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.

VP Large Loans @ Georgia LiftFund, Inc.
(any city in Georgia), GA
Job Function: Lending/Loan Operations
Posted: March 28, 2019

Background:

Background
LiftFund, Inc. is a multi-state non-profit microfinance company and small business lender that help new and existing entrepreneurs successfully grow their business. LiftFund is based in San Antonio with offices throughout Texas and 12 other states.

Mission Statement
The mission of LiftFund, Inc. is to provide credit to small businesses that do not have access to loans from traditional sources, and to provide leadership and service to the small business lending field on a national level.

Vision Statement
The vision of LiftFund, Inc. is to become a leading, financially stable organization capable of providing business credit and services to a significant number of businesses and self-employed people throughout its 13 state footprint.

Position Summary:

Underwriter of 7a Community Advantage and Large Loans
To support LiftFund’s Large Loan Division in underwriting 7a Community Advantage and Large Loans defined as $50,000 - $500,000 in size and have unique marketing and underwriting characteristics compared to LiftFund’s existing loan products.

Scope of Work includes, but is not limited to:
• Comply with established Lender Underwriting and credit granting criteria
• Make pre-qualification and Final Decision analysis
• Evaluate all financial information of loan requests
• Conduct thorough analysis of credit and financial statements, proof of income, tax returns, business plans, pro-forma calculations, etc.
• Make the necessary conditions and recommendation to execute loan agreements
• Recommend denials, approvals or cancellations to proper loan authority
• Provide Quality Control on files submitted to SBA under the Community Advantage 7a program
• Support EVP of SBA Lending Group on Underwriting policies and procedures development and updates.

Responsibilities:

Large Loan Division Responsibilities:
• Larger Loans defined as $100,000 - $500,000 in size and have some unique marketing and underwriting characteristics compared to LiftFund’s existing loan products
• Achieve production, delinquency, charge-off and other goals within the large loan portfolio as established annually
• Maintain and build an extensive network of bankers and other lending personnel to market and promote LiftFund loan products and services
• Confer with Loan Committee and Underwriting Manager(s) concerning various issues of loan policy and overall credit quality
• Assemble and provide complete loan packages for submission to underwriting staff
• Interface regularly with underwriting staff to ensure credit quality and relate unique aspects of larger loans
• Oversee and ensure compliance with all contribution dollars from individuals, grants, corporations, and foundations
• Model leadership, excellence, and results

Requirements:

Qualifications and Attributes Sought:
• Creative, strategic and visionary in development, public relations and marketing programs to provide visibility and create loan demand
• Highly organized, with attention to detail
• Ability to self-manage time and stay on task
• Ability to give direction, maintain the organizational culture, mission and focus on values
• Strong analytical skills as they relate to loan underwriting and financial analysis
• An extensive computer database, and skills pertaining to cash flow analysis and debt coverage ratios
• Minimum 5 years of experience in small business lending
• Strong familiarity with commercial real estate lending, fixed asset financing, working capital loans, and accounts receivable financing
• Knowledge of SBA guaranteed loans
• Bachelor’s degree preferred
• Bilingual preferred (English/Spanish)

Compensation:

Send resume and cover letter (mail, email, fax or online):
LiftFund, Inc. / Human Resources Email: jhernandez@liftfund.com
2007 W. Martin St. Fax: 210-533-2940
San Antonio, TX 78207 Online / Website: www.liftfund.com

How to Apply:

Send resume and cover letter (mail, email, fax or online):
LiftFund, Inc. / Human Resources
2007 W. Martin St.
San Antonio, TX 78207

Email: jhernandez@liftfund.com
Fax: 210-533-2940
Online / Website: www.liftfund.com

VP Large Loans @ Houston LiftFund Inc.
Houston, TX
Job Function: Lending/Loan Operations
Posted: March 28, 2019

Background:

Background
LiftFund, Inc. is a multi-state non-profit microfinance company and small business lender that help new and existing entrepreneurs successfully grow their business. LiftFund is based in San Antonio with offices throughout Texas and 12 other states.

Position Summary:

Underwriter of 7a Community Advantage and Large Loans
To support LiftFund’s Large Loan Division in underwriting 7a Community Advantage and Large Loans defined as $50,000 - $500,000 in size and have unique marketing and underwriting characteristics compared to LiftFund’s existing loan products.

Scope of Work includes, but is not limited to:
• Comply with established Lender Underwriting and credit granting criteria
• Make pre-qualification and Final Decision analysis
• Evaluate all financial information of loan requests
• Conduct thorough analysis of credit and financial statements, proof of income, tax returns, business plans, pro-forma calculations, etc.
• Make the necessary conditions and recommendation to execute loan agreements
• Recommend denials, approvals or cancellations to proper loan authority
• Provide Quality Control on files submitted to SBA under the Community Advantage 7a program
• Support EVP of SBA Lending Group on Underwriting policies and procedures development and updates.

Responsibilities:

Large Loan Division Responsibilities:
• Larger Loans defined as $100,000 - $500,000 in size and have some unique marketing and underwriting characteristics compared to LiftFund’s existing loan products
• Achieve production, delinquency, charge-off and other goals within the large loan portfolio as established annually
• Maintain and build an extensive network of bankers and other lending personnel to market and promote LiftFund loan products and services
• Confer with Loan Committee and Underwriting Manager(s) concerning various issues of loan policy and overall credit quality
• Assemble and provide complete loan packages for submission to underwriting staff
• Interface regularly with underwriting staff to ensure credit quality and relate unique aspects of larger loans
• Oversee and ensure compliance with all contribution dollars from individuals, grants, corporations, and foundations
• Model leadership, excellence, and results

Requirements:

Qualifications and Attributes Sought:
• Creative, strategic and visionary in development, public relations and marketing programs to provide visibility and create loan demand
• Highly organized, with attention to detail
• Ability to self-manage time and stay on task
• Ability to give direction, maintain the organizational culture, mission and focus on values
• Strong analytical skills as they relate to loan underwriting and financial analysis
• An extensive computer database, and skills pertaining to cash flow analysis and debt coverage ratios
• Minimum 5 years of experience in small business lending
• Strong familiarity with commercial real estate lending, fixed asset financing, working capital loans, and accounts receivable financing
• Knowledge of SBA guaranteed loans
• Bachelor’s degree preferred
• Bilingual preferred (English/Spanish)

Compensation:

Compensation & Benefits:
Salary commensurate with experience and qualifications; medical, dental, vision & life insurance; Paid holidays, vacation & sick leave; 401(k).

Background checks are conducted of top candidates.

How to Apply:

Send resume and cover letter (mail, email, fax or online):
LiftFund, Inc. / Human Resources
2007 W. Martin St.
San Antonio, TX 78207

Email: jhernandez@liftfund.com
Fax: 210-533-2940
Online / Website: www.liftfund.com

VP of Large Loans LiftFund Inc.
Dallas, TX
Job Function: Lending/Loan Operations
Posted: March 28, 2019

Background:

LiftFund Inc. is a multi-state non-profit microfinance company and small business lender that helps new and existing entrepreneurs successfully grow their business. LiftFund is based in San Antonio with offices throughout Texas and 12 other states.

Mission Statement
The mission of LiftFund, Inc. is to provide credit to small businesses that do not have access to loans from traditional sources, and to provide leadership and service to the small business lending field on a national level.

Vision Statement
The vision of LiftFund, Inc. is to become a leading, financially stable organization capable of providing business credit and services to a significant number of businesses and self-employed people throughout its 13 state footprint.

Position Summary:

To support LiftFund’s Large Loan Division in underwriting 7a Community Advantage and Large Loans defined as $50,000 - $500,000 in size and have unique marketing and underwriting characteristics compared to LiftFund’s existing loan products.

Scope of Work includes, but is not limited to:
• Comply with established Lender Underwriting and credit granting criteria
• Make pre-qualification and Final Decision analysis
• Evaluate all financial information of loan requests
• Conduct thorough analysis of credit and financial statements, proof of income, tax returns, business plans, pro-forma calculations, etc.
• Make the necessary conditions and recommendation to execute loan agreements
• Recommend denials, approvals or cancellations to proper loan authority
• Provide Quality Control on files submitted to SBA under the Community Advantage 7a program
• Support EVP of SBA Lending Group on Underwriting policies and procedures development and updates.

Responsibilities:

Large Loan Division Responsibilities:
• Larger Loans defined as $100,000 - $500,000 in size and have some unique marketing and underwriting characteristics compared to LiftFund’s existing loan products
• Achieve production, delinquency, charge-off and other goals within the large loan portfolio as established annually
• Maintain and build an extensive network of bankers and other lending personnel to market and promote LiftFund loan products and services
• Confer with Loan Committee and Underwriting Manager(s) concerning various issues of loan policy and overall credit quality
• Assemble and provide complete loan packages for submission to underwriting staff
• Interface regularly with underwriting staff to ensure credit quality and relate unique aspects of larger loans
• Oversee and ensure compliance with all contribution dollars from individuals, grants, corporations, and foundations
• Model leadership, excellence, and results

Requirements:

Qualifications and Attributes Sought:
• Creative, strategic and visionary in development, public relations and marketing programs to provide visibility and create loan demand
• Highly organized, with attention to detail
• Ability to self-manage time and stay on task
• Ability to give direction, maintain the organizational culture, mission and focus on values
• Strong analytical skills as they relate to loan underwriting and financial analysis
• An extensive computer database, and skills pertaining to cash flow analysis and debt coverage ratios
• Minimum 5 years of experience in small business lending
• Strong familiarity with commercial real estate lending, fixed asset financing, working capital loans, and accounts receivable financing
• Knowledge of SBA guaranteed loans
• Bachelor’s degree preferred
• Bilingual preferred (English/Spanish)

Compensation:

Salary commensurate with experience and qualifications; Medical, Dental, Vision & Life Insurance; Vacation & Sick Leave; paid holidays; 401(k) Plan.
Background checks are conducted.
LiftFund in an equal opportunity employer.

How to Apply:

Send resume and cover letter (mail, email, fax or online):

LiftFund, Inc. / Human Resources
2007 W. Martin St.
San Antonio, TX 78207

Email: jhernandez@liftfund.com
Fax: 210-533-2940
Online / Website: www.liftfund.com

Origination Loan Officer Capital Impact Partners
Oakland, CA
Job Function: Lending/Loan Operations
Posted: March 27, 2019

Background:

Capital Impact Partners, headquartered in Arlington, VA, operates nationally, with local offices in Detroit, MI, and Oakland, CA. For over 35 years, Capital Impact Partners has been a nonprofit mission driven lender that has supported the development of low-income underserved communities nationwide, focusing in five key sectors - health care, education, healthy foods, housing, and aging. Capital Impact is also supporting the redevelopment of Detroit through multiple partnerships with banks and foundations.

Position Summary:

Capital Impact Partners seeks an Origination Loan Officer to strengthen its Loan Origination Group. The Loan Officer is responsible for representing Capital Impact in its lending activities and originating new loan transactions.

Responsibilities:

Contribute to loan production goals by identifying lending opportunities and originating new loans upon referral from the business development team
Structure loan transactions in compliance with internal credit and program requirements under the supervision of the manager
Prepare and negotiate loan proposals with borrowers and partners (business term sheets and commitment letters) under the supervision of the manager
Manage the loan approval process from deal screening to loan approval
Monitor markets where Capital Impact is active (i.e. market/industry trends, local/state/federal policy environment, community development context.)
Represent Capital Impact on panels at conferences and manage relationships with partners and borrowers
Work closely with all lending staff to assure excellent customer service
Work with partners on loan participations and program loans
Participate in strategic planning and innovation process

Requirements:

Bachelor’s degree required. Advance degree in business, finance or related field preferred
2-5 years of lending experience
Experience with community development underwriting in any of our key sectors of healthcare, education, healthy foods, affordable housing, and the ability to age with dignity
Knowledge of New Markets Tax Credits (NMTC) and Community Development Financial Institution (CDFIs) is a plus
Demonstrated experience in preparing and negotiating complex transactions and balancing the programmatic needs of community based organizations with sound underwriting judgment and risk mitigation
Familiarity with federal, state, and local community development programs, particularly programs that finance senior facilities, educational facilities, federally-qualified health centers and affordable housing; and/or experience in commercial real estate or grocery lending is a plus
Strong analytical and communication skills
Candidates must have sufficient credit skills to conduct risk assessment and manage a portfolio
Proficiency with Microsoft Office (particularly Word, Excel, and Power Point), Adobe Acrobat, Moody’s Analytics/Lending Cloud and Salesforce
Ability to travel up to 20% of the time

Compensation:

$80,000 - $100,000

How to Apply:

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

Analyst, Advisory Services - Boston, MA Nonprofit Finance Fund
Boston, MA
Job Function: Project Management
Posted: March 26, 2019

Background:

What We Do:

NFF works toward a more just and vibrant society through:

Financing that helps nonprofits and social enterprises expand opportunity in low- and middle-income communities.

Consulting that helps nonprofits and funders connect money to mission and community impact.

Partnering with service providers, funders, and investors to turn money and goodwill into positive outcomes.

Learning that shares experiences and expertise – from ideas to anecdotes to cutting-edge data and analysis.

Nonprofit Finance Fund® (NFF®) advances missions and social progress in underserved communities through financing, consulting, partnerships, and knowledge-sharing. A leading Community Development Financial Institution (CDFI), NFF currently manages over $329 million. Since 1980, we have provided $871 million in financing and access to additional capital in support of over $2.9 billion in projects for thousands of organizations nationwide.

Position Summary:

The Advisory Services team is seeking to hire an Analyst. Advisory Services Analysts support the delivery of NFF’s services to social sector clients and serve as an integral member of the team. As an entry-level position, Analysts engage a wide cross-section of the team and work closely with practice managers and senior consultants by providing project management and analyses of quantitative and qualitative data.

The NFF Advisory Practice is a fast-paced environment, and Analysts help to manage a substantial portfolio of work. Successful Analysts exercise excellent time and task management skills; work efficiently within a team structure; communicate in a clear, compelling, and accessible manner; exhibit a high level of individual accountability, and embody NFF Values in all tasks and responsibilities.

This position will be based in NFF’s Boston, MA office. This position will report to the Manager, Advisory Services.

Responsibilities:

*Work with the Advisory Services Operations, Initiative, and Knowledge teams to support rigorous systems and data management, capacity and workflow management, and organizational learning.
*Support initiatives by working closely with senior consultants to plan and manage project work plans, timelines, and deliverables. Manage client communications and client information/data capture, as well as track and manage progress against budget, capacity, and delivery targets.
*Conduct financial analyses, organizational assessments, and sector research. Synthesize analyses into observations about the financial health and performance of NFF’s clients and the social sector.
*Organize and synthesize knowledge-related documents and track new content or tools in development.
*Contribute to high-quality client deliverables, including PPT presentations, engagement memos, research reports, and workshop/training curriculum.
*Perform other duties as assigned.

Requirements:

Essential Requirements for Education and/or Experience:
*This is an entry-level position.
*Professional maturity and ability to build relationships with colleagues, clients, funders, board members, and leaders in the field in a way that is consistent with NFF Values: Equity in Action, Generosity of Spirit, Rigor without Attitude, Responsiveness and Leading by Doing (For more information on the NFF Values, visit: https://nff.org/page/our-values).
*The position requires close coordination between multiple divisions within Advisory Services (Operations/Knowledge/Client Services Delivery/Business Development). As such, the applicant must have strong communication skills and an ability to work closely with their manager and other Analysts to meet a broad range of responsibilities.
*The ability to analyze, synthesize and present complex data and information in an accessible manner.
*Project management skills and familiarity with the development of work plans and Gantt Chart project plans.
*Time management, attention to detail, and multi-tasking abilities.
*Proficiency in Excel, Word, and PowerPoint.
*Self-starter with the ability to work independently as well as collaborate with a close-knit group of professionals.
*Interest and ability to travel nationally, year-round, up to 15% of the time.
*Demonstrated interest in the social sector and an openness to learning about new things.
*Flexible, curious, creative, and enthusiastic, with a sense of humor.

Specialized Knowledge/Beneficial Skills and Experience:
*Prior experience with SharePoint, Salesforce, and/or Microsoft BI.
*Facility with nonprofit accounting, finance, financial model building, and/or statistics.
*Bachelor’s Degree.

Compensation:

All salaries are commensurate with experience and include an attractive benefits package.

How to Apply:

Apply directly here: https://nonprofitfinancefund.applytojob.com/apply/ZCdslPtTfP/Analyst-Adv...

Analyst, Advisory Services Nonprofit Finance Fund
New York, NY
Job Function: Project Management
Posted: March 26, 2019

Background:

What We Do:

NFF works toward a more just and vibrant society through:

Financing that helps nonprofits and social enterprises expand opportunity in low- and middle-income communities.

Consulting that helps nonprofits and funders connect money to mission and community impact.

Partnering with service providers, funders, and investors to turn money and goodwill into positive outcomes.

Learning that shares experiences and expertise – from ideas to anecdotes to cutting-edge data and analysis.

Nonprofit Finance Fund® (NFF®) advances missions and social progress in underserved communities through financing, consulting, partnerships, and knowledge-sharing. A leading Community Development Financial Institution (CDFI), NFF currently manages over $329 million. Since 1980, we have provided $871 million in financing and access to additional capital in support of over $2.9 billion in projects for thousands of organizations nationwide.

Position Summary:

The Advisory Services team is seeking to hire an Analyst. Advisory Services Analysts support the delivery of NFF’s services to social sector clients and serve as an integral member of the team. As an entry-level position, Analysts engage a wide cross-section of the team and work closely with practice managers and senior consultants by providing project management and analyses of quantitative and qualitative data.

The NFF Advisory Practice is a fast-paced environment, and Analysts help to manage a substantial portfolio of work. Successful Analysts exercise excellent time and task management skills; work efficiently within a team structure; communicate in a clear, compelling, and accessible manner; exhibit a high level of individual accountability, and embody NFF Values in all tasks and responsibilities.

This position will be based in NFF’s New York, NY office. This position will report to the Manager, Advisory Services.

Responsibilities:

*Work with the Advisory Services Operations, Initiative, and Knowledge teams to support rigorous systems and data management, capacity and workflow management, and organizational learning.
*Support initiatives by working closely with senior consultants to plan and manage project work plans, timelines, and deliverables. Manage client communications and client information/data capture, as well as track and manage progress against budget, capacity, and delivery targets.
*Conduct financial analyses, organizational assessments, and sector research. Synthesize analyses into observations about the financial health and performance of NFF’s clients and the social sector.
*Organize and synthesize knowledge-related documents and track new content or tools in development.
*Contribute to high-quality client deliverables, including PPT presentations, engagement memos, research reports, and workshop/training curriculum.
*Perform other duties as assigned.

Requirements:

*This is an entry-level position.
*Professional maturity and ability to build relationships with colleagues, clients, funders, board members, and leaders in the field in a way that is consistent with NFF Values: Equity in Action, Generosity of Spirit, Rigor without Attitude, Responsiveness and Leading by Doing (For more information on the NFF Values, visit: https://nff.org/page/our-values).
*The position requires close coordination between multiple divisions within Advisory Services (Operations/Knowledge/Client Services Delivery/Business Development). As such, the applicant must have strong communication skills and an ability to work closely with their manager and other Analysts to meet a broad range of responsibilities.
*The ability to analyze, synthesize and present complex data and information in an accessible manner.
*Project management skills and familiarity with the development of work plans and Gantt Chart project plans.
*Time management, attention to detail, and multi-tasking abilities.
*Proficiency in Excel, Word, and PowerPoint.
*Self-starter with the ability to work independently as well as collaborate with a close-knit group of professionals.
*Interest and ability to travel nationally, year-round, up to 15% of the time.
*Demonstrated interest in the social sector and an openness to learning about new things.
*Flexible, curious, creative, and enthusiastic, with a sense of humor.

Compensation:

All salaries are commensurate with experience and include an attractive benefits package.

How to Apply:

Apply directly here: https://nonprofitfinancefund.applytojob.com/apply/6ikCrSIWnP/Analyst-Adv...

Manager, New Markets Tax Credits Nonprofit Finance Fund
New York, NY
Job Function: Lending/Loan Operations
Posted: March 26, 2019

Background:

What We Do:

NFF works toward a more just and vibrant society through:

Financing that helps nonprofits and social enterprises expand opportunity in low- and middle-income communities.

Consulting that helps nonprofits and funders connect money to mission and community impact.

Partnering with service providers, funders, and investors to turn money and goodwill into positive outcomes.

Learning that shares experiences and expertise – from ideas to anecdotes to cutting-edge data and analysis.

Nonprofit Finance Fund® (NFF®) advances missions and social progress in underserved communities through financing, consulting, partnerships, and knowledge-sharing. A leading Community Development Financial Institution (CDFI), NFF currently manages over $329 million. Since 1980, we have provided $871 million in financing and access to additional capital in support of over $2.9 billion in projects for thousands of organizations nationwide.

Position Summary:

Position Summary:

The Financial Services team is seeking to hire a Manager, New Markets Tax Credits. The Manager performs the following job responsibilities for NFF’s New Markets Tax Credit (NMTC) program, either in a direct or oversight capacity: NMTC compliance and reporting, loan servicing, and portfolio management. The Manager also provides support for investor relations management, applications for NMTC allocation authority and closing new investments. Primary responsibilities include asset management for closed investments, reporting to investors and regulatory agencies, review, and interpretation of deal documents, review of certain calculations and ratios, and maintenance of compliance files. The Manager must have a thorough understanding of the NMTC program regulations and requirements, be able to effectively communicate with staff, investors, borrowers, external auditors and regulatory agencies related to these areas, and be able to manage, train and oversee the work of any junior staff.

This position will be based in NFF’s New York, NY office. This position will report to the Director, NMTC.

Primary Duties and Responsibilities:

Compliance Management
*Manage reporting to regulatory agencies, including the timely registration of investment activities, annual institution and transaction level reporting, and response to related notices.
*Review and summarize relevant partnership agreements, loan agreements and related documents for compliance and reporting requirements.
*Oversee the management of the NMTC advisory board including preparation of meeting agendas and minutes.
*Ensure that NFF and all subsidiary NMTC entities maintain their ongoing status as community development entities.
*Maintain files, spreadsheets, and tools necessary to ensure NMTC compliance.

Loan Servicing, Portfolio Management, and Accounting
*Coordinate the transition of investments from closing to ongoing monitoring.
*Review and approve loan serving including loan invoices and investor distributions to ensure compliance with partnership agreements and tax credit regulations and invoices for and receipt of asset management fees.
*Oversee collection and analysis of borrower impact reports, financial statements, and compliance certificates. Perform other loan monitoring responsibilities including completion of site visits, financial analysis, and prepare risk ratings in order to monitor project condition and borrower financial health. Analyze overall portfolio quality and risk assessment.
Manage NMTC unwinds.
*Support the Finance team’s oversight of timely and accurate preparation of financial statements, audits and tax returns by the accountant and auditor.

Communication and Reporting
*Interact with borrowers, project representatives, and community stakeholders to collect and manage required reports and community and economic impact data; refine measurement and tracking of impact data.
*Manage preparation of investor reports including compliance certificates and substantially all testing.
*Assist with the preparation of reports to management, the board of directors and government agencies.
*Maintain overall portfolio statistics and consistency of data points for internal and external reporting.
*Maintain a culture of quality customer service at all points of contact with NFF clients, Financial Services team, regional and site management and other staff, board and committee members, lending partners and professionals.

General NMTC Responsibilities
*Maintain a thorough and up-to-date understanding of the tax and compliance requirements related to NMTC and monitor developments in the industry related to tax credit compliance.
*Support applications for NMTC allocation authority, including drafting or commenting on narrative sections, supporting the development of a transaction pipeline, and obtaining necessary impact data.
*Identify process and system improvements as they relate to all aspects of compliance and reporting.
*Develop staff training materials and programs.

Essential Requirements for Education and/or Experience:
*Bachelor’s degree or equivalent experience required; Master’s preferred in business, finance, public administration, or related field.
*Minimum 3-5 years’ experience, ideally in accounting, asset management, finance or lending, including at least 2 years of NMTC experience.
*Demonstrated knowledge of the New Markets Tax Credit program and Community Development Finance Institutions (CDFIs).
*Experience reading legal agreements and documents.
*Familiarity with nonprofit financial statements.
*Strong time management and organizational skills, attention to detail and ability to coordinate complex activities and prioritize conflicting demands and deadlines.
*Proficiency with Microsoft Office applications and other databases.

Specialized Knowledge/Beneficial Skills and Experience:
*Must be highly motivated, be able to work independently and possess strong written and oral communication skills.
*Knowledge of partnership accounting, real estate terminology and related concepts.
*Knowledge of Salesforce.

Responsibilities:

*Bachelor’s degree or equivalent experience required; Master’s preferred in business, finance, public administration, or related field.
*Minimum 3-5 years’ experience, ideally in accounting, asset management, finance or lending, including at least 2 years of NMTC experience.
*Demonstrated knowledge of the New Markets Tax Credit program and Community Development Finance Institutions (CDFIs).
*Experience reading legal agreements and documents.
*Familiarity with nonprofit financial statements.
*Strong time management and organizational skills, attention to detail and ability to coordinate complex activities and prioritize conflicting demands and deadlines.
*Proficiency with Microsoft Office applications and other databases.

Requirements:

*Must be highly motivated, be able to work independently and possess strong written and oral communication skills.
*Knowledge of partnership accounting, real estate terminology and related concepts.
*Knowledge of Salesforce.

Compensation:

All salaries are commensurate with experience and include an attractive benefits package.

How to Apply:

Apply directly here: https://nonprofitfinancefund.applytojob.com/apply/jGREaBi1dJ/Manager-New...

Senior Consultant Fiscal Management Associates
Los Angeles, CA
Job Function: Financial Services
Posted: March 26, 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 Position
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
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

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.

Compensation:

Competitive based on experience and education level.

How to Apply:

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

Consultant Outsourcing Fiscal Management Associates
San Francisco, CA
Job Function: Financial Services
Posted: March 26, 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 Position
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
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:

Competitive based on experience and education level

How to Apply:

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

Senior Consultant Fiscal Management Associates
New York, NY
Job Function: Financial Services
Posted: March 26, 2019

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 Position
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:

Key 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.
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.

Compensation:

Competitive based on education and experience.

How to Apply:

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

Pages

Print Friendly, PDF & Email