The Foundation is happy to announce an opening for the position of Senior Officer for Public Opinion Insights. This unique position leads a signature body of work within the Foundation focused on equipping advocates for health equity and racial justice with research-based insight into what shapes Coloradans’ opinions about controversial public policy topics.
The Senior Officer for Public Opinion Insights manages community advisory committees that work closely with consultant teams who have deep expertise in innovative public opinion research methods. These groups collaboratively design and execute research that goes beyond just polling to quantify what Coloradans think about public policy issues to a deeper qualitative approach that identifies the factors that either strengthen or weaken people’s support for policies that advance health equity.
The Senior Officer for Public Opinion Insights translates research results into messaging guidance for advocates that strengthens their skills for communicating effectively and persuasively about socially sensitive topics. This position designs approaches to sharing research-based insights with Colorado’s advocacy community and policymakers in ways that takes research into strategic actions that activate and persuade people across the ideological spectrum to champion public policies that improve health equity. It is a unique role in the field of philanthropy, and it has lead innovative projects like the development of the messaging guidance to support racial equity in COVID-19 vaccination that is now available on CHF’s website.
The Colorado Health Foundation is a statewide philanthropic organization that champions the overall health and well-being of every Coloradan, by advocating for and investing in solutions and policies that drive health equity and racial justice. Every day, we collaborate with organizations and communities across the state to break down the many systemic inequities that stand in the way of health. Our work is guided by three cornerstone that are “must-haves” in all we do:
We do everything with the intent of creating health equity.
We serve Coloradans who have less power, privilege and income, and prioritize Coloradans of color.
We are informed by the community and those we exist to serve.
Candidates will have a personal commitment and connection with our mission and cornerstones; work well in ambiguity and managing change; and proactively identify opportunities to advance our mission while remaining grounded in the day-to-day responsibilities. They will need to be able to apply principles of health equity and racial justice across all of their work, as well as integrate concepts of strategy formation and refinement, systems thinking, complexity, adaptive/emergent strategy, worldviews and power.
Ideal candidates will have the demonstrated skills and ability to:
Gather feedback from Colorado’s advocacy community to design a qualitative public opinion research agenda that helps advocates to learn how they can effectively and persuasively communicate with audiences across the ideological spectrum about public policies that advance health equity and racial justice
Combine strong project management and change management skills with a high degree of emotional intelligence that can be leveraged to work successfully with partners and audiences who have different viewpoints on contentious issues
Select and manage consultants who are able to conduct qualitative and quantitative public opinion research projects in ways that demonstrate a commitment to equity and inclusion
Design and execute a learning agenda for CHF that facilitates application of the insights gained from qualitative public opinion research in our approaches to advocacy and communications strategy
Develop an engagement strategy with advocacy organizations that supports the widespread adoption of insights and messaging guidance developed from public opinion research
Contribute to strengthening the Foundation’s own capacity to communicate effectively, and to influence public policy as a senior member of the communications and policy teams
Demonstrate expertise in shaping and executing strategy in ways that advance equity while operating in matrixed and interdependent teams
A Bachelor’s Degree that would prepare you to do the work of community change and centering health equity. Eight year’s professional experience working in advocacy coalitions and stakeholder management, communications strategy, and project management. Preference will be given to applicants with experience in developing organizations’ ability to apply research-based messaging guidance to advocacy communications strategy. It’s an exciting time to join the Foundation whose assets include a complex investment portfolio valued at approximately $2.7 billion and whose annual grant making is in excess of $100 million. We offer a robust benefit and wellness package, 401(k) match, and generous paid leave programs. The starting range for this position is $105,063-$123,410, paid as salary exempt, and is eligible for all CHF benefits. This is a full-time position in Denver, Colorado with the exception of required travel. We work on a hybrid schedule of three days in-office (required) and two days remote. This is an extraordinary opportunity for an individual to have a meaningful impact through their professional contributions. Interested candidates may submit their resumes and cover letters on the Colorado Health Foundation’s website ( www.coloradohealth.org ).
This position closes on 4/7/24 The Colorado Health Foundation is an Equal Opportunity Employer and invites qualified candidates from all backgrounds to apply.
Mar 12, 2024
Full time
The Foundation is happy to announce an opening for the position of Senior Officer for Public Opinion Insights. This unique position leads a signature body of work within the Foundation focused on equipping advocates for health equity and racial justice with research-based insight into what shapes Coloradans’ opinions about controversial public policy topics.
The Senior Officer for Public Opinion Insights manages community advisory committees that work closely with consultant teams who have deep expertise in innovative public opinion research methods. These groups collaboratively design and execute research that goes beyond just polling to quantify what Coloradans think about public policy issues to a deeper qualitative approach that identifies the factors that either strengthen or weaken people’s support for policies that advance health equity.
The Senior Officer for Public Opinion Insights translates research results into messaging guidance for advocates that strengthens their skills for communicating effectively and persuasively about socially sensitive topics. This position designs approaches to sharing research-based insights with Colorado’s advocacy community and policymakers in ways that takes research into strategic actions that activate and persuade people across the ideological spectrum to champion public policies that improve health equity. It is a unique role in the field of philanthropy, and it has lead innovative projects like the development of the messaging guidance to support racial equity in COVID-19 vaccination that is now available on CHF’s website.
The Colorado Health Foundation is a statewide philanthropic organization that champions the overall health and well-being of every Coloradan, by advocating for and investing in solutions and policies that drive health equity and racial justice. Every day, we collaborate with organizations and communities across the state to break down the many systemic inequities that stand in the way of health. Our work is guided by three cornerstone that are “must-haves” in all we do:
We do everything with the intent of creating health equity.
We serve Coloradans who have less power, privilege and income, and prioritize Coloradans of color.
We are informed by the community and those we exist to serve.
Candidates will have a personal commitment and connection with our mission and cornerstones; work well in ambiguity and managing change; and proactively identify opportunities to advance our mission while remaining grounded in the day-to-day responsibilities. They will need to be able to apply principles of health equity and racial justice across all of their work, as well as integrate concepts of strategy formation and refinement, systems thinking, complexity, adaptive/emergent strategy, worldviews and power.
Ideal candidates will have the demonstrated skills and ability to:
Gather feedback from Colorado’s advocacy community to design a qualitative public opinion research agenda that helps advocates to learn how they can effectively and persuasively communicate with audiences across the ideological spectrum about public policies that advance health equity and racial justice
Combine strong project management and change management skills with a high degree of emotional intelligence that can be leveraged to work successfully with partners and audiences who have different viewpoints on contentious issues
Select and manage consultants who are able to conduct qualitative and quantitative public opinion research projects in ways that demonstrate a commitment to equity and inclusion
Design and execute a learning agenda for CHF that facilitates application of the insights gained from qualitative public opinion research in our approaches to advocacy and communications strategy
Develop an engagement strategy with advocacy organizations that supports the widespread adoption of insights and messaging guidance developed from public opinion research
Contribute to strengthening the Foundation’s own capacity to communicate effectively, and to influence public policy as a senior member of the communications and policy teams
Demonstrate expertise in shaping and executing strategy in ways that advance equity while operating in matrixed and interdependent teams
A Bachelor’s Degree that would prepare you to do the work of community change and centering health equity. Eight year’s professional experience working in advocacy coalitions and stakeholder management, communications strategy, and project management. Preference will be given to applicants with experience in developing organizations’ ability to apply research-based messaging guidance to advocacy communications strategy. It’s an exciting time to join the Foundation whose assets include a complex investment portfolio valued at approximately $2.7 billion and whose annual grant making is in excess of $100 million. We offer a robust benefit and wellness package, 401(k) match, and generous paid leave programs. The starting range for this position is $105,063-$123,410, paid as salary exempt, and is eligible for all CHF benefits. This is a full-time position in Denver, Colorado with the exception of required travel. We work on a hybrid schedule of three days in-office (required) and two days remote. This is an extraordinary opportunity for an individual to have a meaningful impact through their professional contributions. Interested candidates may submit their resumes and cover letters on the Colorado Health Foundation’s website ( www.coloradohealth.org ).
This position closes on 4/7/24 The Colorado Health Foundation is an Equal Opportunity Employer and invites qualified candidates from all backgrounds to apply.
United Nations Foundation
Washington DC or remote in the continental U.S.
The salary range for this position is $90,000 - $100,000.
Position Overview
The U.S. Climate Alliance is a bipartisan coalition of governors securing America’s net-zero future by advancing state-led, high-impact climate action. The Alliance Secretariat helps its members accelerate climate action by providing a broad range of technical, analytical, policy, and capacity assistance and resources. The coalition has also built strong relationships with the federal administration to help create and implement an ambitious, durable national climate framework. For more information on the Alliance, please visit www.usclimatealliance.org. The U.S. Climate Alliance seeks a Policy Advisor to develop and implement policy solutions to decarbonize the buildings sector in Alliance states and territories, working closely with senior staff of the Alliance Secretariat. This coalition of governors recently announced a series of new commitments to eliminate emissions from buildings, including collectively quadrupling heat pump installations across the Alliance by the end of the decade. The Policy Advisor will be charged with helping turn these commitments into action as the Alliance deepens its focus in this priority area. They will also advise on additional sectors as appropriate. This role will report to the Policy Director and be expected to work as part of a broader team that includes Alliance states, consultants, and external partners. The position is part of the Energy and Climate team at the United Nations Foundation, which houses the U.S. Climate Alliance Secretariat. This position is remote in the continental U.S.
Essential Functions
Advise states and track member policy development.
Support states in developing and implementing policies and programs, identify opportunities to increase ambition where possible, and equip states to access federal and private resources to accelerate building decarbonization.
Provide Alliance states with expert guidance, tools, and resources to act on emerging policies and demonstrate political and sectoral leadership.
Contribute to the Alliance’s policy tracking efforts by conducting research and actively tracking the development of state and federal buildings policies and programs and associated budgets.
Coordinate state working group(s) and convenings
Lead the development and execution of state working groups and initiatives and consult with states on areas of focus, agenda development, and identification of action items and key barriers.
Track and follow up on action items.
Engage stakeholders and key partners to scope and implement projects.
Generate policy option papers, roadmaps, resource guides, and other major Alliance deliverables
At the request of Alliance states and the Secretariat, draft briefing papers and guides for states that analyze policy options for decarbonizing buildings, and make recommendations that are ambitious, politically feasible, and technologically possible.
Conduct policy research, analyze key sector trends, and draft chapters of the Alliance’s annual report that outline progress towards our climate goals.
Contribute to products that help Alliance states improve quantification of opportunities, measure progress towards policy goals, and quantify the co-benefits of action.
Conduct research and analysis and draft material for Alliance products across other sectors as needed.
Shape content and strategy for Alliance-wide meetings, workshops, and other high impact events
Shape content and strategy for Alliance-wide meetings, workshops, and other high-impact events
Work with the Secretariat, Alliance states, and outside experts to prepare meeting content and materials.
Advise on remarks, talking points, and other relevant communication materials.
Contribute to invitation lists and key partner outreach.
Fundraising
Identify funding needs to execute on the Alliance’s building decarbonization strategies and work with the Development team to develop relationships with current and potential funders to support this work.
In partnership with the Development and Leadership teams, write and submit grant applications for additional sources of funding.
Grant Management
Provide oversight and technical expertise for Alliance philanthropic grants that support building decarbonization activities. With the Operations team, manage spending against relevant budgets for these grants.
With the Operations and UNF contracts team, review new contracts and grant agreements to advance building decarbonization.
Evaluate and contribute to funding decisions for state technical assistance projects. Provide expertise, oversight, and support for buildings-focused technical assistance projects that are funded by the Alliance.
Other duties as assigned.
Selection Criteria
Bachelor’s degree with substantial work experience in building decarbonization policy. Master’s degree preferred.
4-7 years of experience in related policy areas, with experience working with governments desired. Experience working in, with, or around state-level government preferred.
Demonstrated strong research, analytical, writing, presentation, and briefing skills.
Critical thinker that can generate products tailored to different audiences without requiring frequent direction.
Substantial demonstrated expertise in developing, promoting, and implementing U.S. building decarbonization strategies, with deep knowledge of the state policy landscape across this sector.
A commitment to advance policy solutions to eliminate emissions from buildings.
Experience coordinating multi-stakeholder processes, and engagement in state, national or international climate coalitions.
Demonstrated ability to use and display complex datasets in Microsoft Excel and/or other tools.
Familiarity with relevant U.S. and other climate-related datasets and tools.
Ability to work as part of a small team balancing multiple competing priorities.
Self-motivated with strong ability to find solutions in the face of challenges.
Maximum flexibility in accepting and professionally executing a range of tasks.
Demonstrated ability to prioritize multiple, competing priorities in a fast-paced environment.
Ability to diplomatically engage diverse counterparts and use personal discretion in working with sensitive information.
Ability to work under pressure and handle stress.
Ability to meet regular attendance/tardiness policy.
Our Values
The Secretariat’s core values represent our team’s highest priorities and driving forces. These values are the heart of how we go about doing our work in support of each other and our member governors and states, serving as cultural cornerstones and exemplified by all members of our team.
Purpose: We are aligned by a common purpose to confront the climate crisis and its impacts through the power of state government. We connect our daily work to the Alliance’s mission and, in pursuit of our shared goals, always act in the best interest of our governors and states.
Excellence: We have high standards in the work we do to support Alliance governors and states. We are focused, data-driven, and attentive to the smallest of details while never losing sight of the big picture.
Empathy: We value kindness and treat others with dignity and respect, recognizing that our actions affect one another and all those with whom we interact. We consider growth, learning, and development to be priorities.
Inclusion: We actively work to increase diversity, advance equity, and cultivate a welcoming work environment where everyone feels valued. We are collaborators and prioritize teamwork — knowing that it will take our broader community all working together to ultimately solve the climate crisis.
Balance: We value a positive work environment and, even in the hectic day-to-day, we make the time to build relationships, celebrate successes, and laugh. We know that balancing home and work lives is essential and encourage each other to put the health and well-being of ourselves and our loved ones first.
Benefits & Compensation
For full-time, benefit eligible employees, UNF offers an excellent range of benefits, including:
a choice between two health plans through UnitedHealthcare (PPO or HDHP with HSA)
dental insurance
vision insurance
flexible spending accounts
403b retirement savings plan with a generous matching contribution
group term and supplemental life insurance
short-term disability
long-term disability
health club discounts
commuter subsidy
back-up care
employee assistance program
Additionally, all benefit eligible employees have 12 paid holidays, 20 vacation days, 10 sick days, 3 personal days, and 8 weeks of family leave care.
LI-#Hybrid
LI-#Remote
Dec 07, 2023
Full time
The salary range for this position is $90,000 - $100,000.
Position Overview
The U.S. Climate Alliance is a bipartisan coalition of governors securing America’s net-zero future by advancing state-led, high-impact climate action. The Alliance Secretariat helps its members accelerate climate action by providing a broad range of technical, analytical, policy, and capacity assistance and resources. The coalition has also built strong relationships with the federal administration to help create and implement an ambitious, durable national climate framework. For more information on the Alliance, please visit www.usclimatealliance.org. The U.S. Climate Alliance seeks a Policy Advisor to develop and implement policy solutions to decarbonize the buildings sector in Alliance states and territories, working closely with senior staff of the Alliance Secretariat. This coalition of governors recently announced a series of new commitments to eliminate emissions from buildings, including collectively quadrupling heat pump installations across the Alliance by the end of the decade. The Policy Advisor will be charged with helping turn these commitments into action as the Alliance deepens its focus in this priority area. They will also advise on additional sectors as appropriate. This role will report to the Policy Director and be expected to work as part of a broader team that includes Alliance states, consultants, and external partners. The position is part of the Energy and Climate team at the United Nations Foundation, which houses the U.S. Climate Alliance Secretariat. This position is remote in the continental U.S.
Essential Functions
Advise states and track member policy development.
Support states in developing and implementing policies and programs, identify opportunities to increase ambition where possible, and equip states to access federal and private resources to accelerate building decarbonization.
Provide Alliance states with expert guidance, tools, and resources to act on emerging policies and demonstrate political and sectoral leadership.
Contribute to the Alliance’s policy tracking efforts by conducting research and actively tracking the development of state and federal buildings policies and programs and associated budgets.
Coordinate state working group(s) and convenings
Lead the development and execution of state working groups and initiatives and consult with states on areas of focus, agenda development, and identification of action items and key barriers.
Track and follow up on action items.
Engage stakeholders and key partners to scope and implement projects.
Generate policy option papers, roadmaps, resource guides, and other major Alliance deliverables
At the request of Alliance states and the Secretariat, draft briefing papers and guides for states that analyze policy options for decarbonizing buildings, and make recommendations that are ambitious, politically feasible, and technologically possible.
Conduct policy research, analyze key sector trends, and draft chapters of the Alliance’s annual report that outline progress towards our climate goals.
Contribute to products that help Alliance states improve quantification of opportunities, measure progress towards policy goals, and quantify the co-benefits of action.
Conduct research and analysis and draft material for Alliance products across other sectors as needed.
Shape content and strategy for Alliance-wide meetings, workshops, and other high impact events
Shape content and strategy for Alliance-wide meetings, workshops, and other high-impact events
Work with the Secretariat, Alliance states, and outside experts to prepare meeting content and materials.
Advise on remarks, talking points, and other relevant communication materials.
Contribute to invitation lists and key partner outreach.
Fundraising
Identify funding needs to execute on the Alliance’s building decarbonization strategies and work with the Development team to develop relationships with current and potential funders to support this work.
In partnership with the Development and Leadership teams, write and submit grant applications for additional sources of funding.
Grant Management
Provide oversight and technical expertise for Alliance philanthropic grants that support building decarbonization activities. With the Operations team, manage spending against relevant budgets for these grants.
With the Operations and UNF contracts team, review new contracts and grant agreements to advance building decarbonization.
Evaluate and contribute to funding decisions for state technical assistance projects. Provide expertise, oversight, and support for buildings-focused technical assistance projects that are funded by the Alliance.
Other duties as assigned.
Selection Criteria
Bachelor’s degree with substantial work experience in building decarbonization policy. Master’s degree preferred.
4-7 years of experience in related policy areas, with experience working with governments desired. Experience working in, with, or around state-level government preferred.
Demonstrated strong research, analytical, writing, presentation, and briefing skills.
Critical thinker that can generate products tailored to different audiences without requiring frequent direction.
Substantial demonstrated expertise in developing, promoting, and implementing U.S. building decarbonization strategies, with deep knowledge of the state policy landscape across this sector.
A commitment to advance policy solutions to eliminate emissions from buildings.
Experience coordinating multi-stakeholder processes, and engagement in state, national or international climate coalitions.
Demonstrated ability to use and display complex datasets in Microsoft Excel and/or other tools.
Familiarity with relevant U.S. and other climate-related datasets and tools.
Ability to work as part of a small team balancing multiple competing priorities.
Self-motivated with strong ability to find solutions in the face of challenges.
Maximum flexibility in accepting and professionally executing a range of tasks.
Demonstrated ability to prioritize multiple, competing priorities in a fast-paced environment.
Ability to diplomatically engage diverse counterparts and use personal discretion in working with sensitive information.
Ability to work under pressure and handle stress.
Ability to meet regular attendance/tardiness policy.
Our Values
The Secretariat’s core values represent our team’s highest priorities and driving forces. These values are the heart of how we go about doing our work in support of each other and our member governors and states, serving as cultural cornerstones and exemplified by all members of our team.
Purpose: We are aligned by a common purpose to confront the climate crisis and its impacts through the power of state government. We connect our daily work to the Alliance’s mission and, in pursuit of our shared goals, always act in the best interest of our governors and states.
Excellence: We have high standards in the work we do to support Alliance governors and states. We are focused, data-driven, and attentive to the smallest of details while never losing sight of the big picture.
Empathy: We value kindness and treat others with dignity and respect, recognizing that our actions affect one another and all those with whom we interact. We consider growth, learning, and development to be priorities.
Inclusion: We actively work to increase diversity, advance equity, and cultivate a welcoming work environment where everyone feels valued. We are collaborators and prioritize teamwork — knowing that it will take our broader community all working together to ultimately solve the climate crisis.
Balance: We value a positive work environment and, even in the hectic day-to-day, we make the time to build relationships, celebrate successes, and laugh. We know that balancing home and work lives is essential and encourage each other to put the health and well-being of ourselves and our loved ones first.
Benefits & Compensation
For full-time, benefit eligible employees, UNF offers an excellent range of benefits, including:
a choice between two health plans through UnitedHealthcare (PPO or HDHP with HSA)
dental insurance
vision insurance
flexible spending accounts
403b retirement savings plan with a generous matching contribution
group term and supplemental life insurance
short-term disability
long-term disability
health club discounts
commuter subsidy
back-up care
employee assistance program
Additionally, all benefit eligible employees have 12 paid holidays, 20 vacation days, 10 sick days, 3 personal days, and 8 weeks of family leave care.
LI-#Hybrid
LI-#Remote
United Nations Foundation
WAshington DC or Remote in the continental U.S.
The salary range is $90,000 -$100,000
Position Overview
The U.S. Climate Alliance is a bipartisan coalition of governors securing America’s net-zero future by advancing state-led, high-impact climate action. The Alliance Secretariat helps its members accelerate climate action by providing a broad range of technical, analytical, policy, and capacity assistance and resources. The coalition has also built strong relationships with the federal administration to help create and implement an ambitious, durable national climate framework. For more information on the Alliance, please visit www.usclimatealliance.org .
The U.S. Climate Alliance seeks a Policy Advisor to support the development and implementation of policy solutions that advance equity, environmental justice, and a just economic transition in Alliance states and territories, working closely with senior staff of the Alliance Secretariat. Member governors of the coalition have committed to centering equity and environmental justice in efforts to achieve their climate goals, working with frontline communities to address the disproportionate burdens of climate change, and supporting a just economic transition by building the clean energy workforce and driving the creation of good-paying, family-sustaining jobs. The Policy Advisor will be charged with helping Alliance states and territories turn these commitments into action as the coalition deepens its focus in this priority area. They will also advise on the intersection of equity and environmental justice with other policy areas and partner with fellow team members to embed relevant considerations across all sectors of the coalition’s work.
This role will report to the Policy Director and be expected to work as part of a broader team that includes Alliance states, consultants, and external partners. The position is part of the Energy and Climate team at the United Nations Foundation, which houses the U.S. Climate Alliance.
This position is based in Washington, DC (hybrid) or remote in the continental U.S.
Essential Functions
Advise states and track member policy development
Support states in developing and implementing policies and programs, identify opportunities to increase ambition where possible, and equip states to access federal and private resources to accelerate their advancement of equity, environmental justice, and a just economic transition.
Alliance states with expert guidance, tools, and resources to act on emerging opportunities and demonstrate political and policy-based leadership.
Contribute to the Alliance’s policy tracking efforts by conducting research and actively monitoring the development of state and federal policies and programs and associated budgets.
Coordinate state working group(s) and convenings
Lead the development and execution of state working groups and initiatives and consult with states on areas of focus, agenda development, and identification of action items and key barriers.
Track and follow up on action items.
Engage stakeholders and key partners to scope and implement projects.
Generate policy option papers, roadmaps, resource guides and other major Alliance deliverables
Generate policy option papers, roadmaps, resource guides, and other major Alliance deliverables
At the request of Alliance states and the Secretariat, draft briefing papers and guides for states that analyze policy options for advancing equity, environmental justice, and a just economic transition — including through effective implementation of the Justice40 initiative — and make recommendations that are ambitious, politically feasible, and technologically possible.
Conduct policy research, analyze key trends, and draft chapters of the Alliance’s annual report that outline progress.
Contribute to products that help Alliance states improve quantification of opportunities, measure progress towards policy goals, and quantify the co-benefits of action.
Conduct research and analysis and draft material for Alliance products across other sectors as needed.
Shape content and strategy for Alliance-wide meetings, workshops, and other high-impact events
Work with the Secretariat, Alliance states, and outside experts to prepare meeting content and materials.
Advise on remarks, talking points, and other relevant communication materials.
Contribute to invitation lists and key partner outreach.
Fundraising
Identify funding needs to execute on the Alliance’s just transition and equity strategies and work with the Development Team to develop relationships with current and potential funders to support this work.
In partnership with the Development and Leadership Teams, write and submit grant applications for additional sources of funding.
Grant management
Provide oversight and technical expertise for Alliance philanthropic grants that support just transition and equity activities. With the Operations Team, manage spending against relevant budgets for these grants.
With the Operations and UNF contracts teams, review new contracts and grant agreements to advance equity, environmental justice, and a just economic transition in Alliance states and territories.
Evaluate and contribute to funding decisions for state technical assistance projects. Provide expertise, oversight, and support for just transition and equity-focused technical assistance projects that are funded by the Alliance.
Other duties as assigned.
Selection Criteria
Bachelor’s degree with substantial work experience in climate equity, environmental justice, and/or workforce development policy. Master’s degree preferred.
4-7 years of experience in related policy areas, with previous experience working with governments and community-based organizations desired. Experience working in, with, or around state-level policy strongly preferred.
Demonstrated strong research, analytical, writing, presentation, and briefing skills.
Critical thinker that can generate products tailored to different audiences without requiring frequent direction.
Substantial demonstrated expertise in developing, promoting, and implementing strategies that advance equity, environmental justice, and a just economic transition, with deep knowledge of the state policy landscape.
A commitment to advancing climate solutions that foster equitable and just outcomes.
Experience coordinating multi-stakeholder processes, with a capacity for helping parties overcome their differences and come together on shared goals and outcomes.
Familiarity with relevant U.S. and other climate-related datasets and tools.
Ability to work as part of a small team balancing multiple competing priorities.
Self-motivated with strong ability to find solutions in the face of challenges.
Maximum flexibility in accepting and professionally executing a range of tasks.
Demonstrated ability to prioritize multiple, competing priorities in a fast-paced environment.
Ability to diplomatically engage diverse counterparts and use personal discretion in working with sensitive information.
Ability to work under pressure and manage competing priorities.
Ability to meet regular attendance/tardiness policy
Our Values
The Secretariat’s core values represent our team’s highest priorities and driving forces. These values are the heart of how we go about doing our work in support of each other and our member governors and states, serving as cultural cornerstones and exemplified by all members of our team.
Purpose: We are aligned by a common purpose to confront the climate crisis and its impacts through the power of state government. We connect our daily work to the Alliance’s mission and, in pursuit of our shared goals, always act in the best interest of our governors and states.
Excellence: We have high standards in the work we do to support Alliance governors and states. We are focused, data-driven, and attentive to the smallest of details while never losing sight of the big picture.
Empathy: We value kindness and treat others with dignity and respect, recognizing that our actions affect one another and all those with whom we interact. We consider growth, learning, and development to be priorities.
Inclusion: We actively work to increase diversity, advance equity, and cultivate a welcoming work environment where everyone feels valued. We are collaborators and prioritize teamwork — knowing that it will take our broader community all working together to ultimately solve the climate crisis.
Balance: We value a positive work environment and, even in the hectic day-to-day, we make the time to build relationships, celebrate successes, and laugh. We know that balancing home and work lives is essential and encourage each other to put the health and well-being of ourselves and our loved ones first.
Benefits & Compensation
For full-time, benefit eligible employees, UNF offers an excellent range of benefits, including:
a choice between two health plans through UnitedHealthcare (PPO or HDHP with HSA)
dental insurance
vision insurance
flexible spending accounts
403b retirement savings plan with a generous matching contribution
group term and supplemental life insurance
short-term disability
long-term disability
health club discounts
commuter subsidy
back-up care
employee assistance program
Additionally, all benefit eligible employees have 12 paid holidays, 20 vacation days, 10 sick days, 3 personal days, and 8 weeks of family leave care.
Dec 07, 2023
Full time
The salary range is $90,000 -$100,000
Position Overview
The U.S. Climate Alliance is a bipartisan coalition of governors securing America’s net-zero future by advancing state-led, high-impact climate action. The Alliance Secretariat helps its members accelerate climate action by providing a broad range of technical, analytical, policy, and capacity assistance and resources. The coalition has also built strong relationships with the federal administration to help create and implement an ambitious, durable national climate framework. For more information on the Alliance, please visit www.usclimatealliance.org .
The U.S. Climate Alliance seeks a Policy Advisor to support the development and implementation of policy solutions that advance equity, environmental justice, and a just economic transition in Alliance states and territories, working closely with senior staff of the Alliance Secretariat. Member governors of the coalition have committed to centering equity and environmental justice in efforts to achieve their climate goals, working with frontline communities to address the disproportionate burdens of climate change, and supporting a just economic transition by building the clean energy workforce and driving the creation of good-paying, family-sustaining jobs. The Policy Advisor will be charged with helping Alliance states and territories turn these commitments into action as the coalition deepens its focus in this priority area. They will also advise on the intersection of equity and environmental justice with other policy areas and partner with fellow team members to embed relevant considerations across all sectors of the coalition’s work.
This role will report to the Policy Director and be expected to work as part of a broader team that includes Alliance states, consultants, and external partners. The position is part of the Energy and Climate team at the United Nations Foundation, which houses the U.S. Climate Alliance.
This position is based in Washington, DC (hybrid) or remote in the continental U.S.
Essential Functions
Advise states and track member policy development
Support states in developing and implementing policies and programs, identify opportunities to increase ambition where possible, and equip states to access federal and private resources to accelerate their advancement of equity, environmental justice, and a just economic transition.
Alliance states with expert guidance, tools, and resources to act on emerging opportunities and demonstrate political and policy-based leadership.
Contribute to the Alliance’s policy tracking efforts by conducting research and actively monitoring the development of state and federal policies and programs and associated budgets.
Coordinate state working group(s) and convenings
Lead the development and execution of state working groups and initiatives and consult with states on areas of focus, agenda development, and identification of action items and key barriers.
Track and follow up on action items.
Engage stakeholders and key partners to scope and implement projects.
Generate policy option papers, roadmaps, resource guides and other major Alliance deliverables
Generate policy option papers, roadmaps, resource guides, and other major Alliance deliverables
At the request of Alliance states and the Secretariat, draft briefing papers and guides for states that analyze policy options for advancing equity, environmental justice, and a just economic transition — including through effective implementation of the Justice40 initiative — and make recommendations that are ambitious, politically feasible, and technologically possible.
Conduct policy research, analyze key trends, and draft chapters of the Alliance’s annual report that outline progress.
Contribute to products that help Alliance states improve quantification of opportunities, measure progress towards policy goals, and quantify the co-benefits of action.
Conduct research and analysis and draft material for Alliance products across other sectors as needed.
Shape content and strategy for Alliance-wide meetings, workshops, and other high-impact events
Work with the Secretariat, Alliance states, and outside experts to prepare meeting content and materials.
Advise on remarks, talking points, and other relevant communication materials.
Contribute to invitation lists and key partner outreach.
Fundraising
Identify funding needs to execute on the Alliance’s just transition and equity strategies and work with the Development Team to develop relationships with current and potential funders to support this work.
In partnership with the Development and Leadership Teams, write and submit grant applications for additional sources of funding.
Grant management
Provide oversight and technical expertise for Alliance philanthropic grants that support just transition and equity activities. With the Operations Team, manage spending against relevant budgets for these grants.
With the Operations and UNF contracts teams, review new contracts and grant agreements to advance equity, environmental justice, and a just economic transition in Alliance states and territories.
Evaluate and contribute to funding decisions for state technical assistance projects. Provide expertise, oversight, and support for just transition and equity-focused technical assistance projects that are funded by the Alliance.
Other duties as assigned.
Selection Criteria
Bachelor’s degree with substantial work experience in climate equity, environmental justice, and/or workforce development policy. Master’s degree preferred.
4-7 years of experience in related policy areas, with previous experience working with governments and community-based organizations desired. Experience working in, with, or around state-level policy strongly preferred.
Demonstrated strong research, analytical, writing, presentation, and briefing skills.
Critical thinker that can generate products tailored to different audiences without requiring frequent direction.
Substantial demonstrated expertise in developing, promoting, and implementing strategies that advance equity, environmental justice, and a just economic transition, with deep knowledge of the state policy landscape.
A commitment to advancing climate solutions that foster equitable and just outcomes.
Experience coordinating multi-stakeholder processes, with a capacity for helping parties overcome their differences and come together on shared goals and outcomes.
Familiarity with relevant U.S. and other climate-related datasets and tools.
Ability to work as part of a small team balancing multiple competing priorities.
Self-motivated with strong ability to find solutions in the face of challenges.
Maximum flexibility in accepting and professionally executing a range of tasks.
Demonstrated ability to prioritize multiple, competing priorities in a fast-paced environment.
Ability to diplomatically engage diverse counterparts and use personal discretion in working with sensitive information.
Ability to work under pressure and manage competing priorities.
Ability to meet regular attendance/tardiness policy
Our Values
The Secretariat’s core values represent our team’s highest priorities and driving forces. These values are the heart of how we go about doing our work in support of each other and our member governors and states, serving as cultural cornerstones and exemplified by all members of our team.
Purpose: We are aligned by a common purpose to confront the climate crisis and its impacts through the power of state government. We connect our daily work to the Alliance’s mission and, in pursuit of our shared goals, always act in the best interest of our governors and states.
Excellence: We have high standards in the work we do to support Alliance governors and states. We are focused, data-driven, and attentive to the smallest of details while never losing sight of the big picture.
Empathy: We value kindness and treat others with dignity and respect, recognizing that our actions affect one another and all those with whom we interact. We consider growth, learning, and development to be priorities.
Inclusion: We actively work to increase diversity, advance equity, and cultivate a welcoming work environment where everyone feels valued. We are collaborators and prioritize teamwork — knowing that it will take our broader community all working together to ultimately solve the climate crisis.
Balance: We value a positive work environment and, even in the hectic day-to-day, we make the time to build relationships, celebrate successes, and laugh. We know that balancing home and work lives is essential and encourage each other to put the health and well-being of ourselves and our loved ones first.
Benefits & Compensation
For full-time, benefit eligible employees, UNF offers an excellent range of benefits, including:
a choice between two health plans through UnitedHealthcare (PPO or HDHP with HSA)
dental insurance
vision insurance
flexible spending accounts
403b retirement savings plan with a generous matching contribution
group term and supplemental life insurance
short-term disability
long-term disability
health club discounts
commuter subsidy
back-up care
employee assistance program
Additionally, all benefit eligible employees have 12 paid holidays, 20 vacation days, 10 sick days, 3 personal days, and 8 weeks of family leave care.
WHY YOU SHOULD APPLY
Purpose. You’ll be doing rewarding work that supports and empowers girls.
Community. Be a part of an amazing team (staff and supporters!) who are passionate about our mission.
Work you’ll love. A creative and collaborative environment where we value your unique skills and insights.
Our impact is growing. VOW for Girls believes that celebrations of love can change the world, and you can be part of the growing team making that happen.
Totally remote — work from anywhere in the United States.
WHO WE ARE
VOW for Girls believes that celebrations of love – weddings, anniversaries, birthdays, and more – can be a catalyst for supporting girls whose futures, educations, and choices are at risk. This year alone, more than 12 million girls are at risk of child marriage, threatening their ability to own their futures. We invite individuals, couples, event professionals, brand leaders, and others to invest in the power, voice, and choice of girls everywhere. In doing so, we’re bringing much-needed funding and resources to effective yet underfunded community programs around the world that are in need of investment to engage young girls, helping them to stay in school, avoid child marriage, and have opportunities to thrive. VOW for Girls was founded in late 2018 by global human rights activist Mabel van Oranje and Ford Foundation President Darren Walker.
JOB DESCRIPTION
VOW is seeking a Director of Major Gifts to fully build out and lead our operational fundraising pipeline. Reporting to the Vice President of Fundraising, the Director of Major Gifts will develop and manage an active portfolio of high-net-worth individuals and foundation stakeholders, with a special emphasis on maximizing unrestricted revenue and core support for the organization’s operations. The Director will model best practices around prospect/donor identification, cultivation, solicitation, and stewardship strategies, and foster a collaborative, innovative approach to engaging and upgrading funders over time.
The Director will design strategies for positioning VOW within foundation portfolios, demonstrating business value, and identifying opportunities for shared impact. They will be able to see the long-term vision for the organization and are able to develop a comprehensive, innovative, and actionable strategic plan for VOW’s development department with a focus on raising millions to support VOW’s operations.
WHAT YOU’LL DO
Operational Revenue Generation & Relationship Management:
-- Establish annual and long-range funding goals and benchmarks for a managed portfolio of individuals and foundations, maximizing unrestricted revenue from the portfolio while modeling best-in-class, innovative approaches to pipeline development and funder management.
-- Synthesize VOW’s campaigns, initiatives, and projects into clear, compelling proposals and reports for individuals and foundations that serve to communicate VOW’s effectiveness as a global movement builder, strongly making the case for unrestricted/core support.
-- Support the involvement of the CEO and other VOW staff and Board members in high-level, high-touch individual and foundation solicitations and relationship management with briefing materials, agendas, background research, and appropriate follow-up.
-- Facilitate the involvement of VOW’s Board and Advisory Council members in relationship-building and relationship-management activities as required and appropriate.
Data Management:
--Monitor and report on all key performance metrics (including financials), providing updates and insights to internal stakeholders to ensure alignment and pacing toward targets and goals.
--Oversee maintenance of CRM records to develop and maintain relevant knowledge management processes that contribute to comprehensive tracking of, and reporting on, VOW’s individual and foundation stakeholders.
--Lead the organization to be more data-driven in its approach to fundraising
ROLE QUALIFICATIONS
--7+ years of high-net-worth individual and foundation development/fundraising experience and a proven track record of closing multiple six- and seven-figure gifts.
--Experience meeting and exceeding ambitious team and personal revenue goals and performance indicators, as well as participating in financial projections, reporting, and scenario planning.
--Proven ability to define and implement critical near-term and long-term revenue generation strategies concurrently.
--Experience leading complex funder relationship development and management strategies in a global context: experience of philanthropy, foundation, and/or corporate relations in North America essential; experience of donor engagement, solicitation, and management in other important funder markets relevant to VOW would be useful (e.g., UK, Europe).
--Ability to lead on translating broad organizational vision and strategies into specific objectives and operational delivery plans while being able to respond quickly to changes in short-term priorities.
--Your experience demonstrates an intuitive understanding of how large organizations work and an ability to quickly speak the language of different companies across various sectors and industries.
---Equally comfortable in both strategy and execution with a high-quality standard and the ability to manage multiple projects at a time while paying attention to details.
--Active leader at the company-wide level, sharing knowledge and interest in emerging concepts and practices in the field of strategic philanthropy and/ or foundation relations, and are able to identify philanthropic sector trends and opportunities to inform VOW’s approach to external stakeholder engagement.
--Incredible communicator. You have strong, persuasive, and compelling interpersonal skills with superior written and oral communication and presentation abilities, including experience speaking to and writing for sophisticated individual philanthropists and foundation executives.
--You want to help build an organization, taking VOW from an early-stage startup to a global philanthropic initiative. You thrive in fast-paced, ambitious environments. You work hard and you have fun while you do it.
--You have a passion for gender equality and girls’ rights coupled with the spirit and drive of a social entrepreneur.
--Exceptional judgment and emotional intelligence. You’re a careful listener and can read the room. You demonstrate personal integrity and dedication.
--You are prepared to travel on occasion.
--Bachelor’s Degree required
BENEFITS
VOW offers a generous benefits package, including:
Generous and flexible PTO in addition to 14 paid holidays, as well as personal and sick leave
100% medical, dental, and vision benefits for employees and 50% for family
401K match of 1% that vests immediately
12 weeks paid parental leave (available after 6 months of employment)
Home office setup stipend
Funding for professional development opportunities
The ability to work from wherever in the U.S. is best for you
Quarterly in-person gatherings of the full VOW team
COMPENSATION
The salary range for this role is $90,000-$125,000. This range is for illustrative purposes only and salary offers are commensurate with experience.
LOCATION
Location is flexible within the U.S. VOW for Girls is based in New York City, and we are open to candidates who are located near a major airport and willing to travel as needed.
HOW TO APPLY
Apply on our site with your resume and cover letter telling us why you’d be an exceptional candidate for this role. Please note that you must have the right to work for your location prior to your first day.
DON’T MEET EVERY SINGLE REQUIREMENT?
We still encourage you to apply! Studies show that women, non-binary applicants, and people of color are less likely to apply for jobs unless they meet every single qualification. However, at VOW for Girls, our diverse backgrounds, perspectives, identities, and talents help us thrive.
VOW is committed to racial equity and social justice and is proud to be an equal-opportunity employer. We actively seek applicants from diverse backgrounds, experiences, and identities to provide a wide range of perspectives, ideas, views, and insights into the strategy, policies, culture, and ambitions of VOW for Girls.
Due to the high volume of applications received, only those selected for an interview will be contacted.
Sep 25, 2023
Full time
WHY YOU SHOULD APPLY
Purpose. You’ll be doing rewarding work that supports and empowers girls.
Community. Be a part of an amazing team (staff and supporters!) who are passionate about our mission.
Work you’ll love. A creative and collaborative environment where we value your unique skills and insights.
Our impact is growing. VOW for Girls believes that celebrations of love can change the world, and you can be part of the growing team making that happen.
Totally remote — work from anywhere in the United States.
WHO WE ARE
VOW for Girls believes that celebrations of love – weddings, anniversaries, birthdays, and more – can be a catalyst for supporting girls whose futures, educations, and choices are at risk. This year alone, more than 12 million girls are at risk of child marriage, threatening their ability to own their futures. We invite individuals, couples, event professionals, brand leaders, and others to invest in the power, voice, and choice of girls everywhere. In doing so, we’re bringing much-needed funding and resources to effective yet underfunded community programs around the world that are in need of investment to engage young girls, helping them to stay in school, avoid child marriage, and have opportunities to thrive. VOW for Girls was founded in late 2018 by global human rights activist Mabel van Oranje and Ford Foundation President Darren Walker.
JOB DESCRIPTION
VOW is seeking a Director of Major Gifts to fully build out and lead our operational fundraising pipeline. Reporting to the Vice President of Fundraising, the Director of Major Gifts will develop and manage an active portfolio of high-net-worth individuals and foundation stakeholders, with a special emphasis on maximizing unrestricted revenue and core support for the organization’s operations. The Director will model best practices around prospect/donor identification, cultivation, solicitation, and stewardship strategies, and foster a collaborative, innovative approach to engaging and upgrading funders over time.
The Director will design strategies for positioning VOW within foundation portfolios, demonstrating business value, and identifying opportunities for shared impact. They will be able to see the long-term vision for the organization and are able to develop a comprehensive, innovative, and actionable strategic plan for VOW’s development department with a focus on raising millions to support VOW’s operations.
WHAT YOU’LL DO
Operational Revenue Generation & Relationship Management:
-- Establish annual and long-range funding goals and benchmarks for a managed portfolio of individuals and foundations, maximizing unrestricted revenue from the portfolio while modeling best-in-class, innovative approaches to pipeline development and funder management.
-- Synthesize VOW’s campaigns, initiatives, and projects into clear, compelling proposals and reports for individuals and foundations that serve to communicate VOW’s effectiveness as a global movement builder, strongly making the case for unrestricted/core support.
-- Support the involvement of the CEO and other VOW staff and Board members in high-level, high-touch individual and foundation solicitations and relationship management with briefing materials, agendas, background research, and appropriate follow-up.
-- Facilitate the involvement of VOW’s Board and Advisory Council members in relationship-building and relationship-management activities as required and appropriate.
Data Management:
--Monitor and report on all key performance metrics (including financials), providing updates and insights to internal stakeholders to ensure alignment and pacing toward targets and goals.
--Oversee maintenance of CRM records to develop and maintain relevant knowledge management processes that contribute to comprehensive tracking of, and reporting on, VOW’s individual and foundation stakeholders.
--Lead the organization to be more data-driven in its approach to fundraising
ROLE QUALIFICATIONS
--7+ years of high-net-worth individual and foundation development/fundraising experience and a proven track record of closing multiple six- and seven-figure gifts.
--Experience meeting and exceeding ambitious team and personal revenue goals and performance indicators, as well as participating in financial projections, reporting, and scenario planning.
--Proven ability to define and implement critical near-term and long-term revenue generation strategies concurrently.
--Experience leading complex funder relationship development and management strategies in a global context: experience of philanthropy, foundation, and/or corporate relations in North America essential; experience of donor engagement, solicitation, and management in other important funder markets relevant to VOW would be useful (e.g., UK, Europe).
--Ability to lead on translating broad organizational vision and strategies into specific objectives and operational delivery plans while being able to respond quickly to changes in short-term priorities.
--Your experience demonstrates an intuitive understanding of how large organizations work and an ability to quickly speak the language of different companies across various sectors and industries.
---Equally comfortable in both strategy and execution with a high-quality standard and the ability to manage multiple projects at a time while paying attention to details.
--Active leader at the company-wide level, sharing knowledge and interest in emerging concepts and practices in the field of strategic philanthropy and/ or foundation relations, and are able to identify philanthropic sector trends and opportunities to inform VOW’s approach to external stakeholder engagement.
--Incredible communicator. You have strong, persuasive, and compelling interpersonal skills with superior written and oral communication and presentation abilities, including experience speaking to and writing for sophisticated individual philanthropists and foundation executives.
--You want to help build an organization, taking VOW from an early-stage startup to a global philanthropic initiative. You thrive in fast-paced, ambitious environments. You work hard and you have fun while you do it.
--You have a passion for gender equality and girls’ rights coupled with the spirit and drive of a social entrepreneur.
--Exceptional judgment and emotional intelligence. You’re a careful listener and can read the room. You demonstrate personal integrity and dedication.
--You are prepared to travel on occasion.
--Bachelor’s Degree required
BENEFITS
VOW offers a generous benefits package, including:
Generous and flexible PTO in addition to 14 paid holidays, as well as personal and sick leave
100% medical, dental, and vision benefits for employees and 50% for family
401K match of 1% that vests immediately
12 weeks paid parental leave (available after 6 months of employment)
Home office setup stipend
Funding for professional development opportunities
The ability to work from wherever in the U.S. is best for you
Quarterly in-person gatherings of the full VOW team
COMPENSATION
The salary range for this role is $90,000-$125,000. This range is for illustrative purposes only and salary offers are commensurate with experience.
LOCATION
Location is flexible within the U.S. VOW for Girls is based in New York City, and we are open to candidates who are located near a major airport and willing to travel as needed.
HOW TO APPLY
Apply on our site with your resume and cover letter telling us why you’d be an exceptional candidate for this role. Please note that you must have the right to work for your location prior to your first day.
DON’T MEET EVERY SINGLE REQUIREMENT?
We still encourage you to apply! Studies show that women, non-binary applicants, and people of color are less likely to apply for jobs unless they meet every single qualification. However, at VOW for Girls, our diverse backgrounds, perspectives, identities, and talents help us thrive.
VOW is committed to racial equity and social justice and is proud to be an equal-opportunity employer. We actively seek applicants from diverse backgrounds, experiences, and identities to provide a wide range of perspectives, ideas, views, and insights into the strategy, policies, culture, and ambitions of VOW for Girls.
Due to the high volume of applications received, only those selected for an interview will be contacted.
Coordinator, GreenLight Fund (Multiple Sites)
Organization Overview
GreenLight Fund is a national nonprofit with a local focus that partners with communities to create opportunities for inclusive prosperity.
Each year we facilitate a community-driven process that matches the local needs of individuals and families not met by existing programs, to organizations with track records of success elsewhere. Working with communities, we identify, invite in and launch proven organizations, providing collaborative support so they can quickly take root and deliver change.
Everything we do is designed to remove barriers to inclusive prosperity all too often rooted in racial inequities. Our impact increases exponentially as we address one specific, community-identified need each year, in each GreenLight site.
Since 2004, we have launched 44 portfolio organizations across eleven sites, invested $30.5M, and attracted an additional $206M from other funding sources, reaching more than 550,000 individuals and families last year alone.
To learn more about the GreenLight Fund, please visit www.greenlightfund.org .
GreenLight Fund Twin Cities Overview
GreenLight Fund launched in the Twin Cities in 2020 - in the wake of the murder of George Floyd. At a time when the racial disparities that exist locally were exacerbated by the global pandemic and continued violence against Black and Brown bodies, GreenLight Fund Twin Cities made the decision to prioritize organizations that focused on collaboratively creating opportunities for inclusive prosperity within Black communities. In 2022, we brought in Let Everyone Advance with Dignity, a public health approach to community safety, designed to provide intensive, holistic care to individuals cycling in and out of the legal system. To add to our portfolio, we are currently focusing on Black and Indigenous Maternal Health as well as Mental Health for Black and Brown youth. Our goal is to remove barriers within these communities, because when Black and Brown communities succeed, we all do.
GreenLight Fund Kansas City Overview
GreenLight Fund launched in Kansas City in 2018, a vibrant community with a strong philanthropic spirit and a willingness to innovate, but also a community where ongoing and systemic racism have not created equal opportunities for Black and Brown residents and families to thrive. Responding to the impact of the COVID-19 pandemic, GreenLight Fund Kansas City has made investments in youth mental health - the Becoming a Man and Working on Womanhood school based counseling programs, and child care - a collaboration between national leader in family child care, All Our Kin, and Kansas City early education leader, The Family Conservancy.
Position Overview
We are seeking an independent, highly organized, and community focused Coordinator with a passion for equity and addressing economic mobility for historically under-resourced communities to support the work in both the Twin Cities and Kansas City. This position will report to the Executive Director of GreenLight Fund Twin Cities, and work collaboratively across the local team in the Twin Cities as well as Kansas City.
You are a great fit for this role if you (1) take initiative and learn quickly (2) are highly organized and ready and willing to take on administrative and organizational tasks, (3) have a strong love of learning and research, (4) have strong written and oral communication skills (5) are a self-starter who is comfortable being behind the scenes, helping to make the “magic” happen.
Key Areas of Responsibility
Research current, relevant social issues and priorities facing historically underserved children, youth and families with barriers to social and economic mobility.
Prepare presentations and supporting materials for all Selection Advisory Council meetings, including agendas, focus area briefs and research/diligence findings.
Maintain internal management, data and reporting systems (experience with Salesforce, Apricot and Box is a plus, but not required) Marketing Communications and Investor Relations.
Support planning and execution of annual launch events, showcasing our newest portfolio organization and impact.
Conduct broad research on trends and national context of nonprofits and social innovation.
Maintain and contribute regularly to GreenLight Fund social media (twitter), and quarterly e-newsletters via Mailchimp.
Maintain website pages and contribute to blog postings.
Conduct prospect research on potential donors/investors, including individuals, corporations and foundations.
Maintain investor database in Salesforce Operations and Administration and support on grant proposal/report writing as necessary.
Assist with scheduling and logistics of key meetings and site visits.
Perform data entry, including contact and file management in Salesforce.
Maintain database in Apricot; prepare and export reports on portfolio organizations as needed.
Other tasks as assigned.
Requirements
Minimum of 1 to 4 years of related experience.
Location
This position is based in GreenLight Fund Twin Cities.
Salary
The salary for this position is $61,000.
GreenLight Fund offers a generous benefits package that includes:
Health Insurance through Blue Cross Blue Shield (80% paid by GLF, 20% by the employee for employees and family members)
Dental and Vision Insurance through Guardian (80% paid by GLF, 20% by the employee for employees and family members)
Full coverage of all mental health visit copays through Blue Cross Blue Shield (100% paid by GLF)
Safe Harbor 401k. GLF will match 100% of the first 3% of salary and 50% of the next 2%
Short and Long-term disability and Life insurance fully paid by GreenLight Fund
10 company-wide holiday closings and 3 floating holidays
The week between Christmas Day and New Year's Day off
Up to 12 sick days (6 days in your first year, if you start after July 1st)
Up to 2 personal days (1 day in your first year, if you start after July 1st)
COVID-19 Benefits
Vacation Days: 15 days in years 1-3, 20 days in years 4-5, and 25 days in year 6 and beyond
12 weeks of paid parental leave for birth parents, 6 weeks of paid parental leave for non-birth parents
Up to $75 per month of cell phone reimbursement
Up to $100 per month of WiFi reimbursement
Up to $1,500 per year for professional development
Access to Holisticly (40 Holisticly Credits per Month)
GreenLight Fund is committed to fostering diversity, equity and inclusion at every level of the organization. GreenLight Fund recognizes and appreciates the value of building a diverse workforce and creating an inclusive work environment. GreenLight Fund takes pride in being an equal opportunity employer regardless of age, ethnicity, gender, gender expression, gender identity, genetic information, marital status, national or ethnic origin, physical or mental ability, race, region, sexual orientation or veteran status.
If you need assistance or accommodation due to a disability, you may contact us at peopleops@greenlightfund.org
May 25, 2023
Full time
Coordinator, GreenLight Fund (Multiple Sites)
Organization Overview
GreenLight Fund is a national nonprofit with a local focus that partners with communities to create opportunities for inclusive prosperity.
Each year we facilitate a community-driven process that matches the local needs of individuals and families not met by existing programs, to organizations with track records of success elsewhere. Working with communities, we identify, invite in and launch proven organizations, providing collaborative support so they can quickly take root and deliver change.
Everything we do is designed to remove barriers to inclusive prosperity all too often rooted in racial inequities. Our impact increases exponentially as we address one specific, community-identified need each year, in each GreenLight site.
Since 2004, we have launched 44 portfolio organizations across eleven sites, invested $30.5M, and attracted an additional $206M from other funding sources, reaching more than 550,000 individuals and families last year alone.
To learn more about the GreenLight Fund, please visit www.greenlightfund.org .
GreenLight Fund Twin Cities Overview
GreenLight Fund launched in the Twin Cities in 2020 - in the wake of the murder of George Floyd. At a time when the racial disparities that exist locally were exacerbated by the global pandemic and continued violence against Black and Brown bodies, GreenLight Fund Twin Cities made the decision to prioritize organizations that focused on collaboratively creating opportunities for inclusive prosperity within Black communities. In 2022, we brought in Let Everyone Advance with Dignity, a public health approach to community safety, designed to provide intensive, holistic care to individuals cycling in and out of the legal system. To add to our portfolio, we are currently focusing on Black and Indigenous Maternal Health as well as Mental Health for Black and Brown youth. Our goal is to remove barriers within these communities, because when Black and Brown communities succeed, we all do.
GreenLight Fund Kansas City Overview
GreenLight Fund launched in Kansas City in 2018, a vibrant community with a strong philanthropic spirit and a willingness to innovate, but also a community where ongoing and systemic racism have not created equal opportunities for Black and Brown residents and families to thrive. Responding to the impact of the COVID-19 pandemic, GreenLight Fund Kansas City has made investments in youth mental health - the Becoming a Man and Working on Womanhood school based counseling programs, and child care - a collaboration between national leader in family child care, All Our Kin, and Kansas City early education leader, The Family Conservancy.
Position Overview
We are seeking an independent, highly organized, and community focused Coordinator with a passion for equity and addressing economic mobility for historically under-resourced communities to support the work in both the Twin Cities and Kansas City. This position will report to the Executive Director of GreenLight Fund Twin Cities, and work collaboratively across the local team in the Twin Cities as well as Kansas City.
You are a great fit for this role if you (1) take initiative and learn quickly (2) are highly organized and ready and willing to take on administrative and organizational tasks, (3) have a strong love of learning and research, (4) have strong written and oral communication skills (5) are a self-starter who is comfortable being behind the scenes, helping to make the “magic” happen.
Key Areas of Responsibility
Research current, relevant social issues and priorities facing historically underserved children, youth and families with barriers to social and economic mobility.
Prepare presentations and supporting materials for all Selection Advisory Council meetings, including agendas, focus area briefs and research/diligence findings.
Maintain internal management, data and reporting systems (experience with Salesforce, Apricot and Box is a plus, but not required) Marketing Communications and Investor Relations.
Support planning and execution of annual launch events, showcasing our newest portfolio organization and impact.
Conduct broad research on trends and national context of nonprofits and social innovation.
Maintain and contribute regularly to GreenLight Fund social media (twitter), and quarterly e-newsletters via Mailchimp.
Maintain website pages and contribute to blog postings.
Conduct prospect research on potential donors/investors, including individuals, corporations and foundations.
Maintain investor database in Salesforce Operations and Administration and support on grant proposal/report writing as necessary.
Assist with scheduling and logistics of key meetings and site visits.
Perform data entry, including contact and file management in Salesforce.
Maintain database in Apricot; prepare and export reports on portfolio organizations as needed.
Other tasks as assigned.
Requirements
Minimum of 1 to 4 years of related experience.
Location
This position is based in GreenLight Fund Twin Cities.
Salary
The salary for this position is $61,000.
GreenLight Fund offers a generous benefits package that includes:
Health Insurance through Blue Cross Blue Shield (80% paid by GLF, 20% by the employee for employees and family members)
Dental and Vision Insurance through Guardian (80% paid by GLF, 20% by the employee for employees and family members)
Full coverage of all mental health visit copays through Blue Cross Blue Shield (100% paid by GLF)
Safe Harbor 401k. GLF will match 100% of the first 3% of salary and 50% of the next 2%
Short and Long-term disability and Life insurance fully paid by GreenLight Fund
10 company-wide holiday closings and 3 floating holidays
The week between Christmas Day and New Year's Day off
Up to 12 sick days (6 days in your first year, if you start after July 1st)
Up to 2 personal days (1 day in your first year, if you start after July 1st)
COVID-19 Benefits
Vacation Days: 15 days in years 1-3, 20 days in years 4-5, and 25 days in year 6 and beyond
12 weeks of paid parental leave for birth parents, 6 weeks of paid parental leave for non-birth parents
Up to $75 per month of cell phone reimbursement
Up to $100 per month of WiFi reimbursement
Up to $1,500 per year for professional development
Access to Holisticly (40 Holisticly Credits per Month)
GreenLight Fund is committed to fostering diversity, equity and inclusion at every level of the organization. GreenLight Fund recognizes and appreciates the value of building a diverse workforce and creating an inclusive work environment. GreenLight Fund takes pride in being an equal opportunity employer regardless of age, ethnicity, gender, gender expression, gender identity, genetic information, marital status, national or ethnic origin, physical or mental ability, race, region, sexual orientation or veteran status.
If you need assistance or accommodation due to a disability, you may contact us at peopleops@greenlightfund.org
Who We Are and What We Believe:
Founded in 1997, Bottom Line is a nationally recognized nonprofit organization with a mission to partner with degree-aspiring students of color from under-resourced communities as they get into college, graduate, and go far in life. We achieve this mission by providing one-on-one guidance during the college application process through college graduation and the successful launch of their careers.
Our vision is to dramatically transform urban communities by producing thousands of new career-ready college graduates.
When you join Bottom Line, you will find a rewarding, fast-paced, results-oriented environment. We build strong relationships with our students and with each other. We take our work seriously, and we know that a focus on data and metrics is integral to our continued success. Experts in our fields, we are driven by our mission and extremely proud of the work we do.
What You Will Do:
This new role offers an exciting opportunity to support Bottom Line’s national team in achieving our goals on behalf of the students we serve. Reporting to the Chief Regional Officer, the Vice President of Regional Growth will be responsible for leading new site cultivation and selection in support of doubling the number of students served by Bottom Line to 20,000 by the year 2030. Bottom Line expects to open between five and eight new sites before the year 2030. This position will work in close partnership with key members of the National Team (including CEO, Chief of External Affairs, Managing Director of Development) to assess the potential of new markets and support the launch of expansion sites.
By working in multiple potential sites in a variety of stages, this person will work to quickly build champions of Bottom Line’s work in new markets and relationships with a diverse set of local stakeholders including community representatives, philanthropic leaders, corporate partners, non-profit colleagues, and educational constituents. The vice president of regional growth will quickly develop a deep understanding of the Bottom Line model and a broad understanding of evolving college-going landscape to advocate within each prospective site.
Strategic Planning and New Site Prospecting (20%)
Refine and execute strategic plan for Bottom Line’s geographic expansion to 5-8 new communities by 2030
Through research and dialogue with local stakeholders, develop/refine landscape analyses to determine if conditions for success exist in potential new sites
Use continuous data gathering and research to refine and codify Bottom Line’s site selection process
Develop a deep understanding of revenue potential in each site by conducting local funding landscape analysis
Develop and maintain current understanding of college completion gaps, programs and funders around the country to inform selection of new sites
Cultivate Champions for Prospective Sites (50%)
Lead the identification of key stakeholders in prospective sites (community representatives, philanthropic leaders, corporate partners, non-profit colleagues, and educational constituents)
Create and execute on a stakeholder engagement plan for each prospective new site leveraging existing relationships across current Bottom Line staff as well as members of the board of directors and other leadership committees
Build strong relationships with university partners to communicate Bottom Line model and establish foundation for ongoing collaboration
In collaboration with the External Affairs team, ensure consistent, One Bottom Line branding and messaging in each new region
Build relationships with high schools with high potential for participation and to support future recruitment efforts
Utilize relationships, research, and knowledge to build pipeline of start-up and long-term donors in prioritized sites
Develop fundraising strategic plan unique to each prospective site that considers how to best leverage members of the Bottom Line national team and other key supporters
In collaboration with CEO and national managing director of development, maintain a portfolio of donors who have identified interest in a particular site prospect or expressed interest in investing in Bottom Line’s expansion
Build a local community of champions who are prepared to play significant roles in Bottom Line’s new site as members of the Founding Committee and potential advisory board members
Through networking, identify potential candidates for the executive director role in each site
New Site Development (20%)
Serve on the hiring team for the executive director
Support executive director to design and implement a strategy to raise significant start-up funding that is in line with Bottom Line’s Development plan
Support executive director to establish regional Board of Directors, seeded by members of Founding Committee, develop a local fundraising plan, and finalize strategic partnerships
Execute transfer of local relationships to executive director and ensure smooth transition
Supervision & Coaching (10%)
Supervise the director of regional growth (new position in FY24) along with consultants who will guide various aspects of new site selection
Support executive directors in pre-launch year with translating strategy documents into realistic action plans
Support executive director in hiring first development team members
Collaborate with the new site supports team and managing director of network integration and new site supports to ensure strong transition of regions from pre-launch to launch
Work Schedule:
9:00 am to 5:00 pm with additional hours as needed
Expected Travel:
40% Travel
Who Should Apply:
If you meet the qualifications below, you should apply.
Work authorization
A minimum of 10-15 years of leadership and external affairs (or development) experience in nonprofit, government, or philanthropy, overseeing multiple projects ideally at an organization serving students from first-generation and low-income backgrounds
Experience in building relationships on a national scale in either external affairs or development
A passion for, and a demonstrated commitment to, Bottom Line’s Mission, Vision, Core Values, and commitment to Diversity, Equity, and Inclusion.
Significant experience managing multiple stakeholders in creation and implementation of an ambitious strategy
Experience making and clearly communicating high-stakes decisions after gathering significant input
Demonstrated ability to analyze and compile complex data for planning, decision-making, and reporting purposes
Desire and enthusiasm to spend significant and sustained time traveling in service of these responsibilities
Excellent interpersonal skills
Preferred:
Experience working within a national, multi-site non-profit organization in a role that relied significantly on working across regions and departments to achieve successful outcomes
Previous experience supporting an organization to scale its operations to new regions
Experience directly supervising a team
How to Apply/Application Deadline:
All applications must be submitted via Bottom Line’s Career Page .
Priority will be given to applications received by May 10, 2023.
Start Date:
Preferred start date is July 10, 2023.
Compensation:
$148,900-$166,800, dependent on location
Benefits:
Learn about our benefits here .
Apr 26, 2023
Full time
Who We Are and What We Believe:
Founded in 1997, Bottom Line is a nationally recognized nonprofit organization with a mission to partner with degree-aspiring students of color from under-resourced communities as they get into college, graduate, and go far in life. We achieve this mission by providing one-on-one guidance during the college application process through college graduation and the successful launch of their careers.
Our vision is to dramatically transform urban communities by producing thousands of new career-ready college graduates.
When you join Bottom Line, you will find a rewarding, fast-paced, results-oriented environment. We build strong relationships with our students and with each other. We take our work seriously, and we know that a focus on data and metrics is integral to our continued success. Experts in our fields, we are driven by our mission and extremely proud of the work we do.
What You Will Do:
This new role offers an exciting opportunity to support Bottom Line’s national team in achieving our goals on behalf of the students we serve. Reporting to the Chief Regional Officer, the Vice President of Regional Growth will be responsible for leading new site cultivation and selection in support of doubling the number of students served by Bottom Line to 20,000 by the year 2030. Bottom Line expects to open between five and eight new sites before the year 2030. This position will work in close partnership with key members of the National Team (including CEO, Chief of External Affairs, Managing Director of Development) to assess the potential of new markets and support the launch of expansion sites.
By working in multiple potential sites in a variety of stages, this person will work to quickly build champions of Bottom Line’s work in new markets and relationships with a diverse set of local stakeholders including community representatives, philanthropic leaders, corporate partners, non-profit colleagues, and educational constituents. The vice president of regional growth will quickly develop a deep understanding of the Bottom Line model and a broad understanding of evolving college-going landscape to advocate within each prospective site.
Strategic Planning and New Site Prospecting (20%)
Refine and execute strategic plan for Bottom Line’s geographic expansion to 5-8 new communities by 2030
Through research and dialogue with local stakeholders, develop/refine landscape analyses to determine if conditions for success exist in potential new sites
Use continuous data gathering and research to refine and codify Bottom Line’s site selection process
Develop a deep understanding of revenue potential in each site by conducting local funding landscape analysis
Develop and maintain current understanding of college completion gaps, programs and funders around the country to inform selection of new sites
Cultivate Champions for Prospective Sites (50%)
Lead the identification of key stakeholders in prospective sites (community representatives, philanthropic leaders, corporate partners, non-profit colleagues, and educational constituents)
Create and execute on a stakeholder engagement plan for each prospective new site leveraging existing relationships across current Bottom Line staff as well as members of the board of directors and other leadership committees
Build strong relationships with university partners to communicate Bottom Line model and establish foundation for ongoing collaboration
In collaboration with the External Affairs team, ensure consistent, One Bottom Line branding and messaging in each new region
Build relationships with high schools with high potential for participation and to support future recruitment efforts
Utilize relationships, research, and knowledge to build pipeline of start-up and long-term donors in prioritized sites
Develop fundraising strategic plan unique to each prospective site that considers how to best leverage members of the Bottom Line national team and other key supporters
In collaboration with CEO and national managing director of development, maintain a portfolio of donors who have identified interest in a particular site prospect or expressed interest in investing in Bottom Line’s expansion
Build a local community of champions who are prepared to play significant roles in Bottom Line’s new site as members of the Founding Committee and potential advisory board members
Through networking, identify potential candidates for the executive director role in each site
New Site Development (20%)
Serve on the hiring team for the executive director
Support executive director to design and implement a strategy to raise significant start-up funding that is in line with Bottom Line’s Development plan
Support executive director to establish regional Board of Directors, seeded by members of Founding Committee, develop a local fundraising plan, and finalize strategic partnerships
Execute transfer of local relationships to executive director and ensure smooth transition
Supervision & Coaching (10%)
Supervise the director of regional growth (new position in FY24) along with consultants who will guide various aspects of new site selection
Support executive directors in pre-launch year with translating strategy documents into realistic action plans
Support executive director in hiring first development team members
Collaborate with the new site supports team and managing director of network integration and new site supports to ensure strong transition of regions from pre-launch to launch
Work Schedule:
9:00 am to 5:00 pm with additional hours as needed
Expected Travel:
40% Travel
Who Should Apply:
If you meet the qualifications below, you should apply.
Work authorization
A minimum of 10-15 years of leadership and external affairs (or development) experience in nonprofit, government, or philanthropy, overseeing multiple projects ideally at an organization serving students from first-generation and low-income backgrounds
Experience in building relationships on a national scale in either external affairs or development
A passion for, and a demonstrated commitment to, Bottom Line’s Mission, Vision, Core Values, and commitment to Diversity, Equity, and Inclusion.
Significant experience managing multiple stakeholders in creation and implementation of an ambitious strategy
Experience making and clearly communicating high-stakes decisions after gathering significant input
Demonstrated ability to analyze and compile complex data for planning, decision-making, and reporting purposes
Desire and enthusiasm to spend significant and sustained time traveling in service of these responsibilities
Excellent interpersonal skills
Preferred:
Experience working within a national, multi-site non-profit organization in a role that relied significantly on working across regions and departments to achieve successful outcomes
Previous experience supporting an organization to scale its operations to new regions
Experience directly supervising a team
How to Apply/Application Deadline:
All applications must be submitted via Bottom Line’s Career Page .
Priority will be given to applications received by May 10, 2023.
Start Date:
Preferred start date is July 10, 2023.
Compensation:
$148,900-$166,800, dependent on location
Benefits:
Learn about our benefits here .
Senior Billing Specialist, Arabella Finance (Durham, NC or Washington, DC)
Arabella Advisors seeks a dynamic and enthusiastic individual to join our Corporate Finance team. The position reports to the Accounting Manager and will be responsible for the timely and accurate preparation of accounts receivable information. We need you to be highly organized, and detail and deadline-oriented with a demonstrated ability to manage several projects simultaneously. The right candidate has outstanding client service skills, operates independently with minimal direction and enjoys working in a fast paced, mission driven environment.
Essential Responsibilities
Manage billing, invoicing, bookkeeping and some journal entry processes including client intake, weekly and monthly invoicing, credit memo, and monthly reporting
Work with internal and external stakeholders to resolve collections issues
Monitor project costs
Work closely with internal stakeholders to ensure timely and accurate month-end close procedures including preparation of accounts receivable related GL reconciliations
Assist with preparation of annual audit reconciliations and schedules
Other Responsibilities
Assist the Assistant Controller and the Accounting Manager with special projects
Support General Accounting function
To Be Successful in This Role, You’ll Need
Associate's Degree Preferred, or equivalent level of experience (5 years of experience without an Associate's degree)
4+ years of relevant professional experience
Understanding of accounting principles including accrual accounting
Proficiency with Microsoft Office applications (Excel, Outlook, Word)
A strong worth ethic; be well-organized and a self-starter
A solid analytical and problem-solving skillset
A drive to raise process efficiency issues and collaborate with team members to implement solutions
Excellent verbal and written communication, including the ability to report on complex data in an easily understandable manner
A customer service mindset
The ability to work independently and within teams in a fast-paced and high-volume environment with an emphasis on accuracy and timeliness
The ability to manage and make progress on multiple projects simultaneously
Experience with accounting software (Microsoft GP a plus)
Intermediate Excel skills
Our Core Competencies
Ability to provide excellent service to clients, including being able to diagnose and anticipate difficult service challenges, provide proactive and effective client-centered solutions, pass along service lessons to teammates, and demonstrate a strong understanding of the client’s perspective
The ability to effectively manage projects, proactively problem solve, and ensure quality control
A high level of emotional intelligence and the ability to use that intelligence to appropriately adapt to stakeholders’ needs
The ability to effectively help communicate complex and nuanced messages to a variety of audiences, including adapting style, tone and content to meet various needs.
The ability to work cooperatively and inclusively with others to achieve shared goals, including supporting efforts that promote a safe and welcoming culture, providing timely and constructive feedback, and highlighting and sharing significant and new knowledge across the team
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team learning, including a willingness to request feedback and incorporate it to improve individual performance and to seek out and participate in career-relevant learning activities
The ability to take ownership and be creative and solutions-oriented when encountering challenges that don’t have obvious answers, including the ability to solve challenges independently
The ability to integrate DEI into work processes and demonstrate understanding of how oppression, privilege, and power present in interactions and work
Working with Us
While this position must be based in Durham, NC or Washington, DC. Please note that all Arabella Advisors’ offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after their initial onboarding, all Arabellans will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. To center the safety and well-being of its employees, Arabella Advisors requires that any employee who is required to conduct in-person activities for their job must be fully vaccinated against COVID-19 within four weeks of their start date. This position may require candidates to be fully vaccinated against COVID-19. Accommodations may be sought and approved in accordance with the law. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
About Arabella Advisors
Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation.
Our Commitment to Diversity, Equity, and Inclusion (DEI)
Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Arabella and read our official DEI statement.
Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography. Durham range $63,000-$78,000DC range $70,000-$88,000 All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance- On average Arabella pays 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off- 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job.
Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We encourage you to read (or listen to) our DEI statement prior to applying.
We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Apr 06, 2023
Full time
Senior Billing Specialist, Arabella Finance (Durham, NC or Washington, DC)
Arabella Advisors seeks a dynamic and enthusiastic individual to join our Corporate Finance team. The position reports to the Accounting Manager and will be responsible for the timely and accurate preparation of accounts receivable information. We need you to be highly organized, and detail and deadline-oriented with a demonstrated ability to manage several projects simultaneously. The right candidate has outstanding client service skills, operates independently with minimal direction and enjoys working in a fast paced, mission driven environment.
Essential Responsibilities
Manage billing, invoicing, bookkeeping and some journal entry processes including client intake, weekly and monthly invoicing, credit memo, and monthly reporting
Work with internal and external stakeholders to resolve collections issues
Monitor project costs
Work closely with internal stakeholders to ensure timely and accurate month-end close procedures including preparation of accounts receivable related GL reconciliations
Assist with preparation of annual audit reconciliations and schedules
Other Responsibilities
Assist the Assistant Controller and the Accounting Manager with special projects
Support General Accounting function
To Be Successful in This Role, You’ll Need
Associate's Degree Preferred, or equivalent level of experience (5 years of experience without an Associate's degree)
4+ years of relevant professional experience
Understanding of accounting principles including accrual accounting
Proficiency with Microsoft Office applications (Excel, Outlook, Word)
A strong worth ethic; be well-organized and a self-starter
A solid analytical and problem-solving skillset
A drive to raise process efficiency issues and collaborate with team members to implement solutions
Excellent verbal and written communication, including the ability to report on complex data in an easily understandable manner
A customer service mindset
The ability to work independently and within teams in a fast-paced and high-volume environment with an emphasis on accuracy and timeliness
The ability to manage and make progress on multiple projects simultaneously
Experience with accounting software (Microsoft GP a plus)
Intermediate Excel skills
Our Core Competencies
Ability to provide excellent service to clients, including being able to diagnose and anticipate difficult service challenges, provide proactive and effective client-centered solutions, pass along service lessons to teammates, and demonstrate a strong understanding of the client’s perspective
The ability to effectively manage projects, proactively problem solve, and ensure quality control
A high level of emotional intelligence and the ability to use that intelligence to appropriately adapt to stakeholders’ needs
The ability to effectively help communicate complex and nuanced messages to a variety of audiences, including adapting style, tone and content to meet various needs.
The ability to work cooperatively and inclusively with others to achieve shared goals, including supporting efforts that promote a safe and welcoming culture, providing timely and constructive feedback, and highlighting and sharing significant and new knowledge across the team
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team learning, including a willingness to request feedback and incorporate it to improve individual performance and to seek out and participate in career-relevant learning activities
The ability to take ownership and be creative and solutions-oriented when encountering challenges that don’t have obvious answers, including the ability to solve challenges independently
The ability to integrate DEI into work processes and demonstrate understanding of how oppression, privilege, and power present in interactions and work
Working with Us
While this position must be based in Durham, NC or Washington, DC. Please note that all Arabella Advisors’ offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after their initial onboarding, all Arabellans will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. To center the safety and well-being of its employees, Arabella Advisors requires that any employee who is required to conduct in-person activities for their job must be fully vaccinated against COVID-19 within four weeks of their start date. This position may require candidates to be fully vaccinated against COVID-19. Accommodations may be sought and approved in accordance with the law. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
About Arabella Advisors
Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation.
Our Commitment to Diversity, Equity, and Inclusion (DEI)
Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Arabella and read our official DEI statement.
Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography. Durham range $63,000-$78,000DC range $70,000-$88,000 All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance- On average Arabella pays 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off- 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job.
Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We encourage you to read (or listen to) our DEI statement prior to applying.
We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Senior Specialist (Accounts Receivable), Arabella Finance (Durham, NC or Washington, DC)
Arabella Advisors seeks a dynamic and enthusiastic individual to join our Corporate Finance team. The position reports to the Accounting Manager and will be responsible for the timely and accurate preparation of accounts receivable information. We need you to be highly organized, and detail and deadline-oriented with a demonstrated ability to manage several projects simultaneously. The right candidate has outstanding client service skills, operates independently with minimal direction and enjoys working in a fast paced, mission driven environment.
Essential Responsibilities
Manage Accounts Receivable processes including client intake, weekly and monthly invoicing, credit memo, and monthly reporting
Work with internal and external stakeholders to resolve collections issues
Monitor project costs
Work closely with internal stakeholders to ensure timely and accurate month-end close procedures including preparation of accounts receivable related GL reconciliations
Assist with preparation of annual audit reconciliations and schedules
Assist the Assistant Controller and the Accounting Manager with special projects
Support General Accounting function
To Be Successful in This Role, You’ll Need
Associate's Degree in Business Administration, Accounting, Finance or other related field, or equivalent level of experience (5 years of experience without an Associate's degree)
4+ years of relevant professional experience
Understanding of accounting principles including accrual accounting
Proficiency with Microsoft Office applications (Excel, Outlook, Word)
A strong worth ethic; be well-organized and a self-starter
A solid analytical and problem-solving skillset
A drive to raise process efficiency issues and collaborate with team members to implement solutions
Excellent verbal and written communication, including the ability to report on complex data in an easily understandable manner
A customer service mindset
The ability to work independently and within teams in a fast-paced and high-volume environment with an emphasis on accuracy and timeliness
The ability to manage and make progress on multiple projects simultaneously
Experience with accounting software (Microsoft GP a plus)
Intermediate Excel skills
Our Core Competencies
Ability to provide excellent service to clients, including being able to diagnose and anticipate difficult service challenges, provide proactive and effective client-centered solutions, pass along service lessons to teammates, and demonstrate a strong understanding of the client’s perspective
The ability to effectively manage projects, proactively problem solve, and ensure quality control
A high level of emotional intelligence and the ability to use that intelligence to appropriately adapt to stakeholders’ needs
The ability to effectively help communicate complex and nuanced messages to a variety of audiences, including adapting style, tone and content to meet various needs.
The ability to work cooperatively and inclusively with others to achieve shared goals, including supporting efforts that promote a safe and welcoming culture, providing timely and constructive feedback, and highlighting and sharing significant and new knowledge across the team
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team learning, including a willingness to request feedback and incorporate it to improve individual performance and to seek out and participate in career-relevant learning activities
The ability to take ownership and be creative and solutions-oriented when encountering challenges that don’t have obvious answers, including the ability to solve challenges independently
The ability to integrate DEI into work processes and demonstrate understanding of how oppression, privilege, and power present in interactions and work
Working with Us
While this position must be based in Durham, NC or Washington, DC. Please note that all Arabella Advisors’ offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after their initial onboarding, all Arabellans will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. To center the safety and well-being of its employees, Arabella Advisors requires that any employee who is required to conduct in-person activities for their job must be fully vaccinated against COVID-19 within four weeks of their start date. This position may require candidates to be fully vaccinated against COVID-19. Accommodations may be sought and approved in accordance with the law. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more. About Arabella Advisors Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation.
Our Commitment to Diversity, Equity, and Inclusion (DEI)
Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Arabella and read our official DEI statement. Total Rewards (compensation and benefits) This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography.
Durham range $63,000-$78,000
DC range $70,000-$88,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance- On average Arabella pays 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off- 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job. Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We encourage you to read (or listen to) our DEI statement prior to applying. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Apr 06, 2023
Full time
Senior Specialist (Accounts Receivable), Arabella Finance (Durham, NC or Washington, DC)
Arabella Advisors seeks a dynamic and enthusiastic individual to join our Corporate Finance team. The position reports to the Accounting Manager and will be responsible for the timely and accurate preparation of accounts receivable information. We need you to be highly organized, and detail and deadline-oriented with a demonstrated ability to manage several projects simultaneously. The right candidate has outstanding client service skills, operates independently with minimal direction and enjoys working in a fast paced, mission driven environment.
Essential Responsibilities
Manage Accounts Receivable processes including client intake, weekly and monthly invoicing, credit memo, and monthly reporting
Work with internal and external stakeholders to resolve collections issues
Monitor project costs
Work closely with internal stakeholders to ensure timely and accurate month-end close procedures including preparation of accounts receivable related GL reconciliations
Assist with preparation of annual audit reconciliations and schedules
Assist the Assistant Controller and the Accounting Manager with special projects
Support General Accounting function
To Be Successful in This Role, You’ll Need
Associate's Degree in Business Administration, Accounting, Finance or other related field, or equivalent level of experience (5 years of experience without an Associate's degree)
4+ years of relevant professional experience
Understanding of accounting principles including accrual accounting
Proficiency with Microsoft Office applications (Excel, Outlook, Word)
A strong worth ethic; be well-organized and a self-starter
A solid analytical and problem-solving skillset
A drive to raise process efficiency issues and collaborate with team members to implement solutions
Excellent verbal and written communication, including the ability to report on complex data in an easily understandable manner
A customer service mindset
The ability to work independently and within teams in a fast-paced and high-volume environment with an emphasis on accuracy and timeliness
The ability to manage and make progress on multiple projects simultaneously
Experience with accounting software (Microsoft GP a plus)
Intermediate Excel skills
Our Core Competencies
Ability to provide excellent service to clients, including being able to diagnose and anticipate difficult service challenges, provide proactive and effective client-centered solutions, pass along service lessons to teammates, and demonstrate a strong understanding of the client’s perspective
The ability to effectively manage projects, proactively problem solve, and ensure quality control
A high level of emotional intelligence and the ability to use that intelligence to appropriately adapt to stakeholders’ needs
The ability to effectively help communicate complex and nuanced messages to a variety of audiences, including adapting style, tone and content to meet various needs.
The ability to work cooperatively and inclusively with others to achieve shared goals, including supporting efforts that promote a safe and welcoming culture, providing timely and constructive feedback, and highlighting and sharing significant and new knowledge across the team
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team learning, including a willingness to request feedback and incorporate it to improve individual performance and to seek out and participate in career-relevant learning activities
The ability to take ownership and be creative and solutions-oriented when encountering challenges that don’t have obvious answers, including the ability to solve challenges independently
The ability to integrate DEI into work processes and demonstrate understanding of how oppression, privilege, and power present in interactions and work
Working with Us
While this position must be based in Durham, NC or Washington, DC. Please note that all Arabella Advisors’ offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after their initial onboarding, all Arabellans will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. To center the safety and well-being of its employees, Arabella Advisors requires that any employee who is required to conduct in-person activities for their job must be fully vaccinated against COVID-19 within four weeks of their start date. This position may require candidates to be fully vaccinated against COVID-19. Accommodations may be sought and approved in accordance with the law. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more. About Arabella Advisors Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation.
Our Commitment to Diversity, Equity, and Inclusion (DEI)
Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Arabella and read our official DEI statement. Total Rewards (compensation and benefits) This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography.
Durham range $63,000-$78,000
DC range $70,000-$88,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance- On average Arabella pays 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off- 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job. Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We encourage you to read (or listen to) our DEI statement prior to applying. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Staff Accountant (Accounts Receivable), Arabella Finance (Washington, DC or Durham, NC)
Arabella Advisors seeks a dynamic and enthusiastic individual to join our Corporate Finance team. The position reports to the Accounting Manager and will be responsible for the timely and accurate preparation of financial information. We need you to be highly organized, and detail and deadline-oriented with a demonstrated ability to manage several projects simultaneously. The right candidate has outstanding client service skills, operates independently with minimal direction and enjoys working in a fast paced, mission driven environment. Essential Responsibilities
Manage Accounts Receivable processes including client intake, weekly and monthly invoicing, credit memo, and monthly reporting
Work with internal and external stakeholders to resolve collections issues
Monitor project costs
Work closely with internal stakeholders to ensure timely and accurate month-end close procedures including preparation of journal entries and GL reconciliations
Assist with preparation of annual audit reconciliations and schedules
Provide financial management support and maintain investment activity schedules for our portfolio of family foundation clients
Other Responsibilities
Assist the Assistant Controller and the Accounting Manager with special projects
Support General Accounting function
To Be Successful in This Role, You’ll Need
Associate's Degree or Bachelor's Degree in Business Administration, Finance or Accounting Preferred, or equivalent level of experience (5 years of experience without an Associate's degree or 7 years of experience without a Bachelor's degree)
3+ years of relevant professional experience, with 2+ years of experience in accounts receivable or similar financial experience preferred
Understanding of accounting principles including accrual accounting
Proficiency with Microsoft Office applications (Excel, Outlook, Word)
A strong worth ethic; be well-organized and a self-starter
A solid analytical and problem-solving skillset
A drive to raise process efficiency issues and collaborate with team members to implement solutions
Excellent verbal and written communication, including the ability to report on complex data in an easily understandable manner
A customer service mindset
The ability to work independently and within teams in a fast-paced and high-volume environment with an emphasis on accuracy and timeliness
The ability to manage and make progress on multiple projects simultaneously
Experience with accounting software (Microsoft GP a plus)
Intermediate Excel skills
Our Core Competencies
Ability to provide excellent service to clients, including being able to diagnose and anticipate difficult service challenges, provide proactive and effective client-centered solutions, pass along service lessons to teammates, and demonstrate a strong understanding of the client’s perspective.
The ability to effectively manage projects, proactively problem solve, and ensure quality control
A high level of emotional intelligence and the ability to use that intelligence to appropriately adapt to stakeholders’ needs
The ability to effectively help communicate complex and nuanced messages to a variety of audiences, including adapting style, tone and content to meet various needs.
The ability to work cooperatively and inclusively with others to achieve shared goals, including supporting efforts that promote a safe and welcoming culture, providing timely and constructive feedback, and highlighting and sharing significant and new knowledge across the team
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team learning, including a willingness to request feedback and incorporate it to improve individual performance and to seek out and participate in career-relevant learning activities
The ability to take ownership and be creative and solutions-oriented when encountering challenges that don’t have obvious answers, including the ability to solve challenges independently
The ability to integrate DEI into work processes and demonstrate understanding of how oppression, privilege, and power present in interactions and work
Working with Us
While this position must be based in Durham, NC or Washington, DC , Please note that all Arabella Advisors’ offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after their initial onboarding, all Arabellans will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. To center the safety and well-being of its employees, Arabella Advisors requires that any employee who is required to conduct in-person activities for their job must be fully vaccinated against COVID-19 within four weeks of their start date. This position may require candidates to be fully vaccinated against COVID-19. Accommodations may be sought and approved in accordance with the law. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
About Arabella Advisors
Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation. Our Commitment to Diversity, Equity, and Inclusion (DEI) Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Arabella and read our official DEI statement. Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography.
Durham range $63,000-$78,000
DC range $70,000-$88,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance- On average Arabella pays 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off- 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
How to Apply Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job. Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We encourage you to read (or listen to) our DEI statement prior to applying. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Apr 06, 2023
Full time
Staff Accountant (Accounts Receivable), Arabella Finance (Washington, DC or Durham, NC)
Arabella Advisors seeks a dynamic and enthusiastic individual to join our Corporate Finance team. The position reports to the Accounting Manager and will be responsible for the timely and accurate preparation of financial information. We need you to be highly organized, and detail and deadline-oriented with a demonstrated ability to manage several projects simultaneously. The right candidate has outstanding client service skills, operates independently with minimal direction and enjoys working in a fast paced, mission driven environment. Essential Responsibilities
Manage Accounts Receivable processes including client intake, weekly and monthly invoicing, credit memo, and monthly reporting
Work with internal and external stakeholders to resolve collections issues
Monitor project costs
Work closely with internal stakeholders to ensure timely and accurate month-end close procedures including preparation of journal entries and GL reconciliations
Assist with preparation of annual audit reconciliations and schedules
Provide financial management support and maintain investment activity schedules for our portfolio of family foundation clients
Other Responsibilities
Assist the Assistant Controller and the Accounting Manager with special projects
Support General Accounting function
To Be Successful in This Role, You’ll Need
Associate's Degree or Bachelor's Degree in Business Administration, Finance or Accounting Preferred, or equivalent level of experience (5 years of experience without an Associate's degree or 7 years of experience without a Bachelor's degree)
3+ years of relevant professional experience, with 2+ years of experience in accounts receivable or similar financial experience preferred
Understanding of accounting principles including accrual accounting
Proficiency with Microsoft Office applications (Excel, Outlook, Word)
A strong worth ethic; be well-organized and a self-starter
A solid analytical and problem-solving skillset
A drive to raise process efficiency issues and collaborate with team members to implement solutions
Excellent verbal and written communication, including the ability to report on complex data in an easily understandable manner
A customer service mindset
The ability to work independently and within teams in a fast-paced and high-volume environment with an emphasis on accuracy and timeliness
The ability to manage and make progress on multiple projects simultaneously
Experience with accounting software (Microsoft GP a plus)
Intermediate Excel skills
Our Core Competencies
Ability to provide excellent service to clients, including being able to diagnose and anticipate difficult service challenges, provide proactive and effective client-centered solutions, pass along service lessons to teammates, and demonstrate a strong understanding of the client’s perspective.
The ability to effectively manage projects, proactively problem solve, and ensure quality control
A high level of emotional intelligence and the ability to use that intelligence to appropriately adapt to stakeholders’ needs
The ability to effectively help communicate complex and nuanced messages to a variety of audiences, including adapting style, tone and content to meet various needs.
The ability to work cooperatively and inclusively with others to achieve shared goals, including supporting efforts that promote a safe and welcoming culture, providing timely and constructive feedback, and highlighting and sharing significant and new knowledge across the team
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team learning, including a willingness to request feedback and incorporate it to improve individual performance and to seek out and participate in career-relevant learning activities
The ability to take ownership and be creative and solutions-oriented when encountering challenges that don’t have obvious answers, including the ability to solve challenges independently
The ability to integrate DEI into work processes and demonstrate understanding of how oppression, privilege, and power present in interactions and work
Working with Us
While this position must be based in Durham, NC or Washington, DC , Please note that all Arabella Advisors’ offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after their initial onboarding, all Arabellans will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. To center the safety and well-being of its employees, Arabella Advisors requires that any employee who is required to conduct in-person activities for their job must be fully vaccinated against COVID-19 within four weeks of their start date. This position may require candidates to be fully vaccinated against COVID-19. Accommodations may be sought and approved in accordance with the law. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
About Arabella Advisors
Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation. Our Commitment to Diversity, Equity, and Inclusion (DEI) Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Arabella and read our official DEI statement. Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography.
Durham range $63,000-$78,000
DC range $70,000-$88,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance- On average Arabella pays 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off- 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
How to Apply Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job. Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We encourage you to read (or listen to) our DEI statement prior to applying. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Senior Treasury and Fund Accountant, Managed Organizations Finance (Durham, NC or Washington, DC) Essential Responsibilities
Record monthly investment activity for a variety of publicly traded and privately held investments using Arabella’s internal investment accounting and general ledger software
Prepare/review monthly cash and investment account reconciliations Assist in project management of ongoing DAF investment process creation and strategy Coordinate with investment advisor(s) to onboard DAFs, support creation of asset allocation for new portfolios, and monitor investment advisor compliance with those allocations
Support the IT team in system enhancements related to the DAF sponsor entity
Maintain and update organizational documents for DAF sponsor entity, including but not limited to the Investment Policy Statement and Gift Acceptance Policy
Maintain and update processes and procedures related to DAF activity including but not limited to cash management, investment operations, and investment accounting
Support creation of entity level and DAF level financial statements and statement delivery and communication process for a variety of stakeholders
Support creation and dissemination of investment performance reports for a variety of stakeholders
Other Responsibilities
Assist the Treasury Managers with innovation initiatives related to Treasury as necessary
Oversee the work of accounting associates and staff accountants to ensure compliance with established processes and controls
Pull selections and perform internal testing to assist with the annual audit for each Managed Organization
Encourage and lead team learning activities, focused on the development of technical skills for junior staff necessary to provide high quality service to a diverse portfolio of clients
Work with Treasury Managers regarding personnel decision making for reporting business cycle
To Be Successful in This Role, You’ll Need
Bachelor's Degree or equivalent level of experience (8 years of experience without a Bachelor's degree)
4+ years of relevant professional experience
Experience participating in the management of donor-advised funds and/or philanthropic operations, systems, and grant programs
Fund accounting experience and experience recording various investment activities, with an understanding of multiple investment types and their GAAP fair market value recording
3-5 years of direct client service experience, in any multifaceted, complex environment
Project management experience with cross team partners
Strong attention to detail and accuracy
Solid analytical and problem-solving skills
Ability to analyze financial data and communicate information to various stakeholders for decision-making
Ability to manage and meet deadlines for multiple projects simultaneously
Excellent verbal and written communication skills
Ability to work within multi-functional teams
Ability to anticipate service challenges and proactively address them
Experience in philanthropy, nonprofit management or consulting
Excellent skills using Microsoft Word and Excel
Experience with Microsoft Dynamics
Experience or interest in charitable investments
Our Core Competencies
The ability to provide excellent service, including being able to address complex service matters, implement and communicate service changes to everyone involved, and to coach teammates on how to apply the firm’s service standards
The ability to manage large-scale and cross-firm projects, including delegating and managing all resources, identifying and implementing improved processes, monitoring consistency across project teams, and providing direction and support to teammates
The ability to facilitate and negotiate among stakeholders with conflicting needs and to generate consensus among decision makers
The ability to help effectively communicate difficult messages; to adapt style, tone, and content to meet various needs; and to coach teammates on crafting content.
The ability to work cooperatively and inclusively with others to achieve shared goals, including encouraging and facilitating effective compromise, drawing on the capabilities of all team members, and leading team-level knowledge sharing
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team and project-level learning, including coaching others
The ability to solve complex challenges by identifying innovative solutions and facilitating coordination with others
The ability to elevate the voices of marginalized colleagues and mitigate power dynamics with staff with less formal authority
Working with Us
While this position must be based in Durham, NC or Washington, DC Please note that all Arabella Advisors’ offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after their initial onboarding, all Arabellans will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. To center the safety and well-being of its employees, Arabella Advisors requires that any employee who is required to conduct in-person activities for their job must be fully vaccinated against COVID-19 within four weeks of their start date. This position may require candidates to be fully vaccinated against COVID-19. Accommodations may be sought and approved in accordance with the law. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more. About Arabella Advisors Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation. About Arabella’s Managed Organizations Team Arabella Advisors provides operations and management support to multiple nonprofit organizations, including the New Venture Fund, the Windward Fund, and the Hopewell Fund—all 501(c)(3) public charities—and the Sixteen Thirty Fund, a 501(c)(4). These managed organizations house new and innovative public interest projects and nonprofits, as well as coordinate collaborative initiatives between donors and administer grants programs. This type of structure is commonly referred to as fiscal sponsorship, and candidates are highly encouraged to research fiscal sponsorship prior to a first interview. The managed organizations provide support to a diverse range of projects, including many focused on conservation, global health and civic engagement. Our Commitment to Diversity, Equity, and Inclusion (DEI) Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Arabella and read our official DEI statement. Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography.
Durham range $75,000-93,000
DC range $85,000-$105,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance- On average Arabella pays 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off- 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job. Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We encourage you to read (or listen to) our DEI statement prior to applying. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Apr 06, 2023
Full time
Senior Treasury and Fund Accountant, Managed Organizations Finance (Durham, NC or Washington, DC) Essential Responsibilities
Record monthly investment activity for a variety of publicly traded and privately held investments using Arabella’s internal investment accounting and general ledger software
Prepare/review monthly cash and investment account reconciliations Assist in project management of ongoing DAF investment process creation and strategy Coordinate with investment advisor(s) to onboard DAFs, support creation of asset allocation for new portfolios, and monitor investment advisor compliance with those allocations
Support the IT team in system enhancements related to the DAF sponsor entity
Maintain and update organizational documents for DAF sponsor entity, including but not limited to the Investment Policy Statement and Gift Acceptance Policy
Maintain and update processes and procedures related to DAF activity including but not limited to cash management, investment operations, and investment accounting
Support creation of entity level and DAF level financial statements and statement delivery and communication process for a variety of stakeholders
Support creation and dissemination of investment performance reports for a variety of stakeholders
Other Responsibilities
Assist the Treasury Managers with innovation initiatives related to Treasury as necessary
Oversee the work of accounting associates and staff accountants to ensure compliance with established processes and controls
Pull selections and perform internal testing to assist with the annual audit for each Managed Organization
Encourage and lead team learning activities, focused on the development of technical skills for junior staff necessary to provide high quality service to a diverse portfolio of clients
Work with Treasury Managers regarding personnel decision making for reporting business cycle
To Be Successful in This Role, You’ll Need
Bachelor's Degree or equivalent level of experience (8 years of experience without a Bachelor's degree)
4+ years of relevant professional experience
Experience participating in the management of donor-advised funds and/or philanthropic operations, systems, and grant programs
Fund accounting experience and experience recording various investment activities, with an understanding of multiple investment types and their GAAP fair market value recording
3-5 years of direct client service experience, in any multifaceted, complex environment
Project management experience with cross team partners
Strong attention to detail and accuracy
Solid analytical and problem-solving skills
Ability to analyze financial data and communicate information to various stakeholders for decision-making
Ability to manage and meet deadlines for multiple projects simultaneously
Excellent verbal and written communication skills
Ability to work within multi-functional teams
Ability to anticipate service challenges and proactively address them
Experience in philanthropy, nonprofit management or consulting
Excellent skills using Microsoft Word and Excel
Experience with Microsoft Dynamics
Experience or interest in charitable investments
Our Core Competencies
The ability to provide excellent service, including being able to address complex service matters, implement and communicate service changes to everyone involved, and to coach teammates on how to apply the firm’s service standards
The ability to manage large-scale and cross-firm projects, including delegating and managing all resources, identifying and implementing improved processes, monitoring consistency across project teams, and providing direction and support to teammates
The ability to facilitate and negotiate among stakeholders with conflicting needs and to generate consensus among decision makers
The ability to help effectively communicate difficult messages; to adapt style, tone, and content to meet various needs; and to coach teammates on crafting content.
The ability to work cooperatively and inclusively with others to achieve shared goals, including encouraging and facilitating effective compromise, drawing on the capabilities of all team members, and leading team-level knowledge sharing
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team and project-level learning, including coaching others
The ability to solve complex challenges by identifying innovative solutions and facilitating coordination with others
The ability to elevate the voices of marginalized colleagues and mitigate power dynamics with staff with less formal authority
Working with Us
While this position must be based in Durham, NC or Washington, DC Please note that all Arabella Advisors’ offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after their initial onboarding, all Arabellans will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. To center the safety and well-being of its employees, Arabella Advisors requires that any employee who is required to conduct in-person activities for their job must be fully vaccinated against COVID-19 within four weeks of their start date. This position may require candidates to be fully vaccinated against COVID-19. Accommodations may be sought and approved in accordance with the law. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more. About Arabella Advisors Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation. About Arabella’s Managed Organizations Team Arabella Advisors provides operations and management support to multiple nonprofit organizations, including the New Venture Fund, the Windward Fund, and the Hopewell Fund—all 501(c)(3) public charities—and the Sixteen Thirty Fund, a 501(c)(4). These managed organizations house new and innovative public interest projects and nonprofits, as well as coordinate collaborative initiatives between donors and administer grants programs. This type of structure is commonly referred to as fiscal sponsorship, and candidates are highly encouraged to research fiscal sponsorship prior to a first interview. The managed organizations provide support to a diverse range of projects, including many focused on conservation, global health and civic engagement. Our Commitment to Diversity, Equity, and Inclusion (DEI) Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Arabella and read our official DEI statement. Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography.
Durham range $75,000-93,000
DC range $85,000-$105,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance- On average Arabella pays 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off- 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job. Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We encourage you to read (or listen to) our DEI statement prior to applying. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Associate Director, Managed Organizations (Durham, NC; Chicago, IL; or Washington, DC) An experienced operations professional with strong project management skills who will manage a portfolio of nonprofit projects to ensure they have the back-office infrastructure necessary to meet their programmatic goals Associate Directors on the Managed Organizations (MO) team project manage -- and provide operational expertise to -- the nonprofit organizations Arabella manages that serve as fiscal sponsors, including the New Venture Fund, the Windward Fund, and the Hopewell Fund—all 501(c)(3) public charities—and the Sixteen Thirty Fund, a 501(c)(4).
These managed nonprofit organizations house new and innovative public interest projects -- many focused on conservation, global health, and civic engagement -- as well as coordinate collaborative initiatives between donors and administer grants programs. MO team members are deeply passionate about the role that smooth, efficient back-office organizational operations play in achieving social impact.
Our colleagues are experienced and skilled in areas like non-profit (c3) and (c4) compliance, budgeting and finance, human resources, technology, and project management. Associate Directors play a central role as conductors of these projects – ensuring all the pieces flow together smoothly and that the projects have the infrastructure needed to meet their strategic and programmatic goals. As an example, advocacy-focused projects are a growing component of our work, so this would be a great role for someone interested in gaining experience in the operations and compliance side of nonprofit advocacy initiatives.
Essential Responsibilities
Project Management and Oversight (80-85%)
Serve as a project manager for a portfolio of 6-10 projects, providing oversight and team management. Teams vary by project and are usually comprised of one project manager supported by one to three junior staff with oversight by one to two senior staff
Deftly manage multiple deadlines and continuously ensure priorities align with needs and capabilities of all stakeholders: funders, grantees, and project team
Manage relationships between multiple stakeholders, including funders, programmatic staff, and grantees
Provide operational expertise and ensure the nonprofit client projects remain financially sound and compliant with IRS, federal, and state regulations
Conduct due diligence on the nonprofits’ outgoing grants and manage reporting and deadlines on incoming grants
Recognize when and how to engage specialists in your projects, such as the compliance and financial analysis teams
Understand basic advocacy and lobbying regulations to ensure your portfolio of projects adheres to best practices in tracking and monitoring all activities to ensure compliance with IRS, federal, and state regulations
Ensure project data is accurately maintained within a customized Salesforce platform
Other Responsibilities (15-20%)
Contribute to the team and organization’s significant year-over-year growth by innovating our operations and processes
Participate in training and learning activities throughout the year
Support new business development by meeting with potential clients, evaluating projects, and developing collateral, proposals and budgets
As a project manager, contribute to professional growth and satisfaction of early career staff by providing appropriate direction, support, guidance and mentorship on project work and by promoting a firm culture that centers diversity, equity, and inclusion (DEI); develop and share relevant skills and
issue-area expertise
As needed, supervise and help develop 3-5 Program Assistants, Program Associates, and/or Program Managers
To Be Successful in This Role, You’ll Need
Bachelor's Degree or equivalent level of experience (8 years of experience without a Bachelor's degree)
4+ years of relevant professional experience
Relevant operations experience, for example in finance, HR, compliance, legal, or another related area, in the philanthropic, nonprofit, or business sectors. Familiarity and/or experience working within a fiscal sponsorship structure is a huge plus
Some experience with budgeting, forecasting, and/or reviewing nonprofit financial statements
Strong project management and stakeholder management skills to drive projects from ideation to completion, including the ability to lead multiple complex projects simultaneously, oversee and delegate to team members, build positive relationships with a range of philanthropic clients, and meet deadlines
The ability to solve complex challenges by identifying innovative solutions and facilitating coordination with others, for example, saying no to a non-compliant client request and leveraging your creativity and team member expertise to find a new solution
Proven ability to work inclusively with diverse teams, audiences, and stakeholders to achieve shared goals, including excellent teamwork, relationship building, and customer service
The ability to provide excellent service, including being able to address complex service matters, implement and communicate service changes to everyone involved, and to coach teammates on how to apply the firm’s service standards
The ability to work independently and as part of a team
An appreciation for efficient processes and a desire to improve them
The ability to help effectively communicate difficult messages; to adapt style, tone, and content to meet various needs; and to coach teammates on crafting content
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team and project-level learning, including coaching others
Our Core Competencies
The ability to provide excellent service, including being able to address complex service matters, implement and communicate service changes to everyone involved, and to coach teammates on how to apply the firm’s service standards
The ability to manage large-scale and cross-firm projects, including delegating and managing all resources, identifying and implementing improved processes, monitoring consistency across project teams, and providing direction and support to teammates
The ability to facilitate and negotiate among stakeholders with conflicting needs and to generate consensus among decision makers
The ability to help effectively communicate difficult messages; to adapt style, tone, and content to meet various needs; and to coach teammates on crafting content.
The ability to work cooperatively and inclusively with others to achieve shared goals, including encouraging and facilitating effective compromise, drawing on the capabilities of all team members, and leading team-level knowledge sharing
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team and project-level learning, including coaching others
The ability to solve complex challenges by identifying innovative solutions and facilitating coordination with others
The ability to elevate the voices of marginalized colleagues and mitigate power dynamics with staff with less formal authority
Working with Us While this position must be based in Durham, NC, Chicago, IL or Washington, DC, Please note that all Arabella Advisors’ offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after their initial onboarding, all Arabellans will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. To center the safety and well-being of its employees, Arabella Advisors requires that any employee who is required to conduct in-person activities for their job must be fully vaccinated against COVID-19 within four weeks of their start date. This position may require candidates to be fully vaccinated against COVID-19. Accommodations may be sought and approved in accordance with the law. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more. About Arabella Advisors Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation. About Arabella’s Managed Organizations Team
Arabella Advisors provides operations and management support to multiple nonprofit organizations, including the New Venture Fund, the Windward Fund, and the Hopewell Fund—all 501(c)(3) public charities—and the Sixteen Thirty Fund, a 501(c)(4). These managed organizations house new and innovative public interest projects and nonprofits, as well as coordinate collaborative initiatives between donors and administer grants programs. This type of structure is commonly referred to as fiscal sponsorship, and candidates are highly encouraged to research fiscal sponsorship prior to a first interview. The managed organizations provide support to a diverse range of projects, including many focused on conservation, global health and civic engagement. Our Commitment to Diversity, Equity, and Inclusion (DEI) Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Arabella and read our official DEI statement. Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography.
Durham range $75,000-$85,000
Chicago range $80,000-$90,000
DC range $85,000-$95,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance- On average Arabella pays 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off- 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
How to Apply Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job. Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We encourage you to read (or listen to) our DEI statement prior to applying. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Apr 05, 2023
Full time
Associate Director, Managed Organizations (Durham, NC; Chicago, IL; or Washington, DC) An experienced operations professional with strong project management skills who will manage a portfolio of nonprofit projects to ensure they have the back-office infrastructure necessary to meet their programmatic goals Associate Directors on the Managed Organizations (MO) team project manage -- and provide operational expertise to -- the nonprofit organizations Arabella manages that serve as fiscal sponsors, including the New Venture Fund, the Windward Fund, and the Hopewell Fund—all 501(c)(3) public charities—and the Sixteen Thirty Fund, a 501(c)(4).
These managed nonprofit organizations house new and innovative public interest projects -- many focused on conservation, global health, and civic engagement -- as well as coordinate collaborative initiatives between donors and administer grants programs. MO team members are deeply passionate about the role that smooth, efficient back-office organizational operations play in achieving social impact.
Our colleagues are experienced and skilled in areas like non-profit (c3) and (c4) compliance, budgeting and finance, human resources, technology, and project management. Associate Directors play a central role as conductors of these projects – ensuring all the pieces flow together smoothly and that the projects have the infrastructure needed to meet their strategic and programmatic goals. As an example, advocacy-focused projects are a growing component of our work, so this would be a great role for someone interested in gaining experience in the operations and compliance side of nonprofit advocacy initiatives.
Essential Responsibilities
Project Management and Oversight (80-85%)
Serve as a project manager for a portfolio of 6-10 projects, providing oversight and team management. Teams vary by project and are usually comprised of one project manager supported by one to three junior staff with oversight by one to two senior staff
Deftly manage multiple deadlines and continuously ensure priorities align with needs and capabilities of all stakeholders: funders, grantees, and project team
Manage relationships between multiple stakeholders, including funders, programmatic staff, and grantees
Provide operational expertise and ensure the nonprofit client projects remain financially sound and compliant with IRS, federal, and state regulations
Conduct due diligence on the nonprofits’ outgoing grants and manage reporting and deadlines on incoming grants
Recognize when and how to engage specialists in your projects, such as the compliance and financial analysis teams
Understand basic advocacy and lobbying regulations to ensure your portfolio of projects adheres to best practices in tracking and monitoring all activities to ensure compliance with IRS, federal, and state regulations
Ensure project data is accurately maintained within a customized Salesforce platform
Other Responsibilities (15-20%)
Contribute to the team and organization’s significant year-over-year growth by innovating our operations and processes
Participate in training and learning activities throughout the year
Support new business development by meeting with potential clients, evaluating projects, and developing collateral, proposals and budgets
As a project manager, contribute to professional growth and satisfaction of early career staff by providing appropriate direction, support, guidance and mentorship on project work and by promoting a firm culture that centers diversity, equity, and inclusion (DEI); develop and share relevant skills and
issue-area expertise
As needed, supervise and help develop 3-5 Program Assistants, Program Associates, and/or Program Managers
To Be Successful in This Role, You’ll Need
Bachelor's Degree or equivalent level of experience (8 years of experience without a Bachelor's degree)
4+ years of relevant professional experience
Relevant operations experience, for example in finance, HR, compliance, legal, or another related area, in the philanthropic, nonprofit, or business sectors. Familiarity and/or experience working within a fiscal sponsorship structure is a huge plus
Some experience with budgeting, forecasting, and/or reviewing nonprofit financial statements
Strong project management and stakeholder management skills to drive projects from ideation to completion, including the ability to lead multiple complex projects simultaneously, oversee and delegate to team members, build positive relationships with a range of philanthropic clients, and meet deadlines
The ability to solve complex challenges by identifying innovative solutions and facilitating coordination with others, for example, saying no to a non-compliant client request and leveraging your creativity and team member expertise to find a new solution
Proven ability to work inclusively with diverse teams, audiences, and stakeholders to achieve shared goals, including excellent teamwork, relationship building, and customer service
The ability to provide excellent service, including being able to address complex service matters, implement and communicate service changes to everyone involved, and to coach teammates on how to apply the firm’s service standards
The ability to work independently and as part of a team
An appreciation for efficient processes and a desire to improve them
The ability to help effectively communicate difficult messages; to adapt style, tone, and content to meet various needs; and to coach teammates on crafting content
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team and project-level learning, including coaching others
Our Core Competencies
The ability to provide excellent service, including being able to address complex service matters, implement and communicate service changes to everyone involved, and to coach teammates on how to apply the firm’s service standards
The ability to manage large-scale and cross-firm projects, including delegating and managing all resources, identifying and implementing improved processes, monitoring consistency across project teams, and providing direction and support to teammates
The ability to facilitate and negotiate among stakeholders with conflicting needs and to generate consensus among decision makers
The ability to help effectively communicate difficult messages; to adapt style, tone, and content to meet various needs; and to coach teammates on crafting content.
The ability to work cooperatively and inclusively with others to achieve shared goals, including encouraging and facilitating effective compromise, drawing on the capabilities of all team members, and leading team-level knowledge sharing
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team and project-level learning, including coaching others
The ability to solve complex challenges by identifying innovative solutions and facilitating coordination with others
The ability to elevate the voices of marginalized colleagues and mitigate power dynamics with staff with less formal authority
Working with Us While this position must be based in Durham, NC, Chicago, IL or Washington, DC, Please note that all Arabella Advisors’ offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after their initial onboarding, all Arabellans will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. To center the safety and well-being of its employees, Arabella Advisors requires that any employee who is required to conduct in-person activities for their job must be fully vaccinated against COVID-19 within four weeks of their start date. This position may require candidates to be fully vaccinated against COVID-19. Accommodations may be sought and approved in accordance with the law. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more. About Arabella Advisors Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation. About Arabella’s Managed Organizations Team
Arabella Advisors provides operations and management support to multiple nonprofit organizations, including the New Venture Fund, the Windward Fund, and the Hopewell Fund—all 501(c)(3) public charities—and the Sixteen Thirty Fund, a 501(c)(4). These managed organizations house new and innovative public interest projects and nonprofits, as well as coordinate collaborative initiatives between donors and administer grants programs. This type of structure is commonly referred to as fiscal sponsorship, and candidates are highly encouraged to research fiscal sponsorship prior to a first interview. The managed organizations provide support to a diverse range of projects, including many focused on conservation, global health and civic engagement. Our Commitment to Diversity, Equity, and Inclusion (DEI) Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Arabella and read our official DEI statement. Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography.
Durham range $75,000-$85,000
Chicago range $80,000-$90,000
DC range $85,000-$95,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance- On average Arabella pays 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off- 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
How to Apply Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job. Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We encourage you to read (or listen to) our DEI statement prior to applying. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Financial Engineer-Kiwi Partners
The Financial Engineer partners with clients to understand their financial processes, identify opportunities for improvements, and implement solutions.
Essential Responsibilities
Technical
Research and analyze data for detailed reports and interpret results to help the team make strategic decisions.
Train client employees and Kiwi staff on use, functionality, system, workflow, reporting & dashboarding and interface.
Assist Lead Financial Engineers in system implementations, including but not limited to: Sage Intacct, QuickBooks Online, Bill.com, Expensify, etc.
Support in process walkthroughs, documenting accounting procedures and processes to provide a tool for analysis and inclusion in manuals.
Manage process of mapping a chart of accounts and financial dimensions from old legacy system to new, configuring accounting applications to client requirements.
Develop a metrics dashboard to monitor strategic measures, metrics & Key Performance Indicators (KPIs).
Assist in the review of timesheet and procurement processes.
Support in annual cash flow forecasting models.
Evaluate accounting tasks and assist on recommendations for month-end closing processes.
Research, test, and perform proof of concepts on recommended applications.
Assist in the development of a workforce needs-assessment.
Collaborate directly to Project Managers with various tasks analysis, track budget vs. actuals, project timeline, weekly status memos, etc.
Client Management
Understanding client expectations as discussed and quantified in the client engagement meeting.
Providing high quality deliverables on a timely basis and in compliance with Kiwi’s Quality Management System.
Following Kiwi Partners Communications Policy, communicate proactively with Manager and/or client to establish strong trust and prevent potential conflicts/problems.
To be successful in this role you’ll need
2 - 4 years of progressive accounting and/or consulting experience.
Proficiency in Microsoft programs, particularly:
Excel
Word
PowerPoint
PowerBI
Power Pivot
SharePoint
Teams
Planner
Proficiency in Smartsheet.
Knowledgeable of principles and practices of accounting systems, internal controls, and implementing control improvements.
Experience with one or more of the following:
Working in multiple work environments.
Balancing the needs of several clients.
Working independently as well as collaboratively.
Other Highly Preferred Knowledge, Skills and Experience and Key Characteristics
Prior experience in a small non-for-profits, startup, or unstructured environment.
QBO, Sage Intacct, Bill.com or Expensify Accounting or Implementation certification.
1 – 2 years of Sage Intacct Implementation Specialist experience
Our Core Competencies
The ability to provide excellent service, including being able to address complex service matters, implement and communicate service changes to everyone involved, and to coach teammates on how to apply the firm’s service standards
The ability to manage large-scale and cross-firm projects, including delegating and managing all resources, identifying and implementing improved processes, monitoring consistency across project teams, and providing direction and support to teammates
The ability to facilitate and negotiate among stakeholders with conflicting needs and to generate consensus among decision makers
The ability to help effectively communicate difficult messages; to adapt style, tone, and content to meet various needs; and to coach teammates on crafting content.
The ability to work cooperatively and inclusively with others to achieve shared goals, including encouraging and facilitating effective compromise, drawing on the capabilities of all team members, and leading team-level knowledge sharing
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team and project-level learning, including coaching others
The ability to solve complex challenges by identifying innovative solutions and facilitating coordination with others
The ability to elevate the voices of marginalized colleagues and mitigate power dynamics with staff with less formal authority
Working with Us
This position is open to candidates who wish to be based out of our office locations in New York, Washington DC, Chicago, Durham, and San Francisco. We are also open to permanently remote workers based in the following states: California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin. Please note that all our five offices have reopened, and we work in a hybrid environment.
We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after your initial onboarding, you will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act.
We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
About Kiwi Partners / Arabella Advisors
Our firm helps foundations, philanthropists and investors who are serious about impact, achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, we are also a certified B Corporation.
Our Commitment to Diversity, Equity, and Inclusion (DEI)
Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Kiwi / Arabella and read our official DEI statement.
Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography.
Durham range $75,000-$93,000
Chicago range $80,000-$100,000
DC range $ 85,000-$105,000
NY range $90,000-$113,000
SF range $90,000-$113,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance - On average we pay 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off - 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work for us and why you’re qualified for this specific job.
We are an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process.
While we are open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and, except in rare circumstances considered on a case-by-case basis, all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position.
We will review applications as they are received and look forward to hearing from you.
Apr 04, 2023
Full time
Financial Engineer-Kiwi Partners
The Financial Engineer partners with clients to understand their financial processes, identify opportunities for improvements, and implement solutions.
Essential Responsibilities
Technical
Research and analyze data for detailed reports and interpret results to help the team make strategic decisions.
Train client employees and Kiwi staff on use, functionality, system, workflow, reporting & dashboarding and interface.
Assist Lead Financial Engineers in system implementations, including but not limited to: Sage Intacct, QuickBooks Online, Bill.com, Expensify, etc.
Support in process walkthroughs, documenting accounting procedures and processes to provide a tool for analysis and inclusion in manuals.
Manage process of mapping a chart of accounts and financial dimensions from old legacy system to new, configuring accounting applications to client requirements.
Develop a metrics dashboard to monitor strategic measures, metrics & Key Performance Indicators (KPIs).
Assist in the review of timesheet and procurement processes.
Support in annual cash flow forecasting models.
Evaluate accounting tasks and assist on recommendations for month-end closing processes.
Research, test, and perform proof of concepts on recommended applications.
Assist in the development of a workforce needs-assessment.
Collaborate directly to Project Managers with various tasks analysis, track budget vs. actuals, project timeline, weekly status memos, etc.
Client Management
Understanding client expectations as discussed and quantified in the client engagement meeting.
Providing high quality deliverables on a timely basis and in compliance with Kiwi’s Quality Management System.
Following Kiwi Partners Communications Policy, communicate proactively with Manager and/or client to establish strong trust and prevent potential conflicts/problems.
To be successful in this role you’ll need
2 - 4 years of progressive accounting and/or consulting experience.
Proficiency in Microsoft programs, particularly:
Excel
Word
PowerPoint
PowerBI
Power Pivot
SharePoint
Teams
Planner
Proficiency in Smartsheet.
Knowledgeable of principles and practices of accounting systems, internal controls, and implementing control improvements.
Experience with one or more of the following:
Working in multiple work environments.
Balancing the needs of several clients.
Working independently as well as collaboratively.
Other Highly Preferred Knowledge, Skills and Experience and Key Characteristics
Prior experience in a small non-for-profits, startup, or unstructured environment.
QBO, Sage Intacct, Bill.com or Expensify Accounting or Implementation certification.
1 – 2 years of Sage Intacct Implementation Specialist experience
Our Core Competencies
The ability to provide excellent service, including being able to address complex service matters, implement and communicate service changes to everyone involved, and to coach teammates on how to apply the firm’s service standards
The ability to manage large-scale and cross-firm projects, including delegating and managing all resources, identifying and implementing improved processes, monitoring consistency across project teams, and providing direction and support to teammates
The ability to facilitate and negotiate among stakeholders with conflicting needs and to generate consensus among decision makers
The ability to help effectively communicate difficult messages; to adapt style, tone, and content to meet various needs; and to coach teammates on crafting content.
The ability to work cooperatively and inclusively with others to achieve shared goals, including encouraging and facilitating effective compromise, drawing on the capabilities of all team members, and leading team-level knowledge sharing
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team and project-level learning, including coaching others
The ability to solve complex challenges by identifying innovative solutions and facilitating coordination with others
The ability to elevate the voices of marginalized colleagues and mitigate power dynamics with staff with less formal authority
Working with Us
This position is open to candidates who wish to be based out of our office locations in New York, Washington DC, Chicago, Durham, and San Francisco. We are also open to permanently remote workers based in the following states: California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin. Please note that all our five offices have reopened, and we work in a hybrid environment.
We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after your initial onboarding, you will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act.
We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
About Kiwi Partners / Arabella Advisors
Our firm helps foundations, philanthropists and investors who are serious about impact, achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, we are also a certified B Corporation.
Our Commitment to Diversity, Equity, and Inclusion (DEI)
Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Kiwi / Arabella and read our official DEI statement.
Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography.
Durham range $75,000-$93,000
Chicago range $80,000-$100,000
DC range $ 85,000-$105,000
NY range $90,000-$113,000
SF range $90,000-$113,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance - On average we pay 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off - 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work for us and why you’re qualified for this specific job.
We are an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process.
While we are open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and, except in rare circumstances considered on a case-by-case basis, all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position.
We will review applications as they are received and look forward to hearing from you.
Senior Financial Engineer, Kiwi Lines of Business – Consulting Services (Remote, EST preference)
The Senior Financial Engineer partners with clients to deliver exceptional strategic advisory services and identify, develop, and lead process re-engineering and systems implementations.
Essential Responsibilities
Technical
Conduct interviews with the client staff to fully understand financial tasks and processes of the organization.
Assist in reviewing accounting procedures and processes (system walkthroughs) to provide a tool for analysis.
Analyze quantitative and qualitative data from reports and identify trends and/or areas of opportunity.
Suggest changes to processes based on analysis, technology, and best practices.
Conduct system implementations, including but not limited to: Sage Intacct, QuickBooks Online, Bill.com, Expensify, etc.
Prepare project Management Package: project charter, communication and risk analysis plan, workplans, roadmaps.
Present project status updates and recommendations to leadership team(s).
Gather and analyze data from detailed reports and interpret results to help the team make strategic decisions.
Train and support client employees and Kiwi staff on use, functionality, system interface.
Review system walkthroughs and accounting procedures to ensure processes integrity (including month-end closing).
Review chart of accounts, Financial Dimensions structure, make recommendations and set-up in the system
Support in process walkthroughs, documenting accounting procedures and processes to provide a tool for analysis and inclusion in manuals
Configure and manage a metrics dashboard to monitor strategic measures, metrics & Key Performance Indicators (KPIs).
Set-up month end closing processes.
Assist in the research of new applications and technology.
Develop project deliverables.
Client Management
Manage client expectations as defined in the engagement contract and work plan.
Advise clients on best practices in configuring their financial management software systems and assist with installation, maintenance and troubleshooting.
Provide deliverables to the client Senior Management on a timely basis and in compliance with Kiwi’s Quality Management System.
Oversee team of Analysts to manage client workload, encourage them to take ownership of clients and their consultant role.
Act as a liaison between all Kiwi and client parties and communicate proactively to establish strong trust and prevent potential conflicts/problems.
Internal Supervisor Responsibilities
Communicate pro-actively with Kiwi Team and client pertaining to any potential conflicts/problems.
Implement Kiwi standard working papers to be used at new clients on an on-going basis
Adhere to all of Kiwi Partners’ company policies and procedures in the Kiwi Employee Manual, and to all Quality Management Systems to build and maintain Kiwi culture and to provide consistent high-quality service.
Follow Kiwi Partners’ security policies to ensure the safety, integrity, and confidentiality of client files and information.
Contribute relevant information to Kiwi Partners’ “knowledge” database so that all staff will have access to helpful information that will enhance job knowledge and job performance.
Utilize all forms of communication – email, voicemail, CSM’s etc. - on a regular basis per the Kiwi Communications Policy.
Attend various job trainings/workshops offered by Kiwi Partners in order to further develop technical, management, and organizational skills.
Adhere to internal administrative policies including, but not limited to, timesheets, and weekly scheduling.
To be successful in this role you’ll need
Bachelor’s Degree or 9 years of experience without a bachelor’s degree
5 – 7+ years of relevant professional experience to include:
At least 6 years of progressive consulting experience.
At least 3 years of progressive accounting experience.
Expert knowledge of various systems including:
Quickbooks
Sage Intacct
Office 365
PowerBi
Power Pivot
SharePoint
Teams
Planner
Experience in learning new applications.
Experiencing in documenting procedures and conducting interviews.
Knowledgeable of principles and practices of accounting systems, internal controls, and implementing control improvements.
Experience with implementing systems and/or training others on systems.
Experience with one or more of the following:
Working in multiple work environments.
Balancing the needs of several clients.
Working independently as well as collaboratively.
Other Highly Preferred Knowledge, Skills and Experience and Key Characteristics
Prior experience in a small non-for-profits, startup, or unstructured environment.
QBO, Sage Intacct, Bill.com or Expensify Accounting or Implementation certification.
Experience with nonprofit accounting.
Our Core Competencies
The ability to provide excellent service, including being able to effectively manage resources, create and implement enhancements across the firm to efficiently achieve service standards, and to coach junior teammates on how to address complex service challenges.
The ability to oversee and advise on multiple complex projects, including encouraging workflow and work plan innovations, and ensuring deliverables are high-quality and meet clients’ needs.
The ability to coach colleagues in how to understand stakeholders’ perspectives and to handle high-level stakeholder challenges.
The ability to effectively communicate difficult messages, to represent the firm to external audiences, and to mentor colleagues in how to adapt style, tone, and content to various audiences.
The ability to help teams overcome collaboration challenges and promote compromise, inclusion, and openness; promote and lead activities that support an open, safe, and inclusive organization; understand the context in which we work and build critical cross-team connections; and share useful knowledge firm wide.
The ability to regularly integrate learnings to improve team operations, to lead learning opportunities that enhance team performance, and to be a mentor to others
The ability to empower teammates to solve problems and provide guidance only when necessary; to solve complex challenges without clear owners or solutions by identifying innovative approaches; and to facilitating coordination with others and to coach colleagues in thinking through solutions
The ability to create space for and/or facilitate conversations about DEI, bring diverse networks and relationships to the firm, and model leading through one’s own learning edges
Working with Us
This position is open to candidates who wish to be based out of our office locations in New York, Washington DC, Chicago, Durham, and San Francisco. We are also open to permanently remote workers based in the following states: California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin. Please note that all our five offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after your initial onboarding, you will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
About Kiwi Partners / Arabella Advisors
Our firm helps foundations, philanthropists and investors who are serious about impact, achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, we are also a certified B Corporation.
About Consulting Services
Our Commitment to Diversity, Equity, and Inclusion (DEI)
Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Kiwi / Arabella and read our official DEI statement.
Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector.
Durham: $92,000-$115,000
Chicago: $96,000-$120,00
Washington, DC: $102,000-$128,000
New York & San Francisco: $111,000-138,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance - On average we pay 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off - 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work for us and why you’re qualified for this specific job. We are an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While we are open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and, except in rare circumstances considered on a case-by-case basis, all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Apr 04, 2023
Full time
Senior Financial Engineer, Kiwi Lines of Business – Consulting Services (Remote, EST preference)
The Senior Financial Engineer partners with clients to deliver exceptional strategic advisory services and identify, develop, and lead process re-engineering and systems implementations.
Essential Responsibilities
Technical
Conduct interviews with the client staff to fully understand financial tasks and processes of the organization.
Assist in reviewing accounting procedures and processes (system walkthroughs) to provide a tool for analysis.
Analyze quantitative and qualitative data from reports and identify trends and/or areas of opportunity.
Suggest changes to processes based on analysis, technology, and best practices.
Conduct system implementations, including but not limited to: Sage Intacct, QuickBooks Online, Bill.com, Expensify, etc.
Prepare project Management Package: project charter, communication and risk analysis plan, workplans, roadmaps.
Present project status updates and recommendations to leadership team(s).
Gather and analyze data from detailed reports and interpret results to help the team make strategic decisions.
Train and support client employees and Kiwi staff on use, functionality, system interface.
Review system walkthroughs and accounting procedures to ensure processes integrity (including month-end closing).
Review chart of accounts, Financial Dimensions structure, make recommendations and set-up in the system
Support in process walkthroughs, documenting accounting procedures and processes to provide a tool for analysis and inclusion in manuals
Configure and manage a metrics dashboard to monitor strategic measures, metrics & Key Performance Indicators (KPIs).
Set-up month end closing processes.
Assist in the research of new applications and technology.
Develop project deliverables.
Client Management
Manage client expectations as defined in the engagement contract and work plan.
Advise clients on best practices in configuring their financial management software systems and assist with installation, maintenance and troubleshooting.
Provide deliverables to the client Senior Management on a timely basis and in compliance with Kiwi’s Quality Management System.
Oversee team of Analysts to manage client workload, encourage them to take ownership of clients and their consultant role.
Act as a liaison between all Kiwi and client parties and communicate proactively to establish strong trust and prevent potential conflicts/problems.
Internal Supervisor Responsibilities
Communicate pro-actively with Kiwi Team and client pertaining to any potential conflicts/problems.
Implement Kiwi standard working papers to be used at new clients on an on-going basis
Adhere to all of Kiwi Partners’ company policies and procedures in the Kiwi Employee Manual, and to all Quality Management Systems to build and maintain Kiwi culture and to provide consistent high-quality service.
Follow Kiwi Partners’ security policies to ensure the safety, integrity, and confidentiality of client files and information.
Contribute relevant information to Kiwi Partners’ “knowledge” database so that all staff will have access to helpful information that will enhance job knowledge and job performance.
Utilize all forms of communication – email, voicemail, CSM’s etc. - on a regular basis per the Kiwi Communications Policy.
Attend various job trainings/workshops offered by Kiwi Partners in order to further develop technical, management, and organizational skills.
Adhere to internal administrative policies including, but not limited to, timesheets, and weekly scheduling.
To be successful in this role you’ll need
Bachelor’s Degree or 9 years of experience without a bachelor’s degree
5 – 7+ years of relevant professional experience to include:
At least 6 years of progressive consulting experience.
At least 3 years of progressive accounting experience.
Expert knowledge of various systems including:
Quickbooks
Sage Intacct
Office 365
PowerBi
Power Pivot
SharePoint
Teams
Planner
Experience in learning new applications.
Experiencing in documenting procedures and conducting interviews.
Knowledgeable of principles and practices of accounting systems, internal controls, and implementing control improvements.
Experience with implementing systems and/or training others on systems.
Experience with one or more of the following:
Working in multiple work environments.
Balancing the needs of several clients.
Working independently as well as collaboratively.
Other Highly Preferred Knowledge, Skills and Experience and Key Characteristics
Prior experience in a small non-for-profits, startup, or unstructured environment.
QBO, Sage Intacct, Bill.com or Expensify Accounting or Implementation certification.
Experience with nonprofit accounting.
Our Core Competencies
The ability to provide excellent service, including being able to effectively manage resources, create and implement enhancements across the firm to efficiently achieve service standards, and to coach junior teammates on how to address complex service challenges.
The ability to oversee and advise on multiple complex projects, including encouraging workflow and work plan innovations, and ensuring deliverables are high-quality and meet clients’ needs.
The ability to coach colleagues in how to understand stakeholders’ perspectives and to handle high-level stakeholder challenges.
The ability to effectively communicate difficult messages, to represent the firm to external audiences, and to mentor colleagues in how to adapt style, tone, and content to various audiences.
The ability to help teams overcome collaboration challenges and promote compromise, inclusion, and openness; promote and lead activities that support an open, safe, and inclusive organization; understand the context in which we work and build critical cross-team connections; and share useful knowledge firm wide.
The ability to regularly integrate learnings to improve team operations, to lead learning opportunities that enhance team performance, and to be a mentor to others
The ability to empower teammates to solve problems and provide guidance only when necessary; to solve complex challenges without clear owners or solutions by identifying innovative approaches; and to facilitating coordination with others and to coach colleagues in thinking through solutions
The ability to create space for and/or facilitate conversations about DEI, bring diverse networks and relationships to the firm, and model leading through one’s own learning edges
Working with Us
This position is open to candidates who wish to be based out of our office locations in New York, Washington DC, Chicago, Durham, and San Francisco. We are also open to permanently remote workers based in the following states: California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin. Please note that all our five offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after your initial onboarding, you will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
About Kiwi Partners / Arabella Advisors
Our firm helps foundations, philanthropists and investors who are serious about impact, achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, we are also a certified B Corporation.
About Consulting Services
Our Commitment to Diversity, Equity, and Inclusion (DEI)
Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Kiwi / Arabella and read our official DEI statement.
Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector.
Durham: $92,000-$115,000
Chicago: $96,000-$120,00
Washington, DC: $102,000-$128,000
New York & San Francisco: $111,000-138,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance - On average we pay 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off - 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work for us and why you’re qualified for this specific job. We are an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While we are open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and, except in rare circumstances considered on a case-by-case basis, all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Rhode Island School of Design
Providence, Rhode Island
Rhode Island School of Design (RISD) is actively seeking a Senior Planned Giving Officer to join its Institutional Advancement Department. This role executes the strategic planned giving vision to further RISD’s priorities by helping donors achieve their charitable and financial goals. This position participates in the management, administration, marketing and strategic direction of the Office of Planned Giving as it pursues ambitious fundraising outcomes and plays an important role in overseeing the day-to-day operations of the Office of Planned Giving and securing significant revenue for the College and Museum. The Senior Planned Giving Officer devises personalized engagement plans to identify, cultivate, solicit, and steward a portfolio of approximately 75 high-potential prospects while leveraging RISD cultivation opportunities, presenting gift opportunity proposals that may include cash and creative giving vehicles, addressing a donor’s overall philanthropic goals in plain language, and supporting the mission and goals of the College. This position also completes complex gift arrangements, working with donors and their professional advisors. It may facilitate and consult on close gifts of non-liquid and alternative assets, oversees the estate administration and settlement to facilitate realized bequests in a timely and efficient manner; manages the processing and administration of RISD’s gift annuities, pooled income funds, and charitable trusts; manages the gift annuity registration process in new states and maintain compliance in existing states; and organize and conduct internal training on charitable planning tools that will assist philanthropy officers and RISD Fund Officers, volunteers, and senior staff.
In consultation with the Senior Executive Director, Major + Planned Gifts and Vice President of Institutional Advancement, and in collaboration with other Planned Giving Officers, the Senior Planned Giving Officer identifies and develops marketing strategies for Planned Giving work. It serves as an educational and consultative resource aiding frontline fundraisers, leadership and volunteers in executing planned giving techniques and strategies for their assigned prospects, as appropriate. Maintains knowledge of relevant tax law and estate consequences of complex gift vehicles and how they can be used to advance RISD’s fundraising efforts.
Knowledge/Skills/Experience
Ability to work and communicate effectively with a broad spectrum of divisional and institutional colleagues, within an environment that values diversity, equity, and inclusion.
Program strategy development and execution experience. Individual and team success in securing and maintaining 6+ figure accounts and/or philanthropy.
Demonstrated ability in prospect identification, relationship building, strategizing, and solicitation of charitable planned gifts or similar estate planning experience.
Must possess an understanding of and practice in higher education industry standards, best practices, and reporting as defined by the National Association of Charitable Gift Planners (CGP), the Council for the Advancement and Support of Education (CASE), and the Voluntary Support of Education (VSE).
Demonstrated knowledge in estate planning techniques, tax law, and the general body of statutory, regulatory, and case law regarding planned gifts. Ability to work collaboratively with RISD and external accounting, finance, and legal counsel.
Familiarity with Planned Giving platforms such as Pentera, FreeWill, or others.
Proven ability to manage complex organizational relationships and work effectively with executive leadership.
Excellent verbal and written communication and presentation skills. Demonstrated ability to write and present persuasively.
Strong organizational skills.
Demonstrated effectiveness in outreach to volunteers and other fundraising partners.
Bachelor’s degree in relevant field required.
Minimum of seven years’ experience in fundraising or working with high-net-worth individuals through a family office, private banking, financial services, financial planning or related professions.
Preferred Qualifications:
Advanced degree in relevant field, (business administration, tax or law) or rigorous professional designation (Certified Financial Planner ™(CFP), CPA, securities license) and/or designation as Chartered Advisor in Philanthropy ® preferred.
Experience in developing and marketing charitable gift arrangements and working with marketing vendors preferred.
Interest/experience in art and design is desirable.
RISD recognizes diversity and inclusivity as fundamental to its learning community and integral to an art and design education. We welcome candidates whose experience has prepared them to contribute to our commitment to diversity and excellence. RISD is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, sex, age, national origin, disability, veteran status, sexual orientation, gender identity or expression, genetics, or any other protected characteristic as established by law.
Mar 24, 2023
Full time
Rhode Island School of Design (RISD) is actively seeking a Senior Planned Giving Officer to join its Institutional Advancement Department. This role executes the strategic planned giving vision to further RISD’s priorities by helping donors achieve their charitable and financial goals. This position participates in the management, administration, marketing and strategic direction of the Office of Planned Giving as it pursues ambitious fundraising outcomes and plays an important role in overseeing the day-to-day operations of the Office of Planned Giving and securing significant revenue for the College and Museum. The Senior Planned Giving Officer devises personalized engagement plans to identify, cultivate, solicit, and steward a portfolio of approximately 75 high-potential prospects while leveraging RISD cultivation opportunities, presenting gift opportunity proposals that may include cash and creative giving vehicles, addressing a donor’s overall philanthropic goals in plain language, and supporting the mission and goals of the College. This position also completes complex gift arrangements, working with donors and their professional advisors. It may facilitate and consult on close gifts of non-liquid and alternative assets, oversees the estate administration and settlement to facilitate realized bequests in a timely and efficient manner; manages the processing and administration of RISD’s gift annuities, pooled income funds, and charitable trusts; manages the gift annuity registration process in new states and maintain compliance in existing states; and organize and conduct internal training on charitable planning tools that will assist philanthropy officers and RISD Fund Officers, volunteers, and senior staff.
In consultation with the Senior Executive Director, Major + Planned Gifts and Vice President of Institutional Advancement, and in collaboration with other Planned Giving Officers, the Senior Planned Giving Officer identifies and develops marketing strategies for Planned Giving work. It serves as an educational and consultative resource aiding frontline fundraisers, leadership and volunteers in executing planned giving techniques and strategies for their assigned prospects, as appropriate. Maintains knowledge of relevant tax law and estate consequences of complex gift vehicles and how they can be used to advance RISD’s fundraising efforts.
Knowledge/Skills/Experience
Ability to work and communicate effectively with a broad spectrum of divisional and institutional colleagues, within an environment that values diversity, equity, and inclusion.
Program strategy development and execution experience. Individual and team success in securing and maintaining 6+ figure accounts and/or philanthropy.
Demonstrated ability in prospect identification, relationship building, strategizing, and solicitation of charitable planned gifts or similar estate planning experience.
Must possess an understanding of and practice in higher education industry standards, best practices, and reporting as defined by the National Association of Charitable Gift Planners (CGP), the Council for the Advancement and Support of Education (CASE), and the Voluntary Support of Education (VSE).
Demonstrated knowledge in estate planning techniques, tax law, and the general body of statutory, regulatory, and case law regarding planned gifts. Ability to work collaboratively with RISD and external accounting, finance, and legal counsel.
Familiarity with Planned Giving platforms such as Pentera, FreeWill, or others.
Proven ability to manage complex organizational relationships and work effectively with executive leadership.
Excellent verbal and written communication and presentation skills. Demonstrated ability to write and present persuasively.
Strong organizational skills.
Demonstrated effectiveness in outreach to volunteers and other fundraising partners.
Bachelor’s degree in relevant field required.
Minimum of seven years’ experience in fundraising or working with high-net-worth individuals through a family office, private banking, financial services, financial planning or related professions.
Preferred Qualifications:
Advanced degree in relevant field, (business administration, tax or law) or rigorous professional designation (Certified Financial Planner ™(CFP), CPA, securities license) and/or designation as Chartered Advisor in Philanthropy ® preferred.
Experience in developing and marketing charitable gift arrangements and working with marketing vendors preferred.
Interest/experience in art and design is desirable.
RISD recognizes diversity and inclusivity as fundamental to its learning community and integral to an art and design education. We welcome candidates whose experience has prepared them to contribute to our commitment to diversity and excellence. RISD is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, sex, age, national origin, disability, veteran status, sexual orientation, gender identity or expression, genetics, or any other protected characteristic as established by law.
Senior Philanthropy Advisor for Economics, Business and Capital Campaign The Senior Philanthropy Advisor ( SPA ) for Economics, Business, and Capital Campaign Priorities serves as the chief philanthropy officer for Hope College’s vision for the future of Business, Economics, and related capital investment, which makes up $100 Million of Hope College’s next comprehensive campaign. It is an unparalleled opportunity to move Hope College’s outstanding reputation for business related graduates into the national spotlight. Hope College is a highly regarded source for leadership talent at corporations and businesses throughout the Midwest, and has a growing reputation across the nation. In partnership with the Vice President, Associate Vice Presidents, the Chair of Economics and Business, and the Senior Director of Donor Relations and Philanthropy Services, the Senior Philanthropy Advisor will possess an awareness of leading philanthropy industry and content-based practices to implement, assess, and refine metrics, and activities in support of capital campaign goals and priorities. The SPA reports to the Associate Vice President ( AVP ) for Principle and Planned Giving in the Division of Philanthropy and Engagement. Responsibilities Include: Strategic Planning and Management (20%)
In close collaboration with and support of the leadership in Economics & Business, and in partnership with the AVP for Principle and Planned Giving, as well as the AVP for Campaigns and Chief Administrative Officer, primary responsibilities include serving as the lead philanthropy and engagement liaison through establishing and advocating for the fundraising priorities and setting the ongoing development of annual capital and campaign goals. This includes…
Maintaining adherence to institutional policies and best practices, especially ensuring that all philanthropy and engagement goals and efforts reflect divisional culture and inclusive excellence guiding principles.
Meeting regularly to help prioritize and manage philanthropic and engagement activities of involved leadership and appropriate divisional leadership/faculty with prospects and donors.
Serving as a liaison in prioritizing and coordinating College leadership and divisional representatives through cultivating their active participation in fundraising and campaign-related activities.
Ensuring leadership for Economics and Business as well as and capital projects are provided with necessary donor, prospect, and research support materials, including the creation of proposals and related development correspondence.
Collaborating with the AVP , SPAs, and APAs from other affinities on institutionally prioritized multi-disciplinary, cross-divisional fundraising initiatives as necessary.
Seeking out and maintaining fluency with the academic, administrative, and programmatic funding priorities for Economics and Business as well as capital projects in order to effectively align those activities with potential sources of external support.
Establishing solid working relationships with department chairs, directors and administrative units and provide support with donor/campaign visits and events.
Overseeing and assisting in the development of annual budget and work collaboratively to ensure effective stewardship of resources by being fiscally responsible.
Fundraising (80%)
Ensuring fundraising goals and activity metrics are achieved both individually and divisionally, through collaboration with the AVP , Dean, SPAs, APAs, and essential partners throughout the campus community, and volunteers.
Developing and proactively maintaining a dynamic portfolio of approximately 100-150 current and potential donors within the Economics and Business constituency with the capacity to make a major philanthropic investment, defined as $50,000 or greater with a focus on six and seven figure gifts. (While SPAs should meet annual major gift proposal benchmarks, equal weight is placed on the SPA’s annual discovery efforts to develop new donors.)
Partnering with the Office of Sponsored Research and Programs to determine potential corporate and foundation opportunities.
Ensuring best practices regarding stewardship of all donors, in concert with Donor Relations, campus partners, and divisional and institutional leadership The Senior Philanthropy Advisor ( SPA ) serves as the chief engagement officer for Hope College’s Division of Social Sciences with personal responsibility for philanthropic achievement for the Division. The SPA reports to the Associate Vice President ( AVP ) in the Division of Philanthropy and Engagement.
Qualifications:
Bachelor’s degree with a minimum of seven years of progressively responsible fundraising and leadership experience, including individual fundraising or the equivalent is required.
With deference to Jerry Panas, candidates must have: impeccable integrity, active listening skills, the ability to motivate others, an unrivaled work ethic, concern for people, high expectations of themselves and others, passion for this work, exceptional energy, perseverance, and professional poise.
Commitment to the mission and values of Hope College.
Impeccable integrity, active listening skills, the ability to motivate others, strong work ethic, concern for people, commitment to culture and inclusive excellence, high in expectations of themselves and others, passion for the work of matchmaking donor and institutional needs, comfort with a multi-plexed organization and strong professional presence and poise.
Must have strong organizational, interpersonal and communication skills (verbal and written).
This position requires significant travel, including potential international travel.
Ability to work comfortably – both independently and collaboratively – in a fast-paced, creative and demanding environment that requires emotional intelligence, strong problem-solving skills, and sound judgment in decision making.
Must have computer skills, which should include CRM experience and networked information systems.
Must be able to work in a team-based environment with a mixture of staff, faculty, administration, alumni and volunteers.
Must have and maintain a valid driver’s license.
Preferred Qualifications
Master’s degree preferred.
Seasoned fundraising professional with experience working in higher education.
Experience working in a large, complex system.
Knowledge of Microsoft Office suite applications (Word, Excel and PowerPoint), databases (FileMaker and Access) and CRMs/Networked Information Systems (Raiser’s Edge).
Application Instructions:
Candidates are required to provide a Letter of Interest to the Selection Committee, a Resume and one writing sample. Please include contact information for three references. References will not be contacted until later in the interview process.
Mar 17, 2023
Full time
Senior Philanthropy Advisor for Economics, Business and Capital Campaign The Senior Philanthropy Advisor ( SPA ) for Economics, Business, and Capital Campaign Priorities serves as the chief philanthropy officer for Hope College’s vision for the future of Business, Economics, and related capital investment, which makes up $100 Million of Hope College’s next comprehensive campaign. It is an unparalleled opportunity to move Hope College’s outstanding reputation for business related graduates into the national spotlight. Hope College is a highly regarded source for leadership talent at corporations and businesses throughout the Midwest, and has a growing reputation across the nation. In partnership with the Vice President, Associate Vice Presidents, the Chair of Economics and Business, and the Senior Director of Donor Relations and Philanthropy Services, the Senior Philanthropy Advisor will possess an awareness of leading philanthropy industry and content-based practices to implement, assess, and refine metrics, and activities in support of capital campaign goals and priorities. The SPA reports to the Associate Vice President ( AVP ) for Principle and Planned Giving in the Division of Philanthropy and Engagement. Responsibilities Include: Strategic Planning and Management (20%)
In close collaboration with and support of the leadership in Economics & Business, and in partnership with the AVP for Principle and Planned Giving, as well as the AVP for Campaigns and Chief Administrative Officer, primary responsibilities include serving as the lead philanthropy and engagement liaison through establishing and advocating for the fundraising priorities and setting the ongoing development of annual capital and campaign goals. This includes…
Maintaining adherence to institutional policies and best practices, especially ensuring that all philanthropy and engagement goals and efforts reflect divisional culture and inclusive excellence guiding principles.
Meeting regularly to help prioritize and manage philanthropic and engagement activities of involved leadership and appropriate divisional leadership/faculty with prospects and donors.
Serving as a liaison in prioritizing and coordinating College leadership and divisional representatives through cultivating their active participation in fundraising and campaign-related activities.
Ensuring leadership for Economics and Business as well as and capital projects are provided with necessary donor, prospect, and research support materials, including the creation of proposals and related development correspondence.
Collaborating with the AVP , SPAs, and APAs from other affinities on institutionally prioritized multi-disciplinary, cross-divisional fundraising initiatives as necessary.
Seeking out and maintaining fluency with the academic, administrative, and programmatic funding priorities for Economics and Business as well as capital projects in order to effectively align those activities with potential sources of external support.
Establishing solid working relationships with department chairs, directors and administrative units and provide support with donor/campaign visits and events.
Overseeing and assisting in the development of annual budget and work collaboratively to ensure effective stewardship of resources by being fiscally responsible.
Fundraising (80%)
Ensuring fundraising goals and activity metrics are achieved both individually and divisionally, through collaboration with the AVP , Dean, SPAs, APAs, and essential partners throughout the campus community, and volunteers.
Developing and proactively maintaining a dynamic portfolio of approximately 100-150 current and potential donors within the Economics and Business constituency with the capacity to make a major philanthropic investment, defined as $50,000 or greater with a focus on six and seven figure gifts. (While SPAs should meet annual major gift proposal benchmarks, equal weight is placed on the SPA’s annual discovery efforts to develop new donors.)
Partnering with the Office of Sponsored Research and Programs to determine potential corporate and foundation opportunities.
Ensuring best practices regarding stewardship of all donors, in concert with Donor Relations, campus partners, and divisional and institutional leadership The Senior Philanthropy Advisor ( SPA ) serves as the chief engagement officer for Hope College’s Division of Social Sciences with personal responsibility for philanthropic achievement for the Division. The SPA reports to the Associate Vice President ( AVP ) in the Division of Philanthropy and Engagement.
Qualifications:
Bachelor’s degree with a minimum of seven years of progressively responsible fundraising and leadership experience, including individual fundraising or the equivalent is required.
With deference to Jerry Panas, candidates must have: impeccable integrity, active listening skills, the ability to motivate others, an unrivaled work ethic, concern for people, high expectations of themselves and others, passion for this work, exceptional energy, perseverance, and professional poise.
Commitment to the mission and values of Hope College.
Impeccable integrity, active listening skills, the ability to motivate others, strong work ethic, concern for people, commitment to culture and inclusive excellence, high in expectations of themselves and others, passion for the work of matchmaking donor and institutional needs, comfort with a multi-plexed organization and strong professional presence and poise.
Must have strong organizational, interpersonal and communication skills (verbal and written).
This position requires significant travel, including potential international travel.
Ability to work comfortably – both independently and collaboratively – in a fast-paced, creative and demanding environment that requires emotional intelligence, strong problem-solving skills, and sound judgment in decision making.
Must have computer skills, which should include CRM experience and networked information systems.
Must be able to work in a team-based environment with a mixture of staff, faculty, administration, alumni and volunteers.
Must have and maintain a valid driver’s license.
Preferred Qualifications
Master’s degree preferred.
Seasoned fundraising professional with experience working in higher education.
Experience working in a large, complex system.
Knowledge of Microsoft Office suite applications (Word, Excel and PowerPoint), databases (FileMaker and Access) and CRMs/Networked Information Systems (Raiser’s Edge).
Application Instructions:
Candidates are required to provide a Letter of Interest to the Selection Committee, a Resume and one writing sample. Please include contact information for three references. References will not be contacted until later in the interview process.
Accounting Consultant, Kiwi Lines of Business – Accounting Services (Hybrid, New York)
The Accounting Consultant will deliver exceptional accounting services to our nonprofit community.
Essential Responsibilities: Technical
Create management financial reports, including but not limited to:
Statement of Activities (Income Statement);
Statement of Financial Position (Balance Sheet);
Cash Flow Statement;
Budget v. Actual Variance Report
Prepare notes, where applicable, explaining variances against the budget in order to provide insight and clarity to the reader.
Assist with the preparation of the annual budget and/or projections/forecasts.
Prepare Board packages for client Finance/Audit/Board meetings.
As a team prepare for the external annual audit.
Client Advisory
Prepare and participate in new engagement start-ups and participate in defining project scope.
As a team, deliver financial and management reports to the client Executive Director (or person we report to) each month.
Implement Kiwi standard working procedures on engagements with guidance from Kiwi engagement lead.
Suggest technology upgrades and new accounting technology tools, in collaboration with the Kiwi Consulting team, to create efficiencies at the client.
Provide thought leadership to our clients, and actively participant in Client Advisory (CAS) meetings with the client engagement team.
To be successful in this role you’ll need:
Residence within 1 hour commuting distance of New York, NY.
Associate degree, bachelor’s degree preferred, or equivalent level of experience.
5 years of experience without an Associate’s degree.
7 years of experience without an Bachelor’s degree
3 – 5 years of accounting experience.
Experience with one or more of the following:
Working in multiple work environments.
Balancing the needs of several clients.
Working independently as well as collaboratively.
Strong attention to detail
Strong communication skills
Other Highly Preferred Knowledge, Skills and Experience and Key Characteristics
Prior experience in a small non-for-profits, startup, or unstructured environment.
Bachelor’s degree in accounting ( Master’s or CPA, preferred).
Experience with nonprofit accounting.
About Kiwi Partners / Arabella Advisors
Our firm helps foundations, philanthropists and investors who are serious about impact, achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, we are also a certified B Corporation.
About Accounting Services
Our Commitment to Diversity, Equity, and Inclusion (DEI)
Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Kiwi / Arabella and read our official DEI statement.
Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography. NYC Payband: $62,000- $77,000 All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance - On average we pay 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off - 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
Working with Us
This position is open to candidates who wish to be based out of New York. Residence within 1 hour commuting distance of New York, NY is required. Please note that all our offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after your initial onboarding, you will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work for us and why you’re qualified for this specific job. We are an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While we are open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and, except in rare circumstances considered on a case-by-case basis, all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Mar 06, 2023
Full time
Accounting Consultant, Kiwi Lines of Business – Accounting Services (Hybrid, New York)
The Accounting Consultant will deliver exceptional accounting services to our nonprofit community.
Essential Responsibilities: Technical
Create management financial reports, including but not limited to:
Statement of Activities (Income Statement);
Statement of Financial Position (Balance Sheet);
Cash Flow Statement;
Budget v. Actual Variance Report
Prepare notes, where applicable, explaining variances against the budget in order to provide insight and clarity to the reader.
Assist with the preparation of the annual budget and/or projections/forecasts.
Prepare Board packages for client Finance/Audit/Board meetings.
As a team prepare for the external annual audit.
Client Advisory
Prepare and participate in new engagement start-ups and participate in defining project scope.
As a team, deliver financial and management reports to the client Executive Director (or person we report to) each month.
Implement Kiwi standard working procedures on engagements with guidance from Kiwi engagement lead.
Suggest technology upgrades and new accounting technology tools, in collaboration with the Kiwi Consulting team, to create efficiencies at the client.
Provide thought leadership to our clients, and actively participant in Client Advisory (CAS) meetings with the client engagement team.
To be successful in this role you’ll need:
Residence within 1 hour commuting distance of New York, NY.
Associate degree, bachelor’s degree preferred, or equivalent level of experience.
5 years of experience without an Associate’s degree.
7 years of experience without an Bachelor’s degree
3 – 5 years of accounting experience.
Experience with one or more of the following:
Working in multiple work environments.
Balancing the needs of several clients.
Working independently as well as collaboratively.
Strong attention to detail
Strong communication skills
Other Highly Preferred Knowledge, Skills and Experience and Key Characteristics
Prior experience in a small non-for-profits, startup, or unstructured environment.
Bachelor’s degree in accounting ( Master’s or CPA, preferred).
Experience with nonprofit accounting.
About Kiwi Partners / Arabella Advisors
Our firm helps foundations, philanthropists and investors who are serious about impact, achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, we are also a certified B Corporation.
About Accounting Services
Our Commitment to Diversity, Equity, and Inclusion (DEI)
Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Kiwi / Arabella and read our official DEI statement.
Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography. NYC Payband: $62,000- $77,000 All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance - On average we pay 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off - 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
Working with Us
This position is open to candidates who wish to be based out of New York. Residence within 1 hour commuting distance of New York, NY is required. Please note that all our offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after your initial onboarding, you will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work for us and why you’re qualified for this specific job. We are an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While we are open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and, except in rare circumstances considered on a case-by-case basis, all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Senior Director of Consulting Services - Process, Kiwi Line of Business – Consulting Services (Remote)
The Senior Director of Consulting Services leads a team of Financial Engineers in developing and implementing process re-engineering and systems implementations.
Essential Responsibilities:
Service Delivery
Lead best practice review projects.
Ensure high and consistent quality services across all clients and services.
Manage the value-added reseller (VAR) relationship with related application vendors.
Lead consulting projects and ongoing client engagements within budget and time.
Project manage best practice review (BPR) and other process re-engineering projects.
Develop and implement technology initiatives at clients.
Conduct interviews with the client staff, assist in reviewing accounting procedures and processes (system walkthroughs), and suggest changes to processes based on analysis, technology, and best practices.
Manage client expectations as defined in the engagement contract and workplan.
Advise clients on rolling out people, process, and technology changes.
Advise clients on best practices in configuring their financial management software systems and assist with installation, maintenance, and troubleshooting.
Identify opportunities to support the client as an advisor.
Set, measure, and communicate expectations with the client team and Kiwi Partners Managers/Directors.
Understand, manage, and monitor workflow and scope as prescribed in the client Engagement Letter.
Effectively project manage by reviewing project scope, time, risks, communication and managing project deliverables and meetings.
Oversee client engagements, including managing staff resources and budget goals.
Serve as the client’s main point of contact and lead the engagement.
Professional Development
Research technology tools and applications; stay abreast of industry developments.
Stay up-to-date with internal control compliance and ensure all team members and clients are informed especially as it relates to new accounting pronouncements and regulations.
Stay up-to-date on accounting and technical pronouncements, developments, and trends.
Talent Management
Recruit, supervise, and develop team members.
Coach and mentor staff and team members and provide input on staff evaluations.
Business Development
Assist Kiwi management with developing and implementing strategic goals for the organization.
Identify opportunities for potential revenue increases and product lines of business.
Assist in developing standardized tools – people, processes, and systems for implementation at clients.
Serve as a change agent as it relates to identifying and recommending the introduction of company policies and internal business pivots and opportunities.
Assist in setting revenue goals.
Participate in pitches, proposals, and client engagement processes when applicable.
To be successful in this role you’ll need:
Bachelor’s degree, Graduate degree preferred
Minimum 8 – 10+ years of relevant professional experience to include:
6 – 8 years of progressive consulting experience.
4 – 6 years of progressive accounting experience.
4 – 6 years of leadership within a professional services position.
Experience with one or more of the following:
Working in multiple work environments.
Balancing the needs of several clients.
Working independently as well as collaboratively.
Knowledge and familiarity of accounting principles and practices including:
Accounting systems, internal controls, and implementing control improvements.
Various accounting software programs, such as Quickbooks and Sage Intacct, plus experience with chart of accounts and converting data from different applications.
Knowledge and experience with:
Documenting and conducting client intake interviews.
Assessing, improving, and implementing internal controls.
Client relationship management.
Proficient knowledge of various systems including:
Office 365
Power BI
Power Pivot
SharePoint
Teams
Planner
Other Highly Preferred Knowledge, Skills and Experience and Key Characteristics
Prior experience in a small non-for-profits, startup, or unstructured environment.
Sage Intacct Implementation Specialist.
Experience with nonprofit accounting.
About Kiwi Partners / Arabella Advisors
Our firm helps foundations, philanthropists and investors who are serious about impact, achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, we are also a certified B Corporation. About Consulting Services
Our Commitment to Diversity, Equity, and Inclusion (DEI) Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Kiwi / Arabella and read our official DEI statement.
Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector.
Durham: $110,000-$137,000
Chicago: $115,000-$143,000
Washington, DC: $122,000-$152,000
New York & San Francisco: $132,000-165,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance - On average we pay 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off - 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
Working with Us
This position is open to candidates who wish to be based out of our office locations in New York, Washington DC, Chicago, Durham, and San Francisco. We are also open to permanently remote workers based in the following states: California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin. Please note that all our five offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after your initial onboarding, you will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work for us and why you’re qualified for this specific job. We are an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While we are open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and, except in rare circumstances considered on a case-by-case basis, all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Mar 02, 2023
Full time
Senior Director of Consulting Services - Process, Kiwi Line of Business – Consulting Services (Remote)
The Senior Director of Consulting Services leads a team of Financial Engineers in developing and implementing process re-engineering and systems implementations.
Essential Responsibilities:
Service Delivery
Lead best practice review projects.
Ensure high and consistent quality services across all clients and services.
Manage the value-added reseller (VAR) relationship with related application vendors.
Lead consulting projects and ongoing client engagements within budget and time.
Project manage best practice review (BPR) and other process re-engineering projects.
Develop and implement technology initiatives at clients.
Conduct interviews with the client staff, assist in reviewing accounting procedures and processes (system walkthroughs), and suggest changes to processes based on analysis, technology, and best practices.
Manage client expectations as defined in the engagement contract and workplan.
Advise clients on rolling out people, process, and technology changes.
Advise clients on best practices in configuring their financial management software systems and assist with installation, maintenance, and troubleshooting.
Identify opportunities to support the client as an advisor.
Set, measure, and communicate expectations with the client team and Kiwi Partners Managers/Directors.
Understand, manage, and monitor workflow and scope as prescribed in the client Engagement Letter.
Effectively project manage by reviewing project scope, time, risks, communication and managing project deliverables and meetings.
Oversee client engagements, including managing staff resources and budget goals.
Serve as the client’s main point of contact and lead the engagement.
Professional Development
Research technology tools and applications; stay abreast of industry developments.
Stay up-to-date with internal control compliance and ensure all team members and clients are informed especially as it relates to new accounting pronouncements and regulations.
Stay up-to-date on accounting and technical pronouncements, developments, and trends.
Talent Management
Recruit, supervise, and develop team members.
Coach and mentor staff and team members and provide input on staff evaluations.
Business Development
Assist Kiwi management with developing and implementing strategic goals for the organization.
Identify opportunities for potential revenue increases and product lines of business.
Assist in developing standardized tools – people, processes, and systems for implementation at clients.
Serve as a change agent as it relates to identifying and recommending the introduction of company policies and internal business pivots and opportunities.
Assist in setting revenue goals.
Participate in pitches, proposals, and client engagement processes when applicable.
To be successful in this role you’ll need:
Bachelor’s degree, Graduate degree preferred
Minimum 8 – 10+ years of relevant professional experience to include:
6 – 8 years of progressive consulting experience.
4 – 6 years of progressive accounting experience.
4 – 6 years of leadership within a professional services position.
Experience with one or more of the following:
Working in multiple work environments.
Balancing the needs of several clients.
Working independently as well as collaboratively.
Knowledge and familiarity of accounting principles and practices including:
Accounting systems, internal controls, and implementing control improvements.
Various accounting software programs, such as Quickbooks and Sage Intacct, plus experience with chart of accounts and converting data from different applications.
Knowledge and experience with:
Documenting and conducting client intake interviews.
Assessing, improving, and implementing internal controls.
Client relationship management.
Proficient knowledge of various systems including:
Office 365
Power BI
Power Pivot
SharePoint
Teams
Planner
Other Highly Preferred Knowledge, Skills and Experience and Key Characteristics
Prior experience in a small non-for-profits, startup, or unstructured environment.
Sage Intacct Implementation Specialist.
Experience with nonprofit accounting.
About Kiwi Partners / Arabella Advisors
Our firm helps foundations, philanthropists and investors who are serious about impact, achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, we are also a certified B Corporation. About Consulting Services
Our Commitment to Diversity, Equity, and Inclusion (DEI) Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Kiwi / Arabella and read our official DEI statement.
Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector.
Durham: $110,000-$137,000
Chicago: $115,000-$143,000
Washington, DC: $122,000-$152,000
New York & San Francisco: $132,000-165,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance - On average we pay 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off - 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
Working with Us
This position is open to candidates who wish to be based out of our office locations in New York, Washington DC, Chicago, Durham, and San Francisco. We are also open to permanently remote workers based in the following states: California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin. Please note that all our five offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after your initial onboarding, you will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work for us and why you’re qualified for this specific job. We are an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While we are open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and, except in rare circumstances considered on a case-by-case basis, all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Senior Director, Knowledge Management and Learning, Managed Organizations (Washington, DC, Chicago, IL, Durham, NC, New York, NY or San Francisco, CA) We are seeking someone who wants to take on a brand-new role building knowledge management and learning capabilities for a social impact business where staff expertise is the main ingredient of success. This position sits within Arabella’s Managed Organization’s team, which provides fiscal sponsorship services to nonprofit entities a related client projects working across the globe. Building upon existing structures, this leader will design and implement scalable strategies, processes, and systems to ensure dissemination of information to the right people at the right time. A leader in this role will be critical to improving the employee experience by paving the road for MO team members at all levels to manage their complex operational roles and grow in their careers. This role is key to ensuring we continue to make a significant and meaningful impact within the philanthropic sector in partnership with our clients. This role’s primary initial goal will be to set the priorities and strategies for the aggregation and dissemination of information, while jumping in mid-stride to improve existing efforts. This role’s incumbent will have the opportunity to build a team of specialists to support the execution of these priorities but will be initially supported by team members who have capacity dedicated to knowledge management and learning. Additionally, this leader will be supported by IT and the firmwide L&D leader in HR. This role will report to the head of team operations. This role is for a builder, scaler, and change-maker who is ready to work with a diverse set of stakeholders within Arabella and with our clients from across the philanthropic sector. Experience in knowledge management and adult/professional learning is needed. Essential Responsibilities
General Strategy
Develop and implement a strategy – with success metrics – that integrates knowledge management and learning and addresses key gaps in both.
Connect the strategy to the firm’s and MO business’ strategies and model, including anticipating and acting on future business needs that a knowledge management and learning strategy will need to address.
Lead change management initiatives related to the knowledge management and learning strategies, including for MO staff, the IT team, the Business Development team, and clients.
Develop and implement a budget, along with business cases for investment of funds.
Build, manage, and support knowledge management and learning teams to drive the outcomes of the knowledge management and learning strategies and related functions.
Identify, recommend, and lead the build-out of relevant IT systems.
Build the roster of, work in partnership with, and manage external consultants to support the advancement of the knowledge management and learning strategies.
Participate in knowledge management and learning communities of practice across the firm.
Knowledge Management Leadership
Identify needed team and role competencies necessary to achieve business outcomes, and develop a functional and related knowledge management program.
Implement knowledge management and sharing processes and systems that increase knowledge availability, through the lens of self-service and self-sufficiency.
Partner with internal teams to identify knowledge that team members need to know throughout different stages in their employee lifecycle and make it accessible.
Work across MO to develop and implement tools, reports, dashboards and databases that will improve program, technical and operational effectiveness and efficiency.
Improve the ease that knowledge is distributed and searchable across MO.
Develop and implement guidelines and expectations for how the team creates, maintains, and accesses knowledge and resources.
Identify best knowledge management practices and leverage existing technology (e.g., SharePoint, Salesforce) or secure new technology to create new and better systems and business intelligence forums.
Engage staff as active participants in updating knowledge management systems and processes with relevant information.
Support subject matter experts in distributing their specialized knowledge across MO.
Implement processes and technology systems that minimize continuity disruptions caused by institutional and project knowledge leaving when team members depart.
Support coordination of how MO business policies and processes are changed and shared.
Learning and Development Leadership
Identify needed role competencies within the team necessary to achieve business outcomes, and develop a team-based learning program to support staff development.
Develop a structure that best positions staff to develop the skills that are appropriate to their role and where they are in their Managed Organization’s career lifecycle.
Create an efficient and effective onboarding program that targets optimizing new team members in their roles as quickly as reasonable.
Develop and manage skills training for team members by level and services provided.
Build curricula to ensure staff at all levels have the right knowledge and skills to competently deliver core services.
Develop and leverage experiential learning programs– including shadowing, role playing, and sandboxing – to increase learning outcomes.
Work the firmwide learning and development (L&D) leader in the usage of and further development of our learning management system (LMS).
Use self-service (including within the LMS and across other available technology solutions) and interventions (e.g., video training, flow charts) to systematize and foster efficient learning.
Create a development pathway, in coordination with HR, that clarifies how a team member can grow from level to level.
Develop and convey effective learning and development standard operating procedures working within the firmwide blended L&D function.
Share adult learning and facilitation expertise with those team members responsible for MO training.
To Be Successful in This Role, You’ll Need
Bachelor’s; Graduate Degree Preferred in knowledge management, Six-Sigma, process improvement, learning and development, and/or adult/professional learning.
8-10+ years of work experience with steadily increasing responsibility.
Experience in a professional service environment preferred.
Experience in the nonprofit or social sectors preferred.
Experience in designing, implementing, and leading knowledge management and learning strategies, including related interventions and programs.
Experience in knowledge management and learning best practices and technologies.
Ability to lead and deliver complex projects, manage budgets.
Experience leading transformational changes and effectively advocating for new ideas.
Experience scaling a team and function.
Experience leading a function in a 250-500 person organization.
Exposure to user experience design.
Ability to manage and lead complex projects, manage budgets, oversee and delegate to others, and meet deadlines.
Ability to manage various stakeholder groups and be a collaborative partner.
Good active listening skills and a willingness to engage with people on a regular basis.
Salesforce and SharePoint experience.
Our Core Competencies
The ability to provide excellent service, including being able to effectively guide teams to achieve service standards and carry out strategy, and identify service offering gaps and recommend and/or drive improvements.
The ability to manage resources across team to ensure projects and goals are achieved, approve work plan changes and final deliverables, and communicate projects’ progress with critical stakeholders
The ability to establish and manage effective relationships with diverse stakeholders across the firm, including executive-level colleagues, and to foster a culture of courteous professional interactions
The ability to effectively communicate critical firm-wide messages, and to lead others in managing challenging conversations and developing complex communication skills
The ability to model and foster a team-wide culture of inclusion, collaboration, and knowledge sharing; to demonstrate and model appreciation for significant team contributions; and to mediate challenging interpersonal conflicts
The ability to regularly engage in leadership development activities, and lead firm-wide initiatives that improve firm-wide learning
The ability to foster a team culture that encourages creative problem solving, and to ensure teams have resources and training to overcome complex challenges
The ability to take initiative for creating an inclusive environment and model and implement equitable policies, practices, systems, or strategies
About Arabella Advisors Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation. About Arabella’s Managed Organizations Team Arabella Advisors provides operations and management support to multiple nonprofit organizations, including the New Venture Fund, the Windward Fund, and the Hopewell Fund—all 501(c)(3) public charities—and the Sixteen Thirty Fund, a 501(c)(4). These managed organizations house new and innovative public interest projects and nonprofits, as well as coordinate collaborative initiatives between donors and administer grants programs. This type of structure is commonly referred to as fiscal sponsorship, and candidates are highly encouraged to research fiscal sponsorship prior to a first interview. The managed organizations provide support to a diverse range of projects, including many focused on conservation, global health and civic engagement. Our Commitment to Diversity, Equity, and Inclusion (DEI) Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Arabella and read our official DEI statement. Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography.
Durham range $110,000-$123,000
Chicago range $115,000-$130,000
DC range $122,000-$137,000
NY range $132,000-$148,000
SF range $132,000-$148,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance- On average Arabella pays 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off-18 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
Working with Us
While this position must be based in Washington, DC, Chicago, IL, Durham, NC, New York, NY or San Francisco, CA, please note that all Arabella Advisors’ offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after their initial onboarding, all Arabellans will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. To center the safety and well-being of its employees, Arabella Advisors requires that any employee who is required to conduct in-person activities for their job must be fully vaccinated against COVID-19 within four weeks of their start date. This position may require candidates to be fully vaccinated against COVID-19. Accommodations may be sought and approved in accordance with the law. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job. Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We encourage you to read (or listen to) our DEI statement prior to applying. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and, except in rare circumstances considered on a case-by-case basis, all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Feb 28, 2023
Full time
Senior Director, Knowledge Management and Learning, Managed Organizations (Washington, DC, Chicago, IL, Durham, NC, New York, NY or San Francisco, CA) We are seeking someone who wants to take on a brand-new role building knowledge management and learning capabilities for a social impact business where staff expertise is the main ingredient of success. This position sits within Arabella’s Managed Organization’s team, which provides fiscal sponsorship services to nonprofit entities a related client projects working across the globe. Building upon existing structures, this leader will design and implement scalable strategies, processes, and systems to ensure dissemination of information to the right people at the right time. A leader in this role will be critical to improving the employee experience by paving the road for MO team members at all levels to manage their complex operational roles and grow in their careers. This role is key to ensuring we continue to make a significant and meaningful impact within the philanthropic sector in partnership with our clients. This role’s primary initial goal will be to set the priorities and strategies for the aggregation and dissemination of information, while jumping in mid-stride to improve existing efforts. This role’s incumbent will have the opportunity to build a team of specialists to support the execution of these priorities but will be initially supported by team members who have capacity dedicated to knowledge management and learning. Additionally, this leader will be supported by IT and the firmwide L&D leader in HR. This role will report to the head of team operations. This role is for a builder, scaler, and change-maker who is ready to work with a diverse set of stakeholders within Arabella and with our clients from across the philanthropic sector. Experience in knowledge management and adult/professional learning is needed. Essential Responsibilities
General Strategy
Develop and implement a strategy – with success metrics – that integrates knowledge management and learning and addresses key gaps in both.
Connect the strategy to the firm’s and MO business’ strategies and model, including anticipating and acting on future business needs that a knowledge management and learning strategy will need to address.
Lead change management initiatives related to the knowledge management and learning strategies, including for MO staff, the IT team, the Business Development team, and clients.
Develop and implement a budget, along with business cases for investment of funds.
Build, manage, and support knowledge management and learning teams to drive the outcomes of the knowledge management and learning strategies and related functions.
Identify, recommend, and lead the build-out of relevant IT systems.
Build the roster of, work in partnership with, and manage external consultants to support the advancement of the knowledge management and learning strategies.
Participate in knowledge management and learning communities of practice across the firm.
Knowledge Management Leadership
Identify needed team and role competencies necessary to achieve business outcomes, and develop a functional and related knowledge management program.
Implement knowledge management and sharing processes and systems that increase knowledge availability, through the lens of self-service and self-sufficiency.
Partner with internal teams to identify knowledge that team members need to know throughout different stages in their employee lifecycle and make it accessible.
Work across MO to develop and implement tools, reports, dashboards and databases that will improve program, technical and operational effectiveness and efficiency.
Improve the ease that knowledge is distributed and searchable across MO.
Develop and implement guidelines and expectations for how the team creates, maintains, and accesses knowledge and resources.
Identify best knowledge management practices and leverage existing technology (e.g., SharePoint, Salesforce) or secure new technology to create new and better systems and business intelligence forums.
Engage staff as active participants in updating knowledge management systems and processes with relevant information.
Support subject matter experts in distributing their specialized knowledge across MO.
Implement processes and technology systems that minimize continuity disruptions caused by institutional and project knowledge leaving when team members depart.
Support coordination of how MO business policies and processes are changed and shared.
Learning and Development Leadership
Identify needed role competencies within the team necessary to achieve business outcomes, and develop a team-based learning program to support staff development.
Develop a structure that best positions staff to develop the skills that are appropriate to their role and where they are in their Managed Organization’s career lifecycle.
Create an efficient and effective onboarding program that targets optimizing new team members in their roles as quickly as reasonable.
Develop and manage skills training for team members by level and services provided.
Build curricula to ensure staff at all levels have the right knowledge and skills to competently deliver core services.
Develop and leverage experiential learning programs– including shadowing, role playing, and sandboxing – to increase learning outcomes.
Work the firmwide learning and development (L&D) leader in the usage of and further development of our learning management system (LMS).
Use self-service (including within the LMS and across other available technology solutions) and interventions (e.g., video training, flow charts) to systematize and foster efficient learning.
Create a development pathway, in coordination with HR, that clarifies how a team member can grow from level to level.
Develop and convey effective learning and development standard operating procedures working within the firmwide blended L&D function.
Share adult learning and facilitation expertise with those team members responsible for MO training.
To Be Successful in This Role, You’ll Need
Bachelor’s; Graduate Degree Preferred in knowledge management, Six-Sigma, process improvement, learning and development, and/or adult/professional learning.
8-10+ years of work experience with steadily increasing responsibility.
Experience in a professional service environment preferred.
Experience in the nonprofit or social sectors preferred.
Experience in designing, implementing, and leading knowledge management and learning strategies, including related interventions and programs.
Experience in knowledge management and learning best practices and technologies.
Ability to lead and deliver complex projects, manage budgets.
Experience leading transformational changes and effectively advocating for new ideas.
Experience scaling a team and function.
Experience leading a function in a 250-500 person organization.
Exposure to user experience design.
Ability to manage and lead complex projects, manage budgets, oversee and delegate to others, and meet deadlines.
Ability to manage various stakeholder groups and be a collaborative partner.
Good active listening skills and a willingness to engage with people on a regular basis.
Salesforce and SharePoint experience.
Our Core Competencies
The ability to provide excellent service, including being able to effectively guide teams to achieve service standards and carry out strategy, and identify service offering gaps and recommend and/or drive improvements.
The ability to manage resources across team to ensure projects and goals are achieved, approve work plan changes and final deliverables, and communicate projects’ progress with critical stakeholders
The ability to establish and manage effective relationships with diverse stakeholders across the firm, including executive-level colleagues, and to foster a culture of courteous professional interactions
The ability to effectively communicate critical firm-wide messages, and to lead others in managing challenging conversations and developing complex communication skills
The ability to model and foster a team-wide culture of inclusion, collaboration, and knowledge sharing; to demonstrate and model appreciation for significant team contributions; and to mediate challenging interpersonal conflicts
The ability to regularly engage in leadership development activities, and lead firm-wide initiatives that improve firm-wide learning
The ability to foster a team culture that encourages creative problem solving, and to ensure teams have resources and training to overcome complex challenges
The ability to take initiative for creating an inclusive environment and model and implement equitable policies, practices, systems, or strategies
About Arabella Advisors Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation. About Arabella’s Managed Organizations Team Arabella Advisors provides operations and management support to multiple nonprofit organizations, including the New Venture Fund, the Windward Fund, and the Hopewell Fund—all 501(c)(3) public charities—and the Sixteen Thirty Fund, a 501(c)(4). These managed organizations house new and innovative public interest projects and nonprofits, as well as coordinate collaborative initiatives between donors and administer grants programs. This type of structure is commonly referred to as fiscal sponsorship, and candidates are highly encouraged to research fiscal sponsorship prior to a first interview. The managed organizations provide support to a diverse range of projects, including many focused on conservation, global health and civic engagement. Our Commitment to Diversity, Equity, and Inclusion (DEI) Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Arabella and read our official DEI statement. Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography.
Durham range $110,000-$123,000
Chicago range $115,000-$130,000
DC range $122,000-$137,000
NY range $132,000-$148,000
SF range $132,000-$148,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance- On average Arabella pays 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off-18 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
Working with Us
While this position must be based in Washington, DC, Chicago, IL, Durham, NC, New York, NY or San Francisco, CA, please note that all Arabella Advisors’ offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after their initial onboarding, all Arabellans will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. To center the safety and well-being of its employees, Arabella Advisors requires that any employee who is required to conduct in-person activities for their job must be fully vaccinated against COVID-19 within four weeks of their start date. This position may require candidates to be fully vaccinated against COVID-19. Accommodations may be sought and approved in accordance with the law. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job. Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We encourage you to read (or listen to) our DEI statement prior to applying. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and, except in rare circumstances considered on a case-by-case basis, all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Associate Director, Managed Organizations (Durham, NC; Chicago, IL; or Washington, DC) An experienced operations professional with strong project management skills who will manage a portfolio of nonprofit projects to ensure they have the back-office infrastructure necessary to meet their programmatic goals Associate Directors on the Managed Organizations (MO) team project manage -- and provide operational expertise to -- the nonprofit organizations Arabella manages that serve as fiscal sponsors, including the New Venture Fund, the Windward Fund, and the Hopewell Fund—all 501(c)(3) public charities—and the Sixteen Thirty Fund, a 501(c)(4). These managed nonprofit organizations house new and innovative public interest projects -- many focused on conservation, global health, and civic engagement -- as well as coordinate collaborative initiatives between donors and administer grants programs. MO team members are deeply passionate about the role that smooth, efficient back-office organizational operations play in achieving social impact. Our colleagues are experienced and skilled in areas like non-profit (c3) and (c4) compliance, budgeting and finance, human resources, technology, and project management. Associate Directors play a central role as conductors of these projects – ensuring all the pieces flow together smoothly and that the projects have the infrastructure needed to meet their strategic and programmatic goals. As an example, advocacy-focused projects are a growing component of our work, so this would be a great role for someone interested in gaining experience in the operations and compliance side of nonprofit advocacy initiatives.
Essential Responsibilities
Project Management and Oversight (80-85%)
Serve as a project manager for a portfolio of 6-10 projects, providing oversight and team management. Teams vary by project and are usually comprised of one project manager supported by one to three junior staff with oversight by one to two senior staff
Deftly manage multiple deadlines and continuously ensure priorities align with needs and capabilities of all stakeholders: funders, grantees, and project team
Manage relationships between multiple stakeholders, including funders, programmatic staff, and grantees
Provide operational expertise and ensure the nonprofit client projects remain financially sound and compliant with IRS, federal, and state regulations
Conduct due diligence on the nonprofits’ outgoing grants and manage reporting and deadlines on incoming grants
Recognize when and how to engage specialists in your projects, such as the compliance and financial analysis teams
Understand basic advocacy and lobbying regulations to ensure your portfolio of projects adheres to best practices in tracking and monitoring all activities to ensure compliance with IRS, federal, and state regulations
Ensure project data is accurately maintained within a customized Salesforce platform
Other Responsibilities (15-20%)
Contribute to the team and organization’s significant year-over-year growth by innovating our operations and processes
Participate in training and learning activities throughout the year
Support new business development by meeting with potential clients, evaluating projects, and developing collateral, proposals and budgets
As a project manager, contribute to professional growth and satisfaction of early career staff by providing appropriate direction, support, guidance and mentorship on project work and by promoting a firm culture that centers diversity, equity, and inclusion (DEI); develop and share relevant skills and
issue-area expertise
As needed, supervise and help develop 3-5 Program Assistants, Program Associates, and/or Program Managers
To Be Successful in This Role, You’ll Need
Bachelor's Degree or equivalent level of experience (8 years of experience without a Bachelor's degree)
4+ years of relevant professional experience
Relevant operations experience, for example in finance, HR, compliance, legal, or another related area, in the philanthropic, nonprofit, or business sectors. Familiarity and/or experience working within a fiscal sponsorship structure is a huge plus
Some experience with budgeting, forecasting, and/or reviewing nonprofit financial statements
Strong project management and stakeholder management skills to drive projects from ideation to completion, including the ability to lead multiple complex projects simultaneously, oversee and delegate to team members, build positive relationships with a range of philanthropic clients, and meet deadlines
The ability to solve complex challenges by identifying innovative solutions and facilitating coordination with others, for example, saying no to a non-compliant client request and leveraging your creativity and team member expertise to find a new solution
Proven ability to work inclusively with diverse teams, audiences, and stakeholders to achieve shared goals, including excellent teamwork, relationship building, and customer service
The ability to provide excellent service, including being able to address complex service matters, implement and communicate service changes to everyone involved, and to coach teammates on how to apply the firm’s service standards
The ability to work independently and as part of a team
An appreciation for efficient processes and a desire to improve them
The ability to help effectively communicate difficult messages; to adapt style, tone, and content to meet various needs; and to coach teammates on crafting content
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team and project-level learning, including coaching others
Our Core Competencies
The ability to provide excellent service, including being able to address complex service matters, implement and communicate service changes to everyone involved, and to coach teammates on how to apply the firm’s service standards
The ability to manage large-scale and cross-firm projects, including delegating and managing all resources, identifying and implementing improved processes, monitoring consistency across project teams, and providing direction and support to teammates
The ability to facilitate and negotiate among stakeholders with conflicting needs and to generate consensus among decision makers
The ability to help effectively communicate difficult messages; to adapt style, tone, and content to meet various needs; and to coach teammates on crafting content.
The ability to work cooperatively and inclusively with others to achieve shared goals, including encouraging and facilitating effective compromise, drawing on the capabilities of all team members, and leading team-level knowledge sharing
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team and project-level learning, including coaching others
The ability to solve complex challenges by identifying innovative solutions and facilitating coordination with others
The ability to elevate the voices of marginalized colleagues and mitigate power dynamics with staff with less formal authority
About Arabella Advisors Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation. About Arabella’s Managed Organizations Team Arabella Advisors provides operations and management support to multiple nonprofit organizations, including the New Venture Fund, the Windward Fund, and the Hopewell Fund—all 501(c)(3) public charities—and the Sixteen Thirty Fund, a 501(c)(4). These managed organizations house new and innovative public interest projects and nonprofits, as well as coordinate collaborative initiatives between donors and administer grants programs. This type of structure is commonly referred to as fiscal sponsorship, and candidates are highly encouraged to research fiscal sponsorship prior to a first interview. The managed organizations provide support to a diverse range of projects, including many focused on conservation, global health and civic engagement. Our Commitment to Diversity, Equity, and Inclusion (DEI) Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Arabella and read our official DEI statement. Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography.
Durham range $75,000-$85,000
Chicago range $80,000-$90,000
DC range $85,000-$95,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance- On average Arabella pays 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off- 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
Working with Us While this position must be based in Durham, NC, Chicago, IL or Washington, DC, Please note that all Arabella Advisors’ offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after their initial onboarding, all Arabellans will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. To center the safety and well-being of its employees, Arabella Advisors requires that any employee who is required to conduct in-person activities for their job must be fully vaccinated against COVID-19 within four weeks of their start date. This position may require candidates to be fully vaccinated against COVID-19. Accommodations may be sought and approved in accordance with the law. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more. How to Apply Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job. Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We encourage you to read (or listen to) our DEI statement prior to applying. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Feb 28, 2023
Full time
Associate Director, Managed Organizations (Durham, NC; Chicago, IL; or Washington, DC) An experienced operations professional with strong project management skills who will manage a portfolio of nonprofit projects to ensure they have the back-office infrastructure necessary to meet their programmatic goals Associate Directors on the Managed Organizations (MO) team project manage -- and provide operational expertise to -- the nonprofit organizations Arabella manages that serve as fiscal sponsors, including the New Venture Fund, the Windward Fund, and the Hopewell Fund—all 501(c)(3) public charities—and the Sixteen Thirty Fund, a 501(c)(4). These managed nonprofit organizations house new and innovative public interest projects -- many focused on conservation, global health, and civic engagement -- as well as coordinate collaborative initiatives between donors and administer grants programs. MO team members are deeply passionate about the role that smooth, efficient back-office organizational operations play in achieving social impact. Our colleagues are experienced and skilled in areas like non-profit (c3) and (c4) compliance, budgeting and finance, human resources, technology, and project management. Associate Directors play a central role as conductors of these projects – ensuring all the pieces flow together smoothly and that the projects have the infrastructure needed to meet their strategic and programmatic goals. As an example, advocacy-focused projects are a growing component of our work, so this would be a great role for someone interested in gaining experience in the operations and compliance side of nonprofit advocacy initiatives.
Essential Responsibilities
Project Management and Oversight (80-85%)
Serve as a project manager for a portfolio of 6-10 projects, providing oversight and team management. Teams vary by project and are usually comprised of one project manager supported by one to three junior staff with oversight by one to two senior staff
Deftly manage multiple deadlines and continuously ensure priorities align with needs and capabilities of all stakeholders: funders, grantees, and project team
Manage relationships between multiple stakeholders, including funders, programmatic staff, and grantees
Provide operational expertise and ensure the nonprofit client projects remain financially sound and compliant with IRS, federal, and state regulations
Conduct due diligence on the nonprofits’ outgoing grants and manage reporting and deadlines on incoming grants
Recognize when and how to engage specialists in your projects, such as the compliance and financial analysis teams
Understand basic advocacy and lobbying regulations to ensure your portfolio of projects adheres to best practices in tracking and monitoring all activities to ensure compliance with IRS, federal, and state regulations
Ensure project data is accurately maintained within a customized Salesforce platform
Other Responsibilities (15-20%)
Contribute to the team and organization’s significant year-over-year growth by innovating our operations and processes
Participate in training and learning activities throughout the year
Support new business development by meeting with potential clients, evaluating projects, and developing collateral, proposals and budgets
As a project manager, contribute to professional growth and satisfaction of early career staff by providing appropriate direction, support, guidance and mentorship on project work and by promoting a firm culture that centers diversity, equity, and inclusion (DEI); develop and share relevant skills and
issue-area expertise
As needed, supervise and help develop 3-5 Program Assistants, Program Associates, and/or Program Managers
To Be Successful in This Role, You’ll Need
Bachelor's Degree or equivalent level of experience (8 years of experience without a Bachelor's degree)
4+ years of relevant professional experience
Relevant operations experience, for example in finance, HR, compliance, legal, or another related area, in the philanthropic, nonprofit, or business sectors. Familiarity and/or experience working within a fiscal sponsorship structure is a huge plus
Some experience with budgeting, forecasting, and/or reviewing nonprofit financial statements
Strong project management and stakeholder management skills to drive projects from ideation to completion, including the ability to lead multiple complex projects simultaneously, oversee and delegate to team members, build positive relationships with a range of philanthropic clients, and meet deadlines
The ability to solve complex challenges by identifying innovative solutions and facilitating coordination with others, for example, saying no to a non-compliant client request and leveraging your creativity and team member expertise to find a new solution
Proven ability to work inclusively with diverse teams, audiences, and stakeholders to achieve shared goals, including excellent teamwork, relationship building, and customer service
The ability to provide excellent service, including being able to address complex service matters, implement and communicate service changes to everyone involved, and to coach teammates on how to apply the firm’s service standards
The ability to work independently and as part of a team
An appreciation for efficient processes and a desire to improve them
The ability to help effectively communicate difficult messages; to adapt style, tone, and content to meet various needs; and to coach teammates on crafting content
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team and project-level learning, including coaching others
Our Core Competencies
The ability to provide excellent service, including being able to address complex service matters, implement and communicate service changes to everyone involved, and to coach teammates on how to apply the firm’s service standards
The ability to manage large-scale and cross-firm projects, including delegating and managing all resources, identifying and implementing improved processes, monitoring consistency across project teams, and providing direction and support to teammates
The ability to facilitate and negotiate among stakeholders with conflicting needs and to generate consensus among decision makers
The ability to help effectively communicate difficult messages; to adapt style, tone, and content to meet various needs; and to coach teammates on crafting content.
The ability to work cooperatively and inclusively with others to achieve shared goals, including encouraging and facilitating effective compromise, drawing on the capabilities of all team members, and leading team-level knowledge sharing
The ability to use available resources and feedback to continually develop mastery in your role and facilitate team and project-level learning, including coaching others
The ability to solve complex challenges by identifying innovative solutions and facilitating coordination with others
The ability to elevate the voices of marginalized colleagues and mitigate power dynamics with staff with less formal authority
About Arabella Advisors Arabella Advisors helps foundations, philanthropists and investors who are serious about impact achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, Arabella is also a certified B Corporation. About Arabella’s Managed Organizations Team Arabella Advisors provides operations and management support to multiple nonprofit organizations, including the New Venture Fund, the Windward Fund, and the Hopewell Fund—all 501(c)(3) public charities—and the Sixteen Thirty Fund, a 501(c)(4). These managed organizations house new and innovative public interest projects and nonprofits, as well as coordinate collaborative initiatives between donors and administer grants programs. This type of structure is commonly referred to as fiscal sponsorship, and candidates are highly encouraged to research fiscal sponsorship prior to a first interview. The managed organizations provide support to a diverse range of projects, including many focused on conservation, global health and civic engagement. Our Commitment to Diversity, Equity, and Inclusion (DEI) Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Arabella and read our official DEI statement. Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector and adjusted for local labor market rates and differentiated by geography.
Durham range $75,000-$85,000
Chicago range $80,000-$90,000
DC range $85,000-$95,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance- On average Arabella pays 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off- 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
Working with Us While this position must be based in Durham, NC, Chicago, IL or Washington, DC, Please note that all Arabella Advisors’ offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after their initial onboarding, all Arabellans will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. To center the safety and well-being of its employees, Arabella Advisors requires that any employee who is required to conduct in-person activities for their job must be fully vaccinated against COVID-19 within four weeks of their start date. This position may require candidates to be fully vaccinated against COVID-19. Accommodations may be sought and approved in accordance with the law. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more. How to Apply Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work at Arabella and why you’re qualified for this specific job. Arabella Advisors is an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We encourage you to read (or listen to) our DEI statement prior to applying. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While Arabella is open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Director, Client Development-Kiwi Partners
We are seeking an experienced and motivated Business Development professional to expand our nonprofit client base. In this role, you will cultivate relationships with potential nonprofit clients and educate them on how our accounting, human resources (HR), and consulting services will benefit their organization. Our ideal candidate has an extensive background in Business Development and knows how to close engagements with existing leads, generate new leads, and develop long-lasting client relationships.
Kiwi Partners, a service line of Arabella Advisors, is seeking a mission-driven individual with substantial experience in business development and the nonprofit sector. This position is a core member of the team responsible for growing and managing Kiwi Partners’ / Arabella Advisors’ business development for accounting consulting, accounting outsourcing, and HR consulting for nonprofit clients. The ideal candidate will have a background in, and passion for, supporting the growth of our reach and impact in helping society to become a better place.
Essential Responsibilities
In consultation with leadership of Kiwi Partners and Arabella Advisors, design a client development strategy that identifies the greatest areas of opportunity and key strategies to reach those markets.
Develop relationships with all client types that will generate a sustainable multi-year book of business; generate new leads through networking opportunities.
Qualify leads and convert to prospective clients by successfully articulating the value of our services.
Create effective Business Development pitches to close the sale, including working with the proposal development and editorial teams to create the proposal.
Stay abreast of developments in the field through attendance at convenings and conferences and represent the firm at relevant sector events and meetings.
Contribute to the development, implementation, and management of key components of the sales process, liaising with other department members as appropriate, and contributing to the firm’s strategic plan, annual objectives, and key business performance metrics.
To Be Successful in This Role, You’ll Need
A history of successful business development / sales
7-10+ years of work experience with steadily increasing responsibility
Experience in philanthropic and/or nonprofit organizations
Comfort discussing accounting and HR services
Proven ability to work with diverse audiences and stakeholders and facilitate meetings, convenings, and strategic processes that bring groups to decisions
Ability to meet deadlines, while creating a positive and inclusive team environment
Proficiency in Salesforce or similar database
Excellent communication (verbal and written) and organizational skills
Ability to help teams overcome collaboration challenges and promote compromise, inclusion, and openness; promote and lead activities that support an open, safe, and inclusive organization; build critical cross-team connections; and share useful knowledge firm wide
An outgoing and goal-oriented nature
About Kiwi Partners / Arabella Advisors
Our firm helps foundations, philanthropists and investors who are serious about impact, achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, we are also a certified B Corporation.
Our Commitment to Diversity, Equity, and Inclusion (DEI)
Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Kiwi / Arabella and read our official DEI statement.
Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector.
National salary range for this position is $85,000-$106,000.
In addition, this hire will have a revenue target and commensurate incentive compensation.
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance - On average we pay 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off - 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
Working with Us
This position is open to candidates who wish to be based out of our office locations in New York, Washington DC, Chicago, Durham, and San Francisco. We are also open to permanently remote workers based in the following states: California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin.
Please note that all our five offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues.
We expect that after your initial onboarding, you will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work for us and why you’re qualified for this specific job.
We are an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While we are open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and, except in rare circumstances considered on a case-by-case basis, all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Feb 28, 2023
Full time
Director, Client Development-Kiwi Partners
We are seeking an experienced and motivated Business Development professional to expand our nonprofit client base. In this role, you will cultivate relationships with potential nonprofit clients and educate them on how our accounting, human resources (HR), and consulting services will benefit their organization. Our ideal candidate has an extensive background in Business Development and knows how to close engagements with existing leads, generate new leads, and develop long-lasting client relationships.
Kiwi Partners, a service line of Arabella Advisors, is seeking a mission-driven individual with substantial experience in business development and the nonprofit sector. This position is a core member of the team responsible for growing and managing Kiwi Partners’ / Arabella Advisors’ business development for accounting consulting, accounting outsourcing, and HR consulting for nonprofit clients. The ideal candidate will have a background in, and passion for, supporting the growth of our reach and impact in helping society to become a better place.
Essential Responsibilities
In consultation with leadership of Kiwi Partners and Arabella Advisors, design a client development strategy that identifies the greatest areas of opportunity and key strategies to reach those markets.
Develop relationships with all client types that will generate a sustainable multi-year book of business; generate new leads through networking opportunities.
Qualify leads and convert to prospective clients by successfully articulating the value of our services.
Create effective Business Development pitches to close the sale, including working with the proposal development and editorial teams to create the proposal.
Stay abreast of developments in the field through attendance at convenings and conferences and represent the firm at relevant sector events and meetings.
Contribute to the development, implementation, and management of key components of the sales process, liaising with other department members as appropriate, and contributing to the firm’s strategic plan, annual objectives, and key business performance metrics.
To Be Successful in This Role, You’ll Need
A history of successful business development / sales
7-10+ years of work experience with steadily increasing responsibility
Experience in philanthropic and/or nonprofit organizations
Comfort discussing accounting and HR services
Proven ability to work with diverse audiences and stakeholders and facilitate meetings, convenings, and strategic processes that bring groups to decisions
Ability to meet deadlines, while creating a positive and inclusive team environment
Proficiency in Salesforce or similar database
Excellent communication (verbal and written) and organizational skills
Ability to help teams overcome collaboration challenges and promote compromise, inclusion, and openness; promote and lead activities that support an open, safe, and inclusive organization; build critical cross-team connections; and share useful knowledge firm wide
An outgoing and goal-oriented nature
About Kiwi Partners / Arabella Advisors
Our firm helps foundations, philanthropists and investors who are serious about impact, achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, we are also a certified B Corporation.
Our Commitment to Diversity, Equity, and Inclusion (DEI)
Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Kiwi / Arabella and read our official DEI statement.
Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector.
National salary range for this position is $85,000-$106,000.
In addition, this hire will have a revenue target and commensurate incentive compensation.
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance - On average we pay 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off - 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
Working with Us
This position is open to candidates who wish to be based out of our office locations in New York, Washington DC, Chicago, Durham, and San Francisco. We are also open to permanently remote workers based in the following states: California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin.
Please note that all our five offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues.
We expect that after your initial onboarding, you will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work for us and why you’re qualified for this specific job.
We are an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While we are open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and, except in rare circumstances considered on a case-by-case basis, all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.