Associate managing operational processes for LISC Fund Management. Ensuring compliance and coordinating audit efforts with cross-functional teams.
Responsibilities
Serve as project manager for LFM’s internal and external audit processes, including coordination with external auditors, LISC departments, and LFM departments.
Maintain and update the Audit Response Log, ensuring timely collection, tracking, and resolution of audit requests and management responses.
Support preparation for upcoming audit cycles by organizing documentation and identifying outstanding compliance items.
Partner with the VP, Operations & Administration to support follow-up actions related to risk assessments and compliance reviews.
Maintain filing systems (electronic and physical) by organizing, labeling, and archiving loan and investment-related documents to support accurate record-keeping and compliance.
Maintain a centralized contract management tracker, ensuring all active vendor agreements are current, properly executed, and organized in designated systems.
Coordinate contract review process with Legal, Finance, and the President, as required.
Monitor billing milestones and contract spend, and prepare monthly or quarterly spend-down reporting.
Research and categorize vendor agreements to support strategic review of contract utilization and renewal planning.
Coordinate preparation of quarterly LFM Board reporting materials, including gathering inputs from departments and ensuring consistency across reports.
Manage board meeting logistics, schedules, invitations, and documentation in partnership with the Board Secretary.
Support Audit Committee meeting coordination and materials preparation.
Lead cross-functional operational projects, ensuring clear timelines, deliverables, and follow-through across teams.
Maintain tracking systems (Salesforce and other tools, as applicable) to ensure documentation integrity and reporting accuracy.
Serve as coordination point for operational support across LISC shared services (HR, Finance, Legal, IT).
Support LFM’s budget management processes, including tracking departmental budgets and assisting with variance monitoring.
Serve as LFM’s point of contact for Adaptive budgeting system updates and coordination.
Maintain documentation and tracking related to operational requests, approvals, invoices, and budget adjustments.
Manage incoming physical mail, including opening, scanning, and routing materials to appropriate LISC and LFM counterparts in a timely and organized manner.
Serve as an office-operations liaison by coordinating with the LISC Office Manager on space needs, supplies, and day-to-day logistical requests on behalf of LFM, and providing general operational support as needed.
Requirements
Bachelor’s degree from an accredited college or university preferred, degree in Business, Finance, Operations, Public Administration, or relevant work experience.
Minimum 5 years of relevant experience in operations, compliance coordination, audit support, financial administration, or project management, preferably within a financial services, investment, nonprofit, insurance, or regulated business environment.
Demonstrated experience managing operational projects across multiple teams without direct supervisory authority.
Demonstrated experience in proactive problem solving in process management to result in more efficient and effective workflows.
Strong organizational skills and ability to manage multiple concurrent workstreams with attention to detail and follow-through.
Experience supporting internal or external audits, contract management processes, budget tracking, or compliance-related documentation preferred.
Proficiency in Microsoft Office Suite, including advanced Excel (pivot tables, data tracking, structured reporting), PowerPoint, and Word.
Experience with Salesforce or other CRM systems required; familiarity with budgeting systems (e.g., Adaptive) or financial platforms (e.g., NetSuite) preferred.
Ability to build structured tracking systems and improve operational processes proactively, rather than simply executing assigned tasks.
Strong written and verbal communication skills, including ability to coordinate reporting inputs across departments.
Demonstrated ability to exercise professional judgment and maintain confidentiality in a regulated or compliance-sensitive environment.
Demonstrated commitment to LISC’s mission and ability to operate effectively in a collaborative, mission-driven organization.
Benefits
Medical, Dental, Vision Coverage: Comprehensive health plans for you and your family's well-being;
Disability Insurance: Long-term and short-term coverage for peace of mind;
Retirement Savings: Secure your future with our 401(k) and 403(b) plans;
Generous Holidays: Enjoy ample time off to recharge and celebrate;
Vacation, PTO, and Sick Days: Take advantage of flexible time-off policies to maintain work-life balance;
Tuition Assistance: Pursue your educational goals with support from our tuition assistance program;
Referral Program: Earn rewards for referring qualified candidates to join our team;
Professional Development Opportunities: Grow and advance in your career with access to ongoing training and development programs tailored to your goals.
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