Senior Associate, Advisory Services

Nonprofit Finance Fund
Oakland, CA
Job Type
Deadline for Applications
Where to Apply

Position Summary:

NFF unlocks the potential of mission-driven organizations through tailored investments, strategic advice, and accessible insights. In working to deliver strategic advice to a diverse mix of funders and nonprofits, NFF delivers advisory services nationally from a network of five offices, located in Boston, New York, Philadelphia, Oakland and Los Angeles. Keeping this practice running requires a sophisticated approach to staffing, service delivery and measuring our outcomes, which is the primary focus of the four-member Advisory Services Operations Team.

The Sr. Associate on the Advisory Services Operations (AS Ops) Team serves a critical role in helping NFF’s consultants to manage and document their work, while also providing key reports and business insights for departmental leadership. The user experience of NFF’s consulting team is a top priority for the Sr. Associate, who works to ensure continued user adoption and data integrity within Salesforce (NFF’s primary platform for managing data and relationships) as it relates to the delivery of our services.

In addition, our departmental data must also meet several broader organizational needs. To accomplish these collaborative goals, a successful candidate must be able to:

Help NFF consultants identify business insights and make data informed decisions through the development of Salesforce reports and other key practices.

Work closely with counterparts in the Advisory Services Capacity Management and Business Development teams, NFF’s Finance & Administration team, and the NFF Salesforce Manager in order to ensure alignment across the organization.

Members of the AS Ops Team also support and occasionally participate in the delivery of NFF’s consulting services with clients. Increasingly, many of NFF’s clients are facing issues tied to data integrity and data management as they adjust to the realities of a new “outcomes-based world.”  As such, the Sr. Associate may have the opportunity to engage in direct consulting services, as appropriate, particularly when client issues arise related to data management.

Primary Duties and Responsibilities:

Lead on data visualization to make robust data-sets accessible and engaging to NFF management and senior leadership.
Manage a suite of reports, ensuring consistent user practices and high quality data that will support Advisory Services Operations. Such reporting will allow Sr. Associate to:
Optimize use of data to track, monitor and manage deployment of the consulting team and business development pipeline across a national portfolio of work (i.e., capacity planning).
Utilize reports to highlight the budgetary and workflow data needed by the team to effectively manage complex projects (i.e., project management).
Count the breadth and depth of services provided by NFF in a given time frame and assess results of these services using standardized reports (i.e., outcomes measurement).
Interact closely with business development and client delivery systems in real time in order to understand the user experience and make recommendations for improvements within Salesforce.
Ensure consulting team has a smooth experience with AS systems, inclusive of systems onboarding, ongoing trainings (internal and external) and user friendly processes.
Tactically participate in client engagements, as needed.
Other duties to be determined as needed.

Essential Requirements for Education and/or Experience:

Bachelor’s degree or equivalent combination of experience and education.
Minimum of five years’ experience, including experience in the nonprofit sector.
Highly effective in project management.
Experience working with database or CRM systems.
Experience working with large amounts of data and reporting.
Excellent written and oral communications.
Ability to see the big picture while maintaining strong attention to detail and commitment to accuracy.
Strong organizational skills and time management abilities; capacity to prioritize competing responsibilities.
Excellent interpersonal skills with demonstrated ability to effectively “manage up” and foster collaboration.
Ability to work in a team environment and to both effectively lead diverse working groups as well as be a strong contributor.
Commitment to learning new software and systems; flexibility, creativity, patience and a sense of humor are necessary qualities.
Proficient with Microsoft Excel (strong), Word, PowerPoint and Outlook.
Demonstrated maturity and independent judgement in communicating with internal and external stakeholders.
Willingness to travel (15%) and meet with and train consulting team.

Specialized Knowledge/Beneficial Skills and Experience:

Master’s Degree or equivalent experience.
Experience with Salesforce strongly preferred.
Experience with data visualization software (e.g. Tableau, Wave, Microsoft BI, etc.) strongly preferred.
Experience with online survey tools (e.g. Survey Gizmo, Survey Monkey, etc.).
Familiarity with proven project management structures and techniques.
Training/teaching/presentation experience.

Apply here

Additional Information

NFF works toward a more just and vibrant society through:

Financing that invests in missions. Our customized financing strengthens hardworking nonprofits and social enterprises.
Consulting that empowers leaders. Our experts equip you to make financial decisions that best serve your mission.

Partnering on big problems. Service providers, funders, and investors turn to us for new ways to collaboratively support stronger, fairer communities.
Learning that helps illuminate paths to solving complex social issues. Sharing experiences and expertise–from ideas to anecdotes to cutting-edge data and analysis–makes it easier.

Nonprofit Finance Fund® (NFF®) is a leading Community Development Financial Institution (CDFI) with over $250 million in community investments. NFF has provided $620 million in financing and access to additional capital in support of over $2.3 billion in projects for thousands of organizations nationwide. In partnership with others, we’ve also supported the provision of more than $120 million in grants to nonprofits for recovery, capital and planning grants and reserves.