Background:
Baltimore Community Lending (BCL) was established in 1989 (originally Community Development Financing Corporation) to promote the revitalization of neighborhoods within Baltimore City. After functioning for its first 13 years as a wholly directed entity to support the City of Baltimore’s community development activities funding, for more than 15 years, BCL has stood on its own as an independent, federally certified Community Development Financial Institution (CDFI). For more information about the organization, visit www.bclending.org.
Since its inception, BCL has sought to promote affordable housing, encourage homeownership, foster community revitalization, and build capacity in the development community through a range of lending programs, including the Vacant House Loan Program (VHLP), the Commercial and Multi-Family Investor Program (CMIP), and the Baltimore Homeowner Emergency Loan Program (HELP). More recently, BCL has shifted from a specific program-focused approach to a more flexible approach to provide a broad range of financing for affordable housing projects in Baltimore, with a willingness to take on almost any role that is needed short of permanent mortgage financing if the project makes sense and meets BCL credit requirements. This most often means providing acquisition/construction loans and interim financing to both nonprofit and for-profit developers in Baltimore City. At present, the vast majority of borrowers are private developers which account for nearly 90% of BCL’s loans. At present, about 70% of the financing goes toward ownership housing, with about 30% going to rental properties.
BCL currently has assets of approximately $20M including $4M that is immediately available for lending to qualified borrowers. The organization’s annual operating budget in FY 2018 was approximately $1M, with most of the revenue coming from interest and fee income. The lion’s share of the budget is therefore from earned income rather than from grants and contributions.
BCL is governed by a diverse 14 person Board of Directors who are drawn from several of the major bank lenders in the city, representatives of the City’s Department of Housing and Community Development, as well as both private and nonprofit developers and attorneys and other professionals who work in affordable housing. The work is carried out by a staff of eight, including the CEO, three lenders, a finance manager, a loan administrator, a construction specialist and an administrative assistant.
Position Summary:
The President and CEO is the chief staff member and BCL’s primary liaison to borrowers, investors, private and public funding sources, financial institutions, community organizations, and the media. S/he insures that the mission is clearly stated and understood by the staff and the Board; that all programs and policies are in concert with the organization’s mission; and the mission is updated, as conditions change. The CEO is ultimately responsible for management and program operations, hires and supervises staff, interfaces with staff in specific program areas, manages the Board and its committees and supervises consultants, when necessary. To achieve all of that, he/she must provide commitment, credibility and passion for the mission of the organization.
Responsibilities:
1. Capitalization, Development and External Affairs: Develop and execute resource development plan for operations, equity capital and debt capital. Cultivate and maintain relationships with a variety of existing and potential funding sources. Serve as chief spokesperson and represent BCL in public settings.
2. Lending: Oversee and support the work of the Lending Staff to insure that capital is responsibly managed and deployed. This includes responsibility for the approval and execution of all authorized deeds, mortgages, bonds, contracts or other obligations of the Corporation. Provide technical assistance to prospective and current borrowers.
3. Financial Management: In cooperation with the Board and the Finance Director, prepare and manage annual operating budget to maintain fiscally sound operations. Manage all resources in a fiscally responsible manner, in compliance with all internal policies and within GAAP.
4. Organizational Development: Achieve the goals of the current three-year strategic plan and propose modifications as necessary. Develop and maintain partnerships and oversee program development.
5. Human Resource Management: Hire, supervise and motivate staff and promote development of their skills and leadership abilities. Assess staffing model and recommend and implement changes as required. Prepare succession plans for the organization’s staff. Develop salary and benefits policies that attract and retain skilled personnel.
6. Marketing and Business Development: With the Loan Officers, market, educate and advocate for the utilization of BCL’s products and services. Maintain metrics related to productivity and, relevance of lending products, and periodically assess customer needs. Recommend and develop new programs and products as market needs change. Create and build strategic alliances and partnerships that advance BCL’s mission and strategic goals.
7. Management Information System: Oversee and supervise the preparation of financial and program information to facilitate planning, evaluate the organization’s performance and support resource development efforts. Maintain appropriate technology and information management systems.
8. Board of Directors: Manage the relationship with the Board of Directors, including preparing policies for their approval, providing regular reports on activities, reporting on the financial status of the organization, recommending program guidelines, etc. Recruit new Board and Committee Members as appropriate. Determine staffing of all Board committees.
Requirements:
The ideal candidate will demonstrate the following professional qualifications:
• At least 8 years of professional real estate finance and/or development experience, preferably with non-profit organization(s);
• At least 8 years of lending experience with a general understanding of community development finance tools and processes, preferably including experience with acquisition and line of credit financing;
• Demonstrated broad knowledge of and contacts within the affordable housing and community development finance field, preferably including contacts within Baltimore City and the State of Maryland;
• At least 8 years of executive level management experience, ideally including some experience with a community development financial institution;
• Demonstrated entrepreneurial aptitude to successfully manage continued growth of all aspects of the operation;
• Proven track record of raising investment capital and operating support;
• Demonstrated ability to form partnerships with both private and public sector financing entities;
• Demonstrated record of successful financial management, including profit and loss responsibilities;
• Outstanding skills in oral and written communication;
• Demonstrated strong strategic planning and financial analytical skills;
• Graduate degree in business, real estate development or other related field is preferred. At least 10 years of professional experience in banking or other community lending may substitute for an advanced degree.
The ideal candidate will demonstrate the following personal characteristics:
• Clear commitment to assisting challenged communities;
• Clear action orientation;
• Widely recognized leadership and personnel management skills;
• Reputation for creativity and innovation in achieving goals;
• Strong communication skills, including listening, speaking and writing in order to learn from and to inform and influence a variety of audiences;
• Demonstrated comfort in working in and with diverse communities and organizations;
• A collaborative personal style that works in partnership with others – including staff, volunteer leaders and external partners;
• Personal flexibility to work with a broad range of personalities, cultures and styles.
Compensation:
The position carries with it a competitive salary and an exceptionally good benefits package.
How to Apply:
For more information, or to apply, contact David Erickson-Pearson at Erickson-Pearson Search,
epdavid@earthlink.net; 303-703-6165
Background:
Organization
Founded in 1978, RCAC is a 501(c)(3) non-profit that provides training, technical and financial resources and advocacy so low-income rural communities can achieve their goals and visions. Our dedicated staff and active board is working to make our vision of vibrant, healthy and enduring rural communities a reality across the West.
Community and Environmental Services
RCAC’s comprehensive community and environmental services support rural communities to create a vision, set goals and implement an action plan for community development projects. The Building Rural Economies (BRE) initiative trains and builds community support for entrepreneurial development based on local resources and supply chains. BRE builds the capacity of local sponsoring organizations to network, plan and implement economic development initiatives in rural communities.
Position Summary:
Position Description
The Rural Development Specialist (RDS) will assist the BRE team with the expansion of our rural economic development initiative. Major responsibilities include, but are not limited to: work with rural communities to identify and develop strategies that lead to new economic opportunities; work with small rural communities to build and implement wealth building strategies using the BRE program’s training and technical assistance curriculum.
Responsibilities:
Specific job goals, objectives and tasks are established for each employee as part of the annual evaluation and work plan process. Duties and responsibilities include, but are not limited to:
• Provide training, technical assistance and coaching to small rural communities within the RCAC footprint to identify and implement economic opportunities for a place-based entrepreneurial culture
• Assist communities to build leadership, entrepreneurial and economic development networks
• Facilitate local planning and leadership development programs
• Provide training and technical assistance to small rural communities to develop and submit federal, state and private applications to fund local economic and community development goals
• Assist communities to identify and secure resources for sustainable operations
• Work with BRE staff to develop tools and resources to cultivate local entrepreneurship; support community work plan development and implementation; and provide research and writing support for market studies, feasibility analysis, project financing, and business plans.
• Assist small rural communities to finance new small businesses and community facilities through RCAC’s Loan Fund
Requirements:
Skills and Qualifications
• Knowledge of economic development networks
• Knowledge of principles of adult learning
• Knowledge of program development and grant writing using an outcomes framework
• Knowledge of performance management principles
• Ability to think and talk from a business perspective
• Ability to talk to business people and communities outside RCAC’s regional footprint about economic development
• Ability to build teams and establish trust
• Proficiency with computer software including Microsoft Office
• Ability to effectively listen and communicate, verbally and in writing
• Ability to work with minimum supervision and handle multiple priorities simultaneously
• Ability to organize and prioritize work to meet established timelines
• Ability to use good judgment, both independently and as part of a team
• Ability to provide high quality customer service
• Ability to perform research and analysis
• Ability to facilitate meetings
• Ability to develop and conduct participant-centered trainings
• Ability to analyze business/operation systems and organizations
• Ability to use initiative to troubleshoot and problem solve
Preferred Education and Experience
A combination of experience and education is required to qualify for the position.
A typical qualifying combination would be:
Experience:
Three years of applicable experience in community economic development. Experience in project management. Experience in training, facilitating and mediating community programs/projects is highly desirable. (If a higher level of related education is possessed than is required, this education may be substituted for the experience requirement up to a maximum of one year).
Education:
Bachelor’s degree (additional qualifying experience may be substituted for the required education).
Compensation:
$61,200 to $64,800 yearly
How to Apply:
Please visit the careers page on our website at www.rcac.org/careers to view the benefits and apply online.
Background:
About Deutsche Bank
We are Germany’s leading bank with strong positions in Europe and significant presence in the Americas and Asia Pacific. We’re driving growth through our strong client franchise, investing heavily in digital technologies, prioritizing long-term success over short-term gains, and serving society with ambition and integrity. We serve our clients’ real economic needs in commercial and investment banking, retail banking and transaction banking, and provide ground-breaking products and services in asset and wealth management. That means a career packed with opportunities to grow and the chance to shape the future of our clients.
Position Summary:
Deutsche Bank is seeking to hire a Manager of Philanthropic Initiatives for CDFG to source, deploy, and manage a portfolio of high impact grants and philanthropic investments that benefit low- and moderate-income (LMI) communities and respond to emerging community development needs in the U.S., with a particular focus on New York City. This member of CDFG will also play a central role in the development and execution of the team’s strategy. You should be passionate about community development and is a demonstrated leader and positive thinking problem-solver, who can manage multiple priorities and transactions while working in close coordination with colleagues and stakeholders. The Manager plays a key role in acting as an external representative for CDFG, developing strategic relationships that enable CDFG to maximize its impact with its resources. This role will report to the head of CDFG.
Responsibilities:
Key Responsibilities
Grant Portfolio Management:
• Work with the CDFG head and team to develop a philanthropic strategy that identifies grant opportunities to pursue key CDFG goals of advancing racial equity and benefiting LMI communities
• Effectively manage a large volume of relationships across Deutsche Bank’s grant and program-related investment portfolios
• Acquire and synthesize industry trends and innovations across a range of program areas including affordable housing development, economic development, immigrant entrepreneurship, energy efficiency and community resiliency
• Represent the Bank in local and national philanthropic donor collaborative’s, community development field-building initiatives, public-private partnerships and policy advocacy working groups
• Support head of CDFG on strategic initiatives, drafting concept notes, position papers, and assist CDFG in managing a broad range of strategic relationships; concisely frame decision points on complex issues and transactions
• Oversee competitive grant award selection processes, developing Requests for Proposals, reviewing proposals, and negotiating grant and loan agreements
• Manage administrative processes of grantee due diligence (including site visits; review of grantee financial statements, budgets, governance, and strategy; reference checks), grant disbursement, budgeting, grantee reporting, and internal and external reporting on grants portfolio
New Initiatives Fund Support:
• Support activities of Deutsche Bank’s New Initiatives Fund (NIF), a program-related investment fund that deploys philanthropic investments to benefit LMI communities
• Support Fund Manager on efforts to streamline and strengthen NIF operations, compliance, and governance; work with Fund Manager and head of CDFG to develop and implement NIF strategy and communications plan
• Support Fund Manager in sourcing, structuring, and originating investments and managing the portfolio; perform annual reviews
Community Reinvestment Act (CRA) Exam:
• Serve as CDFG Team lead in preparing Deutsche Bank Trust Company Americas’ biennial CRA exam submission to federal and state regulators, synthesizing CDFG’s strategy and programmatic achievements, highlighting innovations, and managing the production of written content for the exam
Other Responsibilities:
• Support head of CDFG in management of the group’s operations, including acting as group point person on issues related to compliance, governance, strategy, and communications as needed
• Support CDFG team in portfolio management, handling relationship management and annual reviews
• Support head of CDFG in all matters related to the Deutsche Bank Americas Foundation
• Organize and lead convening’s with diverse stakeholders to help advance CDFG’s mission, spotlight key issues and opportunities facing LMI communities and communities of color, drive innovation, and galvanize the community development field
Requirements:
Requirements
You should be a self-starter with demonstrated passion for community development and a commitment to CDFG’s vision and values. In addition, you should have:
• An MBA, MPA, or Master’s degree in a related discipline
• Relevant experience in the community development sector, preferably at a community development corporation (CDC), community development financial institution (CDFI), or related government agency
• Passion for and familiarity with poverty alleviation, racial equity and inclusion, economic mobility, community development and/or impact investing sectors
• Strong working knowledge of real estate, affordable housing and/or economic development, and related public policy and subsidy programs
• Established working knowledge of NYC community development sector; experience with NYC public and nonprofit sectors is a plus
• Financial analysis skills, with a particular focus on nonprofit organizations and their financial operations
• Superior writing skills, and the ability to communicate complex transactions and strategic decisions in a straightforward manner
• An ability to work under pressure, within deadlines, and in a small and collaborative group atmosphere
• skills and ability to manage a diverse and demanding workload with minimal direct supervision
• Detail oriented
• Strong capabilities in Microsoft Office (Word, Excel, and PowerPoint)
Compensation:
To be discussed.
How to Apply:
https://www.db.com/careers/en/prof/role-search/job_search_results.html#J...
Background:
Fiscal Management Associates (FMA) is a growth-oriented management consulting firm dedicated to building the capacity of the nonprofit sector. We partner with our nonprofit and philanthropic clients to help them attain operational excellence, ensure financial sustainability and effectively achieve their desired impact. Our collaborative approach includes client input and involvement at each stage of an engagement.
FMA is made up of a highly diverse team, coming from a wide range of cultural and economic backgrounds and representing a spectrum of experience, race, age, gender, ethnicity, ability, and sexual orientation. A Latina-founded and led organization, FMA draws upon its staff to deliver services that are sensitive to the needs and values of both nonprofit and funding organizations.
Our team works with leaders who are organizing youth movements, fighting against racial and gender inequities, using art for civic engagement, and providing fundamental services to those who need it most, to name a few. Our consulting and training services have consistently earned recognition for their pragmatism and relevance.
Position Summary:
The Consultant is an integral member of FMA’s Consulting and Advisory Services national team and can be based remotely or in our New York City office. The Consultant works in a team-based environment to help a portfolio of nonprofit and foundation clients develop high-quality financial and operational practices. Additionally, the Consultant provides support for FMA’s growing and evolving consulting practice through new product development, training initiatives, and knowledge management.
This position can be located in any of FMA's offices in New York, Chicago, Oakland, Washington DC, and Providence or virtually from any other domestic location.
Responsibilities:
Works as part of FMA project teams to deliver high-quality services to a diverse portfolio of nonprofit and philanthropic clients. Sample client engagements may include:
-Researching and drafting reports and actionable recommendations
-Assisting in research and content development for products and services
-Supporting planning and implementation of financial systems and practices
-Developing curriculum and facilitating workshops in training initiatives
-Conducting grantee financial due diligence for foundations
-Serving as primary contact for client engagements, developing effective working relationships with client personnel
-Designing new business processes
-Providing guidance and analytical support with respect to financial trends analysis, and planning
Requirements:
-Minimum of 3 years of relevant experience required; MPA, MBA or related master’s degree or equivalent experience a plus.
-Ability to synthesize large amounts of information into actionable solutions, navigate through ambiguity and complexity to analyze a situation, and look beyond details to see the overarching goals and results.
-Outstanding written and verbal communication skills, including ability to convey technical information in an accessible way
-Results-oriented with strong work ethic and attention to detail.
-Collaborative team player that values diversity of background and approach
-Timely in completion of assigned projects with varying needs and deadlines.
-Experience with developing quality presentations in Microsoft PowerPoint and use of Microsoft Excel, including graphs and formatting.
-Professional experience in the nonprofit sector and/or financial management strongly preferred. Knowledge or experience with foundations (private, community, family, etc.) a plus.
Compensation:
Commensurate with experience.
FMA is proud to be an Equal Opportunity Employer and does not discriminate against applicants or employees because of race, color, religion, national origin, sex, age, disability status, sexual orientation, or gender identity of an otherwise qualified individual, or membership in any other class protected by applicable law. FMA hires and promotes individuals on the basis of their qualifications for the job to be filled. FMA is committed to building a culturally diverse team and strongly encourages diverse applicants to apply for this position.
How to Apply:
Apply using the following link: https://fma.applytojob.com/apply/GLougZmq3Z/Consultant?source=Opportunit...
Background:
The mission of California FarmLink is to link independent farmers and ranchers with the land and financing they need for a sustainable future. FarmLink helps farmers to build strong business skills, access fair financing, and establish secure land tenure.
Established in 1999, FarmLink supports beginning, limited-resource, immigrant and other underserved farmers. We work across the state, with particular focus on the Central Coast, Central Valley, and North Coast regions.
Position Summary:
The Central Valley Program Associate will support program staff in assisting farmers with land access, succession, financing and other business management advising. The Associate will assist with new client intake, outreach to farmers and local community partners, and planning workshops and other events. This position will gain on-the-job experience serving small, family farms across the Central Valley, and offers opportunities for growth.
The ideal candidate will demonstrate a strong work ethic, ability to take initiative as a self-starter and contribute to a collaborative work environment. This job is part time, averaging 20-25 hours a week, with the possibility of full-time engagement in 2020.
Responsibilities:
o Assist Program Coordinator with day-to-day operations of FarmLink programs
o Promote FarmLink programs and services including, but not limited to: farmer and landholder linking services, technical assistance, intergenerational farm transition, educational workshops, and farm loans
o Assist new landseekers, landholders and succession clients with online form submission, online profile creation, and initial intake inquiries to assess technical assistance needs
o Conduct outreach and assist with organizing workshops and events for young and retiring farmers representing all of the local agricultural community, including underserved and minority farmers
o Assist in advancing projects in collaboration with partner groups to facilitate public investment in land access for the next generation of family farmers
o Conduct research for program development, and assist in writing grant reports to funders
o Write articles and informational content for California FarmLink’s newsletter, website and social media sites
o Perform routine clerical work, including correspondence and data entry
Requirements:
o Bachelors or associates degree, or demonstrated current progress toward a bachelor’s degree or post-secondary degree strongly preferred. A major in agricultural business, finance, or economics is not required, but highly desirable
o Interest in, and commitment to, the future of California agriculture
o Ability to complete self-directed projects with minimal day-to-day supervision;
o Ability to work in a team atmosphere
o Oral communication skills, including the ability to serve clients in person and over the phone in a courteous and professional manner
o Writing skills, including the ability to prepare professional letters, newsletter articles, and reports
o Computer skills including experience with word processing, emails, spreadsheet, and presentation software programs, Salesforce or other CRM database programs, internet browsers, “cloud computing”
o Possess a valid California driver’s license
o Ability to travel locally on a regular basis, maintain a flexible schedule; and occasionally travel outside of the Central Valley region for trainings, workshops, or conferences requiring overnight stays
o Ability to get along with people representing a variety of personalities and backgrounds
Highly desirable:
o Bilingual, with the ability to communicate the written and spoken word in English and Spanish or Hmong
o Demonstrated knowledge in farm/ranch management, real estate transactions, conservation easements, real estate finance, and local knowledge of crop & livestock production
Compensation:
Status: Part Time, Non-Exempt
Reports To: Central Valley Program Coordinator
Primary Office: Sacramento, CA
Salary: $15 - $20 per hour commensurate with experience
How to Apply:
How To Apply:
Please email a thoughtful cover letter explaining your interest in the position and organization with resume to: info@cafarmlink.org. No phone calls please. Posted June 2019; applications accepted on a rolling basis; open until filled.
Background:
Self-Help is a leading national community development financial institution headquartered in Durham, NC. Since 1980, Self-Help has provided $8.5 billion in financing to 159,000 families, individuals and businesses. It helps drive economic development and strengthen communities by providing responsible financial services; lending to individuals, small businesses and nonprofits; developing real estate; and promoting fair financial practices across the nation. The Self-Help family of nonprofit organizations includes Self-Help Credit Union, Self-Help Federal Credit Union, Self-Help Ventures Fund and the Center for Responsible Lending. Through its credit union network, Self-Help serves over 150,000 people in North Carolina, California, Chicago, Florida and South Carolina. Learn more at www.self-help.org, www.self-helpfcu.org and www.responsiblelending.org
Position Summary:
Self-Help is seeking a Financial Data Systems Developer to join our team in Durham, NC. Under the direction of the Supervisor, Database Developer, the Financial Data Systems Developer will design, implement, and support internal software systems using C#, SQL Server Integration Services (SSIS), ASP.net, SQL Server, and modern REST APIs.
The Financial Data Systems Developer will be joining a small internal software development team which builds custom software across the organization. Initial projects, and ongoing support will be with the Accounting/Finance and Home Mortgage Origination teams.
Responsibilities:
• Lead the development, enhancement, and support of in-house software applications, data pipelines, and enhancements to 3rd party accounting and mortgage origination systems including:
o Building data pipelines for the financial reconciliation processes, using SSIS or C# as appropriate.
o Automating manual business processes which currently rely on Excel and Access databases.
o Customizing the home mortgage origination system, Encompass, using the C# SDK.
o Designing and maintaining SQL Server databases to store and share data across the organization.
o Creating a data warehouse for external vendor relationships to support our Supplier Diversity initiative.
• Implement database and application design required by the Supervisor, Database Developer.
• Perform other duties as may be deemed necessary by Supervisor, Database Developer
Requirements:
• Bachelor’s degree in Computer Science, Software Engineering or equivalent related experience.
• Professional experience with SQL Server Integration Services (SSIS), or other ETL management software.
• Minimum of 2 years’ professional experience with C#.
• Minimum of 2 years’ professional experience with SQL and SQL Server.
• Professional experience using JavaScript and web APIs.
• Strong commitment to our mission – creating economic opportunity for traditionally underserved communities.
• Preference for working in organizations that place priority on teamwork and collaboration
• Commitment to social and economic justice.
• Sensitivity to issues of low-wealth communities and a desire to work in culturally and socially diverse organization that strongly values collaboration.
• Willingness and ability to learn basic lending and financial services concepts.
• Excellent problem-solving skills.
• Ability to build and maintain productive relationships throughout organization.
• Ability and willingness to work overtime as needed.
Compensation:
Competitive nonprofit salary, based on experience, plus a generous benefits package.
How to Apply:
To apply, send resume and cover letter, describing why you are a fit for this position, to hiringmanager@self-help.org. Please include the position title as the subject. Application must be received by June 29, 2019) to ensure consideration. Applications received after this date may or may not be considered, depending on the applicant pool. The position will remain posted until filled.
Background:
Fiscal Management Associates, LLC. (FMA) is a growth-oriented management consulting firm dedicated to building the capacity of the nonprofit sector. We partner with our nonprofit and philanthropic clients to help them attain operational excellence, ensure financial sustainability and effectively achieve their desired impact. Our collaborative approach includes client input and involvement at each stage of an engagement, and at the core of every project we deliver is our commitment to developing strong and trusting relationships between funders and their grantees.
FMA is made up of a highly diverse team, coming from a wide range of cultural and economic backgrounds and representing a spectrum of race, age, ethnicity, ability, and sexual orientation. A Latina-founded and led organization, FMA draws upon its staff to deliver services that are sensitive to the needs and values of both nonprofit and funding organizations.
Our team works with leaders who are organizing youth movements, fighting against racial and gender inequities, using art for civic engagement, and providing fundamental services to those who need it most, to name a few. Our consulting and training services have consistently earned recognition for their pragmatism and relevance.
Position Summary:
The Senior Consultant – Accounting & Information Systems works with team members nationally to serve as a subject matter expert and strategic resource to our clients and the FMA team on finance and accounting technology guidance, advice and support. As a senior role, this position participates in high level, strategic consulting and supervises, mentors, and helps train other FMA staff and/or client staff. The role reports to FMA Lead Consultants and Directors.
This position can be located in any of FMA's offices in New York, Chicago, Oakland, Washington DC, and Providence or virtually from any other domestic location.
Responsibilities:
-Serve as accounting technology subject matter expert to FMA team and clients with accounting technology needs
-Assist clients with all manners of finance and accounting technology support
-Assess client technology infrastructure - current state and prospective needs or opportunities
-Develop accounting system strategies and implementation roadmaps; prioritize deployments, develop business cases, assess/select technology providers and solutions, etc.
-Develop business process maps and workflows
-Identify accounting process risks, inefficiencies and improvement opportunities
-Project manage approved finance and accounting technology implementations
-Understand cyber security issues that may be present with clients
-Identify market trends and business development opportunities
-Stay abreast of accounting technology trends and developments (Digital CPA events, etc.).
-Research technology solution provider marketplace to remain current on provider solutions, costs and quality measures
-Establish and maintain relationships with select technology solution providers
-Partner with FMA team to promote FMA’s accounting technology consulting capabilities to current or prospective clients (to help expand existing relationships and/or cultivate new ones)
-Attend and present at training, conferences and networking events
Requirements:
-Bachelor's or Master's degree with major in Business, Accounting, Finance or related field required
-CPA is preferred
-5+ years of relevant experience in accounting and/or project management
-Experience designing and deploying accounting systems for organizations
-Fluency with accounting processes (costing methods, auditing, budgeting, financial reporting, payroll)
-Strong knowledge of finance and accounting applications and software (Financial Edge, Fund EZ, Intacct)
-Fluency with Microsoft Office applications required
-Previous consulting and people management experience preferred
-15-25% travel should be expected
Compensation:
FMA offers an exciting and rewarding environment for motivated professionals. We are driven by a desire to identify solutions to challenging problems and dedicated to making a difference through both teamwork and independent thought and action. FMA serves organizations across the country from offices in New York, Chicago and Oakland. We offer competitive compensation (including incentive compensation opportunities) and benefit plans as well as a flexible work environment.
How to Apply:
Apply using the following link: https://fma.applytojob.com/apply/QrR9u6RZfG/Senior-Consultant
Background:
The San Luis Obispo County Housing Trust Fund (HTF) was incorporated in 2003 to address local housing needs. We became a certified CDFI in 2007. Our website is www.slochtf.org. Considerable information on the organization, including audits, 990s and annual reports, is on our this website. The HTF reports to the Aeris Cloud, so those with access can also learn more about us there.
The HTF serves a single county that is located on California's coast mid-way between Los Angeles and San Francisco. San Luis Obispo County is a beautiful area with persistent housing supply and affordability problems. In 2013, our county had the lowest multifamily vacancy rate in the nation. Between 2013 and 2017, the county's median rent increased by more than 50% - the highest rate of increase in the state. The county is currently the seventh least affordable housing market in the nation according to the National Association of Home Builders .
The HTF's mission is to increase the supply of affordable housing for very low, low and moderate income residents of our county, including households with special needs. We primarily service this mission by providing flexible financing for wide range of affordable housing projects. We also provide technical assistance and advocate for affordable housing.
The HTF is a boutique lender that will customize its loans to meet the needs of local projects. The range of projects that we have financed includes LIHTC rentals, USDA self-help subdivisions, various types of transitional housing, licensed residential care facilities and a regional homeless shelter. We will lend at any stage in a project's life cycle from land acquisition through the rehab of ongoing projects. Our loans have ranged from $45,000 to $2 million. While most of our loans have terms of less than five years, some are as long as 30 years.
Like most housing CDFIs, the HTF's lending capital includes a combination of grants (47%) and investments (53%). Our lending capital includes funds from the CDFI FA, CMF, USDA IRP and state LHTF programs. We have loaned over $25 million since our first loan closed in 2005. Our loan portfolio is currently about $12 million. We also have nearly $1.5 million under contract or firmly committed. We can currently commit about $1 million for new loans and are seeking additional lending capital so we can lend more.
The HTF performs very well on the CDFI Fund's old Minimum Prudent Standards. We are well capitalized and consistently have high deployment rates, especially when considering firm commitments. We have never had a loan loss and our liquidity is excellent. In addition, our self-sufficiency ratio has averaged over 100% since 2014.
Position Summary:
The San Luis Obispo County Housing Trust Fund (HTF) is looking for a seasoned housing finance professional to lead and manage our organization. The Executive Director is the top executive position at the HTF and is therefore responsible for all aspects of the corporation’s operations, management and success. They identify the opportunities and challenges that the corporation may face and develop strategies for optimizing both. They will guide the HTF’s growth and maturation as an organization. The Executive Director reports to the HTF’s Board of Directors and supervises the work of a small staff and contractors.
Responsibilities:
Nonprofit Agency Management:
• Work with the Board of Directors to further the mission and carry out the policies of the corporation.
• Supervise staff and oversee relationships with contract service providers.
• Update and formalize the plans and policies of the corporation.
• Ensure compliance with government requirements for charitable corporations.
Financial Management:
• Prepare the corporation’s annual budgets. Project and monitor income and expenses. Adjust operations as needed to ensure a balanced budget.
• Work with our bookkeepers to ensure timely and accurate monthly financial statements, and with our auditors to ensure timely and accurate annual audits.
Fundraising:
• Identify funding opportunities and risks for the corporation.
• Lead in the preparation of grant and loan applications to obtain funds for the corporation’s operations and revolving loan funds.
• Ensure compliance with the conditions of the corporation’s various funders.
Real Estate Lending:
• Identify new opportunities to finance housing projects that are 1) consistent with the corporation’s mission and 2) fiscally prudent.
• Develop new loan products and recommend changes to existing loan products in response to changes in the housing market, housing needs and/or opportunities. Maintain lending policies.
• Oversee the corporation’s loan portfolio to ensure adequate earned income to maintain the corporation’s operations.
Technical Assistance:
• Provide education, information and technical assistance concerning affordable housing development, financing, policies and strategies to local governments, developers and the public.
Advocacy:
• Advocate for affordable housing programs, policies and projects on the local, state and national levels.
Other:
• Maintain good relations with local elected officials and staff, developers, banks, community groups and others.
• Represent the corporation at the local, state and national levels.
• Other duties as assigned.
Requirements:
Minimum Qualifications:
• Four year college degree in community development, public administration, real estate, finance, business, economics, urban planning or a related field.
• Five years or more of progressively responsible professional experience in real estate finance and/or affordable housing development.
• Substantial knowledge and experience with:
1) California affordable housing laws, including housing elements, RHNA, density bonuses and the Housing Accountability Act.
2) the housing project approval and development process.
3) affordable housing finance programs, including LIHTC, HOME, CDBG and various HCD programs.
• Competence in strategic planning, financial analysis and negotiation.
• Proficiency with MS Windows, Word, Excel, Outlook and other applications.
• Ability to travel during the day, for evening meetings and overnight as needed.
Preferred Qualifications:
• Ten years of real estate finance and/or affordable housing development experience.
• Management experience with a Community Development Financial Institution (CDFI) and/or a 501(c)(3) nonprofit housing development corporation.
Compensation:
Based on experience.
How to Apply:
To be considered for this position, please follow the instructions at Zip Recruiter: https://www.ziprecruiter.com/jobs/slo-county-housing-trust-fund-ed9201ec...
This position will be open until filled.
Background:
ROC USA® was launched in May 2008 by national and regional nonprofits that joined together to serve one mission: To make quality resident ownership viable nationwide and to expand economic opportunities for homeowners in manufactured (mobile) home communities.
Three nonprofits – the New Hampshire Community Loan Fund, Prosperity Now (then called Corporation for Enterprise Development) and Capital Impact Partners – each made equity investments and became Members of ROC USA, LLC. The LLC structure is rare in the nonprofit structure. For ROC USA, it has meant strong and continuous support for our mission which simply isn’t always the case in less formal organizational structures.
NeighborWorks® America also sponsored ROC USA and continues to serve on the Board of Directors and align programs with ROC USA.
Nine regional nonprofits – including the Community Loan Fund – represent the Certified Technical Assistance Providers (CTAPs) in ROC USA Network. From the start, a strong role for CTAPs who have a presence in local markets for in-person training as well as market development and partnership building has been critical to the mission.
With leadership from Paul Bradley, the then-vice president for manufactured housing at the Community Loan Fund, and a small national staff, these national and regional organizations created ROC USA, LLC as a social venture.
On a plan to scale the mission – to make resident ownership viable nationwide – the social venture received generous start-up support from Ford Foundation in 2007. The funding included equity for ROC USA® Capital, the community lending subsidiary that would close its first acquisition loan to Champion Park in New York within seven months of launch.
ROC USA continues to build strong national and regional relationships in support of Resident Owned Communities as it looks to realize its vision of a country in which the owners of efficient and affordable homes are economically secure in healthy and socially vibrant resident-owned communities.
Please visit us at www.rocusa.org for more information.
Position Summary:
The Network Portfolio Manager reports to the Director of ROC USA Network and works closely with ROC USA Capital’s Portfolio Manager and the Network affiliate field staff. S/he will be responsible for coordinating a cross-functional approach to monitoring ROC financial performance, compliance with loan covenants, and capital improvement projects in communities.
The Portfolio Manager’s purpose is to assist Network’s affiliates and ROCs to anticipate operating issues, to manage their capital improvement projects to completion, to respond to lender requirements, and to effectively resolve the unexpected problems and emergencies that arise for any commercial property owner. The successful candidate will love working with a team, be an excellent communicator and collaborator, problem solver, project manager, and team coach.
The successful candidate will love working with a team, be an excellent communicator and collaborator, problem solver, project manager, and team coach.
Responsibilities:
Essential Functions
Work with ROC USA’s Salesforce Administrator and IT team to design and build out a portfolio management system that supports ROC USA Capital, Network affiliates, and ROCs, including:
An early warning system based on performance and loan criteria;
Monitoring of post-closing conditions and loan covenants;
Monitoring of capital improvement, infill, and home replacement plans and projects; and,
Reporting to ROC Boards, Network affiliates, and lenders.
Staff the Portfolio Management Team(s) of ROC USA Capital, Network, and affiliates, acting as project manager as necessary to drive projects to completion and problem solve to resolution;
Develop and maintain portfolio management data, documentation, reports and protocols in ROC USA’s systems;
Lead projects when Network is temporarily acting as the local TA provider to a ROC, or when an affiliate is unable to respond promptly or with the requisite experience to act on their own. Project management will include coaching affiliate staff and ROC Boards to manage engineering, construction, funding, receivables, and/or vacancy issues, etc.
Provide training and development to affiliate and internal staff on project and portfolio management systems.
As a key member of the national Network team, participate and collaborate on strategy, relationship management with affiliates, communications, continuous process and systems improvement, training, and events.
Provide quality services to Network affiliates and ROC Boards and Members.
Participate in ongoing training and development opportunities to further support ROC USA as we continue to grow at a national level.
Other internal and external duties as assigned.
Requirements:
Qualifications
Must be self-driven and able to work both independently and in collaborative teams to deliver results.
Strong leadership, team-building, and interpersonal skills are essential in fulfilling the demands of this position.
Solid decision-making skills and analytical thinking.
Strong capability in multitasking and organizational and time-management skills.
Strong ability to communicate effectively and motivate other members of a cross-functional team.
Experience
Five years of project management experience, preferably in commercial real estate related industries, including commercial lending/servicing and/or cooperative enterprise development.
Experience in a not-for-profit environment is desirable
Experience working with people with a wide variety of technical skills, backgrounds, education, and life experience.
Compensation:
$60,000 budgeted with comprehensive benefits.
How to Apply:
Please follow our careers link and apply online: https://www.indeedjobs.com/roc-usa/_hl/en_US?cpref=JXWAtnzf3XW5aRnY2g_zo...
Background:
Since its inception in 1987, the Washington Area Community Investment Fund (Wacif) has closed nearly 400 loans totaling more than $32 million in strategic financing for small business startup and growth, affordable housing developments and cooperatives, and childcare and community facilities throughout the Washington, DC, metropolitan region. Wacif is a nonprofit Community Development Financial Institution (CDFI), and over the past five years has closed nearly 130 loans totaling $8 million, assisted over 2,000 entrepreneurs with small business coaching and technical assistance, resulting in over 300 local jobs created or retained.
About the DC Main Streets
DC Main Streets (DCMS) is a program established by the Government of the District of Columbia to stimulate the economic revitalization of declining commercial districts through application of the Main Street Approach®. Established in 2002, DCMS has designated twelve local programs: Barracks Row Main Street, Deanwood Heights Main Streets, Destination Congress Heights, District Bridges (Columbia Heights and Mount Pleasant), Eastern Market Main Street, Historic Dupont Circle Main Streets, H Street Main Street, North Capitol Main Street, Shaw Main Streets, Rhode Island Avenue Main Street, Tenleytown Main Street, and Van Ness Main Street. The National Main Street Center has licensed DC Main Streets within the District of Columbia.
Position Summary:
Launched in late 2017, the Minnesota Avenue Main Street (“MAMS”) is one of DC Main Street programs focused on stabilizing and rejuvenating the Ward 7 business community, with specific concentration on Minnesota Avenue NE and Benning Road NE corridors. The neighborhood profile can be found at http://wdcep.com/neighborhood/minnesota-benning. The MAMS initiative is a program of the Washington Area Community Investment Fund (Wacif) and led by a Program Manager. As an officially designated DC Main Streets District, MAMS engage in small business retention and recruitment activities, provide small business technical assistance, work on promotional and marketing activities, and engage on public space design and management issues, among many other activities.
Minnesota Avenue Main Street is seeking a full-time Program Manager. S/he will coordinate activities within the boundaries of the MAMS service area. The Program Manager will be responsible for the development, conduct, execution and documentation of the Main Street program. The Program Manager is the principal on- site staff person responsible for coordinating all program activities and volunteers, as well as representing the community regionally and nationally as appropriate. In addition, s/he will guide the organization as its objectives evolve.
Responsibilities:
In conjunction with the Director of Program & Small Businesses Services, the incumbent will be responsible for the management, coordination, documentation and implementation of the Main Street revitalization program, following the National Main Street Center’s Four-Point approach:
- Organization - Managing the operational aspects of a startup main street program, extensive fundraising efforts, and building consensus and cooperation among the volunteers, businesses, residents and organizations that all play roles in the Minnesota Avenue business corridor.
- Design - Enhancing and improving the appearance of Minnesota Avenue utilizing urban design initiatives.
- Promotion - Marketing Minnesota Avenue to investors, new businesses, residents, local employees, shoppers and visitors
- Economic Vitality - Strengthening, building and diversifying the economic base of the Minnesota Avenue corridor.
The Program Manager will carry out the following tasks:
- Coordinate the activity of the Main Street program committees, ensuring that communication among committees are well established; assist committee volunteers with implementation of work plan items.
- Manage all administrative aspects of the Main Street program, including purchasing, record keeping, budget development, accounting, preparing all reports required by the DC Main Street program and by the National Main Street Center, assisting with the preparation of reports to funding agencies, and supervising employees or consultants.
- Coordinate with Wacif programs and services for deeper impact and assistance to entrepreneurs seeking small business technical assistance and/or financing.
- Lead in developing an action plan that will involve directly and indirectly all persons and groups in the neighborhood. Be mindful of and become familiar with the roles of various local interest groups.
- Develop and conduct on-going public awareness and education programs designed to foster an understanding of Minnesota Avenue Main Street’s goals and objectives and to enhance appreciation of the neighborhood’s assets. Use speaking engagements, media interviews, and personal appearances to keep the program in the public eye.
- Assist individual tenants or property owners with physical improvement projects through personal consultation or by obtaining and supervising professional design consultants; assist in locating appropriate contractors and materials; provide advice and guidance on necessary financial mechanisms for physical improvements. Provide advice and information on successful management.
- Advise neighborhood organizations and committees on Main Street program activities and goals; help coordinate joint promotional events, such as festivals or business promotions, to improve the quality and success of events and attract people to Minnesota Avenue; work closely with local media to ensure maximum coverage of promotional activities; encourage design excellence in all aspects of promotion in order to advance an image of quality for Minnesota Avenue.
- Help build strong and productive relationships with appropriate public agencies at the local government in order to assist with implementation of planned improvements and events and to ensure the benefits of investments in Minnesota Avenue to the city are well understood by policy makers. Encourage a cooperative climate among neighborhood interests and local public officials.
- Work closely with other local stakeholder groups and organizations to ensure cooperation, rather than competition, between programs. Collaborate with local groups to create events encompassing diverse stakeholders that benefit the entire community.
- Utilizing the Main Street program format, develop and maintain data systems to track the progress of the MAMS program. These systems should include economic monitoring, individual building files, photographic documentation of physical changes, and statistics on job creation and business retention.
- Represent the Minnesota Avenue Main Street to important constituencies at the local and national levels. Speak effectively on the program’s directions and work, mindful of the need to improve state and national economic development policies as they relate to commercial districts.
Requirements:
- Knowledgeable of the issues confronting communities East of the River, and specific knowledge of challenges in Ward 7 with emphasis on business community, property owners, public agencies, and community organizations
- Entrepreneurship/small business/commercial and/or economic revitalization experience is required
- Highly organized, self-starting, and maintains incredible attention to detail and to the day-to-day operations
- Proven ability to set and execute a program’s strategic vision and successfully achieve its mission
- Demonstrated skills at building and cultivating strong relationships with key stakeholders, including staff, Board members, funders, partners, government officials
- Positive, entrepreneurial spirit including ability to seek new and creative solutions to challenges
- Experience with grants management
- Ability to manage multiple projects simultaneously with precision and attention to detail while continually finding ways to improve processes to produce higher quality activities with clear and significant outputs and outcome for the MAMS and its stakeholders
- Exceptional customer service
- Excellent oral, written, verbal and interpersonal communication skills with special attention to detailed editing of promotional materials, website and print pieces
- Advanced level proficiency with Microsoft Office software suite
- Experience customer relationship management systems, WordPress, event registration platforms, and/or marketing automation systems is preferred
- Supervisory skills are desirable
- Occasional evening and weekend hours required
EDUCATION
- Bachelor’s degree from an accredited institution required
- Education and/or minimum of 2 years’ professional experience in one or more of the following areas: urban/city planning, commercial district management, fundraising / development, event planning, economics, finance, public relations, planning/design, business administration, public administration, retailing, graphic design, volunteer or non-profit administration, architecture, historic preservation, and/or small business management, development, and/or assistance.
Compensation:
Salary will range will vary with experience from $45,000 to $60,000, with possibility of increases based on successful fundraising by the Program Manager. Medical, Dental, Vision, Life & Disability coverage available. Retirement plan (some employer contribution & matching); paid vacation (increased with tenure), holiday and sick leave days.
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 “MAMS Program Manager – [Name]” in the subject line. Applications will be reviewed on a rolling basis until position is filled.
Wacif is an equal opportunity employer and welcomes candidates from diverse backgrounds.
We thank all those who apply, but only shortlisted candidates will be contacted. No calls please. Telephone inquiries will not be accepted.
