Job Title: Director - Strategic Financing Services - Applications and Strategic Planning
Job Responsibilities:
- Oversee the Application and Strategic Planning activities for Community Development Entities (CDEs), Community Development Financial Institutions (CDFIs), Community Lenders, and Nonprofits collectively known as Community Development Organizations.
- Assist Community Development Organizations in building internal and external capacity, clarifying their Mission, Vision, and Values (MVV), and formalizing and executing their strategic plans.
- Lead a team of Application Writers and Community Development Specialists.
- Manage the process of writing New Markets Tax Credits (NMTC) Applications and other grant writing processes for clients seeking funding from various programs.
- Expand the portfolio of clients and work collaboratively internally and externally to achieve measurable results for the team, clients, and communities served.
- Cultivate a healthy team culture and coordinate workflow for the NMTC application writing team.
- Draft, review, and prepare NMTC Allocation Applications and supporting documents.
- Write and review business strategies, community outcomes, and other narratives to maximize scoring and increase the likelihood of successful outcomes.
- Collaborate with clients to identify and source NMTC pipeline opportunities tailored to unique CDE needs.
- Manage other grant and application writing opportunities for quality and timely submissions.
- Establish relationships with CDFIs, CDEs, and various community development stakeholders.
- Assist clients with formalizing their organizational structures and frameworks.
- Underwrite and structure NMTC transactions.
- Support and prepare submissions for relevant certifications.
- Help organizations develop sustainable financial plans and secure private investment commitments.
- Manage a pipeline of community development finance investing, lending, and growth initiatives.
- Collaborate with various teams to identify and develop grant writing opportunities aligned with compliance needs.
- Coordinate with The Innovate Fund (TIF) and company staff on strategic planning initiatives.
- Travel requirement: 20%.
Education and Experience Information:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- CPA license, MBA, JD, LLM, or a Master’s Degree (other field-related certifications may be considered).
- Minimum of 10 years of demonstrated progressive experience in community development finance, tax credit finance, CDE/CDFI Lending, structured finance, or a related field.
- Knowledge of tax credit financing required, with specific experience with NMTC strongly preferred.
- Experience working with borrowers, lenders, investors, and Community Development Organizations.
- Strong research and analytical skills, with the ability to solve complex issues.
- Expert knowledge of tax credit finance reporting required, with specific experience with CDFI Fund’s AMIS reporting strongly preferred.
- Strong leadership, recruiting, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills.
- Entrepreneurial and highly motivated to make internal and external connections.
- Proficiency in Excel.
- Strong sense of urgency and shared sense of mission.
Salary Information:
- Pay Range: $146,395-$328,800.
- Competitive compensation packages based on performance.
- Comprehensive benefits program including annual bonus, 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 and providing financial protection.
Company provides equal employment opportunities and requires applicants to demonstrate eligibility to work in the United States. The role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position is canceled.
