Background:
Vital Healthcare Capital (V-Cap) is a not-for-profit CDFI dedicated to strengthening quality healthcare in low-income communities.
We finance community health centers and behavioral health organizations, advocate for health equity including good healthcare jobs, and build partnerships to strengthen communities in need. Our lending has recently focused in Colorado and New York, and will expand in the coming year.
We partner with Self-Help, one of the largest CDFI entities in the country, to bring scalable capital and national reach to the communities we serve.
V-Cap is committed to diversity, equity and inclusion throughout our organization, including in our equal opportunity employment practices.
Position Summary:
This position will play a key role in the next phase of V-Cap’s growth, with responsibility for originating loans, representing V-Cap in new markets, and identifying opportunities for V-Cap to advocate for greater systemic impact.
We are looking for an experienced finance professional with a passion for developing new programs that support vulnerable communities.
The ideal candidate will thrive in a small, growth-oriented environment where hands-on work, strong financial acumen and creative problem solving, balanced with strong commitment to our mission make an immediate, meaningful difference.
Responsibilities:
Actively develop a deep pipeline of community healthcare borrowers in our target markets,
Develop leads and nurture potential and existing relationships with community health/behavioral health borrowers and their advocates, community associations, policy makers and providers, including identifying and participating in key events, including business events, networking events, and outreach activities,
Coordinate early stage screening and development of potential loans, including evaluating financial and programmatic fit, and coordinating with V-Cap’s lending partner, Self-Help, for transactions ready to move to underwriting and credit approval,
Work with other sources of funding to incorporate grants, low-interest or subordinated debt, participations, or guarantees into V-Cap financing,
Work with community partners to identify public policy or systemic issues affecting V-Cap borrowers and the patients/clients they serve where V-Cap can usefully participate in advocating for progressive change,
Share organizational and administrative responsibilities as needed in collaboration with other team members.
Requirements:
Minimum 3 to 7 years of progressive responsibility in commercial lending or CDFIs, finance, or healthcare or nonprofit financial management, and preferably with business development and originations experience,
Master’s degree in business/finance or health care policy/administration, or equivalent experience,
Experience working with Federally Qualified Health Centers, Behavioral Health or Medicaid funded services is highly desirable,
Strong commitment to social justice and economic and racial equity, and investing in care for our most vulnerable populations.
Skill set for success includes:
Highly analytical/quantitative skills, including depth in financial statement analysis,
Proven strengths in relationship management, with experience in cultivating relationships with organizations’ CEOs, CFOs, funders and policy makers, and the ability to represent V-Cap with all levels of stakeholders,
Understanding of healthcare policy issues facing low income communities including Medicaid funding streams, and behavioral health and community health services,
Disciplined, time-sensitive approach to managing, monitoring and cultivating V-Cap’s lending pipeline,
Adept communicator, verbally, in written business communications and in digital/multimedia formats, sensitive to handling highly confidential information,
Confident in fully utilizing current business software platforms, including MS Office suite (Excel/Word/Powerpoint), G Suite products, and staying current in social media platforms,
Self-starter who is able to work independently with a strong goal-setting, results orientation, and juggle multiple priorities in representing stakeholders and communities, and well versed in remote/home-office based work skills and discipline,
Able to thrive in navigating change, quickly grasp new information and contribute financially-sound, creative solutions in the rapidly changing healthcare landscape.
Compensation:
Compensation package commensurate with experience.
Full time position with excellent benefits package.
How to Apply:
Email resume with letter of qualifications to:
Recruiting@vitalcap.org
Background:
Vital Healthcare Capital (V-Cap) is a not-for-profit CDFI dedicated to strengthening quality healthcare in low-income communities.
We finance community health centers and behavioral health organizations, advocate for health equity including good healthcare jobs, and build partnerships to strengthen communities in need.
Our lending has recently focused in New York and Colorado, and will expand in the coming year. We partner with Self-Help, one of the largest CDFI entities in the country, to bring scalable capital and national reach to the communities we serve.
V-Cap is committed to diversity, equity and inclusion throughout our organization, including in our equal opportunity employment practices.
Position Summary:
This position will play a key role in the next phase of V-Cap’s growth, with responsibility for originating loans, representing V-Cap in new markets, and identifying opportunities for V-Cap to advocate for greater systemic impact.
We are looking for an experienced finance professional with a passion for developing new programs that support vulnerable communities.
The ideal candidate will thrive in a small, growth-oriented environment where hands-on work, strong financial acumen and creative problem solving, balanced with strong commitment to our mission make an immediate, meaningful difference.
This position may be located in the NY metro area or in the Denver CO area, with some travel expected as needed.
Responsibilities:
Actively develop a deep pipeline of community healthcare borrowers in our target markets,
Develop leads and nurture potential and existing relationships with community health/behavioral health borrowers and their advocates, community associations, policy makers and providers, including identifying and participating in key events, including business events, networking events, and outreach activities,
Coordinate early stage screening and development of potential loans, including evaluating financial and programmatic fit, and coordinating with V-Cap’s lending partner, Self-Help, for transactions ready to move to underwriting and credit approval,
Work with other sources of funding to incorporate grants, low-interest or subordinated debt, participations, or guarantees into V-Cap financing,
Work with community partners to identify public policy or systemic issues affecting V-Cap borrowers and the patients/clients they serve where V-Cap can usefully participate in advocating for progressive change,
Share organizational and administrative responsibilities as needed in collaboration with other team members.
Requirements:
Minimum 3 to 7 years of progressive responsibility in commercial lending or CDFIs, finance, or healthcare or nonprofit financial management, preferably with business development and originations experience,
Master’s degree in business/finance or health care policy/administration, or equivalent experience,
Experience working with Federally Qualified Health Centers, Behavioral Health or Medicaid funded services is highly desirable,
Strong commitment to social justice and economic and racial equity, and investing in care for our most vulnerable populations.
Skills for success include:
Highly analytical/quantitative skills, including depth in financial statement analysis,
Proven strengths in relationship management, with experience in cultivating relationships with organizations’ CEOs, CFOs, funders and policy makers, and the ability to represent V-Cap with all levels of stakeholders,
Understanding of healthcare policy issues facing low income communities including Medicaid funding streams, and behavioral health and community health services,
Disciplined, time-sensitive approach to managing, monitoring and cultivating V-Cap’s lending pipeline,
Adept communicator, verbally, in written business communications and in digital/multimedia formats, sensitive to handling highly confidential information,
Confident in fully utilizing current business software platforms, including MS Office suite (Excel/Word/Powerpoint), G Suite products, and staying current in social media platforms,
Self-starter who is able to work independently with a strong goal-setting, results orientation, and juggle multiple priorities in representing stakeholders and communities, and well versed in remote/home-office based work skills and discipline,
Able to thrive in navigating change, quickly grasp new information and contribute financially-sound, creative solutions in the rapidly changing healthcare landscape.
Compensation:
Compensation package commensurate with experience.
Full time position with excellent benefits package.
How to Apply:
Email resume with letter of qualifications to:
Recruiting@vitalcap.org
Background:
CEI integrates financing, business and industry expertise, and policy solutions to help grow good jobs, environmentally sustainable enterprises, and shared prosperity in Maine and other rural regions. CEI envisions a world in which communities are economically and environmentally healthy, enabling all people, especially those with low incomes, to reach their full potential.
PLEASE NOTE*** DESPITE THE COVID-19 OUTBREAK, CEI IS STILL ACTIVELY RECRUITING FOR THESE POSITIONS. WE WILL CONDUCT INTERVIEWS VIA SKYPE TO ENSURE EVERYONE’S SAFETY AND COMFORT.
Position Location details:
Due to the COVID-19 pandemic, our teams have shifted to working remotely from home. For our client facing roles, you will service clients throughout the state via remote technology and tools so you must have reliable internet access at home as part of the role requirements.
CEI continues to monitor the COVID-19 crisis. When it is safe to make the transition back to our offices, we will do so in compliance with federal and state CDC guidelines and with a specific plan in place that ensures the safety of our staff and clients.
Position Summary:
Now more than ever, you can make a difference in the small business community in Maine.
Are you passionate about helping small businesses in rural Maine start, grow and thrive? Do you have a background in business management, either through first-hand experience as a small business owner or sector experience? Are you looking to be part of a team who shares your vision of the importance of developing a strong Maine economy with good, quality job opportunities for people in all regions of the state?
Then we want to hear from you…
CEI is a non-profit headquartered in Brunswick, Maine who is a national leader in rural economic and business development. CEI’s mission is to help grow good jobs, environmentally sustainable enterprises, and shared prosperity in Maine and in rural regions across the country by integrating financing, business and industry expertise, and policy solutions.
We are seeking a Business Advisor to work with the Small Business Development Center of CEI to service our Midcoast territory. The Business Advisor works with small business owners, facilitating start-up, survival and business expansion; provides business planning, management development, and assistance with preparing for and obtaining financing.
Qualified candidates are knowledgeable in all aspects of business management, planning and business financing; are client focused, professional, results-driven, excellent listeners and communicators, work collaboratively, are comfortable presenting in front of small and large groups, and are proficient with business and office software and technology.
Responsibilities:
Responsibilities and Duties
Within the assigned territory, the Business Advisor conducts market research, develops local partnerships and represents the SBDC and CEI within the communities we service. The Business Advisor may participate on panel discussions and in presentations as appropriate, as well as organizing and presenting workshops on a variety of business related topics. The Business Advisor manages communications and reporting for the regional advising activities.
This is a full-time 40 hour per week position with full benefits. While typically a Midcoast-based role, due to the COVID-19 pandemic our teams have shifted to working remotely from home. You will service clients throughout the state via remote technology and tools so you must have reliable internet access at home as part of the role requirements.
CEI continues to monitor the COVID-19 crisis. When it is safe to make the transition back to our offices, we will do so in compliance with federal and state CDC guidelines and with a specific plan in place that ensures the safety of our staff and clients.
Requirements:
Qualifications and Skills
Qualified candidates are knowledgeable in all aspects of business management, planning and business financing; are client focused, professional, results-driven, excellent listeners and communicators, work collaboratively, are comfortable presenting in front of small and large groups, and are proficient with business and office software and technology.
Qualified candidates should have a four year college degree, preferably in business management or significant related business and/or professional experience. An advanced degree, especially and MBA, highly desirable. Candidates will have a minimum of five years’ related business and/or professional experience. Prior business ownership is also very desirable.
Candidates must be very comfortable using and interfacing with web-based communication platforms such as Skype, Zoom, Go-to-Meetings and others, as remote work will be part of the role, at least for the foreseeable future.
Compensation:
Dependent on Experience
How to Apply:
Please apply online at: https://www.ceimaine.org/about/careers/staff-positions/
Background:
CEI integrates financing, business and industry expertise, and policy solutions to help grow good jobs, environmentally sustainable enterprises, and shared prosperity in Maine and other rural regions. CEI envisions a world in which communities are economically and environmentally healthy, enabling all people, especially those with low incomes, to reach their full potential.
PLEASE NOTE*** DESPITE THE COVID-19 OUTBREAK, CEI IS STILL ACTIVELY RECRUITING FOR OPEN POSITIONS. WE WILL CONDUCT INTERVIEWS VIA SKYPE TO ENSURE EVERYONE’S SAFETY AND COMFORT.
Position Location details:
Due to the COVID-19 pandemic, our teams have shifted to working remotely from home. For our client facing roles, you will service clients throughout the state via remote technology and tools so you must have reliable internet access at home as part of the role requirements.
CEI continues to monitor the COVID-19 crisis. When it is safe to make the transition back to our offices, we will do so in compliance with federal and state CDC guidelines and with a specific plan in place that ensures the safety of our staff and clients.
Position Summary:
Now more than ever, you can make a difference in the small business community in Maine.
Are you looking to apply your business and technical skills in a creative and impactful way? Do you want to be part of a team who shares your passion for helping to create a strong Maine economy by supporting small businesses, workforce development, good jobs and environmental sustainability? Are you interested in building a career in small business finance?
We want to hear from you…
CEI’s mission is to help grow good jobs, environmentally sustainable enterprises, and shared prosperity in Maine and in rural regions across the country by integrating financing, business and industry expertise, and policy solutions.
We have an amazing career opportunity for someone who is passionate about the intersection of community development, business and finance.
The Loan and Investment Officer reviews and assesses financing requests from a wide variety of companies, cooperatives, developers, and nonprofit organizations in accordance with CEI’s mission-driven lending philosophy. They will work with borrowers in a comprehensive fashion, from marketing to potential customers and partnering organizations, to evaluating, structuring, and closing loan requests, to managing an existing portfolio of loans. This role offers a dynamic work environment, learning and growth opportunities, and tangible support for Maine businesses who are in critical need of our services.
This is a full-time 40 hour per week position with full benefits. While typically a Brunswick-based role, due to the COVID-19 pandemic, our teams have shifted to working remotely from home. You will service clients throughout the state via remote technology and tools so you must have reliable internet access at home as part of the role requirements.
CEI continues to monitor the COVID-19 crisis. When it is safe to make the transition back to our offices, we will do so in compliance with federal and state CDC guidelines and with a specific plan in place that ensures the safety of our staff and clients.
Responsibilities:
Responsibilities and Duties:
1. Business Development - markets CEI and its financing programs to potential customers, bankers, funders and other partners. Speaks to potential customers making inquiries about loan and financing programs. Represents CEI at local, state and national events from time to time.
2. Underwriting and Approval - works with the Chief Investment Officer, Director of Lending and our credit analyst to assess, package, and present financing requests. Provides applicants with information on loan structuring, business planning, and delivers limited technical assistance. Works closely with CEI Program and Business Development staff to meet CEI’s social mission and strategic plan objectives.
3. Loan Closing – gathers and manages required documentation in advance of loan closings. Coordinates with customers, other lenders, legal counsel, CEI Loan Services and Accounting. May serve as a Closing Agent for other lenders’ transactions when necessary.
4. Portfolio Management - manages and monitors existing loan portfolio, including completion of annual reviews. Services existing accounts, handling requests for additional financing, troubleshooting, etc. Supports Director of Loan Quality and Compliance with delinquent accounts.
5. General - participate in training and professional development opportunities. May be appointed to assist or lead special projects and support process, policy, or product innovation, such as conducting research into new loan products or improving data analytics.
Requirements:
Qualifications and Skills
Qualified candidates will have a passion for business and community economic development. The individual must be results-driven, curious, and willing to learn. She/he will have the proven ability to work collaboratively and foster strong relationships with clients and colleagues. Excellent time management, critical thinking, and organizational skills are a must. Attention to detail and competence in writing and math are also important.
Candidates must also be very comfortable using and interfacing with web-based communication platforms such as Skype, Zoom, Go-to-Meetings and others, as remote work will be part of the role, at least for the foreseeable future.
Qualified candidates will have a degree in business or related field. Equivalent combination of education at least three years of relevant professional experience may be considered as a substitute for formal education. Interest in the non-profit sector is important. A minimum of two years direct lending or financial services experience is required. Exposure to/understanding of finance/lending or community development finance is a plus.
Compensation:
Dependent on Experience
How to Apply:
Please visit our careers page and apply through our on-line application process:
https://www.ceimaine.org/about/careers/staff-positions/
Background:
Vital Healthcare Capital (V-Cap) is a not-for-profit CDFI dedicated to strengthening quality healthcare in low-income communities.
We finance community health centers and behavioral health organizations, advocate for health equity including good healthcare jobs, and build partnerships to strengthen communities in need.
Our lending has recently focused in New York and Colorado, and will expand in the coming year. We partner with Self-Help, one of the largest CDFI entities in the country, to bring scalable capital and national reach to the communities we serve.
V-Cap is committed to diversity, equity and inclusion throughout our organization, including in our equal opportunity employment practices.
Position Summary:
We are looking for a high energy individual who is passionate about supporting vulnerable communities, thrives in a small, hands-on, creative work environment, and has a strong balance of deep analytical/quantitative skills and excellent written, oral and relational communication skills.
This is a NYC based position, supporting V-Cap’s work in NY, CO, and in new V-Cap markets.
Responsibilities:
Provide staff support to V-Cap’s CEO across V-Cap’s lending, program planning and organizational development activities,
Be a key point of contact in coordinating communication and activities with existing relationships and potential new relationships in the community healthcare sector on behalf of V-Cap’s CEO,
Provide research, analysis, writing and presentation development in support of V-Cap’s initiatives, including for draft reports, grant proposals and related documents, targeted to healthcare community and funder stakeholders,
Manage project timelines and time-bound critical deadlines for reporting, grant applications, other funding vehicles, and proposal and presentation opportunities,
Support V-Cap’s communications plans and activities including preparation for meetings, conferences, and presentations as well as website and electronic outreach to partners, stakeholders and community leaders,
Share organizational and administrative responsibilities as needed in collaboration with other team members.
Requirements:
Bachelor’s degree and demonstrated depth of interest in related health and social impact fields,
1 to 2 years of experience in a financial organization, community development organization, community healthcare provider, or health policy organization,
Strong commitment to social justice and economic and racial equity, and investing in care for our most vulnerable populations.
Skills for success include:
Highly analytical/quantitative skills,
High level of sensitivity to building positive relationships with communities, supporting professionals, and investment stakeholders, with a collaborative work style,
Polished, respectful and time-sensitive communicator, in verbal forums, including in person, via phone and through video platforms, and in all written communications,
Adept at current business software platforms, including MS Office suite (Excel/Word/Powerpoint), G Suite products, social media platforms, and website programs, for example Squarespace,
Able to thrive in the rapidly changing healthcare landscape, quickly grasp new information, acquire knowledge and contribute to finding creative, financially-sound solutions,
Able to learn, build depth and gain a comfort level in discussing healthcare policy issues facing low income communities, including Medicaid funding streams, and behavioral health and community health services.
Compensation:
Salary commensurate with 1 to 2 years experience and bachelor's degree.
Full time position with benefits.
How to Apply:
Email resume and letter of qualifications to:
Recruiting@vitalcap.org
Background:
Since 1982, California Capital Financial Development Corporation (California Capital), a nonprofit 501(c)(3) corporation, has supported our community through capacity building and access to capital programs for small and microenterprise businesses, and entrepreneurs. Certified by the U.S. Department of Treasury as a Community Development Financial Institution (CDFI), since 2002, we are a mission-based organization, focusing on programs and services with a goal of creating asset and wealth development in low/moderate income, diverse and underserved communities. California Capital provides technical assistance through a continuum of services including business training, one-on-one counseling, and a number of access to capital programs. Our lending programs include the administration of the State of California Small Business Loan Guarantee, Disaster Loan Guarantee Programs, and RUST (Repair and Removal of Underground Storage Tanks Program). In addition, California Capital has an EDA Revolving Loan Fund, CDFI loan funds, and investor loan funds that allow us to meet the capital needs of small and microenterprise businesses in low/moderate income, diverse and underserved communities. California Capital is located in Sacramento, California, serving small and microenterprise businesses in Northern California from San Joaquin County, north the Oregon border, and coastal counties to the west.
Position Summary:
Under the direction of the Chief Lending Officer and/or other senior staff, the loan officer/underwriter is responsible for reviewing financial data, assessing credit risk and structuring transactions. In collaboration with the organization’s credit staff, he or she will perform financial analyses and provide credit recommendations based on a review of all underwriting criteria.
As part of a highly efficient team, the Loan Officer/Underwriter responsibilities will expand beyond core credit analysis, contributing to development of new lending opportunities in target markets and the preparation of funding proposals and reports, including government agencies and loan fund investors. Additional responsibilities include providing competent, thorough, courteous, and efficient customer service to both internal and external customers with a minimal level of direction, guidance, and oversight.
The ideal applicant knows how to work in a collaborative environment and has strong financial analysis and writing skills. Versatility and flexibility across a wide spectrum of business tasks are key.
EMPLOYMENT TYPE: This is a full-time position
Responsibilities:
• Handle loan originations from beginning to end under the supervision of the Chief Lending Officer, and/or senior staff. Daily duties may include:
• Creating and reviewing financial statements with the use of Excel.
• Identifying information needed to perform underwriting analysis by reviewing a credit file.
• Conducting research relevant to loan applications under review
• Contacting borrowers to collect updated financial information as required.
• Work directly with the lending team in a collaborative process to evaluate credit worthy potential clients.
• Works with senior staff on analyzing figures around economic development metrics, including designing and implementing client-focused surveys.
• Participates, in close collaboration with other members of the team, in the preparation of proposals and periodic reports to partner agencies.
• Performs interim and annual financial loan monitoring in close collaboration with senior staff.
• Work closely with Loan Closing Specialist in preparing loan documentation.
• Works in partnership with Chief Lending Officer and loan team members on business development activities, including participating in client and/or prospect calls and representing the organization in meetings.
• Collaborates closely with our team in the development, launch and execution of new lending programs.
• Performs other duties as may be deemed necessary and appropriate.
Requirements:
• Bachelor’s degree in accounting, business, economics, finance, or equivalent combination of training and experience from a four (4) year college or university.
• Ideal candidate has a minimum of 2-4 years’ experience in mission-oriented financial analysis, deal structuring, and relationship and loan processing management.
• Strong writing and composition skills.
• Entrepreneurial approach to work (a must).
• Knowledge of and/or interest in community development, racial equity and economic inclusion.
• Experience and desire to increase access to resources in low/moderate income, diverse and underserved communities.
• Proven ability to build relationships with potential clients, as well as business and lending partners.
• Experience or willingness to be trained and become proficient with lending software and Client Relationship Management systems.
• Advanced knowledge and experience in Excel.
• Strong interpersonal communication skills.
• Fluency in languages in addition to English is a plus.
• We are looking for an individual who wants to make a difference in this critical new landscape, who would help us improve how we work day-to-day and maximize the growth and impact of our organization in the long term.
• The right fit would be someone willing to work hard, and always holding themselves to a high bar of performance. Sounds like you, or someone you know? Please reach out!
Compensation:
COMPENSATION: Competitive salary commensurate with experience. Excellent benefits package, including health, dental, vision and retirement plan available. Paid vacation, holiday and sick leave.
How to Apply:
Interested candidates should email resume with a cover letter to Deborah Lowe Muramoto at dmuramoto@cacapital.org with "Loan Officer/Underwriter" in the subject line.
California Capital is an equal opportunity employer.
For more information on our programs and services, visit our website at www.cacapital.org.
NOTE: Due to the current COVID-19 Pandemic, some work may be organized remotely on a temporary basis. This is not a remote-work position.
NO PHONE CALLS OR FAXES PLEASE
Background:
About Compassion & Choices
Compassion & Choices is the nation’s oldest, largest and most active nonprofit working to improve care, expand options and empower everyone to chart their end-of-life journey. Since 1980, we have united over 450,000 supporters nationwide to become the preeminent leader of the end of-life options movement.
Compassion & Choices is leading the way in transforming our “one-size-fits-all” healthcare system, which allows so much needless pain and suffering, into one that puts people in charge of their own end-of-life care. We envision a patient-driven system that honors an individual’s values, religious views and spiritual beliefs. We are working toward an America that respects everyone’s right to make their own end-of-life care decisions, in consultation with doctors and loved ones. We advocate for the range of options to ensure everyone can die in peace and with dignity.
Across the nation, Compassion & Choices works to create a society that affirms life and accepts the inevitability of death, embraces expanded options for compassionate dying, and empowers everyone to choose end-of-life care that reflects their values, priorities and beliefs. To make this vision a reality, Compassion & Choices improves care, expands options and empowers everyone to chart their end-of-life journey.
For more information on Compassion & Choices, please visit its website at https://www.compassionandchoices.org/.
Position Summary:
The Opportunity
Reporting to the President & CEO, the Chief Financial & Compliance Officer (CFCO) serves as an integral member of the senior leadership team. This position must ensure the financial health and integrity of an $18 million annual revenue and $18 million cash and investment portfolio and growing 501(c)(3)/501(c)(4) organization. As a leader within the organization, this position will expertly execute all financial, accounting and compliance functions while aligning these areas with C&C’s Strategic Plan and building upon strategic business initiatives. Candidate must have the expertise, leadership and judgement to inspire confidence in the President/CEO, senior team and the board.
The CFCO manages a team that is ultimately accountable for the overall financial health of the organization. This includes financial planning, record keeping, financial reporting, payroll, contract administration, investments, insurance, charitable gift annuity investments, reporting compliance for state and federal tax, lobbying compliance, business registrations, solicitation registrations, and risk management. The CFCO must have proven expertise in federal and state election reporting and be able to ensure that the organization(s) are operating in a manner consistent with all laws. Expertise in setting up and maintaining C4s, PACs, ballot committees is essential.
The CFCO works with all leaders across the organization, external partners, and the board of directors to deliver financial results as well as strategic projects that are aligned with the organization’s strategic plan, operational goals, and mission. The CFCO works at all times to demonstrate and champion C&C’s organizational health. This includes exhibiting C&C’s core values of: compassion, respect, courage, credibility and resilience as well as their four cultures: leadership excellence; diversity, equity and inclusion; gratitude and philanthropy. Candidate must have a commitment to realizing a diverse and inclusive workforce.
Responsibilities:
The core responsibilities of the Chief Financial and Compliance Officer will include:
Organizational Leader and Manager
• Communicate, engage and interact directly with the President/CEO, COO, Board of Directors, Senior Leadership Team, and Department Directors to operate the end-to-end accounting and compliance functions of the organization.
• Serve as the liaison to the Board of Directors Finance Committee, including designing and leading sessions at the quarterly board meetings; preparing and presenting all financial information; preparing periodic communications; and facilitating finance-related discussions at board meetings; and serving as the primary staff liaison to the finance committee.
• Have the expertise and authority to present accurate information on the organization's financials (e.g. status of current revenue, expenses, reserves, investments and changes to each dependent upon different scenarios presented) during meetings and calls.
• Actively engage as a senior-level member of the organization to maximize the effectiveness of C&C; bring the department into line with the President/CEO’s and Board of Directors’ plans and recommendations; adapt to a changing environment while delivering results as a team player; and exhibit impeccable judgement.
• Work with the programmatic team to conceptualize, establish and implement new entities (PAC, Ballot Committees, etc.) to support Compassion & Choice’s programmatic work.
• Provide expert leadership and inspiring mentorship to staff in all areas of finance and compliance.
• Participate in pivotal decisions as they relate to strategic initiatives and operational models.
• Serve as a senior representative of the organization in public and professional forums.
• Provide leadership and overall management for the accounting staff, including coaching, development, support, performance management, morale, retention and recruiting of top talent.
• Demonstrates commitment to and active support of C&C’s Diversity & Inclusion program.
• Support of all C&C efforts as requested; including, but not limited to, activities such as identifying prospects, briefing donors, alerting staff of fundraising opportunities, reaching out to donors, participating in phone-a-thons, etc.
• Demonstrate familiarity with and commitment to C&C’s mission.
• Other duties as required.
Finance
• Lead investment logistics, reporting and collaboration with investment advisors regarding investment strategies and selection.
• Manage processes for financial forecasting and establishing and managing capital and expense budgets for combined $18+-million 501(c)(3)/501(c)(4) organizations.
• Ensure that the physical, financial and intellectual assets are protected and prudently managed, ensuring that effective internal controls are in place to ensure auditable compliance applicable rules for financial and tax reporting, and data protection.
• Direct the work of the Accounting and Compliance Department including the management of accounting and accounting and compliance staff.
• Oversee development of budgets on an annual basis.
• Oversee accounting methods for reporting income over expenditures (budget to actual).
• Ensure policies are followed for reporting financial activity internally and externally.
• Analyze organization risks and procure adequate insurance protection.
• Direct the development and administration of the organization’s overall audit program (including a timely and accurate budget preparation process).
• In partnership with other leaders, work to ensure data-driven decision making by providing accurate and timely financial data and analysis.
• Evaluate and give strategic guidance on insurance coverage for the organization.
Compliance
• Manage all compliance functions of the organization.
• Review, process and manage all contracts awarded by the organization.
• Ensure organizational compliance with all reporting requirements including IRS, state solicitation registrations.
• Ensure organizational compliance with all state and federal lobbying activities and state/local business registrations.
• Ensure all programs remain in compliance with applicable laws.
• Ensure the organization remains in compliance with all administrative policies and rules including timely and accurate completion of related reports (such as corporate credit card statement (PCard), performance reviews, time cards, etc.).
• Manage the organization’s published document retention and destruction policy.
• Manage the education and process of C3/C4 for the organization including filing, documentation, regulatory compliance, etc.
Supervisory Responsibilities
Directly supervises the National Director of Finance and indirectly the accounting staff. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
Values
Must be energized by the idea of working at an organization with the following values:
• Compassionate in Compassion & Choice’s conviction that dying patients should be free of unwanted treatment, suffering or outside interference.
• Respectful of the autonomy of individuals to decide what end-of-life options are best for them and their family.
• Courageous in Compassion & Choice’s willingness to confront the toughest end-of-life health challenges, disrupt the broken status quo and protect an individual’s right to self-determination.
• Credible in all of Compassion & Choice’s education, advocacy and partnerships — C&C’s efforts are grounded in objective research and demonstrable facts.
• Resilient in Compassion & Choice’s capacity to respond to opportunities and threats in the movement so that C&C can achieve their vision as quickly as possible.
Requirements:
Strong candidates will bring exceptional financial, compliance, and management skills, including an understanding of the complexities of in 501(c)(3)/501(c)(4) advocacy and lobbying organizations. In addition to deep technical expertise, candidates will have the ability to serve as effective members of a highly collaborative senior leadership team and strong managers to the team they directly lead.
The ideal candidate will also have the following qualifications, skills, and characteristics:
• CPA license required.
• 15+ years’ experience in the nonprofit sector, required experience in 501(c)(3)/501(c)(4), advocacy and lobbying.
• 10+ years of management experience in positions of increasing responsibility. Prior experience serving as a CFO for a similar size organization preferred.
• Proven experience managing the financial health of a substantial and growing 501(c)(3)/501(c)(4) organization with annual revenue and cash of $18 million dollars.
• Proven expertise and familiarity with establishing new political entities (e.g. PACS, Ballot Committees) on the national and state level to support programmatic work including working expertise in the purpose, structure and what's allowable with each type of entity.
• Significant experience in or knowledge of social sector organization accounting is preferred, including compliance, and reporting in an organization with significant total assets.
• The ability to assess and improve internal systems through application of best practices and innovation
• Experience with and proficiency in the use of software programs for accounting, word processing, databases, spreadsheets, email and internet.
• Knowledge of all aspects of GAAP and the rules governing nonprofit entities.
• Experience leading accounting and compliance teams.
• Strong and experienced executive leader with experience reporting directly to a President/CEO and impeccable judgement.
• History of substantially building the capacity, effectiveness and leadership of a nonprofit organization.
• Experience successfully serving as the primary liaison to a national nonprofit board of directors.
• Track record of managing director-level staff, experience leading remote teams a plus.
• Strong team management skills with the ability to effectively direct, manage and delegate tasks in addition to effectively handling some tasks on their own.
• Significant experience inspiring diverse teams to execute well and continually innovate.
• Demonstrated ability to build, develop and foster relationships internally and externally.
• Excellent communication skills, verbal and written.
• Excellent presentation skills and ability to interact with high-level individuals and groups as well as all levels across the organization.
• Excellent project management skills, including influencing, leading, negotiating and delegating abilities.
• Exemplary professional and ethical standards demonstrated by the highest degree of objectivity, competence, due care, honesty, integrity, judgement and confidentiality.
• Strong leadership, emotional intelligence and interpersonal skills, and the ability to translate these through an executive presence that earns credibility and respect among internal and external constituents.
Compensation:
N/A
How to Apply:
Koya Leadership Partners, the executive search firm that specializes in mission-driven search, has been exclusively retained for this engagement. Molly Brennan, Founding Partner, and Shelby Woods, Consultant, are leading this search. To make recommendations or to express your interest in this role please visit this link (https://talent-profile.koyapartners.com/search/3982) or email compassionandchoicesfinance@koyapartners.com. All nominations, inquiries, and discussions will be considered strictly confidential.
Compassion & Choices is an equal opportunity employer and strongly encourages applications from people of color, persons with disabilities, women, and LGBTQ+, and other underrepresented applicants.
About Koya Leadership Partners
Koya Leadership Partners, a member of the Diversified Search Group, is a leading executive search and strategic advising firm dedicated to connecting exceptionally talented people with mission-driven clients. Our founding philosophy—The Right Person in the Right Place Can Change the World—guides our work as we partner with nonprofits & NGOs, institutions of higher education, responsible businesses, and social enterprises in local communities and around the world.
For more information about Koya Leadership Partners, visit www.koyapartners.com.
Background:
For 25 years, HOPE has helped marginalized residents across the Deep South climb the economic ladder by advancing financial inclusion, building assets, and by changing systems that disenfranchise families. HOPE is a family of organizations comprised of:
• A credit union owned by people of color and women that drives capital into banking deserts, and brings thousands of people from the economy’s edge into the financial mainstream (Hope Credit Union),
• A nonprofit intermediary that braids public and private resources to bolster jobs, education, access to healthy food, healthcare and affordable housing and other mobility drivers in high poverty places (Hope Enterprise Corporation), and
• An advocacy arm that shapes policies and practices to narrow gaps forged by decades of underinvestment – using data and analysis mined from our member-owners, communities, and other sources; and that mobilizes Deep South residents and stakeholders around shared priorities (Hope Policy Institute).
Together, these entities mitigate the extent to which factors such as race, gender, ethnicity, birthplace, and wealth obstruct the trajectory of one’s life. For over a quarter century, HOPE has positively impacted the lives of more than one million people in Alabama, Arkansas, Louisiana, Mississippi and Tennessee, channelling more than $2.5 billion in financing into a range of community shaping, life-changing activities.
Position Summary:
The Chief Program Officer (CPO) will play a central role in advancing this work by guiding the direction, growth and soundness of HOPE’s Commercial Lending (CL) and Community & Economic Development (CED) activities.
HOPE’s Commercial Lending team employs strategies that make capital affordable and accessible to underserved borrowers in a prudent and impactful manner. These include manual underwriting, flexible rates and terms, through the extensive use of credit enhancement programs, and leveraging financing from a range of bank, public and philanthropic resources. Further, HOPE often complements its financing with technical assistance partnerships and strategies that strengthen the capacity of borrowers.
Working in tandem with the Commercial Lending department, the Community & Economic Development team amplifies HOPE’s impact by identifying and structuring financing opportunities in key areas/sectors that bolster economic mobility in vulnerable communities, such as affordable housing, healthcare, education, healthy food, and community facilities. The CED team manages HOPE’s New Markets Tax Credit program, Charter School Facilities Fund, Mid-South Healthy Food Initiative, Low-income Housing Tax Credit program, Opportunity Zone Funds, and other high-impact activities. The CED team also leads HOPE’s Small Towns Partnership, collaborating with local leaders, residents and other key stakeholders to plan and implement strategies that improve conditions in economically distressed towns and neighbourhoods.
Responsibilities:
• Lead team of experienced professionals responsible for HOPE’s Commercial Lending and Community & Economic Development activities.
• Oversee the operational and portfolio performance of the Commercial Lending and Community & Economic Development areas and make recommendations for overall effectiveness and continuous improvement.
• Foster collaboration with the Investor Relations team with regard to funding proposals and compliance with funder/investor requirements; with the Policy team on related advocacy; and with other areas as required.
• Reinforce an organizational culture that values open communication, innovation, employee engagement and other traits that contribute to collaboration and high performance
Requirements:
• Advanced degree in related field.
• Ten years of relevant experience, with a demonstrated track record of progressive leadership.
• Experience in the design and management of development finance programs;
• Ability to problem solve and think critically; high level of emotional intelligence
• Demonstrated success managing projects that involve multiple parties and people with diverse backgrounds and positions
• Strong writing skills
• Skilled in Microsoft Word and Excel
Compensation:
Competitive
How to Apply:
Please apply to:
https://kfopportunities.loop.jobs/job/Korn-Ferry-Professional-Search-Jac...
Background:
Since 1982, California Capital Financial Development Corporation (California Capital), a nonprofit 501c(3) corporation, has supported our community through capacity building and access to capital programs for small and microenterprise businesses, and entrepreneurs. Certified by the U.S. Department of Treasury as a Community Development Financial Institution (CDFI), since 2002, we are a mission based organization, focusing on programs and services with a goal of creating asset and wealth development in low/moderate income, diverse and underserved communities. California Capital provides technical assistance through a continuum of services including business training, one-on-one counseling, and a number of access to capital programs. Our lending programs include the administration of the State of California Small Business Loan Guarantee, Disaster Loan Guarantee Programs, and RUST (Repair and Removal of Underground Storage Tanks Program. In addition, California Capital has an EDA Revolving Loan Fund, CDFI loan funds, and investor loan funds that allow us to meet the capital needs of small and microenterprise businesses in low/moderate income, diverse and underserved communities.. California Capital is located in Sacramento, California, serving small and microenterprise businesses in Northern California from San Joaquin County, north the Oregon border, and coastal counties to the west.
Position Summary:
California Capital seeks an energetic and resourceful person with a strong interest in and commitment to community engagement and working closely in underserved communities to fill the full-time position of Chief Lending Officer.
Applicant must have a strong background in underwriting and will be responsible for identifying, acquiring, and expanding lending opportunities in target markets with a focus on providing financing and technical assistance to small businesses.
Under the direction of the President/CEO, The Chief Lending Officer will provide direction and oversight for all loan programs, including:
• Developing new lending opportunities within California Capital’s service area, developing new relationships, and serving as a liaison to community-based organizations and banks.
• Loan application processing, preparation of credit memorandums, and presentation to the California Capital Loan Committee.
• Sourcing and interfacing with clients and working with lending program staff to provide counseling to small business owners and entrepreneurs who seek funding for their small and microenterprise businesses.
EMPLOYMENT TYPE: This is a full-time position
NOTE: Due to the current COVID-19 Pandemic, some work may be organized remotely on a temporary basis. This is not a remote-work position.
Responsibilities:
• Work directly with loan and underwriting staff in a collaborative process to evaluate credit worthy potential clients.
• Provide direct one-on-one counseling to local entrepreneurs and provide technical assistance to them to overcome business development issues; advise clients on the loan application process and basic criteria used to determine credit worthiness.
• Supervise and provide oversight to ensure that loan staff gathers and verifies client application information, including site visits when necessary. Check on progress and offer technical assistance, referrals, and follow-up when necessary.
• Assist the loan team, consultants and legal counsel with loan closings by providing recommendations and preparing a financial written analysis.
• Determine the derivation and adequacy of the proposed loan repayment source, together with the applicant’s current debt burden. Recommend appropriate loan terms and repayment schedules by conducting risk management assessments.
• Work with loan staff to develop both oral and written overviews to the loan guarantee program loan committee and direct lending loan approval board.
• May be asked to attend events or meetings outside of normal work hours as it relates to engaging and representing California Capital’s mission to cultivate community partnerships and promote lending activities.
• Responsible for the review of loan applications for all California Capital loan programs, financial analysis and processing of highly complex loan requests submitted from a variety of small businesses and financial institutions, to determine if the applicant and project align to program eligibility criteria.
• Assess the diversity, stability and strength of the local economy as well as the administrative and project management capabilities of the applicant.
• Oversight related to administration and maintenance of direct loan portfolios. Conduct site visits as necessary. Prepare detailed written reports, making recommendations to approve or deny financing requests.
• Make presentations to the Loan Committee. Participate in the preparation of the program loan documents.
Requirements:
• Bachelor's degree from an accredited institution required; business, accounting, finance focus preferred.
• Minimum of 5 years of lending experience required; formal credit training is a plus.
• Small business lending experience required. Mortgage origination is not a substitute for this requirement.
• Strong financial skills required, including ability to develop and interpret financial statements prepared in compliance with business accounting and finance principles.
• Prior work-related experience and knowledge of community development lending, Small Business Administration (SBA) loans, and traditional and alternative loan programs is beneficial.
• Prior related work experience in the non-profit and/or public sectors is a plus.
• Hands-on experience working with small business owners is a plus.
• Detail–oriented, with ability to work both independently and with a team.
• Excellent verbal, written, and interpersonal communication skills.
• Fluency in MS Office suite (Excel, Word, PowerPoint) and the ability to adopt enterprise-level Client Relationship Management and Loan Processing software.
• Ability to become proficient in using internal and programmatic reporting portals.
• Superior analytical and critical thinking skills are required.
• Occasional evening and weekend hours required.
• Fluency in languages in addition to English is a plus.
Compensation:
Competitive salary commensurate with experience. Excellent benefits package, including health, dental, vision and retirement plan available. Paid vacation, holiday and sick leave.
How to Apply:
Interested candidates should email resume with a cover letter to Deborah Lowe Muramoto at dmuramoto@cacapital.org with "Chief Lending Officer Position" in the subject line.
California Capital is an equal opportunity employer.
For more information on our programs and services, visit our website at www.cacapital.org.
No Phone Calls or Faxes Please
Background:
Open Road Alliance is a hybrid philanthropic and investment initiative focused on advancing solutions to Keep Impact on Track.
Our Investment Model
The world is unpredictable – from delays in committed funding to government policy changes, impactful organizations can run into unexpected roadblocks through no fault of their own. Open Road provides the fast, flexible funding necessary to overcome these roadblocks. Working through a grant portfolio and two distinct loan portfolios, Open Road does not operate on a traditional investment cycle. Proposals are accepted on a rolling basis throughout the year and the application itself is a concise, three-step process: an initial conversation, short written application, and final interview. Both grant and loan applications are subject to a strict and common set of criteria. We have no sector or geography focus – our focus is to keep impact on track. This approach ensures that the impact of the original project preserves the ROI of the original funder’s investment, and generates significant leverage for Open Road. Since its founding in 2012, Open Road has disbursed over $43 million and has leveraged $452 million in original project funding.
In addition to its portfolio of investments, Open Road conducts research, develops tools, and generates data on best practices for risk management in philanthropy. By disseminating learnings around risk management and advocating for the adoption of best practices, Open Road is working to make risk management as commonplace in philanthropy as monitoring and evaluation so that the impact of philanthropic investments is maximized across the sector.
Position Summary:
Reporting to the Managing Director, the Senior Risk Officer (SRO) will be a key member of the Social Investments team, responsible for the implementation and oversight of Open Road’s risk management and portfolio monitoring activities across loan portfolios. In this capacity, the SRO will conduct credit reviews of investments; track fund and portfolio level risk; manage problem credits; and oversee portfolio reporting with a sharp eye to ensuring data integrity and timely reporting. The SRO will also be expected to contribute to the advancement of Open Road’s proprietary risk scoring framework.
Responsibilities:
Portfolio Management
● Support the management of two short-term bridge loan portfolios. Within each portfolio, the SRO will:
● Support Investment Officers during due diligence, including structuring repayment scenarios in line with credit policies and portfolio targets;
● Lead the evolution and advancement of Open Road's Risk Scoring mechanisms;
● Manage problem credits in balance with Open Road’s customer service credo;
● Monitor portfolio developments and generate management information at portfolio and fund level to guide senior management’s strategic decision making;
● Manage and improve the framework and tools used for impact monitoring and analysis to ensure alignment with investment strategies;
● Analyze and report on market information in order to flag opportunities and threats to support strategic planning and investment opportunities.
Integration with Back Office and Reporting
● Generate and maintain monthly, quarterly and annual portfolio reports that are complete, accurate, and on-time;
● Work with Open Road's Data Scientist to build-out needed infrastructure in Salesforce to facilitate automated, real-time reporting, where possible;
● Proactively liaise with the back office and manage the relationship to ensure timely and accurate sharing of information;
● Support Managing Director and back office to produce reports necessary for internal liquidity management, balancing repayments and disbursements;
● Support timely and accurate production of quarterly, annual and investor reports in partnership with the Managing Director and Communications team;
● Lead key fund operations, such as the valuing our investments and monitoring the long-term performance of the funds;
● Support creation of annual portfolio budgets, including repayment projections and scenario-planning.
Borrower Support
● Develop an understanding of the finance challenges our individual borrowers face;
● Identify patterns of frequent finance challenges and work with the Social Investments team to design and develop scalable solutions across the portfolios;
● Identify best practices within the portfolio and facilitate the sharing of these across the investment team and our borrower base;
● Keep abreast of market trends, proactively gather learnings and share insights with the Open Road team and borrowers.
Strategy and Management
● Collaborate with the Managing Director and CEO on strategy design as relates to credit risk and portfolio management;
● Directly manage interns, investment fellows, and junior staff, as applicable;
● When necessary, identify, recruit, and manage outside vendors or contractors directly related to portfolio management and reporting.
Requirements:
The SRO must have a comprehensive credit risk management background and be able to apply that knowledge in addition to his/her practical skills in performing complex independent tasks. It will be expected that the SRO will be able to lead the implementation of new policies, systems, and processes with an excellent eye for attention to detail.
The successful candidate will have the ability to conduct detailed research and analysis that can result in constructive findings that would form the basis for addressing the root cause of problems. They will be detail and results oriented with strong self-motivation and a passion for impact.
Specific Expertise
● Undergraduate degree, required. Advance degree in Finance, Accounting, or other analytical field, preferred.
● Minimum 8 years experience working in a risk management/credit function of a CDFI, bank or impact investing lender.
● Proven and sound experience with managing credit risk and risk-based performance measures.
● Strong skills and experience with financial accounting including liquidity and cash flow management.
● A proven ability to conduct research, data analysis, and financial modelling.
● A strong attention to detail with a passion for ensuring data quality and integrity.
● Strong experience in the analysis of business metrics and the formulation of Key Risk and Performance Indicators.
● Experience with legal documentation, ideally loan agreements.
● Ability to be creative and flexible in problem-solving.
Personal Characteristics
● Ability to work independently within a small team
● Self-directed and able to work in a remote environment
● Highly communicative, proactive approach to work assignments
● Flexible & Collaborative
● Humble
● Lover of the Oxford comma, Oxford comma, and Oxford comma
● A good sense of humor
● High ethical standards and an uncompromising sense of integrity.
● A passion for impact and commitment to the mission, vision, and core values of Open Road
Compensation:
Open Road pay rates are informed by a written job description, periodic market analysis against that job description, individual experience, and a deep commitment to equity.
Given the interdisciplinary nature of our work, Open Road uses a blended market approach to define and identify comparative market rates on a national basis. Open Road looks to ensure that all pay rates are placed at or above the 70th percentile for a given position.
This is a full-time, salaried position with comprehensive medical, retirement, and other benefits. The salary for this position is dependent on the individual candidate’s qualifications and experience.
How to Apply:
We are seeking a candidate based in New York, Washington DC, or Seattle.
As a 21st Century Office, we do not operate out of a fixed location. All employees work from home offices or shared workspaces, as appropriate. Bottom line, we encourage employees to work where they will be most effective, whether that is at a home office, external office space, coffee shop, or park bench. For its part, Open Road ensures that all employees have access to appropriate workspaces to facilitate maximum effectiveness and productivity.
Must be able and willing to travel up to 20% for in-person meetings, conferences, and/or other events.
● Email résumé and cover letter to info@openroadalliance.org
● Ensure the subject states “SRO - [YOUR NAME]”
● Successful candidates will be contacted for an interview. Please allow up to three weeks to be contacted. We regret that we are not in a position to personally respond to all applicants.
