OFN is a leading national network of CDFIs (Community Development Financial Institutions) with offices in Philadelphia and Washington D.C. In pursuit of a mission to align capital with social, economic, and political justice, OFN supports its member CDFIs with money, strength, and voice to drive transformational change in underserved communities nationwide.
The Events Coordinator will work with the EVP, Membership and the EVP, Knowledge Sharing in coordinating, planning, and executing OFN’s events. Specifically, this position coordinates and organizes event logistics to ensure successful Annual Conferences, Small Business Finance Forums, regional meetings, advocacy days, webinars, trainings, and other meetings and events as necessary.
Plan and coordinate events (both in-person and virtual) in conjunction with the EVP, Membership and EVP, Knowledge Sharing.
Anticipate event needs, manage event planning calendar and scheduling, discern work priorities, monitor event timelines ensuring deadlines are met.
Lead the call for sessions process: update and send invitation, organize responses, recruit reviewers, prepare ranking sheets, organize reviewer responses.
Manage event registration: update web site content, track comp codes, handle all registration inquiries, provide registration information to Meeting Planner in a readily usable form and on a timely basis, conduct on-site registration and manage attendee issues.
Manage Conference breakout session presenters: communicate key dates, gather speaker needs, handle inquiries, communicate needs to Meeting Planner.
Manage internal and external requests for meeting space at conference hotel: create request forms, communicate with those making requests, and coordinate approved requests with Meeting Planner for space assignment.
Maintain inventory of event-related items (e.g., name badges, lanyards, binders), prepare meeting materials such as agendas and name badges, ensure training binders are properly assembled, and ensure materials are shipped to event location on time.
Lead attendee evaluation process for all events. Prepare summary reports for staff and Board.
Bachelor’s degree or 5-7 years of work experience in lieu of a degree.
1-3 years of professional experience in event or project management.
Professional event planning experience of events up to 1,500 people
Knowledge of the CDFI industry is strongly preferred.
Experience drafting original audience specific communications for management review and publication required.
Must be proficient with MS Office Suite products.
Excellent organizational and problem-solving skills with a keen eye for detail.
Ability to manage multiple projects simultaneously with ease and efficiency under minimal supervision.
Ability to work constructively with a diverse audience.
Light to moderate travel required (5-10% of time).
No extraordinary physical requirements beyond ability to travel.
Commensurate with experience.
How to Apply:
OFN is a leading national network of CDFIs (community development financial institutions) with offices in Washington D.C. and Philadelphia, PA. In pursuit of a mission to align capital with social, economic, and political justice, OFN supports its member CDFIs with money, strength, and voice to drive transformational change in underserved communities nationwide.
OFN is an important source of affordable and flexible capital for the CDFI industry. Currently, the Financial Services team manages more than $600 million of capital and offers a range of products and services to help CDFIs lend and invest in markets underserved by mainstream banks.
CDFIs are private financial institutions that are 100% dedicated to delivering responsible, affordable lending to help disinvested people and communities join the economic mainstream. As mission-driven lenders, CDFIs leverage funding from private and public sources to finance small businesses, microenterprises, nonprofit organizations, commercial real estate, and affordable housing. In addition to connecting capital to communities and people that need it, many CDFIs also provide financial education, technical assistance, and capacity-building support to the organizations, businesses, and individuals they serve. OFN supports our member CDFIs by aligning capital with social, economic, and political justice for underserved communities across the nation.
This position is primarily responsible for evaluating new investments and assisting to manage OFN’s on and off-balance sheet portfolios. The Investment Officer will analyze debt and equity investment opportunities using loan portfolio and financial statement data and in-depth conversations with organizations’ senior management teams. Through attending conferences and events, he/she will develop relationships with OFN’s CDFI members and work across OFN’s teams to support OFN’s mission.
- Prepare and present credit and financial risk analyses reports to OFN senior leadership and respective investment committees.
- Analyze CDFIs’ financial statements, loan portfolios, lending policies and procedures, and strategies to determine the degree of risk involved in extending credit, as well as recommend risk mitigation strategies.
- Generate financial ratios and models to evaluate borrowers’ current and prospective financial status.
- Generate loan and investment opportunities by developing relationships with OFN’s CDFI members.
- Actively participate in the portfolio management of OFN’s on-balance sheet and off-balance sheet investments. Ensure borrowers maintain compliance with quarterly covenants and strengthen borrower relationships.
- Coordinate with team members to complete loan closings, documentation, and fund disbursements.
- Collaborate with the financial services team to maintain accurate borrower and loan information in OFN’s loan system.
- As part of the financial services team, develop and implement investment strategies and investment policies and procedures. Support OFN’s participation in the CDFI Bond Guarantee Program as requested.
- Supervisory Role - Manage interns.
- Work across OFN’s teams to support OFN’s mission.
- Bachelor’s Degree or 5-7 years direct work experience in lieu of degree.
- Chartered Financial Analyst (CFA), or Master’s Degree in a relevant field of study not required but preferred.
- 5+ years demonstrated experience with financial statement analysis, financial modeling, and credit analysis, including underwriting, is required. Experience with equity investment analysis is a plus.
- Demonstrated experience writing and presenting detailed investment recommendations with emphasis on clarity, conciseness, and relevance.
- Experience with loan management systems and CRMs (Customer Relationship Management software) a plus.
- Solid understanding of accounting principles with ability to apply knowledge to assessing risk and performing financial underwriting.
- Demonstrated leadership ability with superior interpersonal skills and ability to work well with diverse constituents.
- Superior organizational skills and ability to manage multiple tasks effectively and efficiently under minimal supervision as well as ability to set priorities and meet deadlines under pressure without sacrificing quality.
- Understanding of loan documentation and risk mitigation strategies.
- Advanced knowledge of MS Excel and financial modeling skills.
- Commitment to community and economic development.
- Ability to work both independently and collaboratively with teams across OFN.
- Comfort working in a small-office environment and/or experience working in a nonprofit environment preferred.
- Some travel required (15% of time).
- Job involves normal physical requirements for an office position.
Commensurate with experience
How to Apply:
OFN is a leading national network of CDFIs (community development financial institutions) with offices in Philadelphia and Washington D.C. In pursuit of a mission to align capital with social, economic, and political justice, OFN supports its member CDFIs with money, strength, and voice to drive transformational change in underserved communities nationwide.
This position is primarily responsible for assisting the Vice President, Loan Operations in the administration of OFN’s Bond Guarantee Loans. Such assistance will include collateral management, compliance management, database management, loan servicing monitoring and recordkeeping. Responsibilities also include assistance with OFN’s existing loan portfolio.
- Support the preparation and submission of the Bond Guarantee Program application via collection, organization and remittal of financial documents.
- Review and coordinate documents associated with borrowers requisition of Bond funds for completeness and compliance with the Bond Guarantee Program requirements.
- Provide payment oversight of Bond Loans, management of Bond Loan collateral. Ensure proper administration of all Secondary Loan documents by the borrower including the creation and perfection of required security interests and liens on Secondary Loans.
- Perform first level review of the performance, replacement and removal of Bond Loan Collateral and ensure non-performing collateral is replaced in a timely fashion.
- Ensure borrowers maintain the required amount of collateral per Bond Loan legal documents.
- Monitor escrow agent activities and the custody of Secondary and Tertiary Loan documents held by the escrow agent.
- Review, coordinate and test for compliance with covenants of the borrower.
- Track and submit monthly, quarterly and annual reports to the CDFI Fund to support compliance with the terms and conditions of the Bond documents via database management systems.
- Process documentation as needed to declare Events of Default under the Bond Guarantee Program and initiate remedies when necessary.
- Assist with administration of OFN’s existing loan portfolio including collection and coordination of loan documentation, on-boarding and modifications to existing loans, ensure closing conditions are met, and initiate the funding for each loan closing.
- Prepare timely submissions of internal and external departmental reports.
- Prepare and review invoices for loans and asset management.
- Preserve, maintain and update borrower files and legal documents as needed.
- Assist other financial services team members on projects or deliverables, as requested by the VP, Loan Operations.
Education and Experience:
- Bachelor’s Degree or 5+ years direct work experience required.
- 1-3 years of experience in lending markets that have similar characteristics to the loans of OFN, and/or title or mortgage industry experienced required.
- Experience in loan operations with a financial and /or nonprofit institutions preferred.
- Experience in multi-party lending structures, with borrowers, lenders, banks and servicers and backup servicers preferred.
- Experience preparing loan documents utilizing a Loan Servicing Software or standard templates as well as CRM system experience desirable.
- Experience or knowledge of the CDFI Industry a plus.
- Experience in nonprofit or small office environment a plus.
Knowledge, Skills, Abilities, and Physical Requirements:
- Knowledge of accounting or lending practices required.
- Superior analytical and organizational skills required.
- Superior written and verbal communication skills required with emphasis on clarity, conciseness and relevance.
- Ability to understand and modify financial statements is preferred.
- Ability to understand loan documentation is required.
- Ability to review the work of other partners/subcontractors is required.
- Superior interpersonal skills and ability to work well with diverse constituents is required.
- Knowledge of and commitment to community development preferred.
- Proficiency with MS Office and database software is required.
- Ability to work independently or in team environment as required.
- Ability to manage multiple tasks effectively and efficiently under moderate supervision.
- Some travel required (<10% of time).
- No extraordinary physical requirements beyond ability to travel.
- Job involves normal physical requirements for an office position.
Commensurate with experience
How to Apply:
To Apply visit our online application portal at: https://theapplicantmanager.com/jobs?pos=OF139
Capital Impact Partners transforms underserved communities into strong, vibrant places of opportunity. As one of the largest certified Community Development Financial Institutions in the country, we have a 30 year history of delivering strategic financing, social innovation programs and capacity building that create social change and deliver financial impact nationwide. To date, Capital Impact Partners has used its depth of experience, cooperative approach, and network of alliances to invest more than $2B in opportunities that create a high quality of life for low income individuals and communities across the country, including access to high-quality healthcare, education, healthy foods, housing, and eldercare. We draw on our shared values of cooperation, commitment, leadership, innovation, trust, and diversity as we work to redefine how innovation can create opportunities for underserved Americans.
The responsibility of the Grants and Contracts Specialist is to provide Capital Impact Partners (the “Company”) with technical and administrative support throughout the Grants and Contracts process.
The Grants and Contracts Specialist will: support the implementation of grants and contracts management workflow; coordinate the internal review process by guiding and providing technical assistance to business units, ensuring successful workflow; interface with multiple business units to provide support relating to grants, awards, and contracts while adhering to Company policies. The Grants and Contracts Specialist will have or be willing to develop a proficiency in grants and contracts management databases, such as Salesforce and Quickbase, to support this work.
The Grants and Contracts Specialist will perform OFAC/BSA searches and order Certificates of Good Standing on an as-needed basis.
The Grants and Contracts Specialist will report to the General Counsel, or other person designated by the General Counsel, and reside in the Legal Department.
Process all assigned grant and contract submissions to ensure accuracy
Track and monitor submissions within workflow for timeliness
Understand and utilize Company policies for grants and contract approval process
Provide guidance and technical assistance to other employees using the workflow
Maintain standard forms and templates in a current resource library for staff to use
Maintain online records of executed grants and contracts and back up documentation
Maintain online records of contract number assignments
Assist in preparations for trainings and refresher sessions
Post-award grant set up as required by workflow
Secure appropriate programmatic authorization and signatures
Submit statutory representation invoices to Accounting
Respond to internal or external audit requests for enterprise risk management purposes
Notarize corporate documents on an as-needed basis
Provide support for ad hoc compliance related projects, including delivery of reports and submit filings within time specified in compliance plan or applicable statute
Must have a Bachelor’s degree and a minimum of 3 years of experience working in grants and/or contracts administration, preferably with at least one those years in a compliance role
Must be able to work independently with minimal supervision, but able and willing to work collaboratively on cross-functional teams in an efficient and productive manner
Must be able to understand and follow complex workflow processes
Must have strong communication skills
Must have extremely high level of attention to detail
Must be proactive in identifying and resolving issues
Must have excellent communication and interpersonal skills
Must thrive in a fast-paced environment under tight deadlines
Must be proficient in Microsoft programs (Word, Excel, PowerPoint); preferably with knowledge of Salesforce
Current Virginia Notary commission a plus
$55,000 - $70,000
How to Apply:
Founded in 1978, RCAC is a 501(c)(3) nonprofit that provides training, technical and financial resources and advocacy so low-income rural communities can achieve their goals and visions. Our dedicated staff and active board work to make our vision of vibrant, healthy and enduring rural communities a reality across the West.
Community and Environment Department
RCAC’s comprehensive community and economic development services support rural communities to create a vision, set goals and implement an action plan for community development projects. We work with rural water, wastewater and solid waste systems to make them sustainable. We also work with small systems’ boards of directors and staff to make sure they comply with state and federal regulations and understand system finances and operations. RCAC’s work include: system regulatory compliance; access to resources for capital improvement projects; and board and staff capacity building in technical, financial and managerial (TMF) best practices.
A Rural Development Specialist (RDS) under the Environmental Finance Center (EFC) EPA Region 10 program at RCAC provides technical, managerial, and financial (TMF) assistance to small disadvantaged community water and wastewater systems so they can operate sustainably and deliver quality services to the communities served. This position’s primary focus will be serving systems owned/operated by tribal entities or located on tribal lands.
Specific tasks may include conducting sanitary surveys on behalf of EPA, providing technical assistance to systems to improve regulatory compliance, conducting capacity assessments and assisting seasonal water systems. Additionally, the RDS prepares and delivers classroom and individual trainings as needed to build local partners’ capacity and supports other EFC projects as needed.
Specific job goals, objectives and tasks are established for each employee as part of the annual evaluation process. Duties and responsibilities include but are not limited to:
• Assess our local partners’ needs
• Build technical, managerial, and/or financial capacity
• Access financial resources to address local demands
• Recommend and implement solutions
• Promote and facilitate partnerships to maximize limited resources
• Develop, prepare, and deliver group and one-on-one trainings
• Provide excellent customer service
• Prepare activity and outcome reports as required
• Perform other duties as assigned
Preferred Education and Experience:
A combination of experience and education is required to qualify for the position. A typical qualifying combination would be:
Three years of applicable experience in water, wastewater, environmental project management, or other closely related field (if a higher level of related education is possessed than is required, this education may be substituted for the experience requirement up to a maximum of one year). Experience in utility operations or engineering is mandatory.
Bachelor’s degree (additional qualifying experience may be substituted for the required education).
Starting salary range is $55,350 to $66,000 yearly.
How to Apply:
RCAC is an equal opportunity employer and considers all employees and job applicants without regard to race, religion, color, gender, sex, age, national origin, disability, veteran status, sexual orientation, gender identity or marital status, or any other status protected by the law. RCAC strives to reflect the diverse constituencies that the organization serves.
Please visit our website at www.rcac.org/careers to view or print the job description and/or provided benefits.
Forsyth Street is a New York City-based asset management, real estate and financial advisory firm founded in 2003. The firm has three primary lines of business:
* Asset Management – Forsyth Street has developed, capitalized, and currently manages several industry-leading investment funds and utility-scale renewable energy partnerships.
* Financial Advisory – Forsyth Street provides a suite of financial advisory services, including product and program design, underwriting, capital sourcing, and assistance with the issuance of municipal debt.
* Real Estate Development – Forsyth Street provides independent advisory services for real estate and affordable housing developers, including assistance with site selection, feasibility and market analysis, capital sourcing and transaction execution.
The firm currently has nineteen employees with backgrounds in real estate and affordable housing development, tax credit syndication, public service, municipal finance, and conventional lending. Since its formation, Forsyth Street has completed over $4 billion in principal amount of transaction volume. The firm works with a diverse range of clients, including public agencies and units of government, for-profit and non-profit real estate developers, philanthropies, investment banks, institutional investors, private lenders, and community development financial institutions.
Forsyth Street is an affirmative action, equal-opportunity employer.
Forsyth Street is seeking a motivated self-starter with demonstrated affordable housing finance skills to become an integral member of the firm’s Affordable Housing Transaction division.
Primary responsibilities for the position will include feasibility analyses, deal structuring, project underwriting, project management and client support for both not-for-profit and for-profit clients.
3-5 years of professional experience, with at least 3 years of related job experience in a lending and/or underwriting capacity, primarily in the affordable housing sector.
Excellent quantitative, spreadsheet, and financial analytical skills.
Strong writing, oral presentation, and digital presentation skills.
Strong communication skills in a highly interactive team setting, with a broad range of public, private, and non-profit sector clients.
Strong problem-solving abilities, attention to detail, and project management skills with multiple, time-sensitive work assignments.
Highly-qualified candidates will have:
Knowledge of Federal, New York State and New York City affordable housing programs.
Demonstrated history of leadership or substantial involvement (volunteer or otherwise) towards advancing public service and/or social good.
Graduate degree in related field.
Management and/or supervisory experience.
Salary is commensurate with experience. Competitive benefits including health insurance.
How to Apply:
To apply interested applicants should forward a resume and cover letter to: firstname.lastname@example.org.
Craft3 is a nonprofit Community Development Financial Institution (CDFI) with a mission to strengthen economic, ecological and family resilience throughout Oregon and Washington communities.
Craft3 is looking for a Business Lender to support the Craft3 Commercial Lending business unit. This position will be responsible for generating and underwriting new mission-based business loans and servicing a loan portfolio that meets Craft3’s mission, financial and risk goals. The primary focus of lending targets small and medium businesses in the Pacific Northwest, specifically those owned by minority, woman, veteran, and immigrant entrepreneurs and those located in low to moderate income/redevelopment areas.
• Actively prospect for strategic business loan opportunities from multiple sources. Work with Craft3 Marketing professional to coordinate strategy and support. May specialize in a specific loan product or targeted market sectors.
• Meet prospective borrowers, collect information, evaluate loan requests, and negotiate loan terms and conditions.
• Determine the level of complexity, mission and strategy fit, and prospect’s readiness to borrow. Underwrites loans in accordance with policy or works cooperatively with assigned Underwriter to prepare detailed risk analysis of borrowers' repayment ability including financial and industry analysis of the borrowers' businesses, presents and defends loan proposals to loan committee based on effective critical thinking.
• Provide informal consulting to clients regarding business plans, projections and business practices. Know and refer to effective Technical Assistance providers who will help prospects with basic pre-application work such as business plan review and feedback.
• Monitor outstanding borrowers for conformance with loan conditions, progress in meeting business goals, and overall business performance. Report all emerging problem loans to management when weaknesses are detected.
• Manage portfolio risk in accordance with industry and organization standards and directives of the Credit Risk Manager.
• Participate in loan collections and enforcement actions when necessary.
Bachelor's degree; or equivalent combination of education and relevant business experience, particularly regarding management or financial oversight, may be considered as a substitute for formal education. Minimum three years’ experience in commercial banking, commercial lending, community development finance, or similar experiences. Experience in Agricultural lending is a plus.
Craft3 offers a competitive salary of $70,000 - $102,000 annually, based on experience and skills. Craft3 offers an excellent benefits package including medical, dental, vision, Life/AD&D, LTD/STD insurance, paid sick and vacation leave, volunteer time off, wellness program, transportation, flexible schedule, and 403B Retirement savings plan with employer match.
How to Apply:
Application deadline is Friday, April 19, 2019.
Complete job description and online application at: https://www.craft3.org/Careers/jobs
For more information on our benefits, visit our website at: www.Craft3.org/Careers/benefits
Craft3 is an equal opportunity employer; women and minorities are encouraged to apply.
Pacific Community Ventures envisions a world of thriving communities where everyone has a fair shake. Our mission is to invest in small businesses, create good jobs for working people, and make markets work for social good. We achieve our mission through a combination of fair lending, free mentorship, skilled volunteerism, impact investment consulting services, and field-building research. PCV serves communities left behind by traditional banking and entrepreneurial services, including women, people of color and residents of low- to moderate-income communities. We are especially interested in candidates who are reflective of the communities we serve.
Are you passionate about building a more equitable society? If so, please consider joining Pacific Community Ventures as our Development Manager. This role is critical to achieving our mission and includes working with our CEO and team to (1) manage our growing pipeline of grant opportunities; (2) produce grant proposals and status reports; and (3) manage Salesforce, which serves as an integrated fundraising, marketing and programs database.
Why You’re Needed
PCV is a dynamic, growing nonprofit social enterprise and we need an energetic go-getter to manage our grant portfolio. We’re seeking a strategic thinker with keen attention to detail, strong writing skills, and Salesforce database experience who is excited about researching and managing a pipeline of funding opportunities, and who thrives when working across all levels and areas of an organization.
This position reports to the President and CEO and works closely with the Director of Marketing and Communications, and the leaders of our Small Business and Impact Advisory programs. This is a wonderful opportunity for a strategic thinker who thrives on collaboration to strengthen our grant pipeline, currently at over $2M annually, which in turn enables us to serve more people, more effectively.
Manage and help grow our pipeline of grant opportunities from multiple sources including foundations, government, and financial institutions
• Manage and maintain PCVs list of existing funding partners with grant proposal and status report deadlines through Salesforce.
• Research and monitor new fundraising & grant-making initiatives that might be relevant to PCV so that we are always on the forefront of new fundraising opportunities, maintaining strong pipeline tracking reports in Salesforce.
• Participate alongside members of our Leadership Team in meetings with funders and potential funders, as needed
Produce grant proposals and status reports
• For each potential funding opportunity, work with our Leadership Team to develop a grant strategy and budget, write proposals, and submit the grant.
• For each grant secured, write grant status reports and manage a calendar of report due dates, including assessing the information required and coordinating the internal resources to ensure reports are submitted on time.
Manage Salesforce, which serves as an integrated fundraising, marketing and programs database
• Proactively work across teams to integrate Salesforce maintenance best practices so it becomes an effective resource for the organization.
• Manage our external Salesforce support team: screen and select new support contractor, oversee monthly database maintenance, manage 3rd party application integration (Apsona, Geopointe, ValidityTools), ensure adequate reference material is available to staff, direct incremental updates as needed to ensure continued usefulness of database.
• At least two years’ experience in grant writing and reporting, development or related field
• At least two years’ experience with Salesforce; proficiency with MS Office
• An outstanding writer able to succinctly and persuasively communicate to multiple audiences.
• Able to effectively manage multiple projects simultaneously; highly organized.
• Self-starter with lots of initiative who thrives on collaborating with multiple team members.
• College degree.
Commensurate with experience
PCV provides excellent benefits for both part-time and full-time employees including: health and dental insurance, paid time off and holidays.
How to Apply:
To apply for this position, please submit a resume and cover letter to: HR@pcvmail.org. Please include the title of Development Manager in the subject of your email. Thanks!
PCV is an equal opportunity employer; applicants are considered for all roles without regard to race, color, religious creed, sex, national origin, citizenship status, age, physical or mental disability, sexual orientation, marital, parental, veteran or military status, unfavorable military discharge, or any other status protected by applicable federal, state or local law.
Who we are:
For over 25 years, CSH has been a game-changer for the most vulnerable people in our country:
- Helping communities create 200,000 homes for individuals and families who did not have one;
- Bringing hope to thousands who thought they would live on the streets or reside in institutions forever;
- Ensuring not only a stable home for each, but access to the services that brought healthcare, recovery and training to their doorsteps;
- Changing the trajectory of lives away from poverty and despair, and toward independence and economic sufficiency.
Why we need you:
Not only has CSH proven supportive housing works and changes the lives of individuals, families and communities, we have done so while creating a family of nationally recognized experts who stay committed to our organization and mission throughout their careers. We attract talented professionals, offer competitive salaries with benefits, generous family leave and PTO, and fully embrace the philosophy that a sustainable work-life balance is desirable and achievable. With the aim of attracting good people who possess the confidence and drive to get the job done, CSH is now accepting applications for a Junior Budget and Financial Reporting Analyst.
What you will do:
Project Budgets and Time/Project Management
• Sets up initial project specifications in Dynamics Project Management system for assigned grants and contracts
• Reviews new project budgets and approved project modifications and inputs into Dynamics Project Management system
• Assists project managers with the monitoring and tracking of project budgets against actual expenses
• Reviews monthly project financial statements with Project Managers; identifies any nonconformities with spending plan or scope of work
Operating budget for assigned grants and contracts
• In coordination with other members of the Finance Department, provides fiscal planning, budget development and analytical support to the entire organization
• Reviews proposed budgets submitted by Managing Directors and Program Directors and recommend modifications and/or changes if necessary; implement and manage budgets
• Formats and updates budget spreadsheets for assigned grants and contracts
• Reviews annual budget assumptions with Project Managers, Directors and Managing Directors
• Monitors, prepares and reconciles inter-organizational transfer of funds against approved budgets
• Provides user support/troubleshooting for the project management system
• Maintains database for assigned projects and users
• Assists Managing Directors and Program Directors with fiscal management by implementing and maintaining systems and procedures to manage, allocate and monitor funding resources consistent with the annual budget, program priorities, and funder requirements for the grants and contracts of the state offices.
• Communicates grant and contract requirements to management and program staff to monitor project activity and ensure that expenditures and time are charged correctly and in accordance with approved budgets.
• Prepares grant and contract reports for funders.
• Invoices CSH clients and grantors for all work performed under contract or paid through grants.
• Manages deferred revenue general ledger account.
• Records all grant and contract related revenue into the general ledger on a monthly basis.
• Manages unbilled revenue and accounts receivable accounts.
• Conducts the monthly closeout procedure for non-renewal of assigned grants and contracts.
• Coordinates the budgeting process with Analysts and Project Managers.
• Manages high level budget transactions such as inter-location revenue transfers and salary expense roll-up.
• Reviews financial results of projects on a monthly basis, including budget monitoring
• Performs analytical procedures on a project level to ensure the proper recording of revenue, expenses, accrued revenue and deferred revenue.
How we work:
All CSH staff share a common competency framework. These guide our approach and in turn, help us create value. CSH staff are adaptable, entrepreneurial, creative, flexible, and problem solvers. We are strategic thinkers with a sense of humor, persistence, and a commitment to treating others with respect.
• Bachelor’s degree in Accounting or equivalent experience
• 1+ years’ experience budgeting, grant reporting and contract billing for a mid-size non-profit that receives federal awards
• Strong analytical, interpersonal, presentation, and written and verbal communications skills.
• Ability to communicate clearly and simply and ability to think critically and strategically.
• Strong sense of ownership for assigned work functions and ability to work independently and as a team member.
• Proficiency in using Microsoft Office Suite, familiarity creating report queries
• Sound business ethics, including the protection of proprietary information.
• Knowledge of project management systems and/or Microsoft Dynamics a plus.
Commensurate with Experience
How to Apply:
Interested in joining our team as a leader in the national supportive housing movement?
Candidates should apply by clicking on the link below. All candidates should attach their Resume, Cover Letter and Salary Expectations as one Microsoft Word or PDF document.
CSH is proud that it has been and always will be an Equal Opportunity Employer
MoFi provides entrepreneurs and business owners with business financing when they are not eligible for financing at a bank. MoFi’s clients are low wealth, low income, lacking in assets, and/or starting a new business—but within 36 months, most of MoFi’s clients are eligible for a bank loan.
Bank eligibility doesn’t evolve naturally; it is helped along with a prescribed plan for the borrower that includes achieving and maintaining business profitability, creating savings and assets, becoming a strong financial manager, creating and using accurate and relevant financial statements, building a strong credit history, and developing a business relationship with a commercial lender.
Plans for achieving bankability are created during underwriting. Plans include (1) a target bankability date that is agreed upon with the client’s banker; (2) a scheduled set of meetings over the phone or in person with MoFi, the client, and the banker; (3) customized business assistance from MoFi’s consulting team which provides accounting, legal, marketing, financial management, credit building, and human resource assistance; (4) bankability metrics tracking including debt service coverage, loan-to-value, profitability, credit score, months in business, and financial statement accuracy; and, as a last step, (5) bank loan application assistance.
This position is responsible for creation of the bankability plans with the loan officers, and, once a loan is closed, oversight and coordination of the bankability plans with the client and consulting team. This position is primarily focused on ensuring the consulting plan is implemented, helping build a strong relationship between the borrower and their commercial lender, and redesigning the bankability plan if targets are not met as projected by the client. The overall goal is help clients achieve bankability more quickly.
Build, update and maintain Bankability Plans for all MoFi Clients
- Create bankability plans for all new clients with the MoFi underwriter, commercial banker, and client using the metrics listed above.
- Oversee all MoFi client bankability plans, meeting schedules, and metric targets – all of which are managed in a customized Salesforce database
- Coordinate consulting services with the consulting team and client
- Update bankability plan, if needed, to incorporate actual results and any changes with the commercial lender’s target bankability date
Build Commercial Lender Relationships for all MoFi Clients:
- Work with commercial lenders across the Rocky Mountain West to help build client relationships
- Help clients who do not have lending relationships find the right banking partner
- Educate lenders on MoFi’s products, services, and overall mission
Get MoFi Clients refinanced by a bank:
- Help clients who have met bankability targets prepare for commercial financing by working with them to complete loan application and compile the accompanying financial support
Excellent verbal, written, and interpersonal communication skills
Strong commercial credit analysis skills; including understanding of SBA programs
Fluency with commercial lending requirements and policies at banks in MoFi’s service area
Ability and desire to help borrowers understand the commercial lending system’s policy and requirements, acronyms, and ratios by making it simple, accessible, and easy-to-understand
Strong computer skills with experience in the MS Office suite of products. Prior experience with Salesforce is not required, but is helpful
Good project management and team coordination skill
BS/BA degree or higher in accounting, finance, or economics
Salary starts at $75,000 per year.
How to Apply:
Interested candidates should submit an application via ZipRecruiter. https://www.ziprecruiter.com/jobs/mofi-c5e3e246/portfolio-relationship-m...