Job Description:
• Coordinate project logistics and maintain project plans, action-item trackers, timelines, deliverables, and project execution tools
• Support client-facing administrative processes, including report timelines, invoicing and billing, re-grant disbursements, and documentation coordination
• Prepare meeting materials, agendas, notes, and follow-up communications
• Monitor tasks and communicate progress, risks, and support needs
• Contribute to client deliverables such as PowerPoint presentations, engagement letters, research reports, and workshop/training curricula
• Identify opportunities for process improvements and recommend policy or process changes
• Update and maintain Salesforce financial, impact, and project records
• Conduct research, gather information, and analyze quantitative and qualitative data
• Develop presentations, reports, summaries, and other client-facing deliverables
• Synthesize findings, observations, and recommendations; review work products for accuracy and completeness
• Maintain knowledge-management tools, templates, resources, and repositories
• Capture lessons learned and effective practices across consulting engagements
• Collaborate with colleagues, clients, and partners across projects
• Lead event logistics and support client-facing workshops, training sessions, and convenings
• Participate in department, team, client, and organizational meetings
• Support special projects, initiatives, and organizational priorities as assigned
Requirements:
• Bachelor’s degree from an accredited institution or equivalent combinations of relevant education, training, and experience
• One (1) year of professional work experience
• Ability to manage multiple priorities, meet deadlines, and maintain strong attention to detail
• Strong written and verbal communication skills
• Analytical, research, and problem-solving skills
• Proficiency with Microsoft Office, including Excel, Word, PowerPoint, and Outlook
• Ability to work independently and collaboratively within a team environment
• Experience in nonprofit, public sector, consulting, financial services, or related environments is a strength
• Understanding of, or eagerness to learn about, CDFIs and community-centered finance
• Ability to work with large amounts of data to independently create reports and presentations
• Ability to work core business hours from 9:00 am to 5:00 pm local time
• Ability to travel occasionally, approximately 20%
Benefits:
• Up to twenty (20) paid holidays/business closure days
• Three (3) floating holidays
• Flexible time off
• Group medical insurance with a funded health reimbursement account
• Dental and vision plans
• Life insurance and disability plans
• Retirement plan with a 4% non-elective employer contribution
• Additional retirement match contribution up to 2%
• “Work from home” fund
• Flexible spending accounts for health, dependent care, and commuter costs
• Professional development and learning opportunities