Salk Institute for Biological Studies
100100 North Torrey Pines Road, La Jolla, CA, USA
POSITION SUMMARY
Reporting to the Director, Development Services (DDS), incumbent provides specialized support to the DEV Services team and fundraising staff. Responsibilities include but are not limited to gift processing; gift acknowledgment; prospect research; data entry, clean-up and management; report writing; and administrative and fiscal support. Serves as primary database administrator for Giftmap program to track donor naming opportunities. Interacts with all levels of the organization, including senior management, faculty, donors and members of the community. Responsible for independent problem-solving and performing duties with a high level of service and the utmost courtesy and confidentiality. Must possess attention to detail, ability to maintain confidentiality, ability to meet tight deadlines and multi-task with frequent interruptions. Assists with evening and weekend events, as necessary.
ESSENTIAL FUNCTIONS
Gift Processing and Data Management (50%)
Under direction of the DDS and Development and Programs Administrator (DPA), performs timely and accurate data entry and maintenance of gift records, pledges, memberships, etc. Ensures that all interested parties, including faculty and leadership, are notified of significant gifts.
Assists in creation and maintenance of gift acceptance policies, procedures and training manuals.
Reviews incoming gift activity and gift agreements to ensure timely donor acknowledgement requirements. Verifies accuracy of all gift and donor information using files, correspondence and database records.
Scans and makes copies of checks and credit card gifts and updates electronic donor files accordingly, maintaining confidentiality with payment information. Delivers checks to Finance (FIN) office, as necessary.
Prepares and distributes weekly gift summary reports for Development team. Acts as primary liaison to FIN to provide allocation information and gift reconciliation reports on a daily, weekly and monthly basis. Resolves any issues and develops and implements policies, independently or with input from DDS and DPA when necessary.
Prepares and prints standard gift acknowledgment letters and matches with corresponding gift receipt; mails to recipients. Consults with appropriate fundraising units as appropriate.
Executes special gift acknowledgement letters for Development Officer (DO) review, including honor/memorial tribute, stock, President’s letters and others as necessary. Includes inserting donor information, formatting, routing for review and mailing.
Regularly performs data entry and cleanup projects in Salesforce, including but not limited to monitoring returned mail to update addresses and updating ER department personnel information.
Monitors recent record entries to ensure that department users provide accurate and complete data into Salesforce. Follows up with unit admins to request updates and provide ongoing refresher training, as necessary.
Builds, maintains and runs low- to mid-level reports, dashboards, queries, imports, exports and lists from the database to fulfill requests and data reports (lists, mailing labels, letters). Manipulates data and formatting as needed.
Communicates in person, in writing and by phone with individuals at all levels, including board members, senior management, executive leadership, faculty, staff and members of the community.
Assists with special data update projects, as needed.
Donor Stewardship Data Administration (40%)
Serves as primary database administrator for Giftmap program to track donor naming opportunities on the Salk campus. Includes adding new naming opportunities and associated information, monitoring new entries to check for accuracy and consistency and making system updates as necessary.
Executes regular transfer of data to and from Salesforce database to ensure up-to-date information is available to department users.
Builds, maintains and runs reports for department use in strategy and planning meetings, gift proposals, etc.
Provides system training to new users. Regularly monitors data integrity report and provides policy reminders and follow-up training as necessary.
Development Services Administrative Support (10%)
Provides administrative support to DEV Services unit, including coordinating meetings and training, copying documents, running errands, preparing mailings, ordering supplies and overseeing a comprehensive filing and retrieval system.
Assists in scheduling of team meetings and Salesforce training sessions, including booking rooms, tracking RSVPs and attendance and preparing materials and equipment, as necessary.
Regularly checks unit’s supply inventory and places orders in accordance with budget allocations and Salk policies and procedures. Acts as liaison to Procurement for orders. Ensures items are received and reconciled against ledger.
Monitors unit’s office equipment, including computers and printers. Troubleshoots technical issues to determine whether additional service is required. Acts as liaison to IT and Facilities Services for all repairs and maintenance.
Oversees tracking of Development department equipment, including computers, laptops, tablets, etc. Monitors age of desktop computers to recommend candidates for new equipment as budget permits. Regularly updates log of devices assigned to each employee, and assists in off-boarding process by ensuring that all Salk equipment is accounted for before employees leave the Institute.
Prepares accounting forms, including accounts payable, independent contractors and maintenance agreements, purchase requisitions of supplies and equipment, cash advances, travel, reimbursements and budget adjustments.
Processes invoices for DEV Services unit, including checking for appropriate data (fund and account numbers). Routes for required approvals, copies as needed, sends to FIN for processing and follows up to ensure timely and accurate payment.
Completes weekly and monthly budget review and audit-ready reconciliation for DEV Services budget. Reviews posted expenses and estimates spending for remainder of the fiscal year. Ensures accuracy of all reports before seeking approval. Maintains comprehensive filing system of all financial records.
Works with DDS and ER Admin unit to develop annual budget call for DEV Services budget.
Serves as DEV Services representative at monthly administrative staff meetings to provide updates and reminders to department administrative staff members. Reports pertinent information back to DEV Services team.
Completes special projects, as assigned.
EXPERIENCE
Required:
3+ years of relevant work experience in office administration.
1+ years of relevant work experience in a fundraising environment.
Experience with basic budget reconciliation and preparing financial and expense reports.
Experience with event and meeting logistical preparation.
Strong, demonstrated organizational and administrative support experience, with ability to prioritize daily operations and projects in order to meet rigid deadlines, ensure smooth workflow and handle multiple tasks simultaneously, often working under pressure and with frequent interruptions while exhibiting extreme attention to detail and maintaining a high degree of accuracy at all times.
Experience providing strong, customer-oriented service and assistance.
Experience researching and gathering materials and information for meetings and events and drafting, editing and proofreading correspondence, briefings and reports.
Demonstrated experience in gathering, researching and analyzing information and recommending or implementing appropriate solutions.
Experience drafting, editing and proofreading correspondence, briefings and reports.
Demonstrated experience using personal computers and a wide variety of software for presentations, written communication, data processing and electronic communication.
Preferred:
Prior experience in a larger (500+) nonprofit organization.
Prior experience in gift processing and acknowledgement.
Experience using Salesforce or similar fundraising database.
EDUCATION
Required:
Bachelor’s degree or equivalent combination of education and experience
Preferred:
Salesforce Administrator certification
SKILLS AND ABILITIES
Required:
Strong demonstrated organizational skills with ability to prioritize daily operations and projects in order to meet rigid deadlines to ensure smooth workflow and handle multiple tasks simultaneously, often working under pressure with frequent interruptions while exhibiting extreme attention to detail and maintaining a high degree of accuracy at all times.
Demonstrated high degree of integrity, dependability, use of sound judgment, diplomacy and resourcefulness, with a strong work ethic.
Proven ability to work with independence, maintain confidentiality and anticipate problems and needs of department, taking necessary actions to mitigate potential negative effects and proactively assisting where possible.
Exceptional customer service capabilities and interpersonal skills to communicate and interact in a courteous, politically correct and effective manner using a high degree of tact, diplomacy and discretion while exercising good judgment with individuals at all levels in person, in writing or by phone with diverse and demanding clientele, with emphasis on flexibility and professionalism.
Excellent communication skills, including verbal and written. Ability to write and edit letters and other communications, as needed.
Ability to communicate extensively and persuasively to be collaborative, facilitative and to accomplish goals in a timely manner.
Ability to ensure confidentiality of information and sensitive documents by following operational procedures and exercising judgment in responding to requests.
Ability to make excellent decisions and to employ mature judgment under demanding conditions and/or when confronted with frequently changing priorities.
Proven ability to work with independence, maintain confidentiality and anticipate problems and needs of department, taking necessary actions to mitigate potential negative effects and proactively assisting where possible.
Ability to establish and provide successful employee training.
Ability to research and present summaries in a succinct manner using realistic expectations.
Ability to execute basic budget reconciliation and prepare financial and expense reports.
Demonstrated skill in using computer equipment and a wide variety of software packages for presentations, written communication, data processing and electronic communication (Microsoft Word, Excel, Outlook, PowerPoint and Visio).
Demonstrated experience with relational databases, and an advanced-level use of Excel formulas and spreadsheets; expertise in various related software applications.
Preferred :
Knowledge of the principles and processes of professional fundraising.
Knowledge of gift processing, gift acceptance policies and procedures and capital campaign counting.
Demonstrated knowledge of relational database concepts and complex data structures and relationships.
Ability to establish and provide successful employee training.
SPECIAL CONDITIONS OF EMPLOYMENT
Must be willing to work in an animal-related research environment.
Satisfactory completion of the Institute’s background investigation.
Will require occasional evenings and weekends to assist with events.
Ability to work a flexible schedule, as needed.
Must be willing to sign an employee confidentiality agreement.
PHYSICAL REQUIREMENTS
This position requires constant adjusting focus, grasping, hearing, keying, seeing, sitting, talking, analyzing, calculating, communicating, reading, reasoning, writing, and working inside.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
Full Time
POSITION SUMMARY
Reporting to the Director, Development Services (DDS), incumbent provides specialized support to the DEV Services team and fundraising staff. Responsibilities include but are not limited to gift processing; gift acknowledgment; prospect research; data entry, clean-up and management; report writing; and administrative and fiscal support. Serves as primary database administrator for Giftmap program to track donor naming opportunities. Interacts with all levels of the organization, including senior management, faculty, donors and members of the community. Responsible for independent problem-solving and performing duties with a high level of service and the utmost courtesy and confidentiality. Must possess attention to detail, ability to maintain confidentiality, ability to meet tight deadlines and multi-task with frequent interruptions. Assists with evening and weekend events, as necessary.
ESSENTIAL FUNCTIONS
Gift Processing and Data Management (50%)
Under direction of the DDS and Development and Programs Administrator (DPA), performs timely and accurate data entry and maintenance of gift records, pledges, memberships, etc. Ensures that all interested parties, including faculty and leadership, are notified of significant gifts.
Assists in creation and maintenance of gift acceptance policies, procedures and training manuals.
Reviews incoming gift activity and gift agreements to ensure timely donor acknowledgement requirements. Verifies accuracy of all gift and donor information using files, correspondence and database records.
Scans and makes copies of checks and credit card gifts and updates electronic donor files accordingly, maintaining confidentiality with payment information. Delivers checks to Finance (FIN) office, as necessary.
Prepares and distributes weekly gift summary reports for Development team. Acts as primary liaison to FIN to provide allocation information and gift reconciliation reports on a daily, weekly and monthly basis. Resolves any issues and develops and implements policies, independently or with input from DDS and DPA when necessary.
Prepares and prints standard gift acknowledgment letters and matches with corresponding gift receipt; mails to recipients. Consults with appropriate fundraising units as appropriate.
Executes special gift acknowledgement letters for Development Officer (DO) review, including honor/memorial tribute, stock, President’s letters and others as necessary. Includes inserting donor information, formatting, routing for review and mailing.
Regularly performs data entry and cleanup projects in Salesforce, including but not limited to monitoring returned mail to update addresses and updating ER department personnel information.
Monitors recent record entries to ensure that department users provide accurate and complete data into Salesforce. Follows up with unit admins to request updates and provide ongoing refresher training, as necessary.
Builds, maintains and runs low- to mid-level reports, dashboards, queries, imports, exports and lists from the database to fulfill requests and data reports (lists, mailing labels, letters). Manipulates data and formatting as needed.
Communicates in person, in writing and by phone with individuals at all levels, including board members, senior management, executive leadership, faculty, staff and members of the community.
Assists with special data update projects, as needed.
Donor Stewardship Data Administration (40%)
Serves as primary database administrator for Giftmap program to track donor naming opportunities on the Salk campus. Includes adding new naming opportunities and associated information, monitoring new entries to check for accuracy and consistency and making system updates as necessary.
Executes regular transfer of data to and from Salesforce database to ensure up-to-date information is available to department users.
Builds, maintains and runs reports for department use in strategy and planning meetings, gift proposals, etc.
Provides system training to new users. Regularly monitors data integrity report and provides policy reminders and follow-up training as necessary.
Development Services Administrative Support (10%)
Provides administrative support to DEV Services unit, including coordinating meetings and training, copying documents, running errands, preparing mailings, ordering supplies and overseeing a comprehensive filing and retrieval system.
Assists in scheduling of team meetings and Salesforce training sessions, including booking rooms, tracking RSVPs and attendance and preparing materials and equipment, as necessary.
Regularly checks unit’s supply inventory and places orders in accordance with budget allocations and Salk policies and procedures. Acts as liaison to Procurement for orders. Ensures items are received and reconciled against ledger.
Monitors unit’s office equipment, including computers and printers. Troubleshoots technical issues to determine whether additional service is required. Acts as liaison to IT and Facilities Services for all repairs and maintenance.
Oversees tracking of Development department equipment, including computers, laptops, tablets, etc. Monitors age of desktop computers to recommend candidates for new equipment as budget permits. Regularly updates log of devices assigned to each employee, and assists in off-boarding process by ensuring that all Salk equipment is accounted for before employees leave the Institute.
Prepares accounting forms, including accounts payable, independent contractors and maintenance agreements, purchase requisitions of supplies and equipment, cash advances, travel, reimbursements and budget adjustments.
Processes invoices for DEV Services unit, including checking for appropriate data (fund and account numbers). Routes for required approvals, copies as needed, sends to FIN for processing and follows up to ensure timely and accurate payment.
Completes weekly and monthly budget review and audit-ready reconciliation for DEV Services budget. Reviews posted expenses and estimates spending for remainder of the fiscal year. Ensures accuracy of all reports before seeking approval. Maintains comprehensive filing system of all financial records.
Works with DDS and ER Admin unit to develop annual budget call for DEV Services budget.
Serves as DEV Services representative at monthly administrative staff meetings to provide updates and reminders to department administrative staff members. Reports pertinent information back to DEV Services team.
Completes special projects, as assigned.
EXPERIENCE
Required:
3+ years of relevant work experience in office administration.
1+ years of relevant work experience in a fundraising environment.
Experience with basic budget reconciliation and preparing financial and expense reports.
Experience with event and meeting logistical preparation.
Strong, demonstrated organizational and administrative support experience, with ability to prioritize daily operations and projects in order to meet rigid deadlines, ensure smooth workflow and handle multiple tasks simultaneously, often working under pressure and with frequent interruptions while exhibiting extreme attention to detail and maintaining a high degree of accuracy at all times.
Experience providing strong, customer-oriented service and assistance.
Experience researching and gathering materials and information for meetings and events and drafting, editing and proofreading correspondence, briefings and reports.
Demonstrated experience in gathering, researching and analyzing information and recommending or implementing appropriate solutions.
Experience drafting, editing and proofreading correspondence, briefings and reports.
Demonstrated experience using personal computers and a wide variety of software for presentations, written communication, data processing and electronic communication.
Preferred:
Prior experience in a larger (500+) nonprofit organization.
Prior experience in gift processing and acknowledgement.
Experience using Salesforce or similar fundraising database.
EDUCATION
Required:
Bachelor’s degree or equivalent combination of education and experience
Preferred:
Salesforce Administrator certification
SKILLS AND ABILITIES
Required:
Strong demonstrated organizational skills with ability to prioritize daily operations and projects in order to meet rigid deadlines to ensure smooth workflow and handle multiple tasks simultaneously, often working under pressure with frequent interruptions while exhibiting extreme attention to detail and maintaining a high degree of accuracy at all times.
Demonstrated high degree of integrity, dependability, use of sound judgment, diplomacy and resourcefulness, with a strong work ethic.
Proven ability to work with independence, maintain confidentiality and anticipate problems and needs of department, taking necessary actions to mitigate potential negative effects and proactively assisting where possible.
Exceptional customer service capabilities and interpersonal skills to communicate and interact in a courteous, politically correct and effective manner using a high degree of tact, diplomacy and discretion while exercising good judgment with individuals at all levels in person, in writing or by phone with diverse and demanding clientele, with emphasis on flexibility and professionalism.
Excellent communication skills, including verbal and written. Ability to write and edit letters and other communications, as needed.
Ability to communicate extensively and persuasively to be collaborative, facilitative and to accomplish goals in a timely manner.
Ability to ensure confidentiality of information and sensitive documents by following operational procedures and exercising judgment in responding to requests.
Ability to make excellent decisions and to employ mature judgment under demanding conditions and/or when confronted with frequently changing priorities.
Proven ability to work with independence, maintain confidentiality and anticipate problems and needs of department, taking necessary actions to mitigate potential negative effects and proactively assisting where possible.
Ability to establish and provide successful employee training.
Ability to research and present summaries in a succinct manner using realistic expectations.
Ability to execute basic budget reconciliation and prepare financial and expense reports.
Demonstrated skill in using computer equipment and a wide variety of software packages for presentations, written communication, data processing and electronic communication (Microsoft Word, Excel, Outlook, PowerPoint and Visio).
Demonstrated experience with relational databases, and an advanced-level use of Excel formulas and spreadsheets; expertise in various related software applications.
Preferred :
Knowledge of the principles and processes of professional fundraising.
Knowledge of gift processing, gift acceptance policies and procedures and capital campaign counting.
Demonstrated knowledge of relational database concepts and complex data structures and relationships.
Ability to establish and provide successful employee training.
SPECIAL CONDITIONS OF EMPLOYMENT
Must be willing to work in an animal-related research environment.
Satisfactory completion of the Institute’s background investigation.
Will require occasional evenings and weekends to assist with events.
Ability to work a flexible schedule, as needed.
Must be willing to sign an employee confidentiality agreement.
PHYSICAL REQUIREMENTS
This position requires constant adjusting focus, grasping, hearing, keying, seeing, sitting, talking, analyzing, calculating, communicating, reading, reasoning, writing, and working inside.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
Planned Parenthood of Southern New England
New York
ABOUT THE ORGANIZATION:
The Peterson Center on Healthcare (“the Center”) is a non-profit organization dedicated to making higher quality, more affordable healthcare a reality for all Americans. The organization is working to transform U.S. healthcare into a high-performance system by finding innovative solutions that improve quality and lower costs, and accelerating their adoption on a national scale. Established by the Peter G. Peterson Foundation, the Center collaborates with stakeholders across the healthcare system and engages in grant-making, partnerships, and research. Two specific grant-making portfolios within the Center include the following:
High-Need Patient
Recognizing that the healthcare system too often fails those who need it the most, the Center has been working to improve the quality and lower the cost of care for high-need patients since 2015. High-need individuals have clinically complex needs, functional limitations, and/or behavioral health conditions, and are more likely to incur high healthcare costs.
Special Projects
In an effort to glean generalizable learnings around scaling healthcare delivery innovations, the Center also funds a growing portfolio of special projects that fall outside its current program areas. Many of these projects have the potential to become part of new standalone focus areas in the future.
For more information, please visit: https://petersonhealthcare.org/
ABOUT THE OPPORTUNITY:
The Center is seeking a Program Associate to support the Center’s program focused on scaling high-impact healthcare innovations for both the High-Need Patient and Special Projects portfolios. This position will dually report to the Senior Managers of these portfolios to support the development of new grants, partnerships and learning opportunities in accordance with the Center’s emerging strategies.
The Associate will learn about making impactful philanthropic investments by supporting the Senior Managers to manage grants across their lifecycle from ideation and approval to evaluation and dissemination of final deliverables. Specific responsibilities include:
Grants Administration
Ensuring grantees have all applicable forms and templates to submit a new proposal and conduct an initial review of submitted materials,
Tracking the project status and performance metrics of deliverables and modification requests,
Updating Senior Managers and tracking tools on status of grants,
Managing the modification and closeout process for all grants,
Working closely with the Foundation grants team to ensure that grants are in compliance with organizational policies and processes,
Improving and streamlining processes to ensure efficiency, and
Preparing agendas, meeting materials and taking minutes during virtual and in-person meetings with grantees and partners and facilitating and monitoring follow-up activities.
Research and Synthesis
Carrying out due diligence research on potential grantees and partners,
Conducting horizon scanning of new developments, trends and perspectives related to portfolio strategy and individual investments, and
Attending conferences and events to elicit key insights from thought leaders on relevant topics.
ABOUT THE SUCCESSFUL CANDIDATE:
The ideal candidate will be intellectually curious, operationally focused, and detail oriented. They will think and react strategically and with flexibility in response to continually evolving organizational priorities and opportunities. More specifically, the ideal candidate will bring:
Strong writing, research and analytical skills with the ability to synthesize information.
A collaborative and constructive approach with colleagues and external partners.
Proven skill and comfort in prioritizing, multi-tasking and efficiently delivering high-quality work products.
High attention to detail, willingness to be hands-on as necessary, high degree of flexibility in attitude and working style and ability to work independently.
Ability to understand and interrogate budgets and financial reporting.
Excellent judgment; adept at exercising discretion and tact in complex, confidential situations.
Professional Experience:
Prior experience in management consulting, corporate strategy, business operations or other professional services, program or project management, or related experience.
Understanding of and interest in healthcare delivery and financing, healthcare system transformation, and healthcare policy a plus.
Prior philanthropic experience as a funder or grantee a plus.
EDUCATION AND TRAVEL: Master’s degree in health care administration, public health, public policy or related field is a plus. Less than 20% travel required.
Please email cover letter and resume or nominations in confidence to: PCH@sandlersearch.org
The Peterson Center on Healthcare is an Equal Opportunity Employer and encourages candidates of all backgrounds to apply for this position.
Full Time
ABOUT THE ORGANIZATION:
The Peterson Center on Healthcare (“the Center”) is a non-profit organization dedicated to making higher quality, more affordable healthcare a reality for all Americans. The organization is working to transform U.S. healthcare into a high-performance system by finding innovative solutions that improve quality and lower costs, and accelerating their adoption on a national scale. Established by the Peter G. Peterson Foundation, the Center collaborates with stakeholders across the healthcare system and engages in grant-making, partnerships, and research. Two specific grant-making portfolios within the Center include the following:
High-Need Patient
Recognizing that the healthcare system too often fails those who need it the most, the Center has been working to improve the quality and lower the cost of care for high-need patients since 2015. High-need individuals have clinically complex needs, functional limitations, and/or behavioral health conditions, and are more likely to incur high healthcare costs.
Special Projects
In an effort to glean generalizable learnings around scaling healthcare delivery innovations, the Center also funds a growing portfolio of special projects that fall outside its current program areas. Many of these projects have the potential to become part of new standalone focus areas in the future.
For more information, please visit: https://petersonhealthcare.org/
ABOUT THE OPPORTUNITY:
The Center is seeking a Program Associate to support the Center’s program focused on scaling high-impact healthcare innovations for both the High-Need Patient and Special Projects portfolios. This position will dually report to the Senior Managers of these portfolios to support the development of new grants, partnerships and learning opportunities in accordance with the Center’s emerging strategies.
The Associate will learn about making impactful philanthropic investments by supporting the Senior Managers to manage grants across their lifecycle from ideation and approval to evaluation and dissemination of final deliverables. Specific responsibilities include:
Grants Administration
Ensuring grantees have all applicable forms and templates to submit a new proposal and conduct an initial review of submitted materials,
Tracking the project status and performance metrics of deliverables and modification requests,
Updating Senior Managers and tracking tools on status of grants,
Managing the modification and closeout process for all grants,
Working closely with the Foundation grants team to ensure that grants are in compliance with organizational policies and processes,
Improving and streamlining processes to ensure efficiency, and
Preparing agendas, meeting materials and taking minutes during virtual and in-person meetings with grantees and partners and facilitating and monitoring follow-up activities.
Research and Synthesis
Carrying out due diligence research on potential grantees and partners,
Conducting horizon scanning of new developments, trends and perspectives related to portfolio strategy and individual investments, and
Attending conferences and events to elicit key insights from thought leaders on relevant topics.
ABOUT THE SUCCESSFUL CANDIDATE:
The ideal candidate will be intellectually curious, operationally focused, and detail oriented. They will think and react strategically and with flexibility in response to continually evolving organizational priorities and opportunities. More specifically, the ideal candidate will bring:
Strong writing, research and analytical skills with the ability to synthesize information.
A collaborative and constructive approach with colleagues and external partners.
Proven skill and comfort in prioritizing, multi-tasking and efficiently delivering high-quality work products.
High attention to detail, willingness to be hands-on as necessary, high degree of flexibility in attitude and working style and ability to work independently.
Ability to understand and interrogate budgets and financial reporting.
Excellent judgment; adept at exercising discretion and tact in complex, confidential situations.
Professional Experience:
Prior experience in management consulting, corporate strategy, business operations or other professional services, program or project management, or related experience.
Understanding of and interest in healthcare delivery and financing, healthcare system transformation, and healthcare policy a plus.
Prior philanthropic experience as a funder or grantee a plus.
EDUCATION AND TRAVEL: Master’s degree in health care administration, public health, public policy or related field is a plus. Less than 20% travel required.
Please email cover letter and resume or nominations in confidence to: PCH@sandlersearch.org
The Peterson Center on Healthcare is an Equal Opportunity Employer and encourages candidates of all backgrounds to apply for this position.
The Pew Charitable Trusts
Washington, Dist. Columbia
Overview
The Pew Charitable Trusts uses data to make a difference. For more than 70 years, we have focused on serving the public, invigorating civic life, conducting nonpartisan research, advancing effective public policies and practices, and achieving tangible results. Through rigorous inquiry and knowledge sharing, we inform and engage public-spirited citizens and organizations, linking diverse interests to pursue common cause. We are a dedicated team of researchers, communicators, advocates, subject matter experts, and professionals working on some of today's big challenges – and we know we are more effective and creative collectively than we are individually. With Philadelphia as our hometown and the majority of our staff located in Washington, DC, our U.S. and international staff find working at Pew personally and professionally rewarding.
Wise stewardship of resources allows Pew employees to pursue work that strategically furthers our mission in significant and measurable ways. We collaborate with a diverse range of philanthropic partners, public and private organizations, and concerned citizens who share our interest in fact-based solutions and goal-driven initiatives to improve society. Pew attracts top talent, people of integrity who are service-oriented and willing to take on challenging assignments. We provide competitive pay and benefits, a healthy work-life balance, and a respectful and inclusive workplace. Pew employees are proud of their colleagues, proud of where they work, and proud of the institution's reputation.
Finance
Pew's Finance department is committed to serving as an excellent steward of financial resources; providing accurate, reliable, timely, and cost effective finance and accounting related products and services; and delivering extraordinary customer service on a sustained basis.
The Finance department desires to ensure each position is fully aligned with Pew's mission, strategic priorities and results-oriented culture; and filled by a person with the competencies, skills, experience, and adaptability necessary to deliver extraordinary results on a sustained basis. The Finance department strives to provide a great workplace for competent, highly motivated, and results-oriented people whose leadership qualities and core values align with the Pew's high-performing and mission-driven culture.
Pew's Finance department is comprised of three primary areas, Controller, Finance Operations and Finance and Treasury Services. Controller is comprised of (i) accounting and financial reporting (ii) grant management (iii), payroll and payment services; Finance Operations is comprised of (i) program and operations budget and planning; (ii) contract and procurement services. Finance and Treasury Services is comprised of (i) treasury services, (ii) institutional reporting and analytics; and (iii) research support.
Contracts and Procurement Services
Pew's organizational structure includes a centralized procurement and contracting unit called CAPS, housed within the Finance Department. The mission of the unit is to collaborate with Program and Operations internal customers to procure desired goods and services in a timely manner, at a reasonable price and in a way that is consistent with established Pew policies, procedures and cycle-time targets.
Position Overview
The Senior Associate, Contracts and Procurement Services will report to the Manager, Contracts and Procurement Services. The team's primary responsibilities will be to work with Program teams and Pew's Operations departments to develop and execute contract documents. The Senior Associate will provide oversight over the development of statements of work, deliverables, payment schedules and other contract requirements. As needed, the Senior Associate with liaise with vendors and participate in contract negotiations. A successful candidate will become familiar with the core program work and be able to execute contract activities. The position is located at Pew's Washington, DC office.
This role will require the candidate to develop an understanding of institutional and program-specific policies and procedures, foster strong relationships across functional areas and maintain knowledge of the organization.
Responsibilities
In collaboration with Program teams:
Work proactively to determine when there is a need for a contract, contract extension, amendment, or renewal; support vendor selection as needed.
Lead competitive Request for Proposals (RFP) process to facilitate provider selection, due diligence and risk management evaluation and reporting. This may include: referring to an established list of preferred providers by service type, including past performance, to help inform vendor selection; developing strategic and/or preferred provider sourcing plans, in consultation with buyers when asked; developing proposal solicitation strategies and managing voluntary RFP processes; and, coordinating the distribution and/or collection of vendor due diligence information, including self-certification forms and domestic and international tax identification documents.
Play a significant role in drafting contract deliverables, statements of work and contract budgets.
Lead purchase requisition process, including: confirming budget availability, source of funding and proper coding; providing market pricing information in support of price negotiations; helping to properly document how contract budgets are derived; assisting with writing basic scopes of work and deliverables when requested and linking payment schedules to deliverables when appropriate; providing consultative services to program, subject matter experts and vendors; and, evaluating requisition packages for completeness and proper pre-approvals and sign-offs.
Create contract and grant packages, including: obtaining all necessary and relevant documents from the vendor; creating complete, accurate and properly-coded contract and grant agreements, purchase orders and related fee and expense line items; performing quality assurance checks; facilitating the review, approval and execution of final contract and grant documents by authorized Pew and vendor signers; properly archiving documents; ensuring Pew's information systems contain complete and accurate vendor, procurement, contract and chart field coding information; sending contracts to designated vendors; and, properly archiving the approved contract package.
Review all documents for compliance with Pew's policies and procedures.
Assist with invoicing and payment issues, as needed.
Mentor more junior staff.
In addition to creating and administering contracts, purchase orders and other documents that facilitate the procurement of goods and services, this position will perform special projects and analysis as needed.
Requirements
Bachelor's degree or equivalent experience required.
A minimum of four years of relevant contracting, procurement and grants administration experience with nonprofits, for-profits and/or universities in a complex and fast-paced environment.
Certified procurement, contracting or equivalent professional designation preferred; and knowledge of contract law preferred.
Experience creating contractual arrangements: (i) that may be funded by multiple donors and supporting numerous programs; (ii) with domestic and international vendors and denominated in U.S. dollars and foreign currencies; (iii) with lobbying considerations; and, (iv) with nonprofit organizations that require basic knowledge of tax exempt law.
Expertise in negotiating price, terms and conditions for domestic and international contracts, and in designing a strategic sourcing strategy in collaboration with requestors, including leading complex RFP activities.
Experience participating in and supporting a change management initiative, such as reengineering the procurement and/or contracting process to yield a more efficient and effective process.
Experience adhering to service-level agreements, agreed-upon cycle-times and customer expectations, including demonstrated experience helping to reduce cycle-times and improve process efficiencies without negatively impacting the quality of the outcome.
Strong financial management experience, including developing budgets and pricing detail in support of work plans, fees and expenses; generating reports and analyzing, interpreting and communicating financial data and information; and, familiarity with basic accounting, costing and overhead allocation principles.
Knowledge of and demonstrated proficiency in the use of the Microsoft Office suite of products (specifically Word and Excel) and electronic calendar systems (specifically Outlook).
Self-directed and accepts full responsibility for completing assignments and resolving issues. Ability to think proactively, take initiative and see tasks through to completion with appropriate follow-up.
Strong problem-solving and analytical skills.
Keen attention to detail and outstanding organizational skills. Ability to balance multiple priorities, organize time and work autonomously on discrete projects.
Strong written and oral communications skills, including demonstrated ability to summarize complicated issues in a clear, effective writing and presentation style.
Ability to work professionally and collegially within a creative, fast-paced and corporate culture that emphasizes excellence and teamwork.
Strong interpersonal skills, including the ability to develop and manage productive relationships with staff, consultants and partners. The ability to work collaboratively with various departments, individuals and external partners.
Travel Little to no travel required for this position.
Total Rewards We offer a competitive salary and benefit program, including: comprehensive, affordable health care through medical, dental, and vision coverage; financial security with life and disability insurance; opportunities to save using health savings and flexible spending accounts; retirement benefits to help prepare for the future; and work/life benefits to maintain a good balance. The Pew Charitable Trusts is an equal opportunity employer, committed to a diverse and inclusive workplace. Pew considers qualified applicants for employment without regard to age, sex, ethnicity, religion, disability, marital status, sexual orientation or gender identity, military/veteran status, or any other basis prohibited by applicable law.
Apply Here: https://www.Click2apply.net/rchvbttfwnx2pgt3
PI123051899
Full Time
Overview
The Pew Charitable Trusts uses data to make a difference. For more than 70 years, we have focused on serving the public, invigorating civic life, conducting nonpartisan research, advancing effective public policies and practices, and achieving tangible results. Through rigorous inquiry and knowledge sharing, we inform and engage public-spirited citizens and organizations, linking diverse interests to pursue common cause. We are a dedicated team of researchers, communicators, advocates, subject matter experts, and professionals working on some of today's big challenges – and we know we are more effective and creative collectively than we are individually. With Philadelphia as our hometown and the majority of our staff located in Washington, DC, our U.S. and international staff find working at Pew personally and professionally rewarding.
Wise stewardship of resources allows Pew employees to pursue work that strategically furthers our mission in significant and measurable ways. We collaborate with a diverse range of philanthropic partners, public and private organizations, and concerned citizens who share our interest in fact-based solutions and goal-driven initiatives to improve society. Pew attracts top talent, people of integrity who are service-oriented and willing to take on challenging assignments. We provide competitive pay and benefits, a healthy work-life balance, and a respectful and inclusive workplace. Pew employees are proud of their colleagues, proud of where they work, and proud of the institution's reputation.
Finance
Pew's Finance department is committed to serving as an excellent steward of financial resources; providing accurate, reliable, timely, and cost effective finance and accounting related products and services; and delivering extraordinary customer service on a sustained basis.
The Finance department desires to ensure each position is fully aligned with Pew's mission, strategic priorities and results-oriented culture; and filled by a person with the competencies, skills, experience, and adaptability necessary to deliver extraordinary results on a sustained basis. The Finance department strives to provide a great workplace for competent, highly motivated, and results-oriented people whose leadership qualities and core values align with the Pew's high-performing and mission-driven culture.
Pew's Finance department is comprised of three primary areas, Controller, Finance Operations and Finance and Treasury Services. Controller is comprised of (i) accounting and financial reporting (ii) grant management (iii), payroll and payment services; Finance Operations is comprised of (i) program and operations budget and planning; (ii) contract and procurement services. Finance and Treasury Services is comprised of (i) treasury services, (ii) institutional reporting and analytics; and (iii) research support.
Contracts and Procurement Services
Pew's organizational structure includes a centralized procurement and contracting unit called CAPS, housed within the Finance Department. The mission of the unit is to collaborate with Program and Operations internal customers to procure desired goods and services in a timely manner, at a reasonable price and in a way that is consistent with established Pew policies, procedures and cycle-time targets.
Position Overview
The Senior Associate, Contracts and Procurement Services will report to the Manager, Contracts and Procurement Services. The team's primary responsibilities will be to work with Program teams and Pew's Operations departments to develop and execute contract documents. The Senior Associate will provide oversight over the development of statements of work, deliverables, payment schedules and other contract requirements. As needed, the Senior Associate with liaise with vendors and participate in contract negotiations. A successful candidate will become familiar with the core program work and be able to execute contract activities. The position is located at Pew's Washington, DC office.
This role will require the candidate to develop an understanding of institutional and program-specific policies and procedures, foster strong relationships across functional areas and maintain knowledge of the organization.
Responsibilities
In collaboration with Program teams:
Work proactively to determine when there is a need for a contract, contract extension, amendment, or renewal; support vendor selection as needed.
Lead competitive Request for Proposals (RFP) process to facilitate provider selection, due diligence and risk management evaluation and reporting. This may include: referring to an established list of preferred providers by service type, including past performance, to help inform vendor selection; developing strategic and/or preferred provider sourcing plans, in consultation with buyers when asked; developing proposal solicitation strategies and managing voluntary RFP processes; and, coordinating the distribution and/or collection of vendor due diligence information, including self-certification forms and domestic and international tax identification documents.
Play a significant role in drafting contract deliverables, statements of work and contract budgets.
Lead purchase requisition process, including: confirming budget availability, source of funding and proper coding; providing market pricing information in support of price negotiations; helping to properly document how contract budgets are derived; assisting with writing basic scopes of work and deliverables when requested and linking payment schedules to deliverables when appropriate; providing consultative services to program, subject matter experts and vendors; and, evaluating requisition packages for completeness and proper pre-approvals and sign-offs.
Create contract and grant packages, including: obtaining all necessary and relevant documents from the vendor; creating complete, accurate and properly-coded contract and grant agreements, purchase orders and related fee and expense line items; performing quality assurance checks; facilitating the review, approval and execution of final contract and grant documents by authorized Pew and vendor signers; properly archiving documents; ensuring Pew's information systems contain complete and accurate vendor, procurement, contract and chart field coding information; sending contracts to designated vendors; and, properly archiving the approved contract package.
Review all documents for compliance with Pew's policies and procedures.
Assist with invoicing and payment issues, as needed.
Mentor more junior staff.
In addition to creating and administering contracts, purchase orders and other documents that facilitate the procurement of goods and services, this position will perform special projects and analysis as needed.
Requirements
Bachelor's degree or equivalent experience required.
A minimum of four years of relevant contracting, procurement and grants administration experience with nonprofits, for-profits and/or universities in a complex and fast-paced environment.
Certified procurement, contracting or equivalent professional designation preferred; and knowledge of contract law preferred.
Experience creating contractual arrangements: (i) that may be funded by multiple donors and supporting numerous programs; (ii) with domestic and international vendors and denominated in U.S. dollars and foreign currencies; (iii) with lobbying considerations; and, (iv) with nonprofit organizations that require basic knowledge of tax exempt law.
Expertise in negotiating price, terms and conditions for domestic and international contracts, and in designing a strategic sourcing strategy in collaboration with requestors, including leading complex RFP activities.
Experience participating in and supporting a change management initiative, such as reengineering the procurement and/or contracting process to yield a more efficient and effective process.
Experience adhering to service-level agreements, agreed-upon cycle-times and customer expectations, including demonstrated experience helping to reduce cycle-times and improve process efficiencies without negatively impacting the quality of the outcome.
Strong financial management experience, including developing budgets and pricing detail in support of work plans, fees and expenses; generating reports and analyzing, interpreting and communicating financial data and information; and, familiarity with basic accounting, costing and overhead allocation principles.
Knowledge of and demonstrated proficiency in the use of the Microsoft Office suite of products (specifically Word and Excel) and electronic calendar systems (specifically Outlook).
Self-directed and accepts full responsibility for completing assignments and resolving issues. Ability to think proactively, take initiative and see tasks through to completion with appropriate follow-up.
Strong problem-solving and analytical skills.
Keen attention to detail and outstanding organizational skills. Ability to balance multiple priorities, organize time and work autonomously on discrete projects.
Strong written and oral communications skills, including demonstrated ability to summarize complicated issues in a clear, effective writing and presentation style.
Ability to work professionally and collegially within a creative, fast-paced and corporate culture that emphasizes excellence and teamwork.
Strong interpersonal skills, including the ability to develop and manage productive relationships with staff, consultants and partners. The ability to work collaboratively with various departments, individuals and external partners.
Travel Little to no travel required for this position.
Total Rewards We offer a competitive salary and benefit program, including: comprehensive, affordable health care through medical, dental, and vision coverage; financial security with life and disability insurance; opportunities to save using health savings and flexible spending accounts; retirement benefits to help prepare for the future; and work/life benefits to maintain a good balance. The Pew Charitable Trusts is an equal opportunity employer, committed to a diverse and inclusive workplace. Pew considers qualified applicants for employment without regard to age, sex, ethnicity, religion, disability, marital status, sexual orientation or gender identity, military/veteran status, or any other basis prohibited by applicable law.
Apply Here: https://www.Click2apply.net/rchvbttfwnx2pgt3
PI123051899
Position overview
Responsibility for day-to-day support of the compensation and benefits department, with emphasis on the benefits, compliance and payroll. These responsibilities include executing data input and validating payroll ensuring the timely and accurate distribution of pay and deductions, in addition to supporting the benefit programs to include enrollment, claims resolution, change reporting, and approving invoices for payment. This position also collaborates with other departments regarding governance, benefit budgets and billing; collaborates with HR Team for orientation, onboarding and policies.
No relocation assistance will be provided with this position.
Roles & Responsibilities
Primary responsibilities:
Benefits Administration
In partnership with Benefits Brokerage and Outsourced Administration Teams, ensure that employees understand benefit programs and assist employees as situations arise.
Manage HRIS system (Paycom) benefit setup for benefit plans and ACA reporting requirements.
Accountable for the ensuring benefit invoices are properly audited and sent to the Accounts Payable department.
Manage the Porsche Associate Lease (PAL) and VW eTag vehicle program employee communications, deductions and file transfers including the processing of employee motor vehicle reports (MVR).
Partner with the Benefits Intern to manage the Life In Motion Wellness Program.
Provides new hire orientation support and presents at New hire orientations
Support Pension administration with valuation request processing, monthly maintenance and payment processing.
Coordinate yearly Open Enrollment Meetings with employees, companies & broker; arrange for distribution of materials from carriers and process changes with deadlines.
Work closely with the Human Resources Managers to process, track, administer and oversee all leave of absence and accommodation requests and disability paperwork: medical, personal, disability, Federal & State mandated leaves.
Support annual plan audits for the 401(k) and pension plans; government reporting and filing; 5500 filing for health and welfare, pension plan and 401(k) plans in conjunction with PBS Tax and Accounting Departments.
Tracks PAL car and etag car deductions; works together with HR Business Managers is ensuring payments are timely and coordinated with the operations and VW teams respectively.
Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.
Performs all other duties as required and assigned.
Payroll:
Participate in the accurate and timely compilation, preparation, and processing of Bi-Weekly and Semi-Monthly payroll in accordance with state and federal regulations and company policies and procedures for exempt and non-exempt employees.
Updates payroll and employee records by reviewing, entering and approving changes in insurance coverage, deductions, job titles, transfers and any other pertinent information to maintain accurate records within HRIS and Payroll program.
Track compensation and benefits benchmarking data; ensure company compensation plans are following State and Federal regulations.
Maintain all HR and Payroll employee files to include personnel, payroll, medical, 401 (k) for both active and terminated employees; manage on site storage of files by boxing up and sending prior year’s files to storage on an annual basis
Serve as primary back up to Payroll Manager; provide full-cycle payroll processing once every 6 weeks or no fewer than 10 pay-periods per year; and research/respond to general payroll inquiries and issues.
Responsible for providing employment and wage verifications on external inquiries.
Handles all accruals and time and attendance input, reconciliation and monthly reporting and distribution.
Check distribution for all employees
Delivery responsibility for time and attendance training to new managers and employees
Qualifications
Education:
Bachelor’s degree in Human Resources, Business Administration, Finance/Accounting (preferred) or related field. Experience:
5+ years Benefits administration experience
3+ years of Payroll administration experience
Certification in Compensation, Benefits and/or Payroll strongly preferred.
Understanding of State and Federal regulations that impact compensation, benefits, payroll and human resources.
Ability to meet deadlines and is flexible with changing priorities.
Excellent verbal and written communication skills.
Proficient in MS Office (Excel and Word) with preferred exposure to SuccessFactors.
Seeks to ensure proper retention of electronic documents, business confidential information, and actively demonstrates an understanding of the need to safeguard competitive information in both electronic and non-electronic formats
Skills:
Professionalism
Adaptability
Customer Focus
Attention to Detail
Planning and Organization
Full Time
Position overview
Responsibility for day-to-day support of the compensation and benefits department, with emphasis on the benefits, compliance and payroll. These responsibilities include executing data input and validating payroll ensuring the timely and accurate distribution of pay and deductions, in addition to supporting the benefit programs to include enrollment, claims resolution, change reporting, and approving invoices for payment. This position also collaborates with other departments regarding governance, benefit budgets and billing; collaborates with HR Team for orientation, onboarding and policies.
No relocation assistance will be provided with this position.
Roles & Responsibilities
Primary responsibilities:
Benefits Administration
In partnership with Benefits Brokerage and Outsourced Administration Teams, ensure that employees understand benefit programs and assist employees as situations arise.
Manage HRIS system (Paycom) benefit setup for benefit plans and ACA reporting requirements.
Accountable for the ensuring benefit invoices are properly audited and sent to the Accounts Payable department.
Manage the Porsche Associate Lease (PAL) and VW eTag vehicle program employee communications, deductions and file transfers including the processing of employee motor vehicle reports (MVR).
Partner with the Benefits Intern to manage the Life In Motion Wellness Program.
Provides new hire orientation support and presents at New hire orientations
Support Pension administration with valuation request processing, monthly maintenance and payment processing.
Coordinate yearly Open Enrollment Meetings with employees, companies & broker; arrange for distribution of materials from carriers and process changes with deadlines.
Work closely with the Human Resources Managers to process, track, administer and oversee all leave of absence and accommodation requests and disability paperwork: medical, personal, disability, Federal & State mandated leaves.
Support annual plan audits for the 401(k) and pension plans; government reporting and filing; 5500 filing for health and welfare, pension plan and 401(k) plans in conjunction with PBS Tax and Accounting Departments.
Tracks PAL car and etag car deductions; works together with HR Business Managers is ensuring payments are timely and coordinated with the operations and VW teams respectively.
Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.
Performs all other duties as required and assigned.
Payroll:
Participate in the accurate and timely compilation, preparation, and processing of Bi-Weekly and Semi-Monthly payroll in accordance with state and federal regulations and company policies and procedures for exempt and non-exempt employees.
Updates payroll and employee records by reviewing, entering and approving changes in insurance coverage, deductions, job titles, transfers and any other pertinent information to maintain accurate records within HRIS and Payroll program.
Track compensation and benefits benchmarking data; ensure company compensation plans are following State and Federal regulations.
Maintain all HR and Payroll employee files to include personnel, payroll, medical, 401 (k) for both active and terminated employees; manage on site storage of files by boxing up and sending prior year’s files to storage on an annual basis
Serve as primary back up to Payroll Manager; provide full-cycle payroll processing once every 6 weeks or no fewer than 10 pay-periods per year; and research/respond to general payroll inquiries and issues.
Responsible for providing employment and wage verifications on external inquiries.
Handles all accruals and time and attendance input, reconciliation and monthly reporting and distribution.
Check distribution for all employees
Delivery responsibility for time and attendance training to new managers and employees
Qualifications
Education:
Bachelor’s degree in Human Resources, Business Administration, Finance/Accounting (preferred) or related field. Experience:
5+ years Benefits administration experience
3+ years of Payroll administration experience
Certification in Compensation, Benefits and/or Payroll strongly preferred.
Understanding of State and Federal regulations that impact compensation, benefits, payroll and human resources.
Ability to meet deadlines and is flexible with changing priorities.
Excellent verbal and written communication skills.
Proficient in MS Office (Excel and Word) with preferred exposure to SuccessFactors.
Seeks to ensure proper retention of electronic documents, business confidential information, and actively demonstrates an understanding of the need to safeguard competitive information in both electronic and non-electronic formats
Skills:
Professionalism
Adaptability
Customer Focus
Attention to Detail
Planning and Organization
JOB SUMMARY:
The Enterprise Readiness & Enablement Office leader directs a centralized set of capabilities and frameworks to deliver organizational readiness and enablement strategies and execution for enterprise transformation, technology, business process and improvement initiatives. Capabilities managed include strategy and leadership alignment, learning & knowledge management, stakeholder analysis and executive reporting, communications and engagement, business process and policy alignment, business readiness and sustainability planning. This highly influential leader works with executive level leadership throughout program, modernization, transformation or initiatives. From strategic planning to execution aligning the proper EREO strategies and resources to enable initiative success and aligns with the program technology, business and external resources throughout the duration of the initiative.
This role is integral to leading a team of masterly level strategic communications, change management business process management and learning consultants and external strategic partners. This position has the responsibility of working across the Enterprise, including all business units, sites, and leaders to strategically position initiatives for success by applying the EREO framework enabling user adoption and return on investment for corporate investments. This leader serves as the single-point of contact for our client to monitor the impact and effectiveness of its major programs/roadmaps/transformations and initiatives.
Delivery & Execution of Large Transformations
Lead the organizational readiness, learning and change management for major business roadmaps, often directing external consultants and vendors, including large integrators. Responsible for serving on the leadership team of all major programs and providing direction and delivering results.
Provide quantitative dashboards and leadership alignment perspectives for both EREO programs and programs in the EREO pipeline and outside of the program showing effectiveness and stakeholder engagement and adoption.
Partner with Enterprise Performance Delivery, Compliance, PMO, Business Unit and affiliate performance improvement leaders to streamline stakeholder engagement and adoption across the 29k employees and thousands of our client's contractors.
Direct all capabilities within the EREO ensuring holistic delivery meeting EREO quality and creativity standards.
Enterprise Competency
Build, cultivate, and manage productive relationships with the business sponsors (Director through EVP/SVP level) and initiative / programs / projects stakeholders such that you become a trusted advisor to t hem and advocate for them within our client's company. Position lead consultants in the same manner.
Build a comprehensive enterprise framework and center of excellence/community of practice for change/performance organizations throughout the enterprise.
Develop and institutionalize a standard set of methodology and resources to be applied throughout the enterprise for change, learning and business process architecture.
Develop consistent methods for engaging with corporate communication, human resources, business units, affiliates and other key partners to encourage collaboration and collective delivery.
Leverage industry best practice to inform executives and operational leaders of tactics and tools that can be applied to improve return on investment for their initiatives.
Deliver Scalable EREO Services
Direct a portfolio of EREO initiatives, ensuring quality and timely delivery of innovative strategic deliverables and achieving expected results.
Develop demand forecasts, resource plans, and properly estimate work for all EREO initiatives. Each initiative budget for EREO can range from thousands to multi-million dollars. Through planning and resource management is required.
Lead the development multi-tiered, mule-department, multi-company complex learning curriculums and delivery plans.
Lead Communication & Engagement strategy through execution using diverse mediums and building out ambassador networks and enablers.
Build team competency to translate complex business goals and projects into intended outcomes, change impacts, and business readiness and change management plans.
Deliver world class leadership alignment metrics for senior executives, including executive sponsorship roadmaps, saturation issues and resistance management plans.
Consult with the stakeholders of small or medium size projects to offer an assessment of their change program resulting in EREO engagement or alignment. Manage so the enterprise benefits from the services regardless if they invest in full capability offerings.
Industry Leadership
Industry leader with proven track record of success. Industry certifications are a plus.
Maintain a thorough understanding of emerging technology trends, including peers, business processes, financial measurements and performance indicators.
Champion change, learning, communications and performance capabilities with peers and the industry by benchmarking, sharing best practices and serving as a speaker at industry conferences.
JOB REQUIREMENTS:
Education
BS, BA or BBA in Business, Technology or Communications
Master’s Degree preferred
Professional Certifications desirable in the fields of Project Management, Change Management or Business Process Management
At least 10 years’ experience across 3 or more of the following: Business Strategy, IT Strategy, Organizational Change Management, Project Management, Operations Management, and/or Performance Improvement
8+ years’ experience in successfully developing & managing senior executive level relationships within complex environments.
8 years’ experience in guiding executive level business decisions and supporting business analysis such as quantitative/ qualitative analysis, business case development, operations analysis, and/or other solutions within complex environments.
Minimum of 8 years’ experience supporting engagements the deliver complex strategy projects and initiatives with measurable results, working across organizational boundaries, and interfacing with senior executives.
Experience & Knowledge
Demonstrate a high level of business acumen and organizational savvy
Anticipate and mitigate obstacles to the successful delivery of this role with courage, passion, and humility demonstrating collaboration and effectiveness along the way.
Demonstrates mastery knowledge and skills in Organizational Change Management, Learning Communications or Performance Improvement
Experience leading one or more work streams in business strategy, strategic communications, organizational change, or learning in a major enterprise-wide initiative.
Proven excellent leadership skills managing large Teams and working effectively in matrixed organizations, often when resources may not report directly to the organization.
Strong emotional intelligence with the ability to work effectively across teams.
Must have a high degree of initiative and the ability to manage and complete multiple tasks, work under pressure and meet deadlines as required. Must be flexible in dealing with changing priorities.
Proven experience managing enterprise-wide engagements to deliver complex initiatives to end-users/employees with measurable results, working across organizational boundaries, and interfacing with all
In depth understanding of enterprise-wide technology, business processes, policy and compliance considerations.
Highly effective written and oral communication skills and interpersonal skills
Well versed in a breadth and depth of multiple change methods to improve or change performance with regards to scorecard metrics, change measurements, goals, and roadmaps.
Proven presentation and public speaking skills to inform, propose and influence decisions.
Experience managing business analytics such as quantitative and qualitative operations data, business case development, operational design and analysis and other solutions in matrix environments.
Leadership experience in analyzing, designing, developing, implementing and evaluating large scale, multi-process, multi-business training curriculums.
Ability to develop strategies, analyze data, define options and implement decisions
Ability to multi task and manage multiple projects simultaneously. Effective at building and leveraging third party vendor relationships to achieve goals.
Performance management for teams including but not limited to goal setting, coaching and mentoring, candid and honest feedback, employee development, training and performance evaluations.
Ability to foster teamwork and influence decisions to achieve business results.
Experience recruiting, managing, inspiring, and developing a high performing and talented team. Experience leading a matrix team consisting of associates, contractors, and vendors with various skills and disciplines
In depth understanding of enterprise-wide technology, business processes, policy and compliance considerations.
Full Time
JOB SUMMARY:
The Enterprise Readiness & Enablement Office leader directs a centralized set of capabilities and frameworks to deliver organizational readiness and enablement strategies and execution for enterprise transformation, technology, business process and improvement initiatives. Capabilities managed include strategy and leadership alignment, learning & knowledge management, stakeholder analysis and executive reporting, communications and engagement, business process and policy alignment, business readiness and sustainability planning. This highly influential leader works with executive level leadership throughout program, modernization, transformation or initiatives. From strategic planning to execution aligning the proper EREO strategies and resources to enable initiative success and aligns with the program technology, business and external resources throughout the duration of the initiative.
This role is integral to leading a team of masterly level strategic communications, change management business process management and learning consultants and external strategic partners. This position has the responsibility of working across the Enterprise, including all business units, sites, and leaders to strategically position initiatives for success by applying the EREO framework enabling user adoption and return on investment for corporate investments. This leader serves as the single-point of contact for our client to monitor the impact and effectiveness of its major programs/roadmaps/transformations and initiatives.
Delivery & Execution of Large Transformations
Lead the organizational readiness, learning and change management for major business roadmaps, often directing external consultants and vendors, including large integrators. Responsible for serving on the leadership team of all major programs and providing direction and delivering results.
Provide quantitative dashboards and leadership alignment perspectives for both EREO programs and programs in the EREO pipeline and outside of the program showing effectiveness and stakeholder engagement and adoption.
Partner with Enterprise Performance Delivery, Compliance, PMO, Business Unit and affiliate performance improvement leaders to streamline stakeholder engagement and adoption across the 29k employees and thousands of our client's contractors.
Direct all capabilities within the EREO ensuring holistic delivery meeting EREO quality and creativity standards.
Enterprise Competency
Build, cultivate, and manage productive relationships with the business sponsors (Director through EVP/SVP level) and initiative / programs / projects stakeholders such that you become a trusted advisor to t hem and advocate for them within our client's company. Position lead consultants in the same manner.
Build a comprehensive enterprise framework and center of excellence/community of practice for change/performance organizations throughout the enterprise.
Develop and institutionalize a standard set of methodology and resources to be applied throughout the enterprise for change, learning and business process architecture.
Develop consistent methods for engaging with corporate communication, human resources, business units, affiliates and other key partners to encourage collaboration and collective delivery.
Leverage industry best practice to inform executives and operational leaders of tactics and tools that can be applied to improve return on investment for their initiatives.
Deliver Scalable EREO Services
Direct a portfolio of EREO initiatives, ensuring quality and timely delivery of innovative strategic deliverables and achieving expected results.
Develop demand forecasts, resource plans, and properly estimate work for all EREO initiatives. Each initiative budget for EREO can range from thousands to multi-million dollars. Through planning and resource management is required.
Lead the development multi-tiered, mule-department, multi-company complex learning curriculums and delivery plans.
Lead Communication & Engagement strategy through execution using diverse mediums and building out ambassador networks and enablers.
Build team competency to translate complex business goals and projects into intended outcomes, change impacts, and business readiness and change management plans.
Deliver world class leadership alignment metrics for senior executives, including executive sponsorship roadmaps, saturation issues and resistance management plans.
Consult with the stakeholders of small or medium size projects to offer an assessment of their change program resulting in EREO engagement or alignment. Manage so the enterprise benefits from the services regardless if they invest in full capability offerings.
Industry Leadership
Industry leader with proven track record of success. Industry certifications are a plus.
Maintain a thorough understanding of emerging technology trends, including peers, business processes, financial measurements and performance indicators.
Champion change, learning, communications and performance capabilities with peers and the industry by benchmarking, sharing best practices and serving as a speaker at industry conferences.
JOB REQUIREMENTS:
Education
BS, BA or BBA in Business, Technology or Communications
Master’s Degree preferred
Professional Certifications desirable in the fields of Project Management, Change Management or Business Process Management
At least 10 years’ experience across 3 or more of the following: Business Strategy, IT Strategy, Organizational Change Management, Project Management, Operations Management, and/or Performance Improvement
8+ years’ experience in successfully developing & managing senior executive level relationships within complex environments.
8 years’ experience in guiding executive level business decisions and supporting business analysis such as quantitative/ qualitative analysis, business case development, operations analysis, and/or other solutions within complex environments.
Minimum of 8 years’ experience supporting engagements the deliver complex strategy projects and initiatives with measurable results, working across organizational boundaries, and interfacing with senior executives.
Experience & Knowledge
Demonstrate a high level of business acumen and organizational savvy
Anticipate and mitigate obstacles to the successful delivery of this role with courage, passion, and humility demonstrating collaboration and effectiveness along the way.
Demonstrates mastery knowledge and skills in Organizational Change Management, Learning Communications or Performance Improvement
Experience leading one or more work streams in business strategy, strategic communications, organizational change, or learning in a major enterprise-wide initiative.
Proven excellent leadership skills managing large Teams and working effectively in matrixed organizations, often when resources may not report directly to the organization.
Strong emotional intelligence with the ability to work effectively across teams.
Must have a high degree of initiative and the ability to manage and complete multiple tasks, work under pressure and meet deadlines as required. Must be flexible in dealing with changing priorities.
Proven experience managing enterprise-wide engagements to deliver complex initiatives to end-users/employees with measurable results, working across organizational boundaries, and interfacing with all
In depth understanding of enterprise-wide technology, business processes, policy and compliance considerations.
Highly effective written and oral communication skills and interpersonal skills
Well versed in a breadth and depth of multiple change methods to improve or change performance with regards to scorecard metrics, change measurements, goals, and roadmaps.
Proven presentation and public speaking skills to inform, propose and influence decisions.
Experience managing business analytics such as quantitative and qualitative operations data, business case development, operational design and analysis and other solutions in matrix environments.
Leadership experience in analyzing, designing, developing, implementing and evaluating large scale, multi-process, multi-business training curriculums.
Ability to develop strategies, analyze data, define options and implement decisions
Ability to multi task and manage multiple projects simultaneously. Effective at building and leveraging third party vendor relationships to achieve goals.
Performance management for teams including but not limited to goal setting, coaching and mentoring, candid and honest feedback, employee development, training and performance evaluations.
Ability to foster teamwork and influence decisions to achieve business results.
Experience recruiting, managing, inspiring, and developing a high performing and talented team. Experience leading a matrix team consisting of associates, contractors, and vendors with various skills and disciplines
In depth understanding of enterprise-wide technology, business processes, policy and compliance considerations.
Job Description The Hunt Institute’s mission is to secure America’s future through quality public education. Since its establishment in 2001, the organization has emerged as a recognized and credible leader in the movement to transform American public education and a go-to source for reliable, objective, and timely information. The Institute works at the intersection of education policy and politics, supporting state and national officials and empowering them to drive education reform. Its mandate is to inspire and equip elected officials and senior policymakers to make informed decisions that improve the lives of all children. The Institute’s primary audience consists of governors, legislators, and other elected and state-level policymakers.
Position The Grants Manager (GM) will be a key player in the fundraising and fiscal processes at The Hunt Institute, overseeing grant writing and reporting requirements and aiding in proposal and funder growth. The GM should be a strategic thinker with an ability to manage multiple, detailed projects with overlapping deadlines.
Reporting to the Director of Finance & Operations, the GM will be responsible for organizing and monitoring The Institute’s grant portfolio, including all phases of the grant process from prospect research through concept papers, proposals, agreement execution, grant reporting and outcome measurement.
Responsibilities
Manage the life cycle of grants, from initial inquiry through final reporting, ensuring the delivery of timely, consistent products to funders;
Oversee and maintain systems for tracking grant deliverables, meeting deadlines, engaging staff from across the organization, and driving the continued cultivation of prospects;
Draft communications, proposals, concept papers, letters of inquiry, and other fundraising materials as needed;
Perform research to identify corporate and foundation prospects by reviewing websites, annual reports, and Form 990s;
Assess prospects’ funding priorities, preparing summaries for the President & CEO and drawing connections between funders’ priorities and Institute programming;
Track funder updates including correspondence and outstanding requests;
Coordinate with team members assigned to contribute and report regular progress on projects, ensuring they have a clear understanding of their responsibilities and deadlines and that essential information is provided in a timely, accurate and consistent manner;
Set up methods for communication to ensure the leadership team and policy leads are part of the process for supporting the monitoring, evaluating, and measuring of goals and objectives associated with each grant;
Assist in preparing and distributing The Institute’s annual giving campaign and issuing of corresponding acknowledgment letters;
Provide support to the Director of Finance & Operations in monitoring and tracking expenditures by grant; and
Perform other duties as assigned.
Qualifications
Bachelor’s degree required;
Minimum of 1-3 years of experience working in a development or grants department of a nonprofit, or Masters’ degree in relevant field such as a MBA;
Experience writing grant proposals and reports for private foundations preferred;
Experience working on a team in a rapidly changing environment;
Exceptional written, verbal, and interpersonal skills;
Determined, resourceful, effective, and persistent problem-solver who is able to work well under pressure, exercise good judgement, and meet deadlines;
Highly organized with the ability to organize multiple projects with overlapping timelines;
Impeccable attention to detail;
Proofreading and editing skills;
Knowledge of 501(c)(3) fundraising approaches; and
Knowledge of InDesign and/or Adobe DC a plus.
Ideal candidates will also demonstrate the following characteristics:
Demonstrated resourcefulness and good judgment;
Hands-on, leads by example;
Values diversity of thought, backgrounds, and perspectives;
Integrity/ethics beyond reproach;
Constantly seeking to apply best practices;
Willingness to work collaboratively and consider new ideas; and
Commitment to the organization’s mission, financial stability, and success.
Equal Employment Opportunity At The Hunt Institute, Equal Employment Opportunity is our commitment and goal. All qualified candidates will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status or any other protected status designated by federal, state or local law. Applicants are encouraged to confidentially self-identify when applying. Employment is contingent upon successful completion of a reference and background investigation.
To apply, please submit cover letter, résumé, and writing sample (preferably from a grant proposal or report, no more than 2 pages in length) to applicant@hunt-institute.org with the subject line “Grants Manager – your last name.” Position is open until filled. No phone calls, please.
Full Time
Job Description The Hunt Institute’s mission is to secure America’s future through quality public education. Since its establishment in 2001, the organization has emerged as a recognized and credible leader in the movement to transform American public education and a go-to source for reliable, objective, and timely information. The Institute works at the intersection of education policy and politics, supporting state and national officials and empowering them to drive education reform. Its mandate is to inspire and equip elected officials and senior policymakers to make informed decisions that improve the lives of all children. The Institute’s primary audience consists of governors, legislators, and other elected and state-level policymakers.
Position The Grants Manager (GM) will be a key player in the fundraising and fiscal processes at The Hunt Institute, overseeing grant writing and reporting requirements and aiding in proposal and funder growth. The GM should be a strategic thinker with an ability to manage multiple, detailed projects with overlapping deadlines.
Reporting to the Director of Finance & Operations, the GM will be responsible for organizing and monitoring The Institute’s grant portfolio, including all phases of the grant process from prospect research through concept papers, proposals, agreement execution, grant reporting and outcome measurement.
Responsibilities
Manage the life cycle of grants, from initial inquiry through final reporting, ensuring the delivery of timely, consistent products to funders;
Oversee and maintain systems for tracking grant deliverables, meeting deadlines, engaging staff from across the organization, and driving the continued cultivation of prospects;
Draft communications, proposals, concept papers, letters of inquiry, and other fundraising materials as needed;
Perform research to identify corporate and foundation prospects by reviewing websites, annual reports, and Form 990s;
Assess prospects’ funding priorities, preparing summaries for the President & CEO and drawing connections between funders’ priorities and Institute programming;
Track funder updates including correspondence and outstanding requests;
Coordinate with team members assigned to contribute and report regular progress on projects, ensuring they have a clear understanding of their responsibilities and deadlines and that essential information is provided in a timely, accurate and consistent manner;
Set up methods for communication to ensure the leadership team and policy leads are part of the process for supporting the monitoring, evaluating, and measuring of goals and objectives associated with each grant;
Assist in preparing and distributing The Institute’s annual giving campaign and issuing of corresponding acknowledgment letters;
Provide support to the Director of Finance & Operations in monitoring and tracking expenditures by grant; and
Perform other duties as assigned.
Qualifications
Bachelor’s degree required;
Minimum of 1-3 years of experience working in a development or grants department of a nonprofit, or Masters’ degree in relevant field such as a MBA;
Experience writing grant proposals and reports for private foundations preferred;
Experience working on a team in a rapidly changing environment;
Exceptional written, verbal, and interpersonal skills;
Determined, resourceful, effective, and persistent problem-solver who is able to work well under pressure, exercise good judgement, and meet deadlines;
Highly organized with the ability to organize multiple projects with overlapping timelines;
Impeccable attention to detail;
Proofreading and editing skills;
Knowledge of 501(c)(3) fundraising approaches; and
Knowledge of InDesign and/or Adobe DC a plus.
Ideal candidates will also demonstrate the following characteristics:
Demonstrated resourcefulness and good judgment;
Hands-on, leads by example;
Values diversity of thought, backgrounds, and perspectives;
Integrity/ethics beyond reproach;
Constantly seeking to apply best practices;
Willingness to work collaboratively and consider new ideas; and
Commitment to the organization’s mission, financial stability, and success.
Equal Employment Opportunity At The Hunt Institute, Equal Employment Opportunity is our commitment and goal. All qualified candidates will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status or any other protected status designated by federal, state or local law. Applicants are encouraged to confidentially self-identify when applying. Employment is contingent upon successful completion of a reference and background investigation.
To apply, please submit cover letter, résumé, and writing sample (preferably from a grant proposal or report, no more than 2 pages in length) to applicant@hunt-institute.org with the subject line “Grants Manager – your last name.” Position is open until filled. No phone calls, please.
