Careers

Staff Accountant

ORGANIZATION

Inclusiv is the largest network of Community Development Credit Unions (CDCUs) with a mission to promote financial inclusion in low-income communities across the country.  Through our network of more than 500 community-based lenders, Inclusiv reaches more than 20 million consumers with limited incomes and residing in historically redlined communities.

Inclusiv is committed to supporting and growing inclusive, equitable and sustainable communities by investing in solutions that build wealth, create jobs, improve financial security, and reduce energy cost burden for consumers, households, and small businesses.

Based in NYC, we are a dynamic growth-oriented organization with a commitment to diversity, equity, inclusion and belonging in our network, governance, and workplace for fifty years.  Inclusiv seeks a Staff Accountant who will work within Inclusiv’s Fiscal team to help build a strong and sustainable organization.

POSITION SUMMARY

The Staff Accountant is a key member of the Fiscal team responsible for the accurate and timely processing of accounting services for both internal and external clients.  This position is based in New York City and will be a direct report to the Controller.

ESSENTIAL DUTIES AND RESPONSABILITIES

General Account Postings and Processing

• Daily processing of all cash receipts and accounts payable and receivable, data entry, filing, record retention, and other fiscal tasks as required.
• Cost center coding of revenue and expense entries;
• Bank reconciliations and other general ledger account reconciliations monthly.
• Responsible for posting and management of monthly general journal entries.
• Maintain source journals & other fiscal records in accordance with generally accepted accounting principles.
• Responsible for tracking contracts, payments, and related consultant contract payments.
• Assist Fiscal team with annual audit preparation, execution of account confirmations and audit support schedules as needed.

Grant-Related Entries and Processing

• Prepare journal entries to record grant revenue and grant-related personnel costs on a monthly basis;
• Manage and process allocation of direct and indirect costs to organizational cost centers;
• Prepare and send grant payment acknowledgement letters to funders;
• Send donors/funders required financial and organizational paperwork as requested (via email or grants portal depending on request);
• To gather receipts for American Express expenses. As well as prepare journal entry for upload;
• Updating Grant system (“FLUXX”);
• Other duties as needed.

REQUIRED SKILLS and COMPETENCIES

• Undergraduate or associate degree in accounting or equivalent required;
• Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence;
• Demonstrated knowledge of US Generally Accepted Accounting Principles;
• Minimum 2 years accounting or bookkeeping experience;
• Work experience with non-profit organizations or lending institutions preferred;
• Demonstrated ability to work as part of a team within mission-driven work environment;
• Strong communication skills, both verbal and written;
• Excellent computer skills, proficiency in Excel required;
• Proficiency in cost accounting software preferred, particularly Fund EZ
• Articulate, professional demeanor with strong self-confidence and initiative;
• High level of personal organization and flexibility;
• Ability to work independently with strong problem –solving and project management skills.

Salary Range: $80,000-$90,000 annually. The salary range for this position is commensurate with experience. Additionally, Inclusiv offers a comprehensive benefits package, including healthcare coverage, retirement plans, opportunities for professional development, discretionary time off policy, and much more.

To Apply: Please send a cover letter, resume and salary requirements to hrstaffacct@inclusiv.org. Applications will be reviewed on a rolling basis until this position is filled.

About Inclusiv

Inclusiv is a non-profit and CDFI intermediary that drives investment, makes connections, builds capacity, and advocates for our network of member Community Development Credit Unions and the communities they serve. Our mission is to help low-income people achieve financial independence through credit unions. We provide capital, make connections, build capacity, develop innovative products and services and advocate for our member community development credit unions (CDCUs). At Inclusiv, we believe that true financial inclusion is a fundamental right.  We value our diverse staff and membership and seek to maintain that tradition of diversity in all our recruitment efforts. It is the policy of Inclusiv to provide equal opportunity in all aspects of employment to all employees or applicants for employment without discrimination on the basis of or in regards to sex, race, color, religion, age, ancestry, national origin, disability, marital status, sexual orientation, gender identity, veteran status and any additional categories protected by applicable federal, state or local laws.

Human Resource Director

Inclusiv is the largest network of community development financial institutions (CDFI) with a mission to promote financial inclusion in low-income communities across the country.  Through our network of more than 500 community-based lenders, Inclusiv reaches more than 20 million consumers with limited incomes and residing in historically redlined communities.

Inclusiv is committed to supporting and growing inclusive, equitable and sustainable communities by investing in solutions that build wealth, create jobs, improve financial security, and reduce energy cost burden for consumers, households, and small businesses.

Inclusiv is a dynamic growth-oriented organization with a commitment to diversity, equity, inclusion and belonging in our network, governance, and workplace for fifty years.  Inclusiv seeks a Human Resource Director to support this rapidly growing organization and build a strong and sustainable organization.   This position is based in New York City.

Currently, Inclusiv has plans to double in size in the next 12-18 months.

Overview

As a Human Resource Director at Inclusiv, you will build and shape a team to lead this growing organization to recruit, onboard, deliver benefits and deliver all HR functions, ensuring the smooth operation of various HR processes. This position requires a seasoned HR professional with the experience of designing and implementing systems to support a growing workforce.   The ideal candidate will be detail-oriented, organized, and capable of multitasking in a fast-paced and growing environment.

The HR Director will support all facets of the employee lifecycle including onboarding, HR reporting, training and development, talent acquisition support, employee engagement and policy administration ensuring compliance with federal and state laws.

This position will be a direct report to the SVP of People and Organizational Development.

Responsibilities

Build HR Support Team:

• Coordinate HR activities including staff training, professional development events and individualized learning opportunities.
• Lead annual performance evaluations including refining performance assessment tools, manage supervisor training, establishing timelines;
• Communicate regularly with supervisors and full staff on the evaluation process;
• Support the development and strategic implementation of policies, procedures and tools to support performance management, communication and relationship building while fostering positive relationships between employees and managers;
• Other HR work as assigned.

Employee Onboarding and Offboarding:

• Manage all employee recruitment activities including working with managers on the development of job descriptions, reviewing and finalizing job descriptions for accuracy and consistency, establishing a process for candidate screening and interviewing;
• Develop consistent tools and templates including recruitment checklists, interview processes and protocols, and responses to candidates;
• Provide training to supervisors on conducting interviews and reference checks;
• Manage the onboarding process for new hires, including paperwork completion, orientation, and system setup and organizational culture training, as needed;
• Coordinate offboarding activities, such as exit interviews, final paycheck processing, and benefits termination.

HR Data Management:

• Maintain accurate employee records and databases, ensuring confidentiality and data integrity;
• Generate HR reports and analytics as needed for management and compliance purposes;
• Coordinate with Fiscal team on the development of employee time management and reporting system;
• Deliver staff and supervisor training on timesheets and time management requirements;
• Update employee information in HR management systems promptly and accurately.

Benefits Administration:

• Assess current level of Inclusiv HR benefits and determine comparisons with peer employers;
• Develop a plan for retaining and growing existing plans and\or identifying other comparable plans to deliver a cost-benefit analysis to senior managers;
• Coordinate benefits enrollment processes and assist employees with benefit-related inquiries;
• Collaborate with benefits providers to resolve issues and ensure accurate deductions and contributions;
• Communicate regularly and frequently with all personnel on benefits information, coordinating information sessions, benefits enrollment education and office hours.

HR Compliance:

• Remain up-to-date on federal, state, and local employment laws and regulations;
• Implement regular employee and manager trainings to ensure compliance with all federal, state and local laws and regulations;
• Assist in ensuring company policies and practices are compliant with relevant legislation;
• Administer transaction processes/procedures to ensure proper processing of various HR transactions;
• Support HR audits and investigations as necessary.

Fiscal Collaboration

• Collaborate with Fiscal team to reconcile any payroll-related issues;
• Handle payroll inquiries and discrepancies with professionalism and efficiency;
• Prepare time-off accrual reports in collaboration with Fiscal staff.

Qualifications:

• Commitment to Inclusiv mission of community development and engagement;
• Master’s degree in human resources, Business Administration, or related field preferred;
• At least 8-10 years of work experience in HR;
• Working knowledge of all HR functions, laws and practices, particularly employee relations; familiarity with organizational development and effectiveness and talent management is preferred;
• Ability to maintain confidentiality and handle sensitive information with discretion; .
• Experience working within a matrix organization with the ability to adapt quickly in a varied work environment, be sensitive to diverse cultural differences, build relationships, and work successfully at all levels of a complex organization;
• Strong organizational and time-management skills, with the ability to prioritize tasks effectively;
• Ability to use technology (i.e. MS Office, HRIS systems) to gather, interpret, organize, and present data;
• Strong interpersonal and communication skills to support, communicate and influence across all parts of the organization, including with remote teams;
• Ability to anticipate HR challenges and proactively take steps to mitigate risks;
• The ability to work collaboratively with all levels of staff to develop strong working relationships with individuals across the company;
• Ability to work collaboratively in a team environment and independently with minimal supervision;
• Positive attitude with an agile mindset

Salary Range: $105,000-$120,000 annually.  Additionally, we offer a comprehensive benefits package, including healthcare coverage, retirement plans, opportunities for professional development, discretionary time off policy, and much more.

To Apply: Please send a cover letter, resume and salary requirements to hr@inclusiv.org.  Applications will be reviewed on a rolling basis until the position is filled.

About Inclusiv

Inclusiv is a non-profit and CDFI intermediary that drives investment, makes connections, builds capacity, and advocates for our network of member Community Development Credit Unions and the communities they serve. Our mission is to help low-income people achieve financial independence through credit unions. We provide capital, make connections, build capacity, develop innovative products and services and advocate for our member community development credit unions (CDCUs). At Inclusiv, we believe that true financial inclusion is a fundamental right.  We value our diverse staff and membership and seek to maintain that tradition of diversity in all our recruitment efforts. It is the policy of Inclusiv to provide equal opportunity in all aspects of employment to all employees or applicants for employment without discrimination on the basis of or in regard to sex, race, color, religion, age, ancestry, national origin, disability, marital status, sexual orientation, gender identity, veteran status and any additional categories protected by applicable federal, state or local laws.

Director of Compliance

Inclusiv is the largest network of community development financial institutions (CDFI) with a mission to promote financial inclusion in low-income communities across the country.  Through our network of more than 500 community-based lenders, Inclusiv reaches more than 20 million consumers with limited incomes and residing in historically redlined communities.

Inclusiv has been selected to receive and manage the deployment of capacity building grants through the Environmental Protection Agency (EPA) Clean Communities Investment Accelerator (CCIA), a program of the EPA’s Greenhouse Gas Reduction Fund (GGRF).  Inclusiv intends to deliver capital to credit unions that lend in low-income and disadvantaged communities (as defined by Justice40) to reduce carbon emissions, build healthier communities, create jobs in a greening economy and improve the financial security of consumers, households and small business.

To support this ambitious undertaking, Inclusiv seeks a Director of Compliance to build a compliance program to support the design of a fair and transparent grant-making process fully compliant with all federal laws, rules and funding requirements, oversee the procurement of contracts and the selection of vendors, design training and monitoring systems to ensure all grantees and vendors are aware of and following program rules and requirements, establishing a system to audit for discrepancies and deliver solutions in challenge areas.  This position will support Inclusiv’s compliance with CCIA program requirements and any and all future federal funding or contracting roles.

The ideal candidate will have a thorough understanding of federal grant management (including procurement laws and practices) in the nonprofit sector, strong detail and communication skills, and ability to think strategically.  An advanced degree is a plus, and management experience is a must.  This role will report to the General Counsel.

Core Responsibilities:

Grant Compliance

• Develop and manage compliance and risk management strategies that align with organizational goals and federal requirements.
• Ensure compliance with all federal procurement laws, regulations, and guidelines.
• Prepare and/or review information and reports for internal and external stakeholders.
• Develop and modify policies/procedures/systems in accordance with government regulations and organizational needs and objectives
• Assist in preparations for external monitoring visits, reviews, and audits, and cross-site evaluations and participate as appropriate
• Establish and maintain electronic and hard copy files for each grant-funded project to be used for tracking and reporting purposes
• Conduct routine compliance reviews of Grant programs.

Procurement 

• Oversee purchasing policy and ensure that purchases conform to applicable Federal law and guidance
• Work internally to provide sound advice and recommendations regarding procurement actions.
• Conduct research, evaluate and present options for selection of contractors/subrecipients.

Monitor Subawards

• Design subaward compliance training and monitoring programs and oversee a team to provide regular guidance and support to ensure success with the management of the CCIA program and other federal grant opportunities.
• Ensure subrecipient monitoring procedures are compliant with federal and other applicable regulations and are consistent with sound business practices.
• Monitor subrecipient compliance with federal regulations and the requirements of their subrecipient agreements through site visits, audits, and other mechanisms applicable to subrecipient monitoring. Recommend actions necessary to resolve issues/concerns.
• Provide guidance in interpreting and executing applicable regulations and subrecipient award terms and conditions.

Management

• Assure nonprofit governance requirements of Bylaws, as well as all other applicable policies, practices, and procedures.
• Manage a team that will implement applicable procurement standards and compliance.
• Provide training and support to staff on federal compliance practices and regulations, where necessary.
• Other duties as assigned

Skills and Experience:

• Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence.
• 3-5 years of relevant experience managing compliance with federal grants and organizational procedures, and designing and implementing processes for said compliance.
• Strong understanding of federal grant compliance laws and regulations.
• Excellent communication and problem-solving skills.
• Strong attention to detail and processes.
• Ability to work independently with initiative and ownership.
• Outstanding communication skills: listening, speaking and writing.
• Strong facilitation and negotiating skills.
• Ability to bring together and build relationships with and among external parties with transparency and regular communication seeking engagement and buy-in of parties.
• Excellent judgment and initiative in finding effective solutions with a practical, results-oriented approach.
• Management background and expertise in leading teams.
• Ability to work productively and contribute across diverse, multi-disciplinary team structure.
• Spanish is a plus.
• Experience managing federal grants, with experience managing EPA grants a plus.
• Experience in the nonprofit, community finance and\or credit union sector is a plus.

Location:

The Director of Compliance will be reporting to the General Counsel and working closely with other Senior Management Team members, who are located in New York City. The Director will be helping manage federally administered grants and working closely with regulators and federal agency partners in Washington, D.C.

The ideal candidate, therefore, should live in either the Washington, D.C. or New York City areas and be able to work on-site in the New York City office at least a few times per month and/or be able to travel periodically to meet with stakeholders in Washington, D.C.

Salary:  The salary range for this position starts at $120,000 annually.  We will consider a higher salary for candidates with more experience.

To Apply: Please send a cover letter, resume and salary requirements to  hrcd@inclusiv.org. Resumes will be reviewed on a rolling basis until the position is filled.

About Inclusiv

Inclusiv is an equal opportunity employer that works with member credit unions which serve ethnically, economically, and geographically diverse markets and communities. We value our diverse staff and membership and seek to maintain that tradition of diversity in all of our recruitment efforts. It is the policy of Inclusiv to provide equal opportunity in all aspects of employment to all employees or applicants for employment without discrimination on the basis of regard to sex, race, color, religion, age, ancestry, national origin, disability, marital status, sexual orientation, gender identity, veteran status and any additional categories protected by applicable federal, state or local laws.

Procurement Specialist

Inclusiv is the largest network of community development financial institutions (CDFI) with a mission to promote financial inclusion in low-income communities across the country.  Through our network of more than 500 community-based lenders, Inclusiv reaches more than 20 million consumers with limited incomes and residing in historically redlined communities.

Inclusiv has been selected to receive and manage the deployment of capacity building grants through the Environmental Protection Agency (EPA) Clean Communities Investment Accelerator (CCIA), a program of the EPA’s Greenhouse Gas Reduction Fund (GGRF).  Inclusiv intends to deliver capital to credit unions that lend in low-income and disadvantaged communities (as defined by Justice40) to reduce carbon emissions, build healthier communities, create jobs in a greening economy and improve the financial security of consumers, households and small business.

To support this ambitious undertaking, Inclusiv seeks a Procurement Specialist to work within a legal and compliance team to develop and manage a procurement program that is compliant with the laws, regulations, policies, and terms and conditions of the CCIA funding award, and is designed in line with the guidance provided by the Compliance and Oversight Branch of the EPA’s Office of Grants and Debarment.

The person in this position will refine and operationalize Inclusiv’s procurement policy, applying this to oversee the procurement of contracts and selection of vendors.  This role will also help build internal systems and processes needed to support the entire organization in its ability to meet compliance requirements.  This will include, but is not limited to, building and delivering internal organizational trainings, identifying and deploying necessary monitoring systems, and establishing systems to support internal audit mechanisms to ensure all relevant compliance.

Reporting to the Director of Federal Grants and Compliance, and ultimately the General Counsel, the Procurement Specialist is responsible for managing and executing the procurement of goods and services under federally awarded grants in compliance with federal regulations and organizational policies. This role involves coordinating with internal departments, outside vendors and stakeholders, and regulatory agencies to ensure timely and cost-effective procurement processes. The ideal candidate will have a thorough understanding of federal procurement laws and practices, exceptional negotiation skills, and a detail-oriented approach to managing contracts and supplier relationships. The ideal candidate will also have experience managing federal grants in a nonprofit organization.

Core Responsibilities:

In order to develop and manage a procurement program that is compliant with the laws, regulations, policies, and terms and conditions of the CCIA funding award, and is designed in line with the guidance provided by the Compliance and Oversight Branch of the EPA’s Office of Grants and Debarment, the Procurement Specialist will be responsible for the following activities:

• Develop and manage procurement strategies that align with organizational goals and federal requirements.
• Provide training and support to staff on federal procurement practices and regulations, and on how to follow procurement processes and procurement operations requirements.
• Survey the organization to determine procurement needs and prioritize the order each will be processed based on CCIA program requirements, urgency, and risk.
• Evaluate and assesses program area’s request for special case determinations, including but not limited to bidding processes, and negotiated acquisitions.  Make recommendations to the General Counsel and Executive Team on special case determinations.
• Oversee the review and progress of solicitation processing, applying delegated approval authority as needed.
• Evaluate bids and proposals for compliance with solicitation requirements and determine the best value for the organization.
• Negotiate contracts, terms, and conditions with suppliers and vendors.
• Ensure that, once prioritized, procurement requests are successfully completed on time and within the budget requirements.
• Ensure compliance with Federal Acquisition Regulation (FAR) and other relevant federal procurement laws and guidelines.
• Conduct market research and analysis to identify qualified vendors and suppliers.
• Prepare and issue solicitation documents (RFIs, RFPs, IFBs, etc.) in accordance with federal procurement regulations.
• Monitor contract performance, deliverables, and compliance, and resolve any disputes that arise.
• Maintain accurate and up-to-date records of all contracts and procurement activities; monitor and report on procurement expenditures and financial performance.
• Stay informed about changes in federal procurement regulations and ensure the organization's compliance.
• Prepare and submit necessary documentation and reports to federal agencies as required, and meet regularly with federal agency contacts to ensure compliance and open communication around federally awarded grants
• In collaboration with the Finance team, conduct internal audits to ensure adherence to procurement policies and procedures.
• Work closely with internal departments to understand changing procurement needs and provide guidance on procurement processes.
• Communicate procurement policies, procedures, and updates to relevant stakeholders. This will include training for new staff and refresher trainings to existing staff.

Requirements:

• Bachelor’s degree in business administration, supply chain management, or related fields.
• Certified Federal Contracts Manager (CFCM) or similar certification is preferred.
• 5+ years of demonstrated experience in federal procurement, contract management, or a related field.
• Experience with Federal Acquisition Regulation (FAR), Uniform Grant Guidance (UGG), and Code of Federal Regulations (CFR) required.
• Able to work independently with ownership and comfort engaging multiple stakeholders.
• Ability to work well in teams and effective interpersonal skills.
• Comfort building and enforcing structure and clearly defined processes when working in a fast-paced and rapidly growing organization.
• Excellent negotiation, communication, and analytical skills.
• Excellent organizational and project management abilities.
• Strong attention to detail with strong analytical and problem-solving skills.
• Proficient in procurement software and Microsoft Office Suite.

Location:

The Procurement Specialist will be reporting to the Director of Federal Grants and Compliance – and, ultimately, the General Counsel – and working closely with other Senior Management Team members who are located in New York City.   The Procurement Specialist will be helping manage federally administered grants and working closely with regulators and federal agency partners in Washington, D.C.

The ideal candidate, therefore, should live in either the Washington, D.C. or New York City areas and be able to work on-site in the New York City office at least a few times per month and/or be able to travel periodically to meet with stakeholders in Washington, D.C.

Salary:  The salary range for this position starts at $75,000 annually.  We will consider a higher salary for candidates with more experience.

To Apply: Please send a cover letter, resume and salary requirements to hrfps@inclusiv.org. Applications will be reviewed on a rolling basis.

About Inclusiv

Inclusiv is an equal opportunity employer that works with member credit unions which serve ethnically, economically, and geographically diverse markets and communities. We value our diverse staff and membership and seek to maintain that tradition of diversity in all of our recruitment efforts. It is the policy of Inclusiv to provide equal opportunity in all aspects of employment to all employees or applicants for employment without discrimination on the basis of regard to sex, race, color, religion, age, ancestry, national origin, disability, marital status, sexual orientation, gender identity, veteran status and any additional categories protected by applicable federal, state or local laws.

Manages and directs Consumer Lending staff, resources, and processes which consist of loan application, underwriting, processing and booking, third-party vendor management, loan origination system configuration, and deploying internal credit risk controls. Attendance is an essential function of performing the duties of this job.

Essential Functions & Responsibilities:
20% Ensures the efficient and effective delivery of consumer loans to members and prospective members through various direct and indirect channels.
20% Creates and develops strategies to drive consistent loan decisions, portfolio performance, and channel growth to align with ACU's sales and lending goals.
20% Develops, motivates, and retains high-quality staff, with a focus on training, coaching, and developing the team.
15% Works collaboratively to evaluate the effectiveness and relevance of systems and software utilized by the Credit Union to originate loans, generates sales leads, evaluate risk, assess potential fraud, appraise credit, and comply with regulatory governance.
10% Ensures departmental compliance with laws, regulations, standards, and best practices including completion and maintenance of documentation and records.
5% Works with Marketing to develop campaigns to support direct sales strategies and goals.
5% Develops and implements new consumer loan products and lead and participate in department and organizational projects.
5% Performs other related duties as assigned.

Performance Measurements:
1. Meet Annual Budget Loan Growth Goals by providing sales leadership to consumer loan officers, indirect lending team, and relevant support staff.
2. Provide coaching to each employee at least once a month through shadowing and silent monitoring.
3. Utilizes resources and tools to track team performance to meet deadlines and goals. Reports executive summary to SVP/CLO monthly.
4. Embodies and demonstrates ACU's Core Values each and every day.

• Inclusion
• Integrity
• Service

5. Embodies and demonstrates ACU’s Leadership Values each and every day.

• Growth
• Innovation
• Collaboration

Experience
Five to ten years of similar or related experience
Education
(1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g. information technology certifications in lieu of a degree).

Interpersonal Skills
Motivating or influencing others is a material part of the job. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others. The role requires a significant level of trust or diplomacy.

Other Skills
Embodies and demonstrates ACU's Core Values each and every day.
1. Inclusion
2. Integrity
3. Service

Embodies and demonstrates ACU's Leadership Values each and every day.
1. Growth
2. Innovation
3. Collaboration

Must have good communication and supervisory skills.
Must have a working knowledge of spreadsheets and word processing software; be able to use PC and general office equipment including 10-key calculator.

Physical Requirements
The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk and hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is often required to stand; walk; sit; and reach with hands and arms. The employee may occasionally lift and/or move up to 25 pounds. Vision abilities required by this position include close vision. Safety Sensitive Position.

Work Environment
This position is in an office environment and the noise level is usually low to moderate.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.

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About the job

Company Description

Croatan Institute is an independent, nonprofit research and action institute that focuses on building social equity and ecological resilience by using finance to create a just economy.

Role Description

Croatan Institute seeks a full-time experienced Certified Financial Health Coach who will play a critical role in providing expert financial guidance to underserved communities. This position is remote or hybrid in Durham, NC. The primary objective will be to empower BIPOC and underserved farmers to make informed financial decisions, build wealth, and achieve financial stability, and promote the sustainability of their operations. It is anticipated the Finhealth coach will manage a growing portfolio of both English and Spanish-speaking clients beginning with 5 and growing to 60 clients over a three-year period. This role will play a vital role in providing expert financial guidance and education to individuals and businesses in the agriculture and food sector.
Qualifications

• Must be fluent in Spanish with cultural competency or lived experience.
• Certified Financial Health Coach with a recognized certification program (e.g., NACCC, AFCPE, CFEI, or equivalent).
• Three to five years of experience providing financial coaching and education as a professional or volunteer to Latinx and underserved communities.
• Willing to serve as lead relationship manager for strategic initiatives with capital and capacity building allies in the NC ecosystem.
• Strong knowledge of personal finance topics, including budgeting, savings, debt management, and asset-building strategies.
• Experience writing business plans is desired, but not required.
• Empathy, cultural sensitivity, and the ability to establish trust with clients from diverse backgrounds.
• Excellent interpersonal and communication skills.
• Ability to work independently and as part of a team.
• Must be highly organized.
• Passion for promoting financial well-being and economic empowerment.

Compensation

Compensation will be commensurate with education and experience. To ensure pay equity, all salaries are set according to the expectations of the role and take into account geographic cost of living differences. Since the starting pay for this job is equal to others at the same level throughout the organization, we do not negotiate on salary. We have a transparent organizational culture when it comes to pay rates so that eople do not have to negotiate since negotiation within work cultures has repeatedly been shown to disadvantage various kinds of people.

In addition to the salary, Croatan Institute offers a competitive benefits package, including opportunities to join our group medical, dental and vision insurance, paid time off (12 holidays and 15 personal days) for full-time-equivalent employees, employer contributions to either medical insurance or a health stipend, and a 3% employer contribution to a retirement plan, which is immediately vested. 3 Croatan Institute is committed to promoting diversity within its team while employing the best-qualified person for each job. We are an equal opportunity employer that strongly encourages candidates from diverse backgrounds to apply, and our team leverages its professional networks to increase the diversity of applicant pools. Our team also works internally to engage in frank conversations around bias, equity, and justice in order to support an inclusive workplace and culture.

Salary Range:

$79,597 – $88,500
How to apply: Candidates should complete this form (https://forms.gle/s3QKwkdPd2xUue3y9) and upload a resume and list of three references. Applications will be reviewed on a rolling basis. We will start reviewing applications in mid-January, so we strongly encourage early applications. We will continue to accept applications until the position is filled. No calls or preliminary inquiries please.

For more information about Croatan Institute, please visit www.croataninstitute.org.

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Charting the Future:

Seeking a Chief Executive Officer with a Heart for Service at Holy Rosary Credit Union

Holy Rosary Credit Union is at the heart of Kansas City's financial community, built on a foundation of serving the underserved with unwavering passion and a calling for economic justice. We pride ourselves in upholding values not just etched into our policies but lived out through our daily operations - community, integrity, service, growth, and dedication. These aren't mere words; they are the keystones of our identity.

As we look ahead, Holy Rosary Credit Union seeks a new Chief Executive Officer to lead with a vibrant vision, adept at navigating the financial realm and driven by a genuine aspiration to empower and uplift our community. A calling to this role signifies more than occupation; it symbolizes a commitment to a cause greater than oneself.

Your responsibility as our CEO extends beyond traditional leadership - it is an invitation to be a harbinger of positive transformation. To pilot this flagship, you must encompass strategic ingenuity, financial sophistication, and, most critically, a heartfelt zeal to serve those on the peripheries of financial inclusion.

Holy Rosary Credit Union offers a rewarding career pathway that intertwines professional gratification with social causes. Embrace this opportunity to enact financial justice, pursue a collective goal of community betterment, and champion the noble cause that Holy Rosary Credit Union stands for. Please apply now to steer this vessel toward a horizon of hope and prosperity for all we serve.

Holy Rosary Credit Union is an Equal Opportunity Employer that cherishes diversity and inclusion. We extend our hand to every passionate individual committed to this cause, particularly those who can resonate with immigrant experiences and the drive to support our mission. Accessibility stands high on our priority list - let us know how we can accommodate you during our hiring process.

To Apply: Resumes should be sent to Maria.cain@cainsulting.com, copied to cwight@holyrosarycu.org.