Senior Portfolio Manager, Shared Services
4 weeks ago
TSNE ( ) is working to build to a more just, equitable society. We do this by providing capacity building services, consulting and training services, and operational support for hundreds of nonprofits, foundations, community-based groups, and others working for social change. We are partners and colleagues working collaboratively to support areas critical for organizations, including property management, leadership development and support, finance and accounting, human resources, and organizational development. We live by our values as an organization, and are committed to identifying, including, and valuing the unique skills, perspectives and knowledge of each member of our team.
About our Values:
- Justice - A just society is one in which all people have the dignity, resources, power, and self-determination to fully thrive. We seek to create a more just world in all of our work.
- Progress - We commit out resources, expertise, and energy to delivering high quality support and services that make movement toward a more just world possible.
- Impact - We work collaboratively with others to build the capacity and sustainability of organizations who work toward social good.
As TSNE's newest initiative, Shared Services provides a one-stop solution for nonprofits, particularly BIPOC-led and -serving, seeking a trusted, mission-aligned partner to help manage "back-office" organizational finances and operations, and "front-office" consulting in organizational development, strategy, and operations. The Senior Portfolio Manager, Shared Services (SPM) will lead a portfolio of shared services nonprofit organizations (NPOs), providing them with support around grants, finance, and overall operations. The SPM ensures that the finance and grant management services are delivered timely, accurately, efficiently, effectively, maintaining a professional and amiable client relationship with the NPOs, and providing direct high level customer service around short and long-term financial sustainability and growth, while at the same time building positive and productive relationships with our clients. In the second phase, Shared Services will expand with the development of cooperatively owned solution-based services, encompassing finance, HR, communications, evaluation and other services. The SPM will play an integral role in ensuring these services are provided through a responsive and cohesive approach to NPOs who select these additional services. This role oversees assigned Portfolio Managers (PMs), who have their own portfolio, and a Portfolio Associate (PA), who supports the team as directed by the SPM. This position also supports cross-departmental leadership and coordination.
Essential Functions
Grants and Finance Management - 35%
- Support a portfolio of NPOs with financial management services including:
- Reviewing grant proposals, awards, amendments, agreements and assist with budgets and ensure budgets are aligned with anticipated outcomes and ensure funders' compliance requirements;
- Monitoring spending, adjust payroll allocation as necessary, prepare necessary reporting;
- Ensuring grants are closed out on an accurate and timely basis.
- Work with the PAs to ensure proper set up of funder portals with complete documentation of funding awards in compliance with funder guidelines, terms and conditions; ensuring timely and accurate processing of payables, receivables, deposits and billing;Preparation, review and timely distribution of financial reports, funder reports, annual budgets and long-term financial plans based on NPO initial drafts;
- Document and address issues requiring attention and/or further discussion with NPO and/or supervisor;
- Assist NPO leadership with understanding financial statements or other reports as needed;
- Lead "big picture" review of financials in monthly and quarterly meetings with Senior NPO staff, which includes allocations, projections, financial scenarios, and other ad-hoc analysis as necessary;
- Review and adjust salary allocations based on funding sources availability and allowability;
- Analyze and monitor NPO fund and cash balances to ensure adequate reserves;
- Assist with maintenance of record-keeping and systems management to ensure compliance
- Conduct, lead and coordinate organizational updates on financial health, human resources, compliance and risk as well as other updates on regular basis
- Lead and coordinate operational-driven workflow creation or changes between NPO and TSNE internal staff. For example, special billing needs, expense or procurement needs;
- Keep NPOs and TSNE team informed of status and potential challenges. Identify options, prepare analysis and recommend solutions to address fund balance issues;
- As a Team Leader, supervise and oversee the work of assigned PMs and PAs;
- Lead coordination and integration of NPO back-end services as well as other TSNE services;
- Provide on-boarding and ongoing training to NPO staff around client management best practices;
- Coordinate horizontal teams to leverage supports from the accounting, human resources, payroll, and other teams as well as vertically for escalation and leadership support;
- Work closely with the Senior Director of Shared Services to problem-solve, evaluate NPO performance and forecasting, and ensure the best possible service to all NPOs;
- Lead financial system/budget module reporting efforts including assessment of needs, design of new reports, testing and roll-out.
- Lead day-to-day client management supports;
- Oversee client trainings on systems and tools;
- Lead the on-boarding and off-boarding of NPOs;
- Provide information as needed to the Board of Directors of the NPO.
Qualifications
Many folks who are impacted by biased professionalism standards, such as women, LGBTQIA+, BIPOC, and individuals with disabilities, tend to only submit an application if they meet every requirement listed. At TSNE, we are always looking for enthusiastic candidates who are the best fit for the role, both culturally and through experience. If you believe you'd be a good addition to our team, we look forward to your application
- At least six years of experience managing grants and nonprofit finances;
- Experience working in a BIPOC-led and -serving nonprofit;
- Nonprofit funding and federal grant management experience, strongly preferred;
- Experience assessing and implementing business processes;
- Knowledgeable on various aspects of federal grant regulatory compliance requirements;
- Proficiency with accounting software, spreadsheets, and data management systems;
- Supervisory experience and/or experience leading teams or projects required;
- Strong project management skills;
- Knowledge of nonprofit management best practices;
- Experience handling confidential information;
- Ability to think strategically, set goals, and implement a vision;
- Excellent real-time communication and problem solving skills;
- Attention to detail;
- Demonstrated ability to multi-task, react and think quickly, and adjust to changing priorities;
- Self-starter with a strong sense of ownership and involvement who has the initiative to proactively troubleshoot and identify potential problems and resolve conflicts;
- Ability to build effective professional relationships with stakeholders including staff and external partners;
- Ability to support and maintain a culture of high operational and customer service standards;
- Strong computer skills (MS Office Suite; Salesforce (CRM), ADP, ERP, expense reporting experience a plus);
- Implementation of new financial/reporting systems a plus;
- Must be committed to the work of social and economic justice organizations.
- Communication - The ability to effectively exchange ideas, concepts, facts, and data with diverse audiences.
- High standard of integrity, ethics, and professionalism - The highest standards of integrity, ethical practices and professionalism are demonstrated in all aspects of work, including interactions with others, decision-making, and the development and delivery of work product. The ability to integrate core values, equity, integrity and accountability throughout all organizational practices.
- Relationship management - The ability to develop and nurture positive, productive relationships with others.
- Collaboration - The ability to collaborate vertically and horizontally throughout the organization and with others.
- Technologically and organizationally functional - Computer skills and demonstrates willingness to learn additional, specific platforms. Also understands and follows the policies and procedures applicable to all staff.
- Soft Skills including exceptional discretion and judgment. Effective verbal and written communication skills with a wide audience . click apply for full job details
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