/Outreach
• Conduct proactive outreach to target underserved markets and communities to cultivate new lending opportunities.
• Respond to referrals (internal and external) in a timely, professional manner.
• Promote CommunityWorks loan services and products and business services resources to prospective borrowers, community organizations, and other community partners.
• Represent CommunityWorks in public forums, facilitate community outreach efforts, and other activities that promote lending activities.
Loan Origination
• Gathers personal information about clients and businesses to ensure that an informed decision is made regarding the creditworthiness of the borrower and the probability of repayment.
• Analyzes and verifies borrower loan application to determine his or her creditworthiness.
• Provides guidance to prospective borrowers who have problems qualifying for traditional loans.
• Determines the most appropriate type of loan for a particular borrower, and explains specific requirements and restrictions associated with the loan.
Underwriting
• Reviews submitted loan application file to analyze, interpret and evaluate financial information and loan documentation to assess borrower capacity, cash flows, character, collateral and condition to honor his or her obligations.
• Conducts a comprehensive industry and financial analysis and risk assessment and to determine appropriate loan terms and repayment schedule.
• Insure loan requests comply with loan underwriting, product and program policies and procedures.
• Prepare and submit credit memorandums to Director of Lending and/or loan committee for approval.
• Assist with loan closing functions, including preparation of loan documents in consultation with appropriate staff members and legal counsel.
Client Relationship Management
• Guides borrowers through the application process by proactively reaching out to the prospective borrower, obtain basic information about the purpose of the loan and explain the different types of loans and credit terms that are available to the applicant.
• Answers questions about the process and assist borrowers in filling out the application if necessary.
• Works closely with technical assistance staff to guide business owners around best business practices to include: business and strategic planning, capital structures and financing options, marketing, sales, and human resource management to grow and expand funded businesses.
• Work closely with loan collections staff to contact borrowers with delinquent loan accounts to help them find a method of repayment in order to avoid their defaulting on the loan.
• Maintain accurate files of current borrower.
• Understands, adopts, and adheres to organizational policies, procedures and guidelines.
Requirements:
Professional Qualifications:
• Bachelor’s Degree or equivalent combination of education and experience in office and business management or related field.
• Intermediate financial skills and ability to develop and interpret financial statements
• Working knowledge of loan documentation terminology and methodology.
• Analytical, math, and auditing skills with willingness to use qualitative and quantitative data in decision making
• Knowledge and proficiency working with MS Office Applications such as word processing, spreadsheets, databases and other office software applications.
• Strong spreadsheet and data skills.
• Excellent oral communication skill & writing skills.
• Self-starter who can work independently and in a collegial and collaborative team environment.
• Ability to thrive in an entrepreneurial, team-oriented, and mission driven environment.
• Physical ability to perform essential job functions.
Personal Qualifications:
• Personal maturity, professional discretion, emotional intelligence, strong work ethic, task oriented, highly responsive to the day to day needs of the organization, ability to work effectively with a
range of personnel, including the CEO, the management team, other professional staff.
• Ability to organize multi-faceted & diverse assignments, manage multiple priorities and projects simultaneously.
• Cheerful presence, patience, social and communication skills, enthusiasm, consistently positive attitude.
• High energy, flexibility and drive to work in an entrepreneurial organization. High tolerance for ambiguity, changing demands, and multiple priorities.
• Strong analytical, accuracy, and problem solving capabilities.
• Passion for affordable housing, community development, social justice.
• A commitment and ongoing interest in working in the non-profit field.
Compensation:
How to Apply:
Interested applicants can send a cover letter and resume to careers@cwcarolina.org
Background:
The OCC is among the best places to work in the federal government. Our mission is to ensure that national banks and federal savings associations operate in a safe and sound manner, provide fair access to financial services, treat customers fairly, and comply with applicable laws and regulations. Our culture is flexible, accountable, strategy-based, and data-driven. We promote creative and thoughtful contributions by all employees in an environment that values and encourages diversity. If you are an inquisitive, investigative individual with high standards of your own, consider the OCC.
Come Join the Department of the Treasury and Invest in Tomorrow.
Agency contact information
Sam Reddy
Phone
202-649-5264
Email
Harnet.Reddy@occ.treas.gov
Address
Bank Supervision Policy
400 7th Street SW
Washington, DC 20219
US
Position Summary:
As a Community Development Expert, you will serve as a subject matter expert, conducting analyses, writing technical reports, and news worthy articles, as well as performing outreach on the more complex aspects of the community and economic development performance of the banking system and the effect on banks and other depository institutions, communities and consumers.
This position is located in Bank Supervision Policy / Washington, DC
Responsibilities:
As a Community Development Expert, you will:
* Serve as a technical expert on community and economic development writing and outreach projects. Design and coordinate the preparation of final reports, analyses or outreach strategies, and present results to diverse high-level audiences.
* Provide analysis/advice in areas of expertise to division management team, and research/draft memoranda and position papers in areas of expertise, responding to questions posed by them.
* Organize OCC events, prepare publications, write technical reports and articles and develop or use other tools to assist banks in meeting community development and housing credit needs and fair lending obligations.
* Represent the division on OCC or interagency taskforces that analyze major policy issues affecting the financial system, and analyze/recommend policy options.
* Prepare responses to requests regarding OCC policy positions from the industry, bank customer groups, congressional staff, officials from other government and regulatory agencies and the public.
* Represent the OCC before bank trade associations, national banks, and government agencies to articulate OCC policies and promote community development and reinvestment.
* Provide information/advice to national bank examiners, OCC policy makers and government agencies on community and economic development trends opportunities and programs that affect the banking industry and consumers.
* Review and analyze applications for community development and reinvestment impact and for compliance with federal regulations and policies, such as public welfare investments and the Community Reinvestment Act (CRA).
Travel Required: 25% or less - You may be expected to travel for this position.
Requirements:
You must meet the following requirements by the closing date of this announcement:
You must have one year of specialized experience at a level of difficulty and responsibility equivalent to the NB-V band level or GS-13 grade level in the Federal service. Examples of specialized experience for this position include:
Knowledge of and experience in community and economic development financing programs and banking industry practices; AND
Experience conducting research and analyses to write reports and publish/present papers and articles on community and economic development finance topics.
The experience may have been gained in the public sector, private sector, or through volunteer service. One year of experience refers to full-time work; part-time work is considered on a prorated basis. To ensure any credit for your work experience, please indicate dates of employment by month/year, and indicate number of hours worked per week, on your resume.
Education - Education cannot be used to qualify for this position.
Compensation:
Salary – $116,844 to $217,118 per year
How to Apply:
When applying, please remember to include all requested required documentation as part of your application.
This job is open to the Public, Competitive Service Employees, Career Transition, Land & Base Management, Military Spouse, Family of Overseas Employees, Peace Corps & AmeriCorps Vista, Veterans, and Special Authorities. Relevant agency contact information, job description and requirements, as well as other related details, may be found within the links below.
Announcement Number – DEU-HQ-HR-22-2629-11263291 Control Number – 61743060
https://www.usajobs.gov/GetJob/ViewDetails/617430600
Announcement Number – MP-HQ-HR-22-2630-11263290 Control Number – 617430800
https://www.usajobs.gov/GetJob/ViewDetails/617430800
Background:
What We Do
With residents and partners, LISC forges resilient and inclusive communities of opportunity across America – great places to live, work, visit, do business and raise families.
Strategies We Pursue
Equip talent in underinvested communities with the skills and credentials to compete successfully for quality income and wealth opportunities.
Invest in businesses, housing and other community infrastructure to catalyze economic, health, safety and educational mobility for individuals and communities.
Strengthen existing alliances while building new collaborations to increase our impact on the progress of people and places.
Develop leadership and the capacity of partners to advance our work together
Drive local, regional, and national policy and system changes that foster broadly shared prosperity and well-being.
Over the last 42 years, LISC and its affiliates have invested approximately $24 billion in businesses, affordable housing, health, educational mobility, community and recreational facilities, public safety, employment and other projects that help to revitalize and stabilize underinvested communities. Headquartered in New York City, LISC’s reach spans the country from East coast to West coast in 38 markets with offices extending from Buffalo to the Bay Area and in 2,400 rural counties across 49 states and Puerto Rico. Visit us at www.lisc.org
LISC IS AN EQUAL OPPORTUNITY EMPLOYER COMMITTED TO DIVERSITY, EQUITY, INCLUSION, & JUSTICE
Position Summary:
Responsibilities:
Budgeting & Forecasting
Leverage Vena, LISC’s budgeting and forecasting tool, to produce annual budget and ongoing forecasts. Analyze trends and produce variance analysis, including a narrative explaining progress towards budget goals.
During the annual budget process, produce trend analysis and develop benchmarks to assess department budget proposals.
Perform business unit sustainability analysis to tell the ‘story’ of LISC’s financial model.
Create slide decks for meetings with senior leadership, CFO, CEO and Board of Directors.
Perform ad hoc analysis as required.
Personnel and Grant Budgets
Analyze all department requests for salary increases and promotions against budget; synthesize data to report on requests by budget center, title, geography, etc.
Analyze historical grant budgets and establish benchmarks to apply to future grant proposals.
Lead finance role at grant intake meetings; evaluate opportunities through a financial and operational lens and work directly with the relevant team leads to formulate grant budget.
Requirements:
Bachelor’s degree from an accredited college or university in business, finance, economics, accounting, or related field is required.
5 years of progressive experience in corporate finance, accounting or FP&A is required.
Fluency in financial statement analysis, consolidating and synthesizing financial information, and financial modeling.
Demonstrated ability to leverage financial accounting systems and reporting platforms.
Ability to synthesize and distill complex financial concepts to an audience of finance and non-finance experts.
Excellent oral and written communication skills, a strong work ethic, and excellent interpersonal skills.
Excellent judgment, integrity, and professionalism.
Fluency in Microsoft Office suite, including Microsoft Excel, PowerPoint, and Word required. Advanced working knowledge of Excel, including pivot tables and other tools to analyze large data sets, is required.
Compensation:
LISC offers a competitive salary and excellent fringe benefits
How to Apply:
Please send resume and coverletter to finance@lisc.org with "Senior Financial Analyst" in the subject line
Background:
About Lift To Rise
Lift To Rise is an evolution of the long-held belief that we can do better by the people who call the Coachella Valley home—the very people who grow our food and who make this desert such an amazing destination for more than a million people who travel here each year.
Our work dates back to 2014, when a group of community-based organizations serving eastern Riverside County’s Coachella Valley — including FIND Food Bank, United Way of the Desert, the Regional Access Project Foundation, and the Desert Healthcare District — came together to discuss using a collective impact approach to turn the tide of mounting disadvantages affecting too many local residents.
Lift To Rise works to achieve a future where all Coachella Valley families are healthy, stable and thriving. To this end, Lift To Rise catalyzes both institutional and grassroots leaders to effectively collaborate and shift their attention and activities toward mutually reinforced interventions that address the underlying causes of poverty in the region.
Through collaboration with community partners and extensive data analysis, we’ve identified the following two areas of focus: housing stability and economic opportunity. Our goals are ambitious — reducing the number of rent burdened Coachella Valley households by 30% over the next ten years by increasing the supply of affordable housing, changing local policies, and increasing regional investment.
Our name, Lift To Rise, honors this vision of hope and aspiration. We work to lift, so that everyone can rise.
To learn more, please visit: http://lifttorise.org
Position Summary:
The Opportunity
At this pivotal juncture in its history, Lift To Rise is seeking a Chief Operating Officer (COO) to lead a transformation in how Lift To Rise lives its mission and delivers its vision while elevating the impact of its leaders and people as the organization enters an important next chapter.
The COO will establish a highly collaborative and trusted partnership with the Chief Executive Officer and other members of the senior team that maximizes the organization’s effectiveness, identifying areas of efficiency, and creating process and policy as Lift To Rise looks to the future.
The COO will be charged will building and scaling operations for an organization that has grown exponentially in the last year. The COO will foster the creation of systems, processes, tools, and best practices that enable the ongoing success of the organization’s mission and impact. Overseeing Finance, Human Resources, and Operations, the COO will play a vital role leading a $92M programmatic budget and a $6M operating budget. The COO will also oversee the programmatic operations of the organization and lead a high-performing programs team to greater efficiency and standardization. This will be a strong people leader and project manager who can inspire a staff and is deeply committed to the personal and professional growth of the team.
With a commitment to diversity, inclusion, equity, and justice, the Director will embrace the importance of these initiatives throughout the organization and will contribute to being an antiracist leader.
Responsibilities:
Candidate Profile
While no one candidate will have all of the following professional and personal qualities, skills, and characteristics, Lift To Rise is looking for the following:
Passion for the Mission
• Strong commitment to Lift To Rise’s mission and values
• Comfortable working in a fast-paced, complex organization where diversity of thought is valued and appreciated
• Excitement to build with the ability to take a long-term, thoughtful approach to achieving organizational goals
• Apply a racial and social justice lens to finance and operations with an understanding on how to operationalize these values and embed them within the organization
Strategic Leadership
• Actively coach and mentor the Lift To Rise team, cultivating a strong, adaptable organizational culture while designing and overseeing daily operational processes
• Work closely with the CEO and other senior leaders to translate the overall strategic vision into operational programs
• Support development of Board meeting agendas, annual schedule and other strategic items, as needed, with a particular focus on financial reporting and strategic planning
• Will lead and manage a team in a way that fosters a diverse, inclusive, respectful, entrepreneurial, urgent and results-focused organizational culture
Operational Management
• Ensure all processes and existing organizational infrastructure supports Lift To Rise’s strategic growth, continuously improving efficiency and productivity of operations
• Create analytical tools and processes to support operations and decision-making
• Oversee management of the organization’s infrastructure and maintenance (tech and software systems, security, supplies and vendors, etc.)
• Lead finance and operations and manages the programmatic, financial, operational, and human resource systems of Lift to Rise
Financial Acumen
• Oversee financial controls and accounting procedures, including system maintenance of internal financial controls and adherence to accounting principles and procedures
• Work closely and transparently with all external partners including audit firm, banking and financial institutions, consultants, and vendors; negotiate and maintain leases and contracts as needed
• Responsible for finances, accounting, compliance, and risk management of a complex organization
• Ability to use financial and operational metrics to drive organizational decisions and achieve strategic objectives
HR Management
• Ensure ongoing development and long-term career planning for all staff through robust goal-setting processes, individual development plans, and evolving a culture of consistent and meaningful feedback
• Counsel employees on human resource issues, including setting role objectives, work planning, and performance evaluations to support the professional development of staff and build an effective, high-performing team
• Provide coaching and consultation on employee relations issues. Work with managers and employees on performance and/or conflict matters
• Partner with program and administrative departments to develop effective and integrated recruitment strategies that attract talented and deeply committed staff at all organizational levels
Requirements:
In addition, strong candidates will offer:
• A passion and authentic commitment to justice and equity for people of all ethnicities, races, ages, gender identities, sexual orientations, economic circumstances, physical and mental abilities and characteristics, and philosophies
• Technology literacy, including database management and financial reporting systems
• Solutions-focused and results oriented with an ability to solve problems independently and in teams
• High level of emotional intelligence (self-awareness, empathy, and social skills)
• Strategic thinker with the ability to take a long-term, thoughtful approach to achieving organizational goals
• Demonstrated leadership, coaching, and relationship management experience
• Experience managing financials in a large or complex nonprofit organization
• Bilingual fluency preferred
• 10+ years of operational leadership expertise with demonstrated experience in human resources management, financial oversight and administrative functions, nonprofit experience preferred
Compensation:
While Lift To Rise is targeting a salary range of $165,000 - $175,000, commensurate on the candidate’s skills and experiences, we are open to feedback from the market and would welcome the ability to connect with potential candidates who may be outside of the compensation band. Lift To Rise is committed to equity in pay practices.
How to Apply:
Koya Partners, the executive search firm that specializes in mission-driven search, has been exclusively retained for this engagement. Please submit a compelling cover letter and resume to Alicia Salerno by following this link https://talent-profile.diversifiedsearchgroup.com/search/4D95EF33-8A4A-4....
Background:
Who we are
Cinnaire is a team of more than 100 individuals united by our core purpose. A dedicated group of creative problem solvers who start the day thinking ‘what kind of difference can we make in people’s lives today?’ and then go about revitalizing communities, empowering individuals and creating economic opportunities.
What we do
We get involved. We spend time on the ground in communities we serve, getting to know the people, understanding the challenges, and coming up with out-of-the-box solutions. Ours is a people-first approach to advancing communities. As a community development financial organization, we provide creative capital solutions to projects with high social value that may not have access to services offered by traditional financial institutions. Our toolkit of expertise includes programs that lend funds, finance development and manage and build all the components of healthy communities.
How we do it
We help community development organizations, lending partners and socially motivated investors accomplish goals in underserved communities. We fill gaps in community development funding by leveraging capital from public and private sector organizations and bringing expertise to communities that need it most.
Position Summary:
Job Summary: The Financial Modeling Analyst works under the direction of the Senior Vice President, Business Funding to analyze and develop fund models for tax credit equity funds.
Responsibilities:
Essential Duties and Responsibilities
Creates, structures, and update tax advantaged equity funds for Low Income Housing Tax Credit (LIHTC), as well as for historic tax credit equity and state tax credit equity.
Creates and updates financial models and templates that support the assessment and valuation of potential acquisition and investment targets. Includes tranches, bridging, etc.
Recommends Low Income Housing Tax Credit deals for Fund/Investor Placement.
Participates in the onboarding of new investors, policies, and procedures, including call schedules, depreciation schedules, investor schedules, and maintaining exhibits.
Recommends process improvements to enhance efficiencies and mitigate errors.
Works collaboratively to assemble information required to meet investors’ needs.
Reviews equity fund partnership agreements, private placement memorandums, and legal documents for new funds.
Manages and integrates data from a variety of sources into cohesive and comprehensive presentations and reports.
Participates in analyzing new business opportunities
Requirements:
Qualifications and Skills:
Bachelor’s degree required in finance, business, accounting, mathematics.
A minimum of five years of equivalent work experience required.
Advanced data modeling skills using spreadsheets and other business intelligence tools to create financial models.
Strong project management skills with the ability to manage and prioritize multiple initiatives in a dynamic environment.
Strong skills in Office 365 required, with expert-level knowledge of Microsoft Excel.
Excellent critical thinking, problem solving, mathematical skills and sound judgment.
Knowledge of fund concepts required, including time value of money, internal rates of return, return on investment, and components that will impact fund performance.
Tax credit syndication experience preferred.
Key Competencies:
Analysis to Synthesis: Interprets data and information from multiple sources and translates it into coherent messages that inform decision.
Intellectual Agility: Can flex and adapt thinking skills to meet the needs of different situations and circumstances; does not limit problem solving to one approach or methodology.
Perseverance: Accepts uncertainty by remaining focused and engaged on assignments; looks for plausible solutions to difficult problems.
Reporting Relationship: Reports to Senior Vice President, Business Funding
Supervisory Relationship: None
Physical Requirements: Ability to work on a computer for extended periods of time.
Travel Required: 5%
Compensation:
How to Apply:
https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment....
Background:
PRM Consulting Group, Inc. is pleased to launch a retained search for the next President and Chief Executive Officer of Invest Newark, a catalytic world-class economic development organization that consistently works to produce and sustain economic growth, generate jobs and create wealth for the citizens of Newark.
MISSION STATEMENT
Invest Newark propels the city’s strong and diverse economy, builds vibrant communities, and creates opportunities for all Newarkers.
“TO ADVANCE NEWARK’S GLOBAL COMPETITIVENESS BY GROWING A STRONG ECONOMY, BUILDING VIBRANT COMMUNITIES, AND INCREASING ECONOMIC PROSPERITY FOR ALL NEWARKERS.”
VISION STATEMENT
We are a dedicated team of expert planners, economists, and innovators who are driven to ensure all Newarkers have the resources to thrive. Invest Newark is not a typical development agency: we go above and beyond to support small and minority-owned businesses, invest in world-class internet service, and maintain an intense focus on sustainability.
“A CATALYTIC WORLD-CLASS ECONOMIC DEVELOPMENT ORGANIZATION THAT CONSISTENTLY WORKS TO PRODUCE AND SUSTAIN ECONOMIC GROWTH, GENERATE JOBS, AND CREATE WEALTH FOR THE CITIZENS OF NEWARK.”
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Position Summary:
Invest Newark is not a typical development agency. With a dedicated team of expert planners, innovators, and economists, Invest Newark’s vision is to go above and beyond in supporting small and minority-owned business, propelling the city’s strong and diverse economy, and building vibrant communities
Responsibilities:
The President and Chief Executive Officer will direct and manage a staff of 20+ employees, a budget of approximately $5M, and provide the leadership to ensure Invest Newark’s impact on the overall economic development of the City of Newark.
• Manage the administration of all work in planning, organizing, coordinating, and directing the economic development programs and Newark’s Land Bank Operations and other subsidiaries under the control of the Organization in accordance with short- and long-term work plans of the Board of Directors, including active efforts to attract, expand, enhance, and retain business and commerce in the City of Newark
• Exercise a high degree of independence, initiative, ethics, and professional expertise in the operation of Invest Newark’s economic development programs
• Coordinate Invest Newark’s economic development activities with federal, state, and local government and the Board of Directors
• Implement all policies adopted by the Board of Directors of the Organization and manage the operation and its 20+ employees
• Propose and develop policies to stimulate expansion of existing businesses and investments in the city by making regular contact with them by phone, email, in-person visits, at conventions or large-scale events, and/or through press/media opportunities
• In conjunction with the Board, prepare, implement, and administer both short-term and long- range, strategic economic development planning
• Direct and coordinate the necessary research, marketing, and site-facilitating programs to enhance economic development and job growth within the area with an awareness and concern for mitigation of negative impacts of development on the natural environment
• Prepare, present, and administer the budget in accordance with program goals and objectives
• Provide day-to-day management oversight of staff, delegate appropriate authority and assume accountability for actions of staff
• Meet with outside agencies and the public, including developers, members of the business community and community groups, to explain and promote Invest Newark’s services, programs, policies, procedures, goals, and objectives related to economic development
• Coordinate efforts with the city’s department of Economic Housing and Development (EHD) staff regarding short- and long-range planning goals for economic development programs
• Guide new and existing business through the development process, including providing financing advice regarding federal, state, and local grant and assistance programs
• Present a positive and professional image of Invest Newark, the City of Newark and EHD, and maintain contact with news media as needed
• Maintain professional relationships through active involvement in local, regional, state, and national economic development networks
• Perform other duties as assigned/directed by the Board of Directors of the organization
Requirements:
As the primary spokesperson for Invest Newark, the President and CEO will be a collaborative and charismatic leader with a track record of working with financial institutions, community organizations, and government agencies to promote economic development. As well, the successful candidate will be a current resident of the City of Newark or will relocate to the city within the first year of employment.
If you are a strategic, entrepreneurial visionary with expertise in economic development, community development, urban planning, real estate development and/or financial transactions, and a passion for challenge and growth, this is your opportunity.
• Bachelor’s degree in relevant discipline; Master’s degree or MBA/An advanced degree in business, law, public administration, or urban planning preferred
• 10 years of successful executive management experience with direct responsibility
for administration of programs, budgets and board functions for organizations of substantial size and complexity
• Experience in real estate development, and wealth creation, with a proven track record of creating substantial public and private transactions negotiating major deals
• Knowledge of federal, state, and local funding programs with impact on community and economic development
• Entrepreneurial spirit with strong business management skills, including, strategic planning and economic development program execution
• Successful experiences in building collaborative partnership with financial institutions, community organizations and government agencies to promote economic development
• Ability to cultivate and steward relationships with community leaders as well as public officials
• Proven leader in developing a best-in-class work environment, attracting and developing talent, and engaging effectively with a Board of Directors, external stakeholders, and alliance groups.
Compensation:
Upper $100Ks
How to Apply:
Apply now with your resume and salary expectations to laura.viehmyer@prmconsulting.com
