JOB ANNOUNCEMENT
Job Title: Senior Associate, Development
(Fundraising)
Supervisor's Title: Executive Vice President, Development
Location: Philadelphia, PA Office
FLSA:
Exempt
Position Summary and Essential Functions:
This position provides support the overall fundraising activities of
OFN's Development line of business and External Affairs team. The
Senior Associate works to coordinate existing funding relationships and
new relationships to help achieve the team's annual fundraising goal
($2 million+). Essential functions of this position are:
* Assist EVP in maintaining and tracking pipeline of concept
papers and proposals that position OFN's programs to receive funding.
* Write and submit compelling proposals and reports, including
OFN's quarterly investors report.
* Analyze grant trends and make recommendations for potential
funding partners
* Maintain grant compliance and operations including tracking
deliverables and monitoring grant spend budgets with high standards of
effectiveness, timeliness, and completeness; plan grant on-boarding
meetings;
* Coordinate the systems, data, and research that drive
funder/investor relationship planning and execution. Ensure that all
information and analyses are current, accurate, and relevant to the
relationship strategy--clearly understanding and linking planning,
actionable next steps, and outcomes.
* Support OFN's sponsorship activities, assisting in the
relationship management and logistical planning for the OFN Conference
and other sector events as assigned.
Company Summary:
Opportunity Finance Network (OFN) is the leading membership
organization for community banks, credit unions and loan funds that
invest in low-income, low-wealth, and other disinvested communities
across America. OFN Members provide affordable, responsible credit that
finances community businesses, sparks job growth in the areas that need
it most, and delivers both sound financial returns and real changes for
people and communities.
To learn more about OFN, visit: [1]www.ofn.org
Women, People of Color, and LGBTQ candidates are encouraged to apply.
Position Details:
Tasks, Duties and Responsibilities:
Assist in achieving annual revenue targets and other strategic goals by
managing specific OFN funder relationships and fundraising campaigns,
leveraging senior OFN executives and other organizational resources as
appropriate. This includes:
Grant proposal development and submission
* Prepare materials for proposals; submit proposals and monitor
grant applications.
* Draft proposals and grant application narratives, and
collaborate to finalize with or Executive Vice President, Development
or Leadership Team member.
* Submit grant applications via funders' online portals, and
maintain OFN's list of passwords.
* Execute thank you letters, receipts, post-grant
acknowledgements, forms, surveys, etc.
* Ensure acknowledgment of funders/investors via OFN's website,
e-newsletter, and social media.
? Support the submission of government grants (CDFI Fund FA
Award, SBA, etc.)
Support OFN event sponsorship activities, including sponsor
solicitation and fulfillment by:
* Maintaining contact with current and potential sponsors.
* Assist sponsors identify opportunities at the OFN conference;
assist Leadership team in closing sponsorship opportunities.
* Complete due diligence on closed sponsorships.
Funder and investor reporting, including tracking deliverables and
monitoring grant spend budgets.
* Anticipate and manage the timely completion and submission of
all funder and investor reports.
- Monitor and maintain the funder and investor reporting
schedules and requirements.
- Produce the monthly Grant Spend Report to track grant
expenditures.
- Draft compelling progress and final reports to funders that
fully capture programmatic success, collaborating with OFN staff across
business lines.
- Assemble all necessary supporting materials and documents
including budget reports, OFN financials, loan covenants, etc.; submit
reports to funders and investors via email or online reporting portal.
- Report examples include:
o CDFI Fund Institution Level Report (ILR) and Transaction Level
Report (TLR).
o Quarterly Report to OFN's Financing Fund investors.
o Individual grant reports for general operating support or specific
projects/initiatives.
- Participate in and assist in coordinating meetings and
conference calls with funders.
Systems, data, and research that drive funder/investor relationship
planning and execution.
* Collaborate with the EVP, Development in management of the
systems and data that underpin OFN's relationship management work,
including contact information, communications logs, etc.
- Manage the Development Team's pipeline and relationship
information including contact and meeting notes in the Team's CRM
system (Salesforce).
* Organize and monitor execution of funder/investor goals,
tactics, and next steps.
- Produce the monthly fundraising report.
- Update and maintain the Team's weekly meeting agenda,
including key goals and timelines.
* Contribute to the team's planning and strategy development
with quality research and analysis.
- Analyze historic funder and fundraising data to illustrate
trends and help bring additional clarity to key funder relationships.
- Perform research and data gathering from external and
internal sources to provide synthesized, thoughtful research that feeds
funder prospecting and concept papers.
Miscellaneous
* Keep updated on fundraising trends specifically in the areas
of small business, impacting investing, socially-responsible investing,
and community development.
* Provide biannual analysis and recommendations to EVP for
prospective funding.
Qualifications:
* Bachelor's degree or 5-7 years' work experience in lieu of a
degree; graduate degree a plus
* 3+ years' experience in fundraising, grant writing, grants
management or sales required
* Demonstrated formal writing experience required; preferably
analytical or persuasive in nature
* Experience working with CRM databases is beneficial;
experience with Salesforce a plus
* Understanding of community development preferred
* Experience or volunteer work in a non-profit or small office
environment a plus
* Excellent administrative skills including planning and time
management
* Advanced skills in Microsoft Office (specifically Word, Excel
and Powerpoint)
* Must possess strong analytical and persuasive writing skills
as well as superior editing skills, including ability to convey complex
information in a clear manner to a diverse audience with a high
attention to detail required
* Self-motivated with the ability to set priorities and manage
multiple tasks under minimal supervision in effective and efficient
manner
* Ability to work under pressure and respond to deadlines
without sacrificing quality
* Excellent interpersonal skills, flexibility, and ability to
collaborate with other teams within OFN
* Moderate travel required (<20% of time)
* Job involves normal physical requirements for an office
position.
How to Apply
Interested parties should complete an application and submit their
resume and letter of interest at:
[2]https://theapplicantmanager.com/jobs?pos=OF119
Application deadline: January 31, 2017
Or Mail:
Search: Senior Associate, Development
Opportunity Finance Network
620 Chestnut Street Suite 572
Philadelphia, PA 19106
