Carreras

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.

The Vice President of Finance is a strategic finance leader responsible for overseeing the organization’s financial planning, budgeting, accounting oversight, financial operations, and regulatory compliance. Reporting to the CFO, this role partners closely with senior leadership to support the organization’s mission while ensuring strong financial stewardship, operational efficiency, and compliance with nonprofit and CDFI requirements.

The VP of Finance oversees the Controller and finance team, leads the annual budgeting and forecasting process, supports portfolio and investment analytics, and drives continuous improvement of financial systems and processes. The ideal candidate is tech-savvy, with strong financial modeling skills and a solid accounting foundation. They are a proven people leader who works collaboratively with senior management and cross-functional teams. Experience in both nonprofit and for-profit environments is helpful, along with the ability to thrive in a fast-paced, dynamic organization.

Key Responsibilities

Financial Leadership & Planning
•    Lead the organization’s annual operating budget and multi-year financial planning process.
•    Develop revenue and expense forecasts, including membership dues, investment income, grants, and operating activities.
•    Monitor financial performance against budget and provide timely variance analysis and recommendations to senior leadership.
•    Support strategic decision-making through financial modeling, scenario analysis, and performance reporting.
•    Present month end financials and actual-to-budget comparisons to the Board Finance Committee.

Accounting Oversight & Financial Operations
•    Provide oversight and guidance to the Controller to ensure accurate and timely monthly, quarterly, and annual financial reporting.
•    Oversee day-to-day financial operations, including accounting processes, cash management, accounts payable, and financial controls.
•    Ensure strong internal controls and continuously improve finance policies, procedures, and operational workflows.
•    Partner with other departments to improve financial reporting and operational efficiency.

Portfolio & Investment Analytics
•    Portfolio management and analysis including yields, credit quality, liquidity, and financial trends. 
•    Monitor investment income and support forecasting of investment returns and related financial impacts.
•    Develop financial reports and dashboards that provide actionable insights into portfolio performance and organizational sustainability.

Compliance & Audit
•    Manage the annual financial statement audit and coordinate with external auditors.
•    Oversee preparation of the organization’s Form 990 and other federal, state, lender, and grant reporting requirements.
•    Ensure compliance with nonprofit accounting standards, donor restrictions, grant requirements, loan agreements, and CDFI-related reporting.
•    Maintain familiarity with applicable GAAP, nonprofit accounting guidance, and regulatory requirements.

Financial Systems & Process Improvement
•    Lead optimization of financial systems and reporting tools.
•    Improve reporting capabilities, automation, and financial data integrity.

Leadership
•    Supervise, mentor, and develop the Controller and finance staff.
•    Foster a collaborative, service-oriented finance team that supports organizational goals.
•    Build strong working relationships across departments and with external partners, auditors, lenders, and funders.

Qualifications

Required
•    Commitment to Inclusiv’s mission to help low-and moderate-income people and communities achieve financial independence
•    CPA, CMA, CFA or equivalent.
•    Bachelor's degree in Accounting, Finance, or related field.
•    10-12+ years of progressive finance and accounting experience, including leadership responsibilities.
•    Experience in nonprofit financial management and compliance, including audits and Form 990 preparation.
•    Strong understanding of GAAP and nonprofit accounting.
•    Experience leading annual budgeting, forecasting, and financial planning - Advanced Excel and financial modeling skills.
•    Experience with portfolio analytics, investment income forecasting, and financial performance reporting.
•    Demonstrated experience managing financial operations and internal controls.
•    Demonstrated interest in leveraging AI tools, such as Claude in Excel, to enhance data analytics, financial modeling, and decision-making.
•    Strong analytical, communication, and leadership skills.
•    Ability to work in a fast-paced environment.
•    Authorized to work in the US.

Preferred
•    Experience working with a nonprofit CDFI, financial institution, community lender, or impact investment organization.
•    Experience with Sage Intacct, Ramp, ADP or other payroll systems, budgeting and reporting systems, and other cloud-based financial applications.
•    Experience with grants management and federal or philanthropic funding compliance.

Location and Compensation: This role is located in New York City. It is a hybrid role with three days per week in the office and two days per week working remotely. The salary range is $165,000-$185,000. Additionally, we offer a comprehensive benefits package, including affordable healthcare coverage, retirement plans with a company match, opportunities for professional development, paid time-off, and much more.

To Apply: Please send cover letter, resume and salary requirement to hr@inclusiv.org. Resumes will be reviewed on a rolling basis until filled.  

About Inclusiv 
Inclusiv is an equal opportunity employer that collaborates 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 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.
 

Inclusiv is the largest network of community development financial institutions (CDFIs) dedicated to promoting financial inclusion in low-income and historically redlined communities. Through our network of over 500 community-based lenders, Inclusiv reaches more than 20 million consumers nationwide.

The Program Officer, Member Experience and Relations reports to the Vice President of Member Growth and is responsible for developing and implementing strategies that drive active participation and involvement of members and industry partners in organizational programs, events, and initiatives. This role focuses on enhancing member experience, fostering collaboration, and building a strong sense of community within the Inclusiv network.

Responsibilities:
 

Member & Industry Engagement

• Implements targeted recruitment strategies for credit unions, CDFIs, MDIs, and other mission-aligned institutions.
• Cultivate relationships with policy and non-policy members, credit union service providers, and industry partners.
• Represent Inclusiv at conferences, webinars, and public events to promote membership and deepen industry visibility
• Develop and implement engagement strategies that increase member participation in Inclusiv events, webinars, and chapters.
• Create member experience initiatives that enhance satisfaction, retention, and overall value.
• Facilitate industry collaboration and deepening engagement through regional chapters, and special interest groups.
  • Organize meetings
  • Lead discussions
  • Advance Inclusiv’s priorities
• Build community connections by designing initiatives that strengthen member-to-member and member-to-industry relationships.
• Account manager responsibility for all Inclusiv members, learning about their business, understanding their financial inclusion and community development priorities and how Inclusiv can advance those goals and priorities
• Learn Inclusiv offerings to provide informed and strategic connections for all Network members to our services, programs and supports

• Mobilize membership to raise visibility and advance advocacy goals for the movement.
   

  Relationship Management

• Serve as a point of contact for members and industry partners seeking engagement opportunities.
• Manage and nurture member relationships by understanding their needs and connecting them to relevant programs and resources.
• Conduct regular outreach to members to maintain strong communication and identify opportunities for deeper involvement
• Support onboarding new members and ensure they are integrated into the network effectively.

• Address member inquiries promptly and professionally, ensuring a positive experience.

   

  Event Development & Delivery

• Create content and integrate engagement objectives into affinity group sessions, regional events, roundtables, webinars, and chapters.
• Identify and leverage industry trends to create relevant content and boost engagement.

• Develop operational details required such as speakers, room and technology setup, to ensure smooth execution.
   

  Data & Reporting

• Track Salesforce engagement metrics and analyze participation trends to measure success.
• Prepare reports and recommendations to inform leadership and improve engagement strategies.

• Maintain accurate member records in CRM systems and ensure data integrity.

   

  Qualifications:

• Deep commitment to Inclusiv’s mission of financial empowerment for underserved communities.
• Bachelor’s degree and minimum of 2 years of relevant experience in Membership Engagement, Community Development, and/or Event Management experience
• Experience in member engagement, association management, or industry relations.
• Excellent communication skills, both written and verbal, with experience in member communications or marketing.
• Knowledge of the credit union, banking, or community development sectors is highly valued.
• Familiarity with CRM systems and engagement analytics tools.
• Proficiency in Microsoft Office Suite. Experience with MailChimp, WordPress, and other digital tools is a plus.

To Apply
Please send a resume and cover letter to hr@inclusiv.org with salary requirements. Resumes will be reviewed on a rolling basis until filled.

Location and Compensation
This role is located in New York City as a hybrid role with at least three days per week in the office.

The salary range is $90k-105k. Additionally, we offer a comprehensive benefits package, including affordable healthcare coverage, retirement plans with a company match, opportunities for professional development, paid 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.