We are seeking a highly organized Associate of Finance and Knowledge Management to position our entrepreneurial, fast-paced regional team for success in our transformative mission through careful management of resources and the crucial data and information systems that undergird our work.
In this mission-critical role, you will have two primary sets of responsibilities. You will serve as the finance and non-payroll budget lead for the D.C. regional team, closely tracking regional spending, fiscal compliance, and revenue processing for our multi-million-dollar budget. You will also serve as our regional point person for our data systems and reporting, supporting our team to collect, compile, and report on data to assess our progress to our ambitious goals. This is an excellent opportunity for a detail-oriented self-starter with high standards for accuracy and compliance, excellent time management, communication, and teamworking skills, and a strong sense for systems thinking across people and technologies.
Director, Institutional Giving and Grants
Finance Processing, Analysis, Reporting, and Compliance (60%)
- Accurately track and analyze our budget-to-actual spending throughout the year, through the creation of efficient and effective systems
- Produce clear, concise, and actionable expense forecasts and other reports to inform and support decision-making by our regional team and national partners, working across our team and national colleagues to troubleshoot any potential errors and root causes
- Process expenses including vendor payments, corporate credit card accounts, staff and non-staff expenditures, and reimbursement submissions
- Process gifts and other payments made to the region, including working with gift officers to support accurate and thoughtful donor stewardship
- Know our finance and spending policies inside and out, and create and facilitate trainings and support systems to ensure our team and functional team leaders have the support, tools, and resources they need to adhere to our policies and practices
- Support the regional team in the development of our annual non-payroll budget, including project management and forecasting
- Serve as a compliance expert and check our systems, processes, and practices to ensure compliant spending and accurate coding of regional expenses.
Knowledge Management Systems (20%)
- Build deep fluency in our data and knowledge management systems, including platforms such as Salesforce, PowerBI, and Box, and build relationships with key national points of contact to prepare for when questions arise or troubleshooting is needed
- Leverage team relationships and your strong systems thinking to develop a strong understanding of the data and information our team uses to assess our progress to our goals, and how we use these systems and platforms to do so; recommend best practices or system improvements to support and advise the team in better achieving data-related goals
- Support our team to more efficiently and effectively use centralized systems to collect, compile, and report data accurately, consistently, clearly, and concisely, including through the creation and facilitation of systems, processes, training & other resources
- Serve as the point of contact and liaison for data requests to support information sharing amongst our Executive Director, functional team leaders, funders, Board members, and other stakeholders, including knowing the correct point of contact on our team for various data/information and managing laterally and up to ensure that requests for data are fulfilled in a timely manner, including taking the lead to fulfill some of these requests.
- Produce selected cross-functional data reports, including monthly dashboard of progress to goals and others as assigned
Grant Administration and Infrastructure (10%):
- Ensure the successful draw-down of our region’s public and private restricted awards portfolio by:
- Supporting the preparation of budgets for grants and other restricted funding
- Accurately tracking, documenting and coding expenditures
- Leveraging budget-to-actuals analyses to maintain an ongoing understanding of grant draw-down status; partnering with the national Grants & Contracts team to course correct with post hoc expense tagging and/or budget modifications if necessary; diagnosing the root causes of underspending, and recommending solutions
- Liaising with the TFA national Grants & Contracts team, our regional Development Team, and Program Teams to develop budget proposal for new restricted funding opportunities.
- Supporting the Director, Institutional Giving in submitting invoices and financial reports to funders
Regional Team Responsibilities (10%)
- Support, attend and/or participate in regional team activities including but not limited to: fundraising events, corps member selection and matriculation; corps member and alumni professional development, including some evenings and weekends; and functional team meetings and retreats
- 1-4 years of professional work experience required
- Experience using Microsoft Excel to track, analyze, and report on quantitative data required
- Experience tracking and analyzing budgets or working with financial information strongly preferred
- Experience with data visualization, Salesforce, or other major information management platforms a strong plus
- Occasional evening and weekend work required (at least once a quarter)
- Your organizational skills are superb; you are able to prioritize, track, and manage your projects and workflow including managing up and laterally to ensure that deadlines are met and key deliverables produced
- You are attentive to detail and pride yourself on a very high level of accuracy, quality, integrity, and ethical standards in your work
- You have very strong verbal and written communications skills that enable you to convey this information simply and efficiently to multiple users and for multiple purposes
- You quickly and comfortably learn complex processes, systems, and policies, including information management systems and platforms
- You cultivate relationships across your team and the broader organization in order to seek continual input and feedback, navigate complex systems, know who to go to for what, and invest others in organizational compliance, improvement, and innovation
- You are a good steward of organizational resources and policies, and can inspire others to do the same
- You are enthusiastic about the “behind the scenes” work of positioning the region to successfully meet goals
- You’re able to work effectively in a fast-paced, deadline-driven environment, and can juggle several projects at once with a spirit of flexibility and a positive outlook
- Bachelor’s degree required
How to Apply
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