Job Title: Director - Strategic Financing Services - Applications and Strategic Planning
Job Responsibilities:
The Director of Strategic Financing Services - Applications and Strategic Planning at the company is tasked with overseeing the Application and Strategic Planning activities for Community Development Entities (CDEs), Community Development Financial Institutions (CDFIs), Community Lenders, and Nonprofits which are collectively referred to as Community Development Organizations. Key responsibilities include:
- Managing the Application and Grant writing team to cultivate a healthy team culture.
- Coordinating and balancing the NMTC application writing team’s individual and team workflow.
- Drafting, reviewing, and preparing NMTC Allocation Applications and supporting documents for strategic and technical opportunities.
- Writing and reviewing compelling business strategies, community outcomes, and other narratives to maximize scoring and increase the likelihood of successful outcomes.
- Collaborating with clients to identify and source appropriate NMTC pipeline opportunities tailored to unique CDE needs.
- Synthesizing and incorporating industry terms, trends, and data to support business strategies, community outcomes, and compelling applications.
- Identifying and managing other grant and application writing opportunities to ensure quality and timely submissions.
- Collaborating with deal team participants to secure commitments, evidence of support, and letters of interest for various funding applications.
- Designing and reviewing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner.
- Establishing relationships with CDFIs, CDEs, and various community development stakeholders.
- Assisting clients with formalizing their organizational framework through an Organization Assessment.
- Assisting with underwriting and structuring NMTC transactions.
- Supporting and preparing for submission of relevant Certifications.
- Preparing sub-CDE Certifications in connection with NMTC allocation agreements.
- Helping identify an organization’s short and long-term goals and developing a sustainable financial plan.
- Actively managing a pipeline of community development finance investing, lending, and growth initiatives.
- Collaborating with GPS and GovCon teams to identify and develop grant writing opportunities.
- Working collaboratively with Bank Finance and other industries within the company to create comprehensive offerings.
- Coordinating with The Innovate Fund (TIF) Chief Operating Officer and company staff on strategic planning initiatives.
- Performing other job-related functions as assigned.
Education and Experience Information:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field is required.
- CPA license, MBA, JD, LLM, or a Master’s Degree in a related field is preferred.
- A minimum of 10 years of demonstrated progressive experience in community development finance, tax credit finance, CDE/CDFI Lending, structured finance, or a related field is required.
- Knowledge of tax credit financing is required, with specific experience with NMTC strongly preferred.
- Experience in working with borrowers, lenders, investors, and Community Development Organizations is necessary.
- Strong research and analytical skills are essential for solving complex issues.
- Expert knowledge of tax credit finance reporting is required, with specific experience with CDFI Fund’s AMIS reporting strongly preferred.
- The ability to effectively manage up, down, and out, with exceptional client service skills, is necessary.
- Strong leadership, recruiting, training, and mentoring skills are required, along with excellent verbal, written, and presentation skills.
- Proficiency in Excel is required.
- A strong sense of urgency and a shared sense of mission are essential.
Salary Information:
The salary range for the Director position is $146,395-$328,800. Individual salaries within this range are determined by various factors, including the role, function, and associated responsibilities, a candidate’s work experience, education, knowledge, skills, and geographic location. Additionally, the company offers a comprehensive, high-quality benefits program which includes annual bonuses, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs dedicated to enhancing personal and work life, providing financial protection for employees and their families.
The company is committed to providing equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state, or local laws. The company will not provide work sponsorship for this position, and candidates must demonstrate eligibility to work in the United States.
