Careers


The Inclusiv career center includes full-time, part-time roles and other opportunities at Inclusiv and at Inclusiv-member CDCUs nationwide.

Career opportunities at Inclusiv

Inclusiv is a dynamic, growth-oriented intermediary specializing in bringing financial services to low-income communities through nonprofit, member-owned Community Development Credit Unions (CDCUs).  Based in New York City, Inclusiv provides financial, technical, and educational services to credit unions serving low-income and economically disenfranchised communities.

Inclusiv is an equal opportunity entity that works with member credit unions that 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 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 based on 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.

Please click below for details on these opportunities.

Vice President of Finance

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.

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 Vice President of Finance who will support this rapidly growing organization and build a strong and sustainable organization.

Overview

The Vice President of Finance will play a vital role in managing the fiscal functions of Inclusiv and ensuring the accurate future projections of revenues, expenses, and asset-liability matching. This position requires a highly talented individual with prior experience, along with a strong understanding of all aspects of financial health, growth, and sustainability of a growing non-profit organization.  The ideal candidate will be detail-oriented, organized, and capable of multitasking in a fast-paced and growing environment.  Currently, Inclusiv has $110 million under management.

This position will be a direct report to the Chief Financial Officer.

Responsibilities Include

Financial planning & strategy:

  • Drive our strategic and financial planning cycles, developing comprehensive models and scenarios to evaluate growth opportunities and operational plans.
  • Provide data-driven recommendations to allocate resources and prioritize initiatives.
  • Manage the forecasting of employee time allocations and associated funding.

Financial operations:

  • In collaboration with CFO and Fiscal Team, own all aspects of financial operations, including budgeting, forecasting, cash management, and regulatory compliance.
  • Assist the CFO in engaging the Finance Committee regarding the organization’s financial results and future projections.
  • Understand financial drivers, opportunities and challenges of organizations incorporating relevant benchmark information. Provide actionable advice to drive the company forward and execute its strategy.

Goal setting, KPIs & reporting:

  • Establish Fiscal KPIs linking to the strategic plan.
  • Develop robust tracking and reporting mechanisms, deliver actionable insights, and ensure tight team alignment.

Capital strategy, Asset-Liability Management & Investor Relations:

  • Directly manage capital planning and funding strategy.
  • Interface with Asset-Liability Analytics vendor and manage ongoing ALM Risk
  • In collaboration with Inclusiv staff, directly manage fiscal investor communications and due diligence requests.

Business partnership & strategic projects:

  • Develop a deep understanding of Inclusiv products, markets, and operations.
  • Partner cross-functionally, acting as a strategic advisor, driving ad hoc analytical and operational projects, and supporting critical decisions.

Revenue and expense analysis:

  • Develop and execute quarterly and annual revenue and expense plans,
  • Analyze and share insights on key revenue and expense trends,
  • Design and measure metrics to enhance overall productivity helping Inclusiv to scale our business effectively

Build and lead a high-performing Finance Team:

  • Together with CFO, develop, and recruit top talent as Inclusiv grows its Finance Team.
  • Mentor and develop a collaborative, results-driven Fiscal Team focused on continuous improvement.
  • Assess the Finance Teams’ capabilities through periodic performance reviews against roles, responsibilities, and objectives.
  • Leverage strengths of finance team members and develop and implement appropriate continuing education programs to ensure staff are aligned to their respective roles and positioned to achieve both individual and organizational goals.
  • Other responsibilities/duties as needed.

Requirements and Qualifications:

  • Commitment to Inclusiv mission of community development and engagement
  • Bachelor’s degree in accounting or finance required; CPA and/or Masters degree preferred
  • 7-10 years of experience in community development finance, strategy, investment banking, and management consulting are required.
  • Keen analytic, organization and problem-solving skills which allow for financial data interpretation versus simple reporting.
  • Proven strategic thinking, business judgment, and problem-solving skills; track record leading complex, analytical, and operational projects from conception through execution.
  • Exceptional financial and analytical capabilities with granular attention to detail and accuracy.
  • Technology savvy with experience selecting and overseeing financial software installations and managing relationships with software vendors; advanced knowledge of accounting and reporting software.
  • Experience collaborating with finance team members and organization leaders to continually assess and identify opportunities to improve finance processes and systems
  • Strong interpersonal and communication skills; experience in effectively communicating a variety of audiences including presentations to senior management, board or other outside stakeholders.
  • Outstanding written and verbal communication skills with the ability to synthesize complex information and convey insights to cross-functional teams and senior management.
  • Skill in successfully mentoring, training, and retaining a diverse team with the management competency and evaluation skills to delegate accordingly.

Salary Range: $135,000-$160,000 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 vpfinance@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.

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.

Events Manager

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 seeking an experienced Events Manager to support our growing roster of events and network gatherings.

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.

Events Manager

The Events Manager will be responsible for planning, coordinating, and executing a variety of events to support Inclusiv’s mission and its membership with particular focus on its annual conference.

This position will be responsible for overall project management, from the early pre-planning stages through final billing and operational execution and will be responsible for managing various meetings and events at any given time. Project management work will include, but will not be limited to, creating and leading logistics and production teams, project budget creation and reconciliation, collaborating with internal associates and external partners, managing project timelines, and contract negotiations either in collaboration with Inclusiv’s operations and network team.

We are looking for a dynamic, highly organized, detail-oriented person with the desire to design, manage and lead major events for our leading national association.   The Events Manager will be responsible for selecting an outside support team, manage internal colleagues to develop content, organize the schedule of sessions and activities throughout multi-day conferences and events, and to build a strong team of internal and external support providers to deliver high quality events.

This position is based in New York City but will consider remote candidates.

Primary Responsibilities

Event Planning and Execution:

  • Plan and execute a diverse range of events, ranging from small gatherings, networking events, and our annual conference;
  • Coordinate logistics, including venue selection, catering, registration, budget management, etc.;
  • Oversee event setup, execution, and breakdown. Ensure all activities run smoothly and address any issues that arise promptly;
  • Serve as the main point of contact for assigned events for external partners and ensure a positive experience for all participants;
  • Evaluate and assess the effectiveness of events for continuous improvement;
  • Support sponsor relations;
  • Setup and maintain registration;
  • Serves as the primary point of contact for speakers, venues, as may be required for each program or event;
  • Maintains annual program and event calendar for internal staff, on website, and in other mediums as may be required;
  • Participate with staff to create event themes when needed;
  • Communicate with staff regarding event flow, procedures, and onsite responsibilities, as needed;
  • Develop event budgets and manage expenses to ensure cost-effectiveness.

 

Data Management:

  • Monitor analytics and track event performance to optimize future events;
  • Maintain accurate records of event expenses, attendance, and other relevant data;
  • Prepare post-event reports and recommendations for future improvements;
  • Maintain accurate and up-to-date program-related databases, ensuring information is organized and easily accessible when needed;
  • Maintain Salesforce database and master events calendar, including campaign (event) details, updating leads, final attendee lists, expenses and other details as needed;
  • Develops, sends, and reports on post-event surveys for future improvement and program topics.

Qualifications

  • Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence;
  • Bachelor’s degree required;
  • At least 5-7- years of professional experience with at least 3 years relevant experience with event planning;
  • Strong project management and organization skills; experience effectively managing multiple staff and projects across different internal and external constituents to drive results;
  • Demonstrated ability to establish and build relationships with a diverse array of people and organizations;
  • Dynamic, self-starter with high attention to detail;
  • Highly consultative, able and eager to engage multiple stakeholders with divergent points of view and define a path forward;
  • Dedication to always producing the highest quality work and motivation to constantly seek new and better ways to reach goals;
  • Bilingual in English and Spanish highly preferred.

Salary Range: $80,000-95,000 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  hreventsmanager@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.

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.

Career opportunities at Inclusiv member credit unions and partners

Posting of positions is free for all Inclusiv members. Submit a new position today!

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 Us

Recognized as one of the most successful Black and Women owned credit unions in the nation, HOPE continues to build its brand and impact by expanding access to financial services and engaging in advocacy to mitigate the extent to which factors such as race, gender, birthplace and wealth limit one’s ability to prosper. Since 1994, HOPE has generated more than $3.6 billion in community development financing that has benefitted more than 2 million people in Alabama, Arkansas, Louisiana, Mississippi, Tennessee and nationwide. This work has supported small business owners struggling to gain access to capital, families seeking to own homes and individuals looking for a better way to manage their hard-earned money with a financial institution they can trust. This work has not gone unrecognized. In 2022, HOPE was named one of Fast Company’s 10 most innovative companies reflecting current events. The recognition honors companies for innovative work on the most pressing issues of the day including COVID-19 response, the climate crisis, mental health and economic inequality.

Job Summary

For 27 years, HOPE (Hope Enterprise Corporation, Hope Credit Union and Hope Policy Institute) has helped entrepreneurs, homebuyers, families and communities become more financially secure by providing affordable financial services; leveraging resources; and engaging in policy advocacy to strengthen communities, build assets, and improve lives in economically distressed parts of Alabama, Arkansas, Louisiana, Mississippi and Tennessee.

The Grant Writing Manager will serve as part of HOPE’s Investor Relations team, while working with the SVP, Investor Relations, Team Lead and colleagues to successfully submit private, philanthropic and government funding applications annually. Each year, HOPE raises millions of dollars in the form of grants, loans, contributions, mission driven deposits and other resources from foundations, banks, public agencies, individuals and other sources. Must be located within company footprint of Alabama, Arkansas, Louisiana, Mississippi and Tennessee.

This position will be responsible for managing the successful submission of a number of grant applications and reports annually, including drafting whole and pieces of these documents, managing contractual grant writers, gathering submission components and reviewing them for completeness and accuracy before submitting to funders. The Grant Writing Associate will report to this position. Work requires that the employee use considerable judgment and creativity in organizing the workflow and assuring adherence to deadlines.

Essential Functions

  • Lead and support Strengthening HOPE Initiative that values an organizational culture for open communication, innovation, associate engagement and other traits that contribute to collaboration and high performance.
  • Manage full range of activities required to successfully submit grant applications, letters of interest, concept papers and other proposal narratives to private, philanthropic and government (federal, state and local) funders annually, including supervising grant writing contractors and engaging colleagues across the organization to ensure application strategies are in line with departmental work plans.
  • Research possible funding opportunities to pursue and work with Grant Writing Associate to facilitate internal decision making on whether to apply and if so, with what application strategy.
  • Complete narrative reports to funders as required.
  • Provide leadership, coaching and management to the Grant Writing Associate.
  • Support Investor Relations team efforts to maintain an organized, robust Salesforce database that records up-to-date relationships with institutional and individual funders, investors, and prospects, particularly by creating and updating records related to funding requests.

Secondary Functions

  • Perform general administrative duties such as attending meetings, report production
  • Other duties as required.

Competencies/Skills

  • Must be proficient with MS Word, Excel, and Outlook; past experience with Salesforce preferred.
  • Must be a continuous learner who enjoys taking on new challenges.
  • Strong organizational and time management skills with exceptional attention to detail.
  • Ability to write clearly and effectively.
  • Passion and dedication to HOPE’s mission and work.
  • Ability to apply commonsense understanding to carry out written or oral instructions, taking initiative to ask questions when something is not clear.
  • Ability to communicate and resolve minor problems and issues as may arise in a cheerful and customer oriented manner.
  • Ability to adapt when problems or tasks arise in daily work that may involve few concrete variables or are unexpected.
  • Ability to multi-task and function in a fast paced environment.
  • Ability to read and interpret documents, collect information for routine reports and correspondence.
  • Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
  • Ability to compute rate, ratio, percent, and interpret data.
  • Ability and desire to work as needed to complete certain quarterly, ad hoc, or monthly projects, including working on occasion after 5:00 pm and on weekends.
  • A professional and resourceful style; the ability to work independently, as a team player, and initiative to take responsibility to address issues as needs arise.

Desired Qualifications

  • Bachelor’s Degree required; Master’s Degree preferred.
  • At least four years of experience performing the duties described in the Essential Functions above, especially grant writing and project management experience; or an equivalent combination of education and experience.

Physical Demands

  • Employee is regularly required to sit, stand and walk
  • Employee will use hands to finger, handle or feel, reach with hands and arms, and talk or hear
  • Employee must regularly lift and/or move up to 10 pounds and frequently lift and/or move up to 25 pounds
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work Environment

  • Employee spends the majority of time in office environment, generally accessible to the public, customers, and potential customers
  • Noise level in the work environment is usually moderation.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

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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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