Initiative Support Associate, Consulting

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee project logistics and keep project plans, action item trackers, timelines, deliverables, and execution tools up to date.

• Assist with client-facing administrative tasks, including managing report timelines, invoicing and billing, re-grant disbursements, and coordinating documentation.

• Create materials for meetings, including agendas, notes, and follow-up communications.

• Track tasks and report on progress, risks, and any support requirements.

• Contribute to client deliverables such as PowerPoint presentations, engagement letters, research reports, and training materials.

• Identify potential process improvements and suggest changes to policies or procedures.

• Update and manage financial, impact, and project records in Salesforce.

• Conduct research, collect information, and analyze both quantitative and qualitative data.

• Develop client-facing deliverables including presentations, reports, and summaries.

• Synthesize findings, insights, and recommendations; review work products for accuracy and completeness.

• Maintain tools for knowledge management, including templates, resources, and repositories.

• Document lessons learned and best practices from consulting projects.

• Collaborate with colleagues, clients, and partners across various projects.

• Manage event logistics and assist with client-facing workshops, training sessions, and meetings.

• Engage in departmental, team, client, and organizational meetings.

• Support special projects, initiatives, and organizational priorities as needed.

⛳️ Requirements

• Bachelor’s degree from an accredited institution or a combination of relevant education, training, and experience.

• At least one (1) year of professional work experience.

• Capability to handle multiple priorities, adhere to deadlines, and maintain a keen attention to detail.

• Excellent written and verbal communication abilities.

• Strong analytical, research, and problem-solving skills.

• Proficiency in Microsoft Office, including Excel, Word, PowerPoint, and Outlook.

• Ability to work both independently and collaboratively within a team setting.

• Experience in nonprofit, public sector, consulting, financial services, or similar fields is advantageous.

• Knowledge of, or a willingness to learn about, Community Development Financial Institutions (CDFIs) and community-centered finance.

• Competence in managing large volumes of data to independently generate reports and presentations.

• Availability to work during core business hours from 9:00 am to 5:00 pm local time.

• Willingness to travel occasionally, approximately 20% of the time.

🏝️ Benefits

• Up to twenty (20) paid holidays/business closure days.

• Three (3) floating holidays.

• Flexible time off policy.

• Group medical insurance with a funded health reimbursement account.

• Dental and vision insurance plans.

• Life insurance and disability coverage.

• Retirement plan with a 4% non-elective employer contribution.

• Additional retirement matching contribution of up to 2%.

• “Work from home” fund available.

• Flexible spending accounts for health, dependent care, and commuting expenses.

• Opportunities for professional development and learning.