Industry Job Bank

  • Make an impact and join the opportunity finance field.

The track record of today’s opportunity finance industry is impressive. All financing directly benefits low-income and low-wealth people to increase access to homeownership opportunities, affordable rental housing, thriving small businesses, and critical services such as childcare, healthcare, and education.

Do you want to develop innovative strategies? Combine your business acumen with an unwavering dedication to making a difference in people’s lives? Change the rules of financing? Make your impact and join the opportunity finance field.

To submit a job listing, please use our online form. If you need to edit or remove a posting, please contact info@ofn.orgSubmissions will be reviewed to ensure relevancy to the industry, and posted within 2 business days.

SENIOR CONSULTANT Fiscal Management Associates, LLC.
New York, NY
Job Function: Other
Posted: March 23, 2019

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:

FMA is seeking a full-time Senior Consultant working with our New York team and works Nationally. The Senior Consultant is an integral member of FMA’s Consulting and Advisory Services delivery team. This role works in a team-based environment with a portfolio of nonprofit and foundation clients to help them develop high-quality financial management and operational practices. Our consultants have the opportunity to build the capacity of a community of organizations leading social change. Our team works with leaders who are building the skills and confidence of youth, fighting against racial and gender inequalities, using art for civic engagement, and providing fundamental services to those who need it most, to name a few. Additionally, the Senior Consultant provides support for FMA’s growing and evolving practice through new product development, training initiatives, and knowledge management.

Responsibilities:

The Senior Consultant works as part of FMA's project teams to deliver high-quality services to a diverse portfolio of nonprofit or foundation clients. In this role, this consultant may:
• Assess organizational sustainability, capacity, development needs
• Provide guidance and analytical support around financial trends, modeling, strategy, and planning
• Research and draft reports and actionable recommendations
• Design new business processes, specifically those related to finance and operations
• Support implementation of financial systems and practices
• Develop curriculum and facilitate workshops in training initiatives
• Serve as project lead and primary contact for select client engagements; develop effective working relationships with appropriate client personnel, anticipate client needs and proactively propose solutions
• Lead new product development and other firm activities and assist in research and content development for products and services

Requirements:

Qualifications
• 6+ years relevant professional experience required.
• Director of Finance or CFO level experience a plus; training experience a plus
• MPA, MBA, CPA or related master’s degree or equivalent experience preferred
• Prior experience with philanthropic organizations a plus
• Problem solver with strong analytical ability
• Results-oriented with strong work ethic and meticulous attention to detail
• Delivers consistently high-quality work with minimal supervision and guidance
• Outstanding written and verbal communication skills
• Strong ability to convey technical information in an accessible way to nonprofit leaders and staff
• Exercises confidence and good judgment in interactions with colleagues and clients
• Collaborative team player who values diversity of background and approach
• Skilled Microsoft Excel user (advanced formulas, graphs and formatting)
• Proactively manages own workload and ensures timely completion of assigned projects
• Professional experience in nonprofit sector and/or financial management strongly preferred
• Knowledge of government funding a plus

Compensation:

FMA’s employees are encouraged and supported as they develop a broad range of skills through customized professional development and ongoing mentoring. We offer career enhancing work, competitive compensation, full benefits, and work-life balance. This is truly a great place to work.
FMA is proud to be an Equal Opportunity Employer. FMA is committed to building a culturally diverse team and encourages people of color, LGBTQI individuals, and all qualified persons to apply for this position. There are multiple opening for this position which will be filled on a rolling basis.

How to Apply:

https://fma.applytojob.com/apply/

Consultant Fiscal Management Associates, LLC.
New York, NY
Job Function: Project Management
Posted: March 23, 2019

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. 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 practice through new product development, training initiatives, and knowledge management.

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:
• Providing guidance and analytical support around financial trends, modeling, and planning
• Researching and drafting reports and actionable recommendations
• Designing new business processes
• Supporting planning and implementation of financial systems and practices
• Developing curriculum and facilitating workshops in training initiatives
• Serving as primary contact for client engagements, developing effective working relationships with client personnel
• Assisting in research and content development for products and services.

Requirements:

Qualifications
• Minimum of 3 years of relevant professional 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 meticulous attention to detail.
• Collaborative team player that values diversity of background and approach
• Timely in completion of assigned projects with varying needs and deadlines.
• Expertise in Microsoft Excel, including advanced formulas, graphs and formatting.
• Professional experience in the nonprofit sector and/or financial management strongly preferred. Knowledge around government funding a plus.

Compensation:

FMA is proud to be an Equal Opportunity Employer. FMA is committed to building a culturally diverse team and encourages people of color, LGBTQI individuals, and all qualified persons to apply for this position.

How to Apply:

https://fma.applytojob.com/apply/

Consultant (Outsourcing) Fiscal Management Associates, LLC.
Bay Area, CA
Job Function: Project Management
Posted: March 23, 2019

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. 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:

FMA is seeking a full-time Consultant in the Bay Area to interact closely with clients on-site and virtually to provide accounting and/or consulting services.

Responsibilities:

Responsibilities vary based on engagements and client needs and require a talented accounting professional with nonprofit accounting expertise and a consulting mindset. Duties may include any of the following:

• Deliver not-for-profit financial accounting services including accounting tasks, audit support packages, budget development and cash flow planning.
• Manage monthly financial close process, including ensuring all costs incurred are properly recorded, reviewing journal entries, account balance reconciliations and report preparation.
• Represent clients during audit process and liaise with audit team.
• Participate in the ongoing development/establishment of accounting policies and procedures and operational strategies including the review and implementation of process and system changes.
• Maintain continued focus on improving system efficiencies and business practices.
• Participate in developing new products, tools and templates to continually improve client and FMA processes.
• Supervise and lead client and FMA staff through training and guidance as needed.
• Assist with fiscal infrastructure reviews as assigned.
• Meet continuous stream of deadlines on multiple projects and engagements.

Requirements:

Qualifications
• Bachelor's degree with a major in Accounting, Finance or Business Administration (CPA preferred)
• 3+ years demonstrated accounting experience (Public Accounting experience a plus) with niche focus on nonprofit and/or government; or equivalent experience in nonprofit setting and/or financial management
• Strong knowledge of accounting systems and nonprofit accounting principles, practices, standards, laws and regulations; knowledge of government funding preferred
• Working knowledge of QuickBooks accounting software
• Strong spreadsheet skills, particularly Excel
• Must be collaborative, proactive, independent and flexible - and adapt easily to changing client needs
• 20% travel may be required (majority within California)

Compensation:

Our employees are encouraged and supported as they develop a broad range of skills through customized professional development and ongoing mentoring. We offer a highly collaborative environment, career enhancing work, competitive compensation, and full benefits.

FMA is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin - and pursuant to the San Francisco Fair Chance Ordinance, this includes qualified applicants with arrest and conviction records. We’re committed to a diverse and inclusive workplace and strongly encourage applicants from all backgrounds and walks of life. We don’t just accept difference — we celebrate it, support it, and thrive on it for the benefit of our employees, our services, and our community. Come join us.

How to Apply:

https://fma.applytojob.com/apply/

SENIOR CONSULTANT Fiscal Management Associates, LLC.
New York, NY
Job Function: Project Management
Posted: March 23, 2019

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:

FMA is seeking a full-time Senior Consultant working with our New York team and works Nationally. The Senior Consultant is an integral member of FMA’s Consulting and Advisory Services delivery team. This role works in a team-based environment with a portfolio of nonprofit and foundation clients to help them develop high-quality financial management and operational practices. Our consultants have the opportunity to build the capacity of a community of organizations leading social change. Our team works with leaders who are building the skills and confidence of youth, fighting against racial and gender inequalities, using art for civic engagement, and providing fundamental services to those who need it most, to name a few. Additionally, the Senior Consultant provides support for FMA’s growing and evolving practice through new product development, training initiatives, and knowledge management.

Responsibilities:

The Senior Consultant works as part of FMA's project teams to deliver high-quality services to a diverse portfolio of nonprofit or foundation clients. In this role, this consultant may:
• Assess organizational sustainability, capacity, development needs
• Provide guidance and analytical support around financial trends, modeling, strategy, and planning
• Research and draft reports and actionable recommendations
• Design new business processes, specifically those related to finance and operations
• Support implementation of financial systems and practices
• Develop curriculum and facilitate workshops in training initiatives
• Serve as project lead and primary contact for select client engagements; develop effective working relationships with appropriate client personnel, anticipate client needs and proactively propose solutions
• Lead new product development and other firm activities and assist in research and content development for products and services

Requirements:

Qualifications
• 6+ years relevant professional experience required.
• Director of Finance or CFO level experience a plus; training experience a plus
• MPA, MBA, CPA or related master’s degree or equivalent experience preferred
• Prior experience with philanthropic organizations a plus
• Problem solver with strong analytical ability
• Results-oriented with strong work ethic and meticulous attention to detail
• Delivers consistently high-quality work with minimal supervision and guidance
• Outstanding written and verbal communication skills
• Strong ability to convey technical information in an accessible way to nonprofit leaders and staff
• Exercises confidence and good judgment in interactions with colleagues and clients
• Collaborative team player who values diversity of background and approach
• Skilled Microsoft Excel user (advanced formulas, graphs and formatting)
• Proactively manages own workload and ensures timely completion of assigned projects
• Professional experience in nonprofit sector and/or financial management strongly preferred
• Knowledge of government funding a plus

Compensation:

FMA’s employees are encouraged and supported as they develop a broad range of skills through customized professional development and ongoing mentoring. We offer career enhancing work, competitive compensation, full benefits, and work-life balance. This is truly a great place to work.
FMA is proud to be an Equal Opportunity Employer. FMA is committed to building a culturally diverse team and encourages people of color, LGBTQI individuals, and all qualified persons to apply for this position. There are multiple opening for this position which will be filled on a rolling basis.

How to Apply:

https://fma.applytojob.com/apply/

Senior Consultant Fiscal Management Associates, LLC.
Los Angeles, CA
Job Function: Project Management
Posted: March 23, 2019

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. 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:

FMA is seeking a full-time Senior Consultant based in Los Angeles to deliver professional services that are sensitive to the needs and values of both nonprofit and funding organizations. This is a unique opportunity for an entrepreneurial accounting professional who wants to leverage their nonprofit expertise outside of the standard accounting industry and become immediately productive working with clients both locally and virtually (after initial training on FMA products and services). The Senior Consultant will be located in Los Angeles and will collaborate with project teams virtually using remote access technology - as well as in-person through periodic travel to the Bay Area, New York, and other locations as needed.

Responsibilities:

Responsibilities vary based on engagements and client needs and require an independent and multi-talented professional with solid nonprofit financial management expertise and a consulting mindset. Duties may include any of the following:

Relationship Management
• Play a leading role in increasing FMA’s presence and developing FMA’s business strategy in the Los Angeles area.
• Develop and maintain current and potential/new client relationships, including relationships with foundations, collaborative partner organizations and direct service providers.
• Supervise and lead client and FMA staff through training, guidance and coaching. Evaluate performance on client engagements.

Service Delivery
• Provide senior level financial management services (including controller-level responsibilities for specific clients), month end review, audit support, budget development, cash flow planning, and financial system implementation.
• Support leadership teams and Board of Directors in making financial decisions including presenting analysis and findings and effectively communicating complicated financial information to a variety of audiences, who have varying levels of financial literacy.
• Assist in complying with new nonprofit financial reporting and disclosure standards.
• Conduct fiscal infrastructure assessments and provide insight into organizational financial sustainability.
• Oversee grant compliance to include billing, budgeting, accounting, and compliance reporting with private, federal, state agencies (while recognizing restrictions and advising accordingly).
• Analyze current processes, systems, and procedures and makes recommendations to ensure best accounting practices and keeps abreast of changing regulatory environments.

Requirements:

Qualifications
• Bachelor's degree with a major in Accounting (MPA, MBA, CPA preferred)
• 7+ years demonstrated accounting experience (Public Accounting experience a plus) with niche focus on nonprofit and/or government
• Strong knowledge of accounting systems and nonprofit accounting principles
• Advanced Microsoft Excel expertise
• Knowledge of Los Angeles nonprofit community strongly preferred
• Grant management and knowledge of government funding preferred
• Training and prior supervisory/management experience a plus
• Must be collaborative, proactive, independent and flexible - and adapt easily to changing client needs
• Self-directed purposeful professional who can organize their time and independently prioritize their work
• Up to 20% travel may be required (majority within California) within the first year

Compensation:

Our employees are encouraged and supported as they develop a broad range of skills through customized professional development and ongoing mentoring. We offer a highly collaborative environment, career enhancing work, competitive compensation, and full benefits.

FMA is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin - and pursuant to the San Francisco Fair Chance Ordinance, this includes qualified applicants with arrest and conviction records. We’re committed to a diverse and inclusive workplace and strongly encourage applicants from all backgrounds and walks of life. We don’t just accept difference — we celebrate it, support it, and thrive on it for the benefit of our employees, our services, and our community. Come join us.

How to Apply:

https://fma.applytojob.com/apply/

Grants & Contracts Specialist Capital Impact Partners
Arlington, VA
Job Function: Other
Posted: March 22, 2019

Background:

Capital Impact Partners transforms underserved communities into strong, vibrant places of opportunity. As one of the largest certified Community Development Financial Institutions in the country, we have a 30 year history of delivering strategic financing, social innovation programs and capacity building that create social change and deliver financial impact nationwide. To date, Capital Impact Partners has used its depth of experience, cooperative approach, and network of alliances to invest more than $2B in opportunities that create a high quality of life for low income individuals and communities across the country, including access to high-quality healthcare, education, healthy foods, housing, and eldercare. We draw on our shared values of cooperation, commitment, leadership, innovation, trust, and diversity as we work to redefine how innovation can create opportunities for underserved Americans.

Position Summary:

The responsibility of the Grants and Contracts Specialist is to provide Capital Impact Partners (the “Company”) with technical and administrative support throughout the Grants and Contracts process.
The Grants and Contracts Specialist will: support the implementation of grants and contracts management workflow; coordinate the internal review process by guiding and providing technical assistance to business units, ensuring successful workflow; interface with multiple business units to provide support relating to grants, awards, and contracts while adhering to Company policies. The Grants and Contracts Specialist will have or be willing to develop a proficiency in grants and contracts management databases, such as Salesforce and Quickbase, to support this work.
The Grants and Contracts Specialist will perform OFAC/BSA searches and order Certificates of Good Standing on an as-needed basis.
The Grants and Contracts Specialist will report to the General Counsel, or other person designated by the General Counsel, and reside in the Legal Department.

Responsibilities:

Process all assigned grant and contract submissions to ensure accuracy
Track and monitor submissions within workflow for timeliness
Understand and utilize Company policies for grants and contract approval process
Provide guidance and technical assistance to other employees using the workflow
Maintain standard forms and templates in a current resource library for staff to use
Maintain online records of executed grants and contracts and back up documentation
Maintain online records of contract number assignments
Assist in preparations for trainings and refresher sessions
Post-award grant set up as required by workflow
Secure appropriate programmatic authorization and signatures
Submit statutory representation invoices to Accounting
Respond to internal or external audit requests for enterprise risk management purposes
Notarize corporate documents on an as-needed basis
Provide support for ad hoc compliance related projects, including delivery of reports and submit filings within time specified in compliance plan or applicable statute

Requirements:

Must have a Bachelor’s degree and a minimum of 3 years of experience working in grants and/or contracts administration, preferably with at least one those years in a compliance role
Must be able to work independently with minimal supervision, but able and willing to work collaboratively on cross-functional teams in an efficient and productive manner
Must be able to understand and follow complex workflow processes
Must have strong communication skills
Must have extremely high level of attention to detail
Must be proactive in identifying and resolving issues
Must have excellent communication and interpersonal skills
Must thrive in a fast-paced environment under tight deadlines
Must be proficient in Microsoft programs (Word, Excel, PowerPoint); preferably with knowledge of Salesforce
Current Virginia Notary commission a plus

Compensation:

$55,000 - $70,000

How to Apply:

https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment....

Portfolio Relationship Manager MoFi
Bozeman, MT
Job Function: Relationship Management
Posted: March 15, 2019

Background:

MoFi provides entrepreneurs and business owners with business financing when they are not eligible for financing at a bank. MoFi’s clients are low wealth, low income, lacking in assets, and/or starting a new business—but within 36 months, most of MoFi’s clients are eligible for a bank loan.

Bank eligibility doesn’t evolve naturally; it is helped along with a prescribed plan for the borrower that includes achieving and maintaining business profitability, creating savings and assets, becoming a strong financial manager, creating and using accurate and relevant financial statements, building a strong credit history, and developing a business relationship with a commercial lender.

Plans for achieving bankability are created during underwriting. Plans include (1) a target bankability date that is agreed upon with the client’s banker; (2) a scheduled set of meetings over the phone or in person with MoFi, the client, and the banker; (3) customized business assistance from MoFi’s consulting team which provides accounting, legal, marketing, financial management, credit building, and human resource assistance; (4) bankability metrics tracking including debt service coverage, loan-to-value, profitability, credit score, months in business, and financial statement accuracy; and, as a last step, (5) bank loan application assistance.

Position Summary:

This position is responsible for creation of the bankability plans with the loan officers, and, once a loan is closed, oversight and coordination of the bankability plans with the client and consulting team. This position is primarily focused on ensuring the consulting plan is implemented, helping build a strong relationship between the borrower and their commercial lender, and redesigning the bankability plan if targets are not met as projected by the client.  The overall goal is help clients achieve bankability more quickly.

Responsibilities:

Build, update and maintain Bankability Plans for all MoFi Clients
- Create bankability plans for all new clients with the MoFi underwriter, commercial banker, and client using the metrics listed above.
- Oversee all MoFi client bankability plans, meeting schedules, and metric targets – all of which are managed in a customized Salesforce database
- Coordinate consulting services with the consulting team and client
- Update bankability plan, if needed, to incorporate actual results and any changes with the commercial lender’s target bankability date

Build Commercial Lender Relationships for all MoFi Clients:
- Work with commercial lenders across the Rocky Mountain West to help build client relationships
- Help clients who do not have lending relationships find the right banking partner
- Educate lenders on MoFi’s products, services, and overall mission

Get MoFi Clients refinanced by a bank:
- Help clients who have met bankability targets prepare for commercial financing by working with them to complete loan application and compile the accompanying financial support

Requirements:

Excellent verbal, written, and interpersonal communication skills
Strong commercial credit analysis skills; including understanding of SBA programs

Fluency with commercial lending requirements and policies at banks in MoFi’s service area

Ability and desire to help borrowers understand the commercial lending system’s policy and requirements, acronyms, and ratios by making it simple, accessible, and easy-to-understand

Strong computer skills with experience in the MS Office suite of products. Prior experience with Salesforce is not required, but is helpful

Good project management and team coordination skill

BS/BA degree or higher in accounting, finance, or economics

Compensation:

Salary starts at $75,000 per year.

How to Apply:

Interested candidates should submit an application via ZipRecruiter. https://www.ziprecruiter.com/jobs/mofi-c5e3e246/portfolio-relationship-m...

Manager of Strategic Partnerships MoFi
Missoula, MT
Job Function: Other
Posted: March 14, 2019

Background:

MoFi provides entrepreneurs and business owners with business financing when they are not eligible for financing at a bank. MoFi’s clients are low wealth, low income, lacking in assets, and/or starting a new business. But, within 36 months, most of MoFi’s clients are eligible for a bank loan. Bankability is helped through MoFis comprehensive consulting services which have traditionally focused on wealth, asset and credit building.

Position Summary:

Starting in 2019, MoFi will add inclusive hiring strategies to its standard suite of consulting services. This program, offered on a limited basis to clients over the past ten years, has been instrumental in helping businesses attract, train and retain good employees while also helping to rebuild the middle class in their communities. This program opens the door to jobs for low income people – doors that otherwise would not be open. This position will help MoFi clients, targeted communities, and larger employers implement inclusive hiring strategies. The position will also help build a program that can be scaled to other organizations across the US.

Responsibilities:

1. Help MoFi Business Clients Implement Low Income Hiring Strategies
- Communicate the services available to new and existing MoFi borrowers through phone, email and in-person communication;
- Meet with each client via phone or in-person to understand their current employee base, hiring plans, and HR needs;
- Understand and catalog available recruitment and training resources in each community;
- With community job partners, create customized HR/hiring plans for each business that include (1) job descriptions with qualifications, (2) hiring timelines, and (3) hiring practices to recruit, retain and develop low income people; and (4) development of HR policies if needed.
- Communicate and integrate with client consulting team to ensure that clients have coordinated MoFi services.

2. Help to lower the unemployment and poverty rate in two test communities in Montana and Idaho
- Identify two communities with high unemployment, high poverty, and a low enough population to create noticeable change;
- Meet with community leaders, large employers, and job partners in each community to create a low income hiring strategy
- Work with employers, in the same manner as #1 above, to implement low income hiring strategies

3. Work with major employers in the region to adopt low income hiring strategies:
- Identify 10 major employers in the region
- Meet with each to identify current hiring practices, barriers to low income hiring, and interest in implementing low income hiring strategies
- Work with the MoFi team to create a plan for implementation of low-income hiring strategies in major employers based on results of this outreach

4. Meet regularly with the MoFi team to refine the product that is offered (for instance, should it include financial incentives for employers, etc) throughout the first year

5. Work with the MoFi team, the Rockefeller Foundation, and the Chan Zuckerberg Initiative to develop and track metrics used to define success for the MoFi program and potentially scale the program to other organizations.

Requirements:

Strong financial analysis skills for analyzing how HR practices can affect business financials

Good project management and team coordination

Strong verbal and written communication

Strong problem-solving skills

Exceptional computer skills and experience in MS Office with an emphasis in Excel. Prior experience with Salesforce is preferred

Experience working on teams

MBA or other relevant master’s degree

Compensation:

Salary starts at $85,000 per year.

How to Apply:

Interested candidates should submit an application via ZipRecruiter. https://www.ziprecruiter.com/c/MoFi/Job/Manager-of-Strategic-Partnership...

Client Accounting Manager MoFi
Bozeman, MT
Job Function: Accounting
Posted: March 14, 2019

Background:

MoFi provides entrepreneurs and business owners with business financing when they are not eligible for financing at a bank. MoFi’s clients are low wealth, low income, lacking in assets, and/or starting a new business—but within 36 months, most of MoFi’s clients are eligible for a bank loan. In order to help our loan clients build their businesses, increase profitability, and eventually get refinanced, we provide accounting assistance and financial management coaching.

Position Summary:

This position works with clients across our portfolio to help them build and understand their financial systems. You will be responsible for working with clients to create managerial financial statements so that they can increase their profitability and cashflow, increase their net worth, and build personal credit. MoFi provides 1:1 consulting services over the life of the loan to improve our clients’ financial stability and help them access the financial mainstream.

Responsibilities:

Support clients with Financial Management:
- Work with borrowers to set up accounting systems; create simple and effective charts of accounts, record opening balance journal entries, and connect bank feeds and third-party applications to the client’s accounting software
- Recommend appropriate software and subscription levels depending on the nature and size of a client’s business
- Provide resources and training that increase the client’s ability to take ownership of financial management
- Provide ongoing accounting and finance support related to handling unique and/or non-routine transactions, recommend software solutions and troubleshoot problems, track sales and payroll tax, and other bookkeeping tasks
- Advise clients on general business questions, including pricing strategy, vendor relationships, and cash management
- Meet with clients regularly to maintain and develop working relationship and efficiently address any client concerns
- Work with clients to develop financial dashboards and metrics so that they can successfully monitor their business financial health

Assist Consulting Services Team with monitoring financial performance of clients:
- Review client financials to ensure completeness and accuracy
- Monitor client financial health by analyzing profitability, debt service, and liquidity
- Advise clients experiencing negative trends on how to improve business operations
- Work with the consulting team to accomplish annual work plan goals and targets

Help Consulting Services Team ensure clients obtain re-financing:
- Create an action plan with measurable targets that, when met, indicate client eligibility for re-financing
- Implement action plan and ensure clients are taking steps to achieve agreed-upon targets
- Facilitate client and banker relationships that will be utilized when clients are ready to be re-financed

Requirements:

CPA with 2-4 years of public accounting experience, ideally in audit
Proficient with Quickbooks or a demonstrated ability to learn and use accounting software
Excellent team player with humility, flexibility, and collaborative nature
Excellent written and verbal communication skills
Detail oriented and strong organizational skills

Compensation:

Salary starts at $60,000 per year.

How to Apply:

Interested candidates should submit an application via ZipRecruiter. https://www.ziprecruiter.com/jobs/mofi-c5e3e246/client-accounting-manage...

Analyst / Coordinator, Impact Investing Tideline
New York, NY
Job Function: Other
Posted: March 14, 2019

Background:

Tideline is a consulting firm that provides tailored advice to clients developing impact investment strategies, products, and solutions. Our mission is to help clients excel in realizing financial and societal value. We believe in shared, sustainable prosperity powered by market-based solutions. To that end, our services include strategy development, research and education, investment product and platform design, and impact management.

Our multi-disciplinary team delivers services of unmatched quality, grounded in deep, rigorous research and analysis. Past clients have included leading asset owners, intermediaries, and service providers active in impact investing. Tideline was founded in 2014 with offices in New York, NY; San Francisco, CA; Portland, OR; and Austin, TX, and is led by the firm’s partners: Christina Leijonhufvud, Ben Thornley, and Kim Wright-Violich.

Tideline is an equal opportunity employer. We value diversity and are committed to an inclusive workplace.

Position Summary:

This is a unique opportunity for an early-career individual to gain exposure to impact investing and strategy consulting. The Analyst / Coordinator will split time between two important functions at the firm: supporting client projects through research and coordination; and providing internal coordination and administration support.

Candidates will be considered for the New York office. Candidates will be offered an initial six-month employment agreement, with the possibility of converting to a permanent employee thereafter, pending the business’s needs at that time and performance.

Responsibilities:

Project coordination and research (~50%):
> Performing research and analysis related to client projects, including literature reviews, summaries of findings, participation in expert interviews, etc.
> Leading scheduling and supporting project management for client projects
> Developing client materials, including PowerPoint presentations and reports
> Supporting quantitative analysis and modeling efforts for client projects (as applicable given candidate experience)

Internal coordination and administration (~50%):
> Managing scheduling and providing other administrative support primarily for one of the Managing Partners, with occasional support for the other two as well
> Contributing to operational improvements and processes (e.g., IT systems, time tracking, hiring, etc.)
> Supporting coordination of business development activities, with the Managing Partners
> Maintaining and updating the client relationship management tool
> Overseeing office management in the NY office

Requirements:

The ideal candidate has a collaborative disposition; an appreciation of thoughtful and efficiently managed processes; is exceptionally well-organized with an eye for detail; communicates well; and a commitment to advancing social and environmental outcomes. Every member of the team embodies our firm’s values: excellence, commitment, and openness.

Desired qualifications include:
> Bachelor’s degree
> Knowledge of impact investing, finance, and/or philanthropy preferred
> Experience in consulting, impact investing, finance, philanthropy, and/or research a plus
> Strong written and oral communication skills
> Financial / quantitative analysis experience a plus
> Adept at using Microsoft Office; strong PowerPoint skills and design sensibilities a plus
> Ability to manage multiple tasks with high attention to detail and organization
> Ability to think critically and creatively
> Demonstrated ability to exercise initiative, sound judgment, and discretion
> Strong interpersonal and relationship-building skills
> Sense of humor and self-awareness

Compensation:

Commensurate with experience

How to Apply:

Please apply through the following link: https://tideline.bamboohr.com/jobs/view.php?id=26

You may send any questions to hiring@tideline.com

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