Careers

Vice President of Grantmaking

Inclusiv is the largest network of community development financial institutions (CDFIs) with a mission to promote financial inclusion in low-income communities across the country. Through our network of more than 500 community development credit unions, Inclusiv reaches more than 20 million people with limited incomes and/or who live in historically redlined communities.

Inclusiv is responsible for the management of the Environmental Protection Agency (EPA) Clean Communities Investment Accelerator (CCIA) program, supporting credit union lenders to spark and scale emission-reducing clean energy projects.

Inclusiv is hiring a Vice President of Grantmaking to develop and execute this transformational program by directing more than $1.68 billion in grants to credit unions, over 4-5 years, to build and scale clean energy projects that will reduce carbon emissions while equitably targeting 100% of all resources toward low-income and disadvantaged communities (LIDACs) that would otherwise be left behind in a greening economy.

The Vice President of Grantmaking will lead the team that designs, builds, and operates our grant program for CCIA over a 4–5-year period of time. Reporting directly to the Senior Vice President, Center for Resiliency and Clean Energy, this position will work closely with the CCIA Credit Union Success team, Network team, Inclusiv Senior Management, and credit union lenders.

While building the team, and throughout their tenure, the Vice President should be prepared to manage, oversee, and troubleshoot all aspects of the grantmaking process from drafting program guidelines and criteria to successful selection and launch at the credit union level.

Responsibilities

The Vice President of Grantmaking will build the strategy and team to develop and maintain Inclusiv’s uniquely accessible and agile grantmaking approach, and our streamlined and transparent grants management operations.

Grant Program Management

• Drive the strategy and execution of the new Inclusiv CCIA Clean Energy grantmaking effort.
• Build and lead a new, highly collaborative team of up to 12 staff members to enable the smooth implementation of the grantmaking strategy and application process. Supervise a team member responsible for recruiting, training, and overseeing a group of 6-12 external consultants to serve as independent grant review committees.
• Cultivate a professional environment that builds on the historic strength and expertise of Inclusiv and its leaders incorporating their vision, knowledge and input into an accessible and transparent grants program and process.
• Work with the General Counsel and senior leadership to ensure compliance with federal laws and regulations, and state and local laws that may be applicable.

Design and Implement Grantmaking Strategy

• Design and implement the organization’s approach to deploying $1.68 billion in combined grant funding to an estimated 300-500 credit unions over 4-5 years.
• Develop and maintain a deep understanding of critical issues affecting the viability of success for credit unions in achieving program goals. Establish clear and navigable program parameters including eligibility, expectations, and compliance requirements.
• Incorporate user experience by engaging credit union input into the process through interviews, focus groups and feedback sessions with diverse credit union segments.
• Establish an accessible and robust competitive application process, with clear and demonstrable evaluation criteria, based upon qualitative and quantitative success metrics.
• Elaborate application criteria based on what makes a credit union able to succeed as a CCIA grantee. These include organizational and management experience, demonstrated ability to effectively reach and serve low-income and disadvantaged people and communities, financial performance, operational capacity to manage the program and federal funds, ambitious but realistic plan and projections for scaling clean energy eligible projects and products.
• Formulate grant review process that differentiates success criteria based on different credit union segments (MDIs, CDFIs, Cooperativas in Puerto Rico, credit unions in territories, nascent versus mature energy markets, rural markets, urban markets, and representation within each of the 10 EPA regions, etc.).

Launch and Manage Application and Review Processes

• Implement the grants review process, building and managing a strong team, made up of staff members and outside expert reviewers with deep understanding and knowledge in program goals, credit union operations and energy markets and local context,
• Define and implement the review processes to include:
  • grant applicant pre-qualification process;
  • criteria for full grant application, along with the coordination between pre-qualification and full application; and
  • applicant support to ensure both customized attention and consistent delivery as needed within diverse market segments and regions.
• Deliver a deep and thorough review of each applicant to include: panel reviews and discussion, incorporation of public data, solicitation of additional information, directing (with resources) applicants to seek and obtain additional training, and virtual and in-person meetings with applicants.

Grant Decision and Transition to Grantee Success

• Implement selection and award notification process, with customized workplans, for each credit union that is selected for a grant.
• Ensure each credit union grantee is fully trained on the expectations of the program, the federal government compliance and reporting requirements, and the elaboration of milestones and disbursement schedule.
• Create and staff a clear structure and path for grant decisions, applicant communications, and grant decision communications.
• Partner with Inclusiv Legal team to create and staff a clear structure for new grantee contracting.
• Create and staff a team that will manage a smooth handoff from application stage to a separate “Grantee Success” team that will provide support for new grantee onboarding and orientation on grant reporting.
   

The Vice President of Grantmaking will work with the President/CEO, the SVP of the Center for Resiliency and Clean Energy, and other Inclusiv departments to develop the above steps.

Essential Experience, Skills, and Attributes

Our new Vice President of Grantmaking will be creative, collaborative, adaptable and ready to take up the implementation of this transformative moment.  We seek a leader with confidence, energy, and collaborative approaches to directing capital to build credit unions’ institutional strength and ability to advance lending that will dramatically reduce carbon emissions in communities most negatively impacted by environmental, energy and financial policy and systems. Our ideal candidate is open-minded, curious, strategic with a demonstrated commitment to community-based finance and clean energy.

Specific Qualifications sought:

• Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence.
• Professional with more than 15 years’ experience, at least 8-10 years working in community development finance (with a strong preference for credit union experience), philanthropy and social impact investment
• Well-versed in clean energy and climate impact
• Skilled in working across multiple teams and with diverse stakeholders to create inclusive and collaborative processes and outcomes
• Adept at building both internal and external relationships.
• Strong project management skills and track record of completing complex projects with multiple stakeholders on time and on budget.
• Excellent verbal and written communication skills.

To Apply

Please send resume, cover letter, and two relevant writing or work product samples to hrvpgrantmaking@inclusiv.org.  Resumes will be reviewed on a rolling basis until the position is filled.

Location and Compensation

Inclusiv has offices in New York City, Atlanta, and San Juan. This role is located in New York City and is a hybrid role with two days per week in the office and three days per week working remotely. Exceptional candidates within commuting distance of Atlanta or San Juan are also encouraged to apply. Occasional travel will be required for conferences, site visits, and all-staff gatherings.

Salary: The salary range for this position starts at $140,000 annually.  We will consider a higher salary for candidates with more experience.  Additionally, we offer a comprehensive benefits package, including healthcare coverage, retirement plans, opportunities for professional development, discretionary time off and much more.

About Inclusiv

Inclusiv is an equal opportunity employer 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 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.

Director of Credit Union Engagement for Green Lending Initiatives

Inclusiv is the largest network of community development financial institutions (CDFIs) with a mission to promote financial inclusion in low-income communities across the country. Through our network of more than 500 community development credit unions, Inclusiv reaches more than 20 million people with limited incomes and/or who live in historically redlined communities. Inclusiv is responsible for the management of the Environmental Protection Agency (EPA) Clean Communities Investment Accelerator (CCIA) program, supporting credit union lenders to spark and scale emission-reducing clean energy projects. Inclusiv is seeking a passionate and dynamic Director of Credit Union Engagement for Green Lending Initiatives to lead efforts in engaging, recruiting, and supporting credit unions interested in applying to Inclusiv’s grant program for green lending, (the Clean Communities Investment Accelerator (CCIA) program). This transformational program will direct grants to credit unions, over 4-5 years, to build and scale clean energy projects that will reduce carbon emissions while equitably targeting 100% of all resources toward low-income and disadvantaged communities (LIDACs) that would otherwise be left behind in a greening economy. This role is ideal for a professional with experience in credit union engagement and network building, and general knowledge of credit union operations. The Director will be based within Inclusiv’ s Network department and will collaborate closely with the Center for Resiliency and Clean Energy to create a national strategy for promoting credit union green lending initiatives and recruit credit unions to apply for green lending grants. 

Position Overview: The Director will play a key role in advancing Inclusiv’s grant program for credit unions, the Clean Communities Investment Accelerator (CCIA) program, by leading credit union outreach and engagement efforts. The Director will also be responsible for fostering and maintaining strong relationships with credit unions nationwide, driving their engagement in green lending initiatives. This is a strategic leadership role with the opportunity to build and grow a dedicated team, making a substantial impact on promoting green lending within the credit union industry. The Director will report directly to the Vice President of Strategic Initiatives and will collaborate across multiple departments to ensure the success of the CCIA program. 

Key Responsibilities:

• National Strategy Development for Credit Union Engagement
  • Design and implement a comprehensive strategy to engage credit unions in Inclusiv’ s CCIA program.
  • Develop a project plan with clear deliverables for credit union outreach and support.
  • Work with marketing and communications team to inform the development of resources and materials (e.g., presentations, website content, social media) to educate credit unions on the CCIA program.
  • Build and sustain relationships with credit unions interested in green lending, maintaining a process for tracking engagement, via Inclusiv’s customer relationship management software platform (Salesforce).
  • Organize Inclusiv sessions and represent Inclusiv at regional credit union events and convenings across the country.
  • Develop strategy for and oversee execution of Inclusiv CCIA outreach and engagement events for credit unions across the country.
• Application Recruitment and Support
  • Lead the recruitment of credit unions for the CCIA program by developing and executing a national strategy.
  • Work with marketing and communications team to inform the management of a multi-channel outreach and communications campaign to drive credit unions to Inclusiv’s CCIA program and application process.
  • Collaborate with the Center for Resiliency and Clean Energy to develop and manage an application pipeline that aligns with CCIA requirements.
  • Oversee the application pipeline, guiding credit unions to move to the application stage.
  • Provide tailored support to credit unions throughout the application process, addressing their specific needs and challenges.
• Leadership and Collaboration
  • Work closely with the Vice President of Strategic Initiatives to develop a plan for expanding the CCIA network team.
  • Collaborate with internal departments to ensure coordination and alignment of CCIA program goals and objectives.
  • Engage with external partners and stakeholders to advance Inclusiv’ s mission of promoting green lending in the credit union industry.
• Additional Responsibilities 
  • Perform other duties as needed and as projects evolve.
  • Position requires 25% travel across the US.

Qualifications:

• Commitment to Inclusiv’ s mission to help low- and moderate-income people and communities achieve financial independence.
• Proven experience in credit union engagement or network building, or other comparable experience with financial institutions.
  • Experience in managing recruitment pipelines and grant application processes is preferred.
  • Strong understanding of the unique challenges and opportunities faced by credit unions.
  • Experience tracking business development, outreach, or sales pipeline in Salesforce.com or similar customer relationship management (CRM) software platform.
• Familiarity with credit union green lending is very welcome, but not required.
• Strong project management, organization, and written and oral communication skills.
  • Experience effectively managing multiple projects across different internal and external constituents to drive results.
  • Ability to work collaboratively across departments and with external stakeholders.
• Proven track record of leading successful programs and initiatives focused on credit union financial inclusion and community development.
  • Proven track record of building and nurturing relationships with diverse stakeholders.
  • Demonstrated ability to manage programs and build relationships in communities of color, particularly in African American and Hispanic communities
• Strong leadership and management skills, with the ability to inspire and motivate teams.
• Dedication to always producing the highest quality work and motivation to constantly seek new and better ways to reach goals.
• Skilled in working across multiple teams and with diverse stakeholders to create inclusive and collaborative processes and outcomes

To Apply: Please send a cover letter and resume to hrcudirector@inclusiv.org. Applications will be reviewed on a rolling basis until the position is filled, applications that do not have a cover letter will not be reviewed. 

Location and Compensation: This role is located in New York City. Occasional travel will be required for conferences, site visits, and all-staff gatherings. 

Salary: The salary range for this position starts at $120,000 annually.  We will consider a higher salary for candidates with more experience.  Additionally, we offer a comprehensive benefits package, including healthcare coverage, retirement plans, opportunities for professional development, discretionary time off and much more. 

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.

Senior Financial Analyst

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 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. Inclusiv is seeking a Senior Financial Analyst to join our finance team during an exciting period of growth and impact. Reporting directly to the VP of Finance, this role will play a key part in shaping the organization’s financial strategy through analysis, budgeting, and reporting. If you are a proactive, detail-oriented professional with a knack for financial modeling and a desire to contribute to a mission-driven organization, this may be the role for you. The ideal candidate should live within commuting distance of the New York City office and be able to work on-site in the local office in compliance with Inclusiv’s hybrid work schedule (2 days in-office, 3 days remote). 

Key Responsibilities

• Lead and refine the organization’s annual budgeting, reforecasting, and grant financial modeling processes, creating "what-if" scenarios to support decision-making.
• Develop and integrate KPIs into financial models, while benchmarking KPIs against plan.
• Prepare and present monthly financial performance reports, identifying and explaining key drivers of variances.
• Analyze and verify cost allocations (direct and indirect), headcounts, membership dues, investments, and grants to ensure accurate financial reporting.
• Collaborate with the Controller and accounting team to ensure journal entries align with budget categories and are consistently applied.
• Monitor grant spending to ensure alignment with budgeted resources and funder guidelines, particularly for the CCIA grant, which spans multiple departments.
• Partner with the VP of Finance and department heads to conduct regular budget reviews, offering insights and recommendations for managing grant and program finances.
• Prepare quarterly investor reports, ensuring clarity and accuracy.
• Support the integration and ongoing development of financial planning tools (e.g., Vena) to enhance automation and reporting.
• Identify opportunities for improving financial systems, tools, and processes to increase efficiency and control.
• Lead ad hoc financial projects, providing critical insights to support organizational growth and decision-making.

Qualifications

• Passion for Inclusiv's mission to support low- and moderate-income communities in achieving financial independence.
• Bachelor’s degree in Finance, Accounting, Business, or a related field.
• 3-4 years of progressive experience in finance, accounting, budgeting, or forecasting, ideally in a fast-paced environment.
• Advanced Excel skills include financial modeling, with proficiency in functions like Sumifs, VLOOKUP’s, pivot tables, and visualization techniques (e.g., charts, graphs).
• Strong grasp of financial statement analysis, with the ability to identify anomalies and ensure data integrity.
• Ability to balance attention to detail with a strategic, big-picture perspective.
• Strong analytical and problem-solving skills, with a continuous improvement mindset.
• Tech-savvy, familiar with financial systems and willingness to learn new software tools.
• Experience with grants and federally sponsored programs is preferred.
• Loan and investment analysis experience is a plus.
• Knowledge of GAAP accounting and experience with FundEZ, ADP, and Vena is an advantage.
• Strong interpersonal and communication skills, with the ability to work cross-functionally and build relationships across departments.
• Have authorization to work in the U.S.

To Apply 

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

Compensation 

The salary range for this position starts at $95,000 annually, depending on experience. Additionally, we offer a comprehensive benefits package, including healthcare coverage, retirement plans, opportunities for professional development, discretionary time off and much more. 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.

Program Officer, MDI Network

Inclusiv is the largest network of community development financial institutions (CDFIs) with a mission to promote financial inclusion in low-income communities across the country. Through our network of more than 500 community development credit unions, Inclusiv reaches more than 20 million people with limited incomes and/or who live in historically redlined communities. 

At Inclusiv, we believe that true financial inclusion and empowerment is a fundamental right. We dedicate ourselves to closing the gaps and removing barriers in financial opportunities for distressed and underserved communities by providing capital, making connections, and building capacity, developing innovative products and services for community development credit unions (CDCUs) and working to transform local progress into lasting change at the national level. Founded in 1974, Inclusiv is headquartered in Lower Manhattan with offices in Madison, WI and Atlanta, GA. Inclusiv offers a wide range of advocacy, educational, training, investment, marketing, and outreach programs to support and assist CDCUs. 

Inclusiv is hiring a Program Officer for the Minority Depository Institutions (MDI) Network. This is a role newly created to support the Network Team during this exciting period of growth for our organization. The role will be instrumental in expanding Inclusiv’s impact by leading recruitment, engagement, and support for MDI credit unions to expand financial inclusion in communities of color. 

Reporting to the VP of Member Development and Support, the Program Officer, MDI Network will drive growth initiatives in Inclusiv’s Network of MDIs and help shape new initiatives that seek to improve the financial health of low-income communities. This is a wonderful opportunity for a passionate, committed person with exceptional relationship development, leadership, and project management skills seeking to help build a more equitable financial system. 

This role is located in New York City and is hybrid with two days per week in the office and three days per week working remotely. Occasional travel will be required for conferences, site visits, and all-staff gatherings. 

Key Responsibilities

• Coordinate strategy of Inclusiv’s outreach, engagement, and support for MDI credit unions with a goal of building MDIs capacity to grow and serve their communities
• Manage strong relationships with MDI credit union leaders and partner organizations.
• Coordinate trainings, providing in-depth guidance and support and working across teams to achieve program goals.
• Track progress against MDI Network goals, including tracking in the Inclusiv Salesforce platform.
• Excel at working across units and leading teams to achieve program goals.
• Represent Inclusiv in a range of contexts, such as leading training sessions and speaking at conferences.
• Work with Communications team to prepare and disseminate information, press releases, articles, and other communications on MDI Network accomplishments and activities.
• Support fundraising activities including grant writing and
• Other duties as needed and as projects evolve.
• Position requires 15-20% travel across the US.

Qualifications

• Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence.
• Bachelor’s degree required; Master’s Degree preferred.
• 4-6 years relevant work experience in nonprofit program management, community development, consumer finance/banking, or policy advocacy.
• Strong project management and organization skills; experience effectively managing multiple projects across different internal and external constituents to drive results.
• Demonstrated ability to manage programs and build relationships in communities of color, particularly in African American and Hispanic communities.
• Excellent communication skills, both written and oral.
• Dedication to always producing the highest quality work and motivated to constantly seek new and better ways to reach goals.
• Familiarity with Salesforce, Excel, Monday.com and Microsoft Office Suite
• Ability to work well in teams as well as independently.
• Authorization to work in the US.

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

Compensation The salary range starts at $80,000 annually, depending on experience. Additionally, we offer a comprehensive benefits package, including healthcare coverage, retirement plans, opportunities for professional development, discretionary time off and much more. 

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.

Training Associate, Center for Resiliency and Clean Energy

Inclusiv is the largest network of community development financial institutions (CDFIs) 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. The Inclusiv Center for Resiliency and Clean Energy was created in 2019, in partnership with the Center for Impact Finance at the Carsey School of Public Policy at the University of New Hampshire. The climate finance training program was launched with generous grant support from the U.S. Department of Energy. 

The Center provides training and technical assistance in climate finance to Community Development Financial Institutions, Minority Depository Institutions, Low-Income Designated Credit Unions, green banks, and other mission-driven and community-based lenders. In just four years, the Center has trained and guided over 700 lending professionals to develop accessible and affordable financing solutions for clean energy, energy efficiency, electrification, resiliency, and other green improvements. The training program has grown rapidly, and Inclusiv is expanding its training team. 

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. 

Inclusiv seeks a passionate, dynamic, experienced professional with background in clean and green energy solutions, finance, and adult learning to support the Climate Finance Training program at Inclusiv’s Center for Resiliency and Clean Energy. 

The Training Associate will be responsible for supporting all aspects of the climate finance training program. The ideal candidate will have a demonstrated interest in training lending professionals in creating flexible financing vehicles to stimulate and grow the availability and deployment of clean and green energy solutions, particularly among low- and moderate-income residents and communities. This person will support and advise on in-person and online training curriculum for lenders, engage community lending professionals in a learning network, and support and guide the implementation of green lending programs. The Training Associate is a key member of Center for Resiliency team, with responsibilities for building and delivering lending capacity at 100-150 financial institutions each year. Specifically, the Training Associate will report to the VP, Center for Resiliency and Clean Energy to support all aspects of training program design and implementation, working in close partnership and coordination with the University of New Hampshire and colleagues at Inclusiv. 

The ideal candidate should live within commuting distance of the New York City office and be able to work on-site in the local office in compliance with Inclusiv’s hybrid work schedule (2 days in-office, 3 days remote). Occasional travel will be required for conferences, site visits, and all-staff gatherings. 

Key Responsibilities

• Support the VP, Center for Resiliency, and train instructors with the logistics of building new courses (including, but not limited to, coordinating and project managing course curriculum, fact-checking PowerPoint lectures, testing course user experience of the LMS, etc).
• Organize and prioritize time to meet deadlines based on overall training schedule.
• Conduct internet research as needed to assist instructors in developing curriculum for new courses and refreshing existing courses.
• Provide project management support for all courses (currently three different courses that each run 8-10 times per year). More information on these courses can be found here: https://carsey.unh.edu/center-for-impact-finance/education-and-trainings/solar-green-lending-professional-training-virtual-series;
• Execute communications and outreach plans to recruit applicants for the training program through speaking engagements, social media, email campaigns, website, and other channels.
• Review hundreds of student applications each year to identify lending professionals that qualify for the courses.
• Interview top student candidates to screen them for readiness to launch green loan programs.
• Implement the student enrollment process and track detailed enrollment information to prepare qualitative and quantitative reports for grants and investors.
• Collect data for quarterly training goals and outcomes, including commitments to government grant programs, philanthropic supporters, investors, and other funders.
• Partner with VP, Center for Resiliency and the Director of Development to produce grant reports.
• Partner with the Center for Resiliency Training Alumni Director to transition students from training to alumni program during and after each cohort.May include occasionally representing Inclusiv during webinars; and other duties as needed and as projects evolve.

Qualifications

• Bachelor’s degree required; Master’s Degree preferred in clean energy, climate finance, and/or related fields.
• At least 1 year of relevant work experience in clean energy, adult learning, project management and/or community development finance.
• Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence.
• Preference for candidates who have a commitment to, and, ideally, experience working with communities of color.
• Strong project management and organization skills; experience effectively managing multiple 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.
• Excellent communication and writing skills, including spelling, grammar, punctuation, composition, editing and proofing.
• Detail-oriented, with the ability to rapidly review and edit written documents, including curriculum plans, lecture notes, PowerPoint decks, etc.
• Ability to work well in teams as well as independently; working comfortably across units and leading teams to achieve program goals.
• Preference for candidates comfortable thriving in a rapidly evolving program and shifting work priorities in response to changing conditions.
• Dedication to always producing the highest quality work and motivated to constantly seek new and better ways to reach goals.

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

Compensation The salary range for this position starts at $65,000 annually, depending on experience. Additionally, we offer a comprehensive benefits package, including healthcare coverage, retirement plans, opportunities for professional development, discretionary time off and much more. 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.

Vice President of Accounting Compliance

Inclusiv is the largest network of community development financial institutions (CDFIs) with a mission to promote financial inclusion in low-income communities across the country. Through our network of more than 500 community development credit unions based in the 50 States, Puerto Rico and Virgin Islands, Inclusiv reaches more than 20 million people with limited incomes and/or who live in historically redlined communities. 

Inclusiv has been selected to receive and manage a $1.87 billion grant for 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. 

Inclusiv is seeking a VP of Accounting Compliance to join our Fiscal team during an exciting period of growth and impact. Reporting directly to CFO, this individual will play a key role in shaping Inclusiv’s accounting processes and reporting.  In this role, the VP will oversee accounting compliance by monitoring adherence to accounting policies, procedures, and regulatory requirements, including Generally Accepted Accounting Principles (GAAP) and Federal Grant Requirements under 2 CFR 200. The VP of Accounting Compliance is responsible for ensuring accurate and compliant general ledger postings and accounting practices, evaluating and improving the effectiveness of internal controls and procedures, and verifying compliant Fiscal grant reporting 

The VP of Accounting Compliance will lead the Fiscal team’s preparation and support of the Single Audit, gathering necessary documentation, responding to auditor inquiries, and facilitating timely resolution of any audit findings.  The role also leads to the development and revision of accounting policies and procedures to conform with evolving regulatory standards. 

Responsibilities:

• Monitor and enforce Fiscal compliance with grants, accounting policies, procedures, and regulatory requirements.
• Assess the effectiveness of internal accounting controls and procedures to mitigate financial risks and ensure accuracy of grant reporting.
• Lead the Fiscal team’s preparation and support of the Single Audit.
• Assist in the coordination and preparation of federal grant audits, including gathering documentation and responding to auditor inquiries.
• Contribute to the development and revision of accounting policies and procedures to conform with regulatory standards and grant requirements.
• Develop and deliver internal training on grant compliance and risk mitigation procedures.

Qualifications:

• Passion for Inclusiv's mission to support low- and moderate-income communities in achieving financial independence.
• Bachelor’s degree in accounting, finance, business, or a related field.
• At least 10 years of progressive experience in compliance, audit, or related positions
• Experience with federal grants, including 2 CFR 200 compliance, Single Audits, reporting, and risk assessment.
• Strong analytical and problem-solving skills, with a continuous improvement mindset.
• Tech-savvy, including familiarity with financial systems and an aptitude to learn new software.
• Strong interpersonal and communication skills, with the ability to work cross-functionally and build relationships across departments.

Location Inclusiv has offices in New York City, Atlanta, and San Juan. This role is located in New York City and is a hybrid role with two days per week in the office and three days per week working remotely. 

Compensation The salary starts at $135,000 and will be based on experience. We offer a comprehensive benefits package, including healthcare coverage, retirement plans, opportunities for professional development, discretionary time off and much more. 

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

Inclusiv is an equal opportunity employer 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 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.

Senior Training Officer, Puerto Rico Green Lending

Inclusiv is the largest network of community development financial institutions (CDFIs) 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 or residing in historically redlined communities. 

Inclusiv is responsible for the management of the Environmental Protection Agency (EPA) Clean Communities Investment Accelerator (CCIA) program, supporting credit union lenders to spark and scale emission-reducing clean energy projects. 

The Inclusiv Center for Resiliency and Clean Energy was created in 2019, in partnership with the University of New Hampshire’s Center for Impact Finance at the Carsey School of Public Policy. The UNH-Inclusiv Solar and Green Lending Training and Technical Assistance Program was launched with generous grant support from the U.S. Department of Energy, and trains Community Development Financial Institutions (CDFIs), Minority Depository Institutions, Low-Income Designated Credit Unions, green banks, and other mission-driven, community-based lenders. 

In just four years, the training program has trained and guided over 700 lending professionals to develop accessible and affordable financing solutions for clean energy, energy efficiency, electrification, resiliency, and other green improvements. The training program has grown rapidly, and Inclusiv is expanding its training team. More information on the existing English-language training courses can be found here: https://carsey.unh.edu/center-for-impact-finance/education-and-trainings/solar-green-lending-professional-training-virtual-series. 

Inclusiv seeks a passionate, dynamic, experienced professional who is bilingual in Spanish and English, and based in Puerto Rico, with background in clean and green energy solutions, green lending, and adult learning to support the Solar and Green Lending Training program at Inclusiv’s Center for Resiliency and Clean Energy. 

The Senior Training Officer will take on a pioneering role as Inclusiv’s first full-time Puerto Rico-based staff member dedicated to consumer green lending. This individual will lead the design, development, and delivery of Inclusiv’s Solar and Green Lending training program for Puerto Rico, starting with a consumer green lending training course in Spanish, prioritizing cooperativas aligned with CCIA grant goals. 

The Senior Training Officer will be a key member of the Center for Resiliency and Clean Energy team representing Puerto Rico. The Senior Training Officer will report to the VP, Center for Resiliency and Clean Energy, located in New York City, with secondary reporting to the VP of Puerto Rico and USVI Network located in San Juan. The individual will support all aspects of Puerto Rico training, program design, and implementation, working in close coordination with team members and educational partners. 

The ideal candidate will have developed, delivered, and supported virtual training programs that serve adult learners, preferably financial institution lending staff. All candidates should have a demonstrated interest and passion in training other lending professionals to create loan products that finance clean and green energy solutions, particularly those that serve low- and moderate-income residents and communities.   

Responsibilities:

• Support the adaptation and launch of our UNH-Inclusiv Green Home Consumer Lending course in Spanish
• Create effective strategies to promote the program
• Build and manage relationships with local cooperativas and federally insured credit unions that are interested in completing the training course.
• Develop and manage the Puerto Rico-focused consumer green lending training course in Spanish, leading the structure, content, and implementation, while working closely with other members of the Center for Resiliency and Clean Energy team.
• Build a team of outside consultants to serve as instructors and subject matter experts, coordinating course logistics and ensuring Spanish-language content meets the needs of Puerto Rico’s cooperativa sector.
• Ensure course materials are successfully transferred to virtual Learning Management System in Spanish, overseeing design, translation, and testing for user experience.
• Work with the Puerto Rico Inclusiv team, and cooperativas, to understand how lender needs specific to Puerto Rico should be incorporated into training strategy.
• Provide project management support for at minimum two cohorts per year beginning in mid-2025, including planning, instructor preparation, and course execution. This includes both in-person and online training formats.
• Assist with administrative tasks related to contracted instructors, including conducting interviews, managing paperwork, ensuring timely submission of invoices, and maintaining regular communications.
• Develop the course application and admissions process in Spanish, for staff members from cooperativas.
• Review student applications and, if needed, conduct applicant interviews, to identify qualified lending professionals from Puerto Rico’s financial institutions.
• Manage the student enrollment process, ensuring a smooth and efficient experience.
• Track and report detailed enrollment data, preparing qualitative and quantitative reports for grants and investors.
• Collaborate with Inclusiv’s green lending alumni team, to establish a robust network for graduates of the training program, providing ongoing tools, resources and networking opportunities in Spanish.
• Build and manage strong relationships with local cooperativas and partner organizations, providing in-depth guidance and support to achieve program goals.
• Support and build the capacity of community financial institutions in Puerto Rico to serve their communities and grow their green lending programs through ongoing technical assistance, training workshops, guidance, and advice.
• Proactively identify opportunities to enhance and expand Inclusiv's resiliency and clean energy financing initiatives in Puerto Rico.
• Stay informed to serve as in-house expert about local industry trends, regulations, and policies to guide Inclusiv’s overall Clean Energy and Resiliency work in Puerto Rico.
• Additional duties as needed.

Qualifications:

• Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence
• Bachelor’s Degree required; Master’s Degree preferred.
• Experience providing educational training on community development finance and/or adult learning is a plus.
• 5+ years of relevant work experience in clean energy, adult learning, project management, or community development finance.
• Fully bilingual proficiency in Spanish and English is required, for written, verbal and presentation communication.
• Strong preference for candidates with expertise in Puerto Rico’s cooperativa sector and/or general knowledge of Puerto Rico’s regulatory environment, especially related to solar and clean energy
• Exceptional project management and organizational skills; experience effectively managing multiple projects across different internal and external stakeholders.
• Able to organize and prioritize tasks to meet deadlines based on the overall training schedule.
• Demonstrated ability to build and maintain relationships with a diverse array of people and organizations.
• Detail-oriented with the ability to rapidly review and edit written documents, including curriculum plans and instructional materials.
• Ability to work well in teams as well as independently, and to lead cross-unit teams to achieve program goals.
• Flexibility and adaptability to thrive in a rapidly evolving program environment.
• Dedication to producing high-quality work and a constant drive to find new and better ways to achieve goals.

Location: This role is located in our San Juan, Puerto Rico office and is a hybrid role with two days per week in the office and three days per week working remotely. Regular travel within Puerto Rico will be required to meet with financial institutions and deliver training. There may also be travel for conferences and all-staff gatherings. 

Compensation: The salary range for this position starts at $90,000 per annum and will be commensurate with experience. 

To Apply: Please send a cover letter and resume in English to hrprtrainingofficer@inclusiv.org. Applications will be reviewed on a rolling basis. 

About Inclusiv Inclusiv is an equal opportunity employer 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 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.

Systems Administrator

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 seeking a Systems Administrator who will work within Inclusiv’s Operations team to ensure that our key technology platforms/systems, including Salesforce, run smoothly and efficiently, and are widely used to support and substantiate the goals of the organization. Reporting directly to the Vice President of Systems Operations & Improvement, this role involves managing and optimizing system environments, providing training and support to end-users, and ensuring data integrity and security. 

With the organization undergoing growth that requires us to vastly expand the organization’s use of Salesforce and create and maintain new systems that will facilitate new work, this role is a vital part of ensuring that the organization creates and continuously improves systems that meet the evolving needs of the internal and external stakeholders. In addition to Salesforce, the organization uses application such as MS365, Zoom, Zendesk and Monday. The work of the Systems Administrator will be split 50/50 between Salesforce and other applications. 

The ideal candidate should live in the greater New York City area and be able to work on-site in the New York City office in compliance with Inclusiv’s hybrid work schedule (2 days in-office, 3 days remote). 

Responsibilities

• Understand and connect company strategy into Salesforce use cases and capabilities.
• Understand future user and organization needs and sync with salesforce development roadmap.
• Critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from underlying true needs.
• Create and manage Salesforce reports and dashboards that provide actionable insights to stakeholders and help users track key performance indicators related to the organization’s strategic goals.
• Work with Inclusiv’s Research & Data teams to facilitate the creation of compelling data visualizations that potentially bring together data from multiple systems.
• Resolve basic user issues promptly and effectively; serve as a primary point of contact between Inclusiv and our managed IT support provider (MSP).
• Maintain and customize Salesforce and other systems applications; stay updated on releases and new features.
• Create and maintain human-centered user experience.
• Create and manage workflows, process builders, and custom objects.
• Provide ongoing support and training to users for the applications/systems/platforms Inclusiv uses.
• Manage end-user device inventory including device lifecycle management.
• Implement and maintain access and security settings, such as user profiles, permission sets, and sharing rules.
• Be primary point of contact for cybersecurity issues and communicate those to staff, as needed.
• Develop and maintain SOPs for systems, user documentation, and training materials.
• Ensure data integrity and data security within the platform.
• Perform regular data audits and cleanup activities.
• Manage data imports, exports, and updates.
• Create and maintain reports and dashboards to support business needs.
• Integrate Salesforce with other business applications.
• Manage and troubleshoot third-party app integrations.
• Identify and implement opportunities for automation in Salesforce and other systems.
• Recommend and implement best practices for system and process improvement.
• Plan and implement system upgrades to take advantage of new features and capabilities
• Evaluate and recommend the adoption new systems that can help the organization streamline operations and achieve strategic goals.
• Work with and manage systems development vendors, as needed.
• Perform other duties, as needed.

Qualifications:

• Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence
• Bachelor’s degree in computer science, information technology, business administration, or a related field.
• 3-5 years of experience as a System Administrator or similar role.
• 2+ years of experience as a Salesforce Administrator with a strong understanding of the Salesforce platform, including Sales Cloud, Service Cloud and Marketing Cloud.
• Experience with Salesforce APIs.
• Administrative experience with MS365 applications, Monday.com, Zoom, Zendesk, or similar applications.
• Proficient in data management and data integrity practices.
• Creative and analytical thinker with strong problem-solving skills and attention to details.
• Excellent communications skills, both written and verbal, with the ability to effectively relate technical concepts to non-technical audiences.
• Ability to successfully adapt, operate, achieve and exceed goals in a fast-paced environment where needs can change quickly.

Preferred Qualifications:

• Salesforce Administrator certification.
• Salesforce Lightning and Non-Profit Success Package experience.
• Experience with data migration processes and tools.
• Experience using systems integration tools.

Location: Inclusiv has offices in New York City, Atlanta, and San Juan. This role is located in New York City and is a hybrid role with two days per week in the office and three days per week working remotely. Salary: The salary range for this position starts at $90,000 annually.  We will consider a higher salary for candidates with more experience.  Additionally, we offer a comprehensive benefits package, including healthcare coverage, retirement plans, opportunities for professional development, discretionary time off and much more. 

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

Staff Accountant 

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 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. 

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 is seeking a Staff Accountant who will work within Inclusiv’s Fiscal team to help build a strong and sustainable organization. The Staff Accountant will be a key member of the Fiscal team. Reporting to the Controller, the Staff Accountant is responsible for managing the accuracy and timely processing of accounting services for both internal and external clients.

Responsibilities 

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.

   

Essential Experience, Skills and Attributes 

• Bachelor’s or Associate's Degree in Accounting or equivalent required 
• Demonstrated knowledge of US Generally Accepted Accounting Principles • Minimum 2 years accounting or bookkeeping experience, 
• 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 skill 
• Work experience with non-profit organizations or lending institutions preferred

To Apply 

Please send resume and cover letter to Hraccounting@inclusiv.org. Applications will be reviewed on a rolling basis until the position is filled. 

Location and Compensation 

Inclusiv has offices in New York City, Atlanta, and San Juan. This role is located in New York City and is a hybrid role with two days per week in the office and three days per week working remotely. 

The salary starts at $85,000 depending on experience. 

Inclusiv is an equal opportunity employer 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 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.

Communications Director, CCIA Strategy 

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 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. 

Through this exciting period of growth, Inclusiv is hiring a Communications Director to lead our clean energy workstream, to oversee and execute communications strategy for our CCIA program. This role requires a highly skilled professional with experience in clean energy communications and in developing non-profit communications strategy, and engaging and cultivating stakeholders among the media, a diverse practitioner field, and social impact investors. They will have the ability to supervise the management of major projects to successful, on-budget completion and oversee a wide-ranging portfolio of work in a fast-paced environment. 

The Communications Director will be a key member of our Policy and Communications team, reporting to the Vice President of Communications. The Director of Communications should be prepared to roll up their sleeves and do hands-on work, when needed, in addition to managing the team and directing strategy.

Responsibilities 

• Lead the development and execution of the communications strategy for Inclusiv’s forthcoming Clean Communities Investment Accelerator (CCIA) program and manage inquiries related to Inclusiv’s part in the very high-profile Greenhouse Gas Reduction Fund program in collaboration with Inclusiv’s VP of Communications and our main subject matter experts in the organization. 
• Prepare and coach team members for media engagements other communications needs focused on the CCIA program and ensure CCIA marketing and outreach staff on other teams follow Communication’s strategy and branding guidelines when developing campaigns and collateral. 
• Create and edit content for Inclusiv’s website, social media channels and email outreach, including regular newsletters and press releases. Use metrics to monitor and cultivate constructive engagement across all platforms. 
• Build relationships with media, our diverse membership, social impact investors and other partners to raise Inclusiv’s profile and influence the national conversation on financial inclusion, closing the racial wealth gap through homeownership and small business development, and affordable financing that creates access to clean energy and resilience to climate disasters. 
• Write, edit and place thought leadership pieces and communicate our clean energy impact. • Help support Inclusiv’s external affairs strategy set by the Senior Management Team. This will include both managing the development of CCIA materials and talking points for senior leaders’ external engagements and representing Inclusiv when needed. 
• Ensure all administrative work needed for effective communications is completed to a high standard by the team. 
• Promote a culture of continuous learning and professional growth, including by developing and tracking analytics and impact metrics as well as giving and receiving thoughtful feedback and coaching staff.

Essential Experience, Skills and Attributes 

The successful candidate is well-versed in energy, climate, social, and economic justice issues and has demonstrated their commitment to Inclusiv’s mission and the cooperative movement. Inclusiv works in collaborative, matrixed teams and the Vice President of Communications should enjoy cross-team collaboration and be adept at building both internal and external relationships. They must work well in geographically distributed, cross-functional teams and have a strong sense of how to effectively balance entrepreneurial drive with collaborative work. This role has significant potential for growth and offers many opportunities to contribute to the success of our growing, high-impact organization.

• Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence. 
• A Bachelor’s degree is required; at least 8 years of professional communications experience is needed, including a minimum of four years in the nonprofit field. 
• Experience managing communications strategies with an equity lens. 
• Ability to create messaging for a diverse range of audiences and communicate complex topics in a creative and digestible way. 
• Enthusiasm for leading and coaching effective communications teams. 
• Ability to write, edit and place thought leadership pieces that communicate our impact. • Experience with InDesign, MailChimp, major social media platforms/Hootsuite, and Drupal (Drupal training is available for candidates with WordPress experience). 
• Authorized to work in the US.

Preferred Qualifications 

• Experience working in the CDFI sector and/or with credit unions. 
• Fluency in English and Spanish and/or experience managing bilingual communications to support current bilingual communications. 
• Experience with video production or managing external video production teams. 
• Experience managing communication surrounding grants and/or fundraising

To Apply 

Please send resume, cover letter, and two examples of communications work products, including one writing sample on a substantive issue developed for a non-profit and one multi-strategy campaign example to hrcommsdir@inclusiv.org. Applications will be reviewed on a rolling basis until the position is filled. 

Location and Compensation 

Inclusiv has offices in New York City, Atlanta, and San Juan. This role is located in New York City and is a hybrid role with two days per week in the office and three days per week working remotely. Exceptional candidates within commuting distance of Atlanta or San Juan are also encouraged to apply. Occasional travel will be required for conferences, site visits, and all-staff gatherings. 

The salary starts at $120,000, depending on experience. 

Inclusiv is an equal opportunity employer 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 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.

Program Associate: Puerto Rico & USVI Green Lending Initiatives 

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 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. 

Inclusiv is seeking a passionate and dynamic Program Associate for Puerto Rico and USVI Green Lending Initiatives. This role will support Inclusiv’s efforts to engage, recruit, and assist cooperativas and credit unions interested in applying to the Clean Communities Investment Accelerator Program (CCIA). This transformative program will provide grants to credit unions over 4-5 years to develop and scale clean energy projects aimed at reducing carbon emissions, with a commitment to directing 100% of resources toward low-income and disadvantaged communities (LIDACs) that are often overlooked in the transition to a greener economy. 

This position is ideal for a fully bilingual professional experienced in organizational engagement and network-building. The Program Associate will be based within Inclusiv's Puerto Rico and USVI Network department, working closely with the Inclusiv Network CCIA Outreach Department, and the Center for Resiliency and Clean Energy to promote credit union green lending initiatives and recruit participants for green lending grants.

Position Overview: 

The Program Associate will support Inclusiv’s CCIA program by assisting with outreach and engagement efforts specifically tailored to cooperativas and credit unions in Puerto Rico and the USVI. This role will help build relationships with credit unions, organizations, public officials, federal and state entities, and other organizations engaged in green initiatives across Puerto Rico and the USVI, encouraging their participation in green lending initiatives and supporting sustainable community development. The Program Associate will report to the Vice President, Puerto Rico and USVI Network, within the Network department and will work cross-departmentally to ensure the success of program goals within Puerto Rico and the USVI.

Key Responsibilities: 

Credit Union Engagement and Outreach Support 

• Support the development and execution of strategies for engaging Puerto Rico and USVI cooperativas and credit unions in Inclusiv’s CCIA program. •
• Collaborate with the marketing and communications team to create resources and materials (e.g., bilingual presentations, website content, outreach materials) that educate credit unions and cooperativas in the region the CCIA program. 
• Manage relationship tracking in Inclusiv’s CRM platform, with a specific focus on engagement with cooperativas and credit unions in the region. 
• Help coordinate Inclusiv events and sessions in Puerto Rico and the USVI, assisting in logistical planning and representing Inclusiv at local events and regional credit union gatherings.

Application Support and Pipeline Management 

• Assist in developing materials and resources tailored to the needs of cooperativas and credit unions in the region interested in the CCIA program. 
• Work with the Center for Resiliency and Clean Energy to guide cooperativas and credit unions in the region through the application process, providing culturally relevant support to address unique regional challenges. 
• Monitor the application pipeline for cooperativas and credit unions in the region, ensuring their progress and offering tailored assistance as needed. 
• Support logistical and operational aspects of the application process, specifically catering to applicants in the region and their community-based needs.

Collaboration and Program Support 

• Work collaboratively with internal teams to align CCIA program goals and objectives with the needs of communities in the region. 
• Build and maintain relationships with external partners, stakeholders, and local organizations in Puerto Rico and the USVI to strengthen Inclusiv’s support network and foster green lending initiatives.
• Perform additional administrative tasks as needed to support program efficiency and ensure regional objectives are met.

Qualifications: 

• Strong commitment to Inclusiv’s mission of supporting low- and moderate-income communities to achieve financial independence. 
• Bachelor’s degree required. 
• 2-4 years of experience in organizational engagement, federal grant support, financial institution support, or a similar role, with specific experience in or familiarity with Puerto Rico and USVI economic and community development challenges.
  • Knowledge of or experience in credit union operations in the region, green lending initiatives, or federal grant-related processes is a plus. 
  • Familiarity with CRM software (e.g., Salesforce) or similar platforms for tracking and managing engagement. 
• Strong project management, organizational, and communication skills with the ability to collaborate effectively within diverse teams. 
• Fully bilingual in Spanish and English, with proficiency in both written and verbal communications.
• Willingness to travel up to 30% within Puerto Rico and the USVI occasionally to the U.S. mainland as required.

To Apply: 

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

Location: 

This role is located in our San Juan Office and is a hybrid role with two days per week in the office and three days per week working remotely. Occasional travel will be required for conferences, site visits, and all-staff gatherings. Position requires 35% travel within Puerto Rico and USVI. 

Salary: 

The salary range for this position starts at $65,000 annually. We will consider a higher salary for candidates with more experience. We offer a comprehensive benefits package, including healthcare coverage, retirement plans, opportunities for professional development, discretionary time off and much more. 

Inclusiv is an equal opportunity employer 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 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.

Grantmaking Officer

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 responsible for the management of the Environmental Protection Agency (EPA) Clean Communities Investment Accelerator (CCIA) program, supporting credit union lenders to spark and scale emission-reducing clean energy projects. 

Inclusiv is hiring a Grantmaking Officer to support the development and execution of the transformational CCIA program, which will direct more than $1.68 billion in grants to between 100-400 credit unions, over 4-5 years. These grants will be used to build and scale clean energy projects that will reduce carbon emissions while equitably targeting 100% of all resources toward low-income and disadvantaged communities (LIDACs) that would otherwise be left behind in a greening economy. 

This role will work directly with the CCIA Grantmaking team to support the development of the grantmaking process and support credit unions seeking funding from Inclusiv, guiding them through a comprehensive and often complex grant application process. The incumbent will play a critical role in facilitating communication between credit union applicants and Inclusiv’s CCIA technical assistance and grantmaking teams, ensuring alignment between the needs of both parties. This position requires an individual with excellent relationship-building skills, project management skills, organizational skills, commitment to developing a deep understanding of the funding process, and a passion for supporting community-focused financial institutions.

Responsibilities 

Pre-Award Support and Guidance 

• Help the CCIA Grantmaking team develop the grant application, and application training that includes detailed instructions for the grantees to follow when preparing their grant application. 
• Provide guidance to credit unions early in the application process to assess eligibility, review program goals, and clarify grant requirements. 
• Assist applicants with the preparation of initial proposals, including budget development, project goals, and timelines, ensuring alignment with Inclusiv’s funding priorities. 
• Help applicants understand the compliance and documentation requirements, guiding them in preparing all necessary documentation and materials for submission. 
• Conduct initial reviews of draft applications to ensure completeness, clarity, and alignment with funding guidelines before submission. 
• Identify and address any potential challenges or gaps in applicants’ proposals before submission, offering strategic advice to strengthen their applications. 
• Serve as the primary point of contact for credit unions applying for funding from Inclusiv, providing ongoing assistance in navigating the application process from start to finish. 
• Provide support to ensure applicants meet all requirements and deadlines for a successful application submission. 
• Facilitate clear and effective communication between the grantmaking team and applicants, ensuring mutual understanding of expectations, requirements, and feedback. 
• Collaborate with internal stakeholders to ensure alignment of grantmaking priorities and applicant needs.

Post Award Support and Compliance 

• Connect selected grantees to legal and compliance team to set up subaward agreements 
• Maintain accurate records of communications, applications, and outcomes for the portfolio of applicants.
• Assist in preparing reports and updates for internal stakeholders, summarizing key pre-award activities and application statuses.

Essential Experience, Skills and Attributes 

• Bachelor’s degree in a related field (e.g., business, or finance) or equivalent work experience in nonprofit management, community development.
• Commitment to Inclusiv’s mission to help low- and moderate-income people and communities achieve financial independence.
• Experience in relationship management ideally in a community-focused or financial institution setting. 
• Highly organized and able to meet deadlines • Understanding of the credit union system and/or community development finance preferred.
• Excellent interpersonal and communication skills, with the ability to build trust and rapport with diverse stakeholders. 
• Strong problem-solving abilities and a keen attention to detail. • Experience with grantmaking process strongly preferred. 
• Ability to work independently and as part of a collaborative team. 
• Excellent computer skills, proficiency in Excel required 
• High level of personal organization and flexibility

To Apply 

Please send resume and cover letter to hrgrantsofficer@inclusiv.org. Applications will be reviewed on a rolling basis until the position is filled. Location and Compensation Inclusiv has offices in New York City, Atlanta, and San Juan. This role is located in New York City and is a hybrid role with two days per week in the office and three days per week working remotely. 

The salary starts at $80,000 depending on experience. 

Inclusiv is an equal opportunity employer 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 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.

Position Summary: 

Manage and deliver regulatory advocacy on behalf of the Credit Union Association of New Mexico (Association) and deliver Association and CU Services LLC (LLC) compliance solutions to Association member credit unions. Build and foster relationships that support an overall effective advocacy strategy, focusing on regulatory and government agencies with examination oversight and impact on regulations affecting credit unions, as well as member credit union executives, particularly risk management staff and compliance officers. Respond to member credit union compliance Q & A. Present and write/co-write up-to-date information related to state and federal regulatory agencies, risk management expectations, and compliance offerings for Association website, publications, annual member impact report, email to member credit unions and social media posts.

Major Duties and Responsibilities: 

• Build and foster relationships that support all of the Association's advocacy and risk management efforts. 
• Assist the regulatory advocacy efforts of the Association as directed and support the advocacy work of the Governmental Affairs Committee
  •  Strategize, assess, develop and actively engage with various stakeholders (state and federal agencies, America's Credit Unions, NM Governmental Affairs Committee) to support effective regulatory advocacy on behalf of all credit unions, with an emphasis on Association member credit unions. 
  • Support and actively engage with all advocacy events including but not limited to: NM GAC Conference & Legislative Reception, America's Credit Unions GAC & NM Reception, state and federal Hike the Hill events, and other advocacy events that may be beneficial.
• Manage and deliver Association and LLC solutions related to risk management and compliance by becoming and remaining current on all regulatory examination, risk management, and compliance expectations. 
  • Present and write/co-write up-to-date information related to regulatory examination expectations, risk management and compliance for Association website, publications, annual member impact report, email to member credit unions and social media posts. 
  • Assist and support member credit unions with compliance audit/review offerings, compliance Q & A, InfoSight, CU RecoveryPro, and CU PolicyPro.
  • Develop, deliver, and mange high-caliber meaningful compliance training throughout New Mexico, in both in-person and virtual formats. Assist with Association special projects/events and perform other related duties as necessary and assigned.

 Knowledge and Skills: 

Experience: Minimum of 2 years of similar or related experience, including lending or deposit operations (within the credit union movement preferred) 

Education: New Mexico Licensed attorney, Juris Doctor Law Degree, B.A. in Business or a related field, or compliance specific certifications (ie. CAMS, BSACS, NCBSA, CPSAP, CUCE,NCCO, CUCO, or similar) 

Interpersonal Skills: The ability to understand complex regulations and integrate them into credit union operations, as well as the ability to work cooperatively with others is a material part of the job, requiring a significant level of diplomacy and trust. Obtaining cooperation (internally and externally) is also important. 

Other Skills: Leadership skills with the ability to collaborate; superior analytical, writing/editing and verbal communication skills, including public speaking; proficient understanding of financial institution operations and compliance (preferably credit unions); organizational skills with the ability to prioritize and complete many multi-faceted, complex projects; ability to meet budget expectations/goals 

NOTE: The list of essential functions is not exhaustive. It may be supplemented as necessary from time to time. 

*Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

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