Initiative Support Associate, Consulting

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Requirements:

• Minimum of 1 year of professional work experience, preferably in nonprofit management, philanthropy, government, consulting and/or financial services
• Strong relationship-building approach
• Strong analytical and research skills and ability to work with large amounts of data to create reports and presentations independently
• Proficient with Microsoft Outlook Applications (e.g., Excel, Word, and PowerPoint)
• Ability to build flexible, efficient financial models and clear presentations
• Experience with Salesforce and Asana are a plus
• Strong organizational and time management skills

Responsibilities:

• Plan and manage multiple project work plans, meeting internal and external deliverables in an efficient and timely manner in compliance with NFF rules and regulations
• Manage key administrative functions in support of efficient operations and achievement of program goals including supporting the development of analyses and materials for internal and external meetings and follow up on items resulting from the meetings
• Develop a process to collect client financial information, data capture, and scheduling; track and manage progress against budget, capacity, and delivery targets
• Coordinate logistics for client events both in-person and virtual including building and managing the attendee list, scheduling, coordinating team communication, selecting venue or virtual platform, and organizing event materials and meals
• Support client-facing financial processes, including report timelines, invoicing and billing for program engagements, tracking re-grant disbursements, and coordinating documentation with internal team members and external partners
• Identify opportunities for improvements; recommend policy or process changes as appropriate
• Update and maintain database in Salesforce including keeping financial and impact records and other documents organized and up to date
• Support colleagues with initial assessments, data analysis and sector research
• Manage and monitor client data, reports, files, and research
• Support the development, distribution, collection and analysis of client outcome and demographic surveys
• Conduct research to support client engagements, including sector trends, nonprofit financial benchmarks, and best practices in leadership and strategy
• Lead event logistics and support the execution of client-facing workshops, training sessions, and convenings. Responsibilities include scheduling, attendee management, preparing materials, and ensuring seamless virtual or in-person execution
• Support the development of presentations for clients that both identify and communicate key findings and recommendations for addressing core strategic and financial issues
• Contribute to high quality client deliverables, including PPT presentations, engagement letters, research reports, and workshop/training curriculum.
• Provide team support to accomplish initiative goals, research methods for improvement and contribute to providing recommendations while anticipating future needs
• Contribute to NFF as a learning organization that seeks to advance the sector