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Senior Grant and Investment Compliance Analyst - REMOTE

LiftFund is Headquartered in San Antonio, Texas
 Senior Grant and Investment Compliance Analyst  

As the Senior Grant and Investment Compliance Analyst, you will be a key leader in supporting LiftFund's goal to provide support and capital to hardworking, deserving entrepreneurs by directly supporting the strategic and daily objectives of LiftFund’s mission.  To be a Lifter is to believe that regardless of background, financial access and resources, doors should be open for everyone.  We are a leading Community Development Financial Institution (CDFI) that holds an AERIS Four-Star impact rating. We support entrepreneurs that work hard every day, to create a better life for themselves and their families, while providing jobs and services to the communities they serve.  Lifters are working across 15 states to provide affordable, responsible business loans, create and sustain jobs, and stabilize local economies. Our work transforms lives and communities.
LiftFund is recognized locally and nationally for our innovation, advisory services, and ability to be at the forefront of redefining the financial services industry at the community level. If you are looking for an opportunity to impact the lives of others —we just might have the role for you.


The primary role of the Senior Grant and Investment Compliance Analyst is to support the Director of Grants and Investment Oversight in managing the grant and information reporting program; monitor and report results of funds received by the organization; support achievement of objectives of an effective compliance program.

What We Look For
  • Bachelor’s degree in, Finance, Economics, Business Administration, Data Science or related fields. 
  • Five-years’ experience in Analyst related work in finance, business, legal, data analysis or related field.
  • Experience in accessing, extracting, and analyzing data from financial software and customer relationship management systems for use in report preparation
  • Experience in PowerBI or related Business Intelligence solutions
  • Effective writing, verbal and listening communication skills.
  • Effective organizational and time management skills.
  • Excellent attention to detail and high level of accuracy and quality.
  • Excellent interpersonal skills.
  • Experience with grant management and reporting
  • Advance skills in Microsoft Products (MS Excel, MS Word, MS Power Point, and MS Outlook) and web-based applications.

Other Requirements:
  • Advanced experience in using customer relationship management, loan management, and accounting systems.
  • Possess sound judgment, effective decision making, and customer service and conflict resolution skills.
  • Attention to detail and high level of accuracy.
  • Self-Motivated, goal and detail oriented.
  • Ability to work both collaboratively and independently
  • Ability to read and interpret financial statements
  • Ability to work flexible schedules
What You’ll Do
  • Develop and maintain procedures for reports due to funders and investors of the organization
  • Extract, process, and analyze data from accounting, loan management, customer relationship management systems and PowerBI to prepare financial and impact reports due to funders and investors
  • Collaborate with other departments (e.g., Risk Management, Lending, Development, Accounting, etc.) to create and submit reports
  • Monitor grant funded program performance and use of funds
  • Research potential issues and reports them to Compliance Director as well as assist in process improvement procedures
  • Support Compliance Department with administrative tasks and maintain complete and organized files for each funder
  • Work on a variety of projects

It Would Be Great If You Had
-   Experience with Federal grants or investments

What We Offer
A competitive salary, benefit package within 60 days of hire, Federal Holidays, employee discount program, LiftFund sponsored Flexible Spending Account, 401(k), and much more!

Check us out on Linkedin and at Liftfund.com.   Apply here or at our website.

LiftFund provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.

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