Initiative Assistant, Bay Area Workforce Funders Collaborative

Reports to: Initiative Officer, Bay Area Workforce Funders Collaborative

Location: San Francisco, CA

Department: Program

Type: Full Time

The San Francisco Foundation

With more than $1.3 billion in assets, The San Francisco Foundation is one of the largest community foundations in the country. The Foundation is committed to expanding opportunity and ensuring a more equitable future for all in the Bay Area. Working closely donors, the Foundation distributed nearly $100 million to nonprofit organizations last year. The San Francisco Foundation serves San Francisco, Alameda, Contra Costa, Marin, and San Mateo Counties. 

Bay Area Workforce Funders Collaborative

Bay Area Workforce Funder Collaborative (BAWFC) is a funder collaborative that has invested nearly $12 million over the past decade in innovative workforce development strategies. In 2017, BAWFC launched a new strategy to evolve the Bay Area workforce system into one that supports a diverse and equitable Bay Area economy where all workers can live and thrive.

BAWFC is housed at and receives significant support from The San Francisco Foundation, which serves as the initiative’s backbone organization and fiscal sponsor. 

Position Summary

The Initiative Assistant (IA) provides support to the BAWFC Initiative Officer. S/he also works closely with other key initiative partners outside TSFF and with many staff at TSFF. The IA ensures a responsive and accountable operation of the Initiative in four areas: 1) financial management support, including creation and maintenance of financial reports, contract management, and budget coordination; 2) fundraising & communications support, including grant proposal and report coordination; event planning, website and communications materials support and 3) grant-making support, which includes processing grants made to initiative partners; 4) general administrative support.

KEY RESPONSIBILITIES

Administrative Support

• Meeting planning: schedule regular meetings and special convenings, invite attendees, order food and supplies for meetings, help develop program materials, take minutes
• Provide general support such as phone, calendar, filing, and travel arrangements
• Attend staff meetings and professional development activities as required
• Process expense reimbursements for initiative 

Financial/Budgeting Coordination

• Under the direction of the Initiative Officer, coordinate the ongoing fundraising, project, grant and cash flow budgeting processes for initiatives.  This involves:  
  • Internal processes: maintenance and reconciliation of budget spreadsheets that track and process funds received from multiple sources and expended to multiple sources.
  • External processes: support preparation of financial reports to funders.
  • Serve as a point of contact for initiative procurement procedures, including budget allocations, invoicing, and contract support for vendors and consultants.

Fundraising, Marketing and Communications Support

• Grant writing support
• Respond to and track grant proposals and reports and generate supporting documents, with oversight from Initiative Officer (financial reports/budgets, organizational information, etc.).
• Maintain the grant proposal and reporting schedule to ensure that proposals and reports are submitted on time with the proper supporting information; keep up-to-date information in TSFF data management system
• Assist with development and coordination of communications materials as needed, including drafting and editing communications pieces, such as invitations, collateral handouts, electronic newsletters, power point presentations, website updates, etc.
• Coordinate event-related details and interface with the communications department and others as needed to organize funder/donor prospects tours, events, and convenings. 

Grant-making Support

• Master the TSFF data and grants management systems and procedures in order to support grantees in applying and reporting on grants made through the Initiatives as well as track and process funding applications. Create and generate reports.
• Coordinate the internal processes for opening, approving and expediting grants, including interfacing with grants management and communications.
• Serve as the primary information contact for intra-office and public inquiries regarding the initiative grant-making programs.

QUALIFICATIONS

Education

Undergraduate degree preferred or combination of education and experience

Experience

• Minimum 3+ years of experience in a similar role.
• Demonstrated success with managing complex projects; ability to manage multiple competing tasks on a tight deadline
• Knowledge of database management software and advanced computer skills in the Microsoft environment including Outlook, Word, Excel (strong knowledge required), and PowerPoint. Experience with MailChimp, EventBrite, Prezi and databases, a plus
• Understanding of financial reports, including balance sheets, cash flow statements, and income statements, a plus.
• Experience with event coordination, a plus

Knowledge, skills, competencies

• Ability to effectively communicate both verbally and in writing
• Attention to detail and a strong work ethic
• Must work well in a collaborative, team environment as well as work effectively under minimal supervision by taking initiative and ensuring successful and timely completion of all tasks
• Personal integrity and the ability to engender trust, credibility, and confidence with a variety of constituencies
• Relationship-oriented; ability to maintain relationships with diverse stakeholders, including funders
• Knowledge and interest in community development a plus

TO APPLY

Visit the Employment Opportunities page of The San Francisco Foundation’s website at http://sff.org/about-tsff/administrative-information/employment-opportunities/

The San Francisco Foundation is an equal opportunity employer and seeks diversity with respect to race, ethnic, culture, gender, age, sexual orientation, and physical abilities.