Description:
- Manage a portfolio of funds that includes fiscal sponsorship, field of interest, designated, agency, and tribute/memorial funds.
- Serve as a primary point of contact for individual donors, funder collaboratives, community coalitions, and nonprofit agencies associated with the portfolio.
- Respond to new fund inquiries. Manage new fund processing and onboarding.
- Serve as liaison between Operations and Finance teams and fund representatives.
- Provide oversight for the transactional activity of the portfolio. Approve grants and accounts payable every week to ensure compliance, accuracy, and relevance.
- Track incoming donations and payments to monitor activity and support the operations team as needed with gift questions. Provide reporting for internal and external clients on transactional activity as needed.
- Develop resources and training materials including written documents, videos, webinars, etc. for fund representatives to help mitigate operational questions and issues and support their philanthropic goals. -Communicate with fund representatives to implement updates or changes, exit inactive and low-balance funds, modify services, and change fund types as appropriate.
What you need to be successful:
- Nonprofit experience
- 2+ years of relevant experience.