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
Background:
About the Washington Area Community Investment Fund (Wacif)
The Washington Area Community Investment Fund (Wacif) advances equity and opportunity in the Washington, D.C. area’s underserved communities by providing financial capital, business advisory services, and strategic networking support to underinvested entrepreneurs. Since its inception in 1987, Wacif has deployed more than $50 million in capital, served more than 3,500 entrepreneurs with business advisory services, and helped create or retain more than 20,000 local jobs. To learn more about Wacif’s work, visit www.wacif.org.
Position Summary:
TITLE: Director of Finance
POSITION OVERVIEW
The Washington Area Community Investment Fund (Wacif) seeks to fill the full-time position of Director of Finance, whom will be responsible for providing leadership and oversight to Wacif’s full-scale financial management and accounting operations, including systems, process, policies, and people – ensuring a strong internal control environment and efficient financial operations to actively support the timely production of financial statements and its growing programmatic activities across multiple entities and subsidiaries.
REPORTS TO: Chief Financial & Operations Officer (CFOO)
SUPERVISES: Accounting Manager, Financial Planning & Reporting Manager
Responsibilities:
People Management
• Manage and develop Accounting team to carry out their duties and reach department goals and objectives;
• Establish and monitor team member goals aligned with reaching department goals and objectives;
• Mentor staff in solving quality control issues within the Accounting Department;
• Coach and cross-train team members to become experts in their positions. Balance team and individual responsibilities, provide and welcome feedback, and contribute to building a positive team spirit and workplace culture.
Accounting Operations
• Manage chart of accounts, department/project/budget codes, and overall financial data schema;
• Coordinate and supervise implementation of accounting-related requirements of new projects and initiatives;
• Develop and maintain procurement, accounting, expense management, and investment policies, procedures, and processes; ensuring they are kept up-to-date and compliant with the Code of Federal Regulations (CFR);
• Train staff on policies, procedures, and internal controls related to accounting, procurement, expense management, investment, and CFR compliance;
• Conduct quality review of monthly accounting data;
• Review, approval, and release of bank wires, ACHs, and other payments;
• Manage and maintain online banking and treasury platform access and user credentialling;
• Ensure staff time is maximized under grants; protecting Wacif’s unrestricted net asset position.
• Ensure integrity of the organization’s financial records;
• Oversee financial month- and year-end close activities, including production and consolidation of financial statements;
• Review and approve grant-related reimbursements and financial reports for accuracy prior to submission;
• Review and approve revenue recognition treatment for incoming contributions and exchange transactions according to FASB Accounting Standards Updates (ASU) 2014-09 Topic 606 and ASU 2018-08;
• Anticipate and lead accounting-related system enhancements and financial data structuring;
• Oversee annual NICRA application submission;
• Review and sign sub-grant agreements on behalf of the CEO.
Budgeting & Financial Planning
• Anticipate and oversee development and/or implementation of multi-year budgeting tools/software;
• Provide oversight, direction, and leadership to:
o consolidated annual budget development;
o Planning & Reporting Manager to ensure financial performance against budget, at all levels;
o production of forecasting models aimed at determining capital needs and balance sheet optimization;
• Review and approve monthly operating and capital liquidity projections for dissemination;
• Review project budget within grant proposal submission process;
• Manage excess operational and capital liquidity by proposing investment options which meet organizational financial goals and ensure balance sheet optimization.
• Actively manage general ledger accounting and timekeeping systems to ensure adequate controls in place for staff time allocation to various funding pools;
Reporting & Compliance
• Approve financial reports prior to donor submission;
• Anticipate and oversee development of financial, risk, compliance reporting tools and dashboards in Intacct, Nexonia, MS Excel, and other platforms;
• Ensure compliance with:
o internal policies, procedures, and codes of conduct;
o investor covenants and financial reporting requirements of grantors;
o US GAAP and Accounting Standards Updates (ASUs);
o Code of Federal Regulations (CFR) for Federal Awards.
• Oversee maintenance and production of lending Risk-Based Pricing Framework;
Risk Management
• Ensure adequate internal controls exist within accounting functions enabling quality and timely production of financial statements;
• Ensure adequate insurance coverage is maintained across Wacif entities and subsidiaries.
Audit & Tax
• Oversee audit engagement and ensure timely submission of external audit requests and PBC lists;
• Review preparation of schedules for the annual external audit (single audit, financial audits, or project-specific), including the Statement of Expenditure of Federal Awards (SEFA) prior to submission to auditors;
• Oversee preparation and review schedules for annual IRS Form 990.
Other
• Other relevant duties that arise as assigned by leadership.
Requirements:
• Minimum of 10 years of progressive experience in senior, non-profit financial management roles;
• 5+ years in Director of Finance or Controller position;
• Bachelor’s degree in Business Administration, Accounting, or Economics;
• Certified Public Accountant (CPA) required;
• Experience working in a CDFI, financial services, or investment management firm a plus;
• Compliance and risk management oriented; strong analytical skills;
• Experience in financial consolidation of multiple entities and subsidiaries;
• Advanced proficiency in Sage Intacct; experience with Run ADP, and Nexonia preferred;
• Advanced proficiency in MS Office Suite (Excel, Word, Outlook and PowerPoint);
• Advanced knowledge of non-profit revenue recognition principles under ASU 2014-09 Topic 606 and ASU 2018-08;
• A high level of motivation, initiative and attention to detail;
• Proven track record of leading high functioning teams, ideally within high growth environment;
• Strong organization and problem-solving skills with the proven ability towards continuous improvement;
• Ability to work under pressure and handle stress;
• Interest in and commitment to Wacif’s mission of working with low- and moderate-income individuals and underserved communities.
Compensation:
Competitive salary commensurate with experience. Medical, Dental, Vision, Life & Disability coverages available. 401(k) retirement plan (employer matching contribution eligible); paid time off (increased with tenure), paid holidays and sick leave days, transportation benefits, and education assistance benefits (professional development, tuition reimbursement, and student loan repayment).
How to Apply:
Interested candidates should email a resume/CV, thoughtful cover letter that outlines how your skills and experience meet the qualifications of the position, and salary requirements to opportunity@wacif.org with “Director of Finance” in the subject line.
Wacif is an equal opportunity employer and welcomes candidates from diverse backgrounds.
Wacif provides a flexible and hybrid working environment with the opportunity to work remotely.
Background:
About the Washington Area Community Investment Fund (Wacif)
The Washington Area Community Investment Fund (Wacif) advances equity and opportunity in the Washington, D.C. area’s underserved communities by providing financial capital, business advisory services, and strategic networking support to underinvested entrepreneurs. Since its inception in 1987, Wacif has deployed more than $50 million in capital, served more than 3,500 entrepreneurs with business advisory services, and helped create or retain more than 20,000 local jobs. To learn more about Wacif’s work, visit www.wacif.org.
Position Summary:
TITLE: Financial Planning & Reporting Manager
POSITION OVERVIEW
The Washington Area Community Investment Fund (Wacif) seeks to fill the full-time position of Financial Planning & Reporting Manager, whom will be a strategic partner to the leadership team responsible for managing the financial planning and reporting functions of the organization and its multiple entities and subsidiaries. This position actively manages the full-cycle budgeting process – through planning, formulation, consolidation, execution, monitoring, and amendment, while ensuring key budget stakeholders are provided with the knowledge and information needed for timely decision making. This position is also responsible for the production and submission of various financial data reporting outputs, which helps inform programmatic effectiveness, liquidity requirements, lending product pricing, investor covenant compliance, and other strategic functions.
REPORTS TO: Director of Finance
Responsibilities:
Budgeting & Financial Planning
• Manage development or implementation of multi-year, program budgeting tools and/or software;
• Provide ongoing budget development, management, and utilization coaching, training, and support to department heads, project managers, and other budget owners;
• Manage development of the consolidated annual budget;
• Prepare comparative budget reports for review and approval;
• Conduct monthly reviews of financial performance against budget, organizationally and at department and project levels, and advise on corrective actions;
• Produce monthly updated balance sheet risk forecasting model, and operating and capital liquidity projections;
• Actively manage monthly forecast of staff time coverage under grants and other funding sources;
• Develop project budget and budget narratives for grant proposal submission, including SF-424A forms;
• Advise project managers in preparing budget modifications;
• Ensure operating budget updates are accurately reflected in budgeting system;
Reporting & Compliance
• Ensure financial reporting requirements of investors, grantors, CDFI Fund and other financial/partner institutions are met;
• Prepare financial covenant compliance reporting packages for various investors;
• Create, maintain, and enhance financial, risk, and compliance dashboards and reporting;
• Manage maintenance and monthly production of Risk-Based Pricing Framework;
• Develop donor financial reports and reimbursement requests for state, local, and federal government-funded grants, and contracts, including SF-425 forms;
• Build required financial reporting capabilities in accounting systems, and other reporting templates;
• Ensure timely financial reporting is provided to internal and external stakeholders;
Audit & Tax
• Assist with federal/single and financial statement audit for multiple Wacif entities and subsidiaries;
• Assist with production of Form-990 tax return for multiple Wacif entities and subsidiaries;
Other
• Other relevant duties that arise as assigned by leadership;
Requirements:
• Minimum of 5-7 years of experience in financial planning and analysis (FP&A) or budgeting, forecasting, reporting, or modeling roles;
• Bachelor’s degree in Business Administration, Accounting, or Economics; CPA preferred;
• Non-profit experience preferred; Financial services experience desired;
• Proven experience budgeting for multiple entities and subsidiaries;
• Advanced proficiency in Sage Intacct, especially budgeting, financial, and dimension-based report-building features;
• Proven track record developing advanced MS Excel spreadsheet tool using Power Pivot and Query, VBA programming, vlookup, hlookup, and index functions; PowerBI experience preferred;
• Advanced proficiency in MS Office Suite (Excel, Word, Outlook and PowerPoint);
• Proven experience in developing and submitting financial reporting to multiple funder types (foundations, investors, local, state, and federal government, financial institutions, etc.);
• Experience budgeting for and reporting against a Negotiated Indirect Cost Rate Agreement (NICRA);
• Knowledge of non-profit revenue recognition principles under ASU 2014-09 Topic 606 and ASU 2018-08;
• Knowledge of US GAAP;
• Experience completing USG SF-424A and SF425 forms;
• Strong organization and problem-solving skills with the proven ability towards continuous improvement;
• Ability to work under pressure and handle stress;
• Compliance and risk management oriented; strong analytical skills;
• A high level of motivation, initiative, and attention to detail;
• Ability to balance detail orientation and strategic thinking;
• Sense of humor and ability to have fun while maintaining high job performance;
• Interest in and commitment to Wacif’s mission of working with low- and moderate-income individuals and underserved communities.
Compensation:
COMPENSATION
Competitive salary commensurate with experience. Medical, Dental, Vision, Life & Disability coverages available. 401(k) retirement plan (employer matching contribution eligible); paid time off (increased with tenure), paid holidays and sick leave days, transportation benefits, and education assistance benefits (professional development, tuition reimbursement, and student loan repayment).
How to Apply:
TO APPLY
Interested candidates should email a resume/CV, thoughtful cover letter that outlines how your skills and experience meet the qualifications of the position, and salary requirements to opportunity@wacif.org with “Financial Planning & Reporting Manager” in the subject line.
Wacif is an equal opportunity employer and welcomes candidates from diverse backgrounds.
Wacif provides a flexible and hybrid working environment with the opportunity to work remotely.
Background:
Craft3 is a nonprofit Community Development Financial Institution (CDFI) with a mission to strengthen economic, ecological, and family resilience throughout Oregon and Washington communities. We do this by providing loans to entrepreneurs, nonprofits, individuals, including those without access to traditional financing. We then complement these financial resources with our expertise, professional connections, and other advocacy for our clients. Learn more at www.craft3.org
Position Summary:
Craft3 is looking for an experienced Development Associate. Do you enjoy researching new funding opportunities? Do you love working with diverse financial partners, such as foundations, government agencies, banks, and individuals? Are you looking to be part of a team of collaborative, inclusive, talented, and mission-directed professionals? Then we need you to contribute to the development of fundraising proposals, diversification of financial partners, grant and investment due diligence, and more.
Responsibilities:
The Development Associate provides support for the development and implementation of fundraising strategies to help achieve and advance the overall resource development goals for Craft3. Duties include researching grant and investment opportunities from diverse financial partners (foundations, government agencies, banks, and other corporations), contributing to the development of fundraising proposals, supporting grant and investment due diligence, and closing processes, coordinating private placement offering note issuances, and contributing to funder reporting and communications. The Development Associate works closely with the Development Director, Grants Manager, Development Team, the Compliance Team, and other Business Unit (BU) leaders and subject matter experts across the company to help maintain a diverse and stable funding base for Craft3’s work.
Requirements:
Four years’ experience in community and economic development, urban/regional/environmental planning, or public policy preferred. Three to five years of relevant work experience in fund development activities with successful track record required. Work experience in the fields of impact investing or community development finance (at a CDFI) is highly desired. Broad experience in philanthropic, corporate and government funding proposals (grants and investments) is desired.
Compensation:
Craft3 offers a competitive salary $63,000 - $80,000/annually plus benefits: medical, dental, vision, Life/AD&D, LTD/STD insurance, paid sick and vacation leave, volunteer time off, wellness program, transportation, remote flexible schedule within Oregon or Washington, and 403B Retirement savings plan with employer match. For more information about Craft3 and our Benefits visit our website at: www.Craft3.org/Careers/benefits.
How to Apply:
To view the complete job description and apply online at www.craft3.org/Careers/Jobs
Application Deadline: Open Until Filled. First review of applications will begin on October 29, 2021 and continue until the position is filled.
Background:
Craft3 is a nonprofit Community Development Financial Institution (CDFI) with a mission to strengthen economic, ecological, and family resilience throughout Oregon and Washington communities. We do this by providing loans to entrepreneurs, nonprofits, individuals, including those without access to traditional financing. We then complement these financial resources with our expertise, professional connections, and other advocacy for our clients. Learn more at www.craft3.org
Position Summary:
Craft3 is looking for an experienced Development Associate. Do you enjoy researching new funding opportunities? Do you love working with diverse financial partners, such as foundations, government agencies, banks, and individuals? Are you looking to be part of a team of collaborative, inclusive, talented, and mission-directed professionals? Then we need you to contribute to the development of fundraising proposals, diversification of financial partners, grant and investment due diligence, and more.
Responsibilities:
The Development Associate provides support for the development and implementation of fundraising strategies to help achieve and advance the overall resource development goals for Craft3. Duties include researching grant and investment opportunities from diverse financial partners (foundations, government agencies, banks, and other corporations), contributing to the development of fundraising proposals, supporting grant and investment due diligence, and closing processes, coordinating private placement offering note issuances, and contributing to funder reporting and communications. The Development Associate works closely with the Development Director, Grants Manager, Development Team, the Compliance Team, and other Business Unit (BU) leaders and subject matter experts across the company to help maintain a diverse and stable funding base for Craft3’s work.
Requirements:
Four years’ experience in community and economic development, urban/regional/environmental planning, or public policy preferred. Three to five years of relevant work experience in fund development activities with successful track record required. Work experience in the fields of impact investing or community development finance (at a CDFI) is highly desired. Broad experience in philanthropic, corporate and government funding proposals (grants and investments) is desired.
Compensation:
Craft3 offers a competitive salary $63,000 - $80,000/annually plus benefits: medical, dental, vision, Life/AD&D, LTD/STD insurance, paid sick and vacation leave, volunteer time off, wellness program, transportation, remote flexible schedule within Oregon or Washington, and 403B Retirement savings plan with employer match. For more information about Craft3 and our Benefits visit our website at: www.Craft3.org/Careers/benefits.
How to Apply:
To view the complete job description and apply online at www.craft3.org/Careers/Jobs
Application Deadline: Open Until Filled. First review of applications will begin on October 29, 2021 and continue until the position is filled.
Background:
Craft3 is a nonprofit Community Development Financial Institution (CDFI) with a mission to strengthen economic, ecological, and family resilience throughout Oregon and Washington communities. We do this by providing loans to entrepreneurs, nonprofits, individuals, including those without access to traditional financing. We then complement these financial resources with our expertise, professional connections, and other advocacy for our clients. Learn more at www.craft3.org
Position Summary:
Craft3 is looking for an experienced Development Associate. Do you enjoy researching new funding opportunities? Do you love working with diverse financial partners, such as foundations, government agencies, banks, and individuals? Are you looking to be part of a team of collaborative, inclusive, talented, and mission-directed professionals? Then we need you to contribute to the development of fundraising proposals, diversification of financial partners, grant and investment due diligence, and more.
Responsibilities:
The Development Associate provides support for the development and implementation of fundraising strategies to help achieve and advance the overall resource development goals for Craft3. Duties include researching grant and investment opportunities from diverse financial partners (foundations, government agencies, banks, and other corporations), contributing to the development of fundraising proposals, supporting grant and investment due diligence, and closing processes, coordinating private placement offering note issuances, and contributing to funder reporting and communications. The Development Associate works closely with the Development Director, Grants Manager, Development Team, the Compliance Team, and other Business Unit (BU) leaders and subject matter experts across the company to help maintain a diverse and stable funding base for Craft3’s work.
Requirements:
Four years’ experience in community and economic development, urban/regional/environmental planning, or public policy preferred. Three to five years of relevant work experience in fund development activities with successful track record required. Work experience in the fields of impact investing or community development finance (at a CDFI) is highly desired. Broad experience in philanthropic, corporate and government funding proposals (grants and investments) is desired.
Compensation:
Craft3 offers a competitive salary $63,000 - $80,000/annually plus benefits: medical, dental, vision, Life/AD&D, LTD/STD insurance, paid sick and vacation leave, volunteer time off, wellness program, transportation, remote flexible schedule within Oregon or Washington, and 403B Retirement savings plan with employer match. For more information about Craft3 and our Benefits visit our website at: www.Craft3.org/Careers/benefits.
How to Apply:
To view the complete job description and apply online at www.craft3.org/Careers/Jobs
Application Deadline: Open Until Filled. First review of applications will begin on October 29, 2021 and continue until the position is filled.
Background:
Craft3 is a nonprofit Community Development Financial Institution (CDFI) with a mission to strengthen economic, ecological, and family resilience throughout Oregon and Washington communities. We do this by providing loans to entrepreneurs, nonprofits, individuals, including those without access to traditional financing. We then complement these financial resources with our expertise, professional connections, and other advocacy for our clients. Learn more at www.craft3.org
Position Summary:
Craft3 is looking for an experienced Development Associate. Do you enjoy researching new funding opportunities? Do you love working with diverse financial partners, such as foundations, government agencies, banks, and individuals? Are you looking to be part of a team of collaborative, inclusive, talented, and mission-directed professionals? Then we need you to contribute to the development of fundraising proposals, diversification of financial partners, grant and investment due diligence, and more.
Responsibilities:
The Development Associate provides support for the development and implementation of fundraising strategies to help achieve and advance the overall resource development goals for Craft3. Duties include researching grant and investment opportunities from diverse financial partners (foundations, government agencies, banks, and other corporations), contributing to the development of fundraising proposals, supporting grant and investment due diligence, and closing processes, coordinating private placement offering note issuances, and contributing to funder reporting and communications. The Development Associate works closely with the Development Director, Grants Manager, Development Team, the Compliance Team, and other Business Unit (BU) leaders and subject matter experts across the company to help maintain a diverse and stable funding base for Craft3’s work.
Requirements:
Four years’ experience in community and economic development, urban/regional/environmental planning, or public policy preferred. Three to five years of relevant work experience in fund development activities with successful track record required. Work experience in the fields of impact investing or community development finance (at a CDFI) is highly desired. Broad experience in philanthropic, corporate and government funding proposals (grants and investments) is desired.
Compensation:
Craft3 offers a competitive salary $63,000 - $80,000/annually plus benefits: medical, dental, vision, Life/AD&D, LTD/STD insurance, paid sick and vacation leave, volunteer time off, wellness program, transportation, remote flexible schedule within Oregon or Washington, and 403B Retirement savings plan with employer match. For more information about Craft3 and our Benefits visit our website at: www.Craft3.org/Careers/benefits.
How to Apply:
To view the complete job description and apply online at www.craft3.org/Careers/Jobs
Application Deadline: Open Until Filled. First review of applications will begin on October 29, 2021 and continue until the position is filled.
