LiftFund
JOB DESCRIPTION

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

Responsibilities:

• 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:

LiftFund/HR                           

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