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Grant & Investment Compliance Analyst

San Antonio, Tx

Position Title:            Grant & Investment Compliance Analyst

Reports to:                 Director of Compliance

Purpose:                     To support the Director of compliance in overseeing 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.

Minimum Qualifications:
  • Minimum bachelor’s degree in Paralegal Studies, Finance, Economics, Business Administration, Data Science or related fields. 
  • Minimum two-year 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.
  • 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

  • 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
  • Other projects and duties as assigned.

Salary commensurate with experience and qualifications + Bonus opportunity

·Attractive Health Benefits: Medical, Dental, Vision and Life Insurance with significant Company cost sharing, along with a Company-sponsored Flexible Spending Account stipend

·401(k) with a generous Company match up to 5%

Background checks are conducted of top candidates.
Send cover letter & resume to:


2007 W. Martin St.
San Antonio, TX78207
Email: jhernandez@liftfund.com
Fax: 210-533-2940


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