Analyst, Sponsored Projects & Funds

Rockefeller Philanthropy Advisors, Inc.; United States; Remote; USD 100,000 - 104,000; Full time

Benefits offered by this job

Health coverage

Retirement benefits

Paid sick leave

Vacation & holidays

Tuition reimbursement

Professional development

Job summary

Rockefeller Philanthropy Advisors seeks an Analyst, Operations Specialist SP&F to support a portfolio of client relationships with grantmaking, contract administration and expense reimbursements. You will lead processes, train staff on internal systems, and drive improvements in tools and workflows to boost efficiency and service delivery.

The role requires expert knowledge of internal systems, strong communications, and the ability to manage competing priorities. Some travel may be required.

Qualifications

• Bachelor’s degree or equivalent experience required.
• 5–7 years in operations, office, and client service.
• Experience with project management and prioritizing tasks.
• Familiarity with the nonprofit sector and grantmaking.
• Experience with CRM and comfort learning new technologies.

Responsibilities

• Lead and manage grantmaking review processes with internal stakeholders.
• Track proposals, due diligence, award letters, and grant agreements.
• Monitor process flow for assigned grants.
• Guide resolution of risks, issues, dependencies, and constraints.
• Prepare complex documents and summarize data for reports.
• Coordinate project expenses and resources; support staff training on systems.

Skills

Operations management

Project management

CRM experience

Client service

Education

Bachelor's degree or equivalent experience

Tools

CRM software

Job description

Rockefeller Philanthropy Advisors (RPA) is a nonprofit organization that currently advises on and manages more than $400 million in annual giving by individuals, families, corporations and major foundations. Rockefeller Philanthropy Advisors accelerates philanthropy in pursuit of a just world.
Continuing the Rockefeller family’s legacy of thoughtful, effective philanthropy, RPA remains at the forefront of philanthropic growth and innovation, with a diverse team led by experienced grantmakers with significant depth of knowledge across the spectrum of issue areas. Founded in 2002, RPA has grown into one of the world’s largest philanthropic service organizations and, as a whole, has facilitated more than $3 billion in grantmaking to nearly 70 countries. RPA serves as a fiscal sponsor for more than 120+ projects, providing governance, management and operational infrastructure to support their charitable purposes. For more information, please go to www.rockpa.org.

ROLE OVERVIEW

The Analyst, Operations Specialist SP&F is a member of the team responsible for providing operational support for a portfolio of client relationships and leads activities including grantmaking, contract administration, expense reimbursements, and other operational activities as assigned. The Analyst is an expert on RPA’s internal systems and processes and how they can be utilized in service of a project’s objectives, train project staff on their appropriate use, and suggest enhancements and efficiencies for existing tools and processes. The Analyst performs independent activities with significant leeway established to determine the best individual approach to achieve stated objectives.

CORE ACCOUNTABILITIES

(ARE THE CRITICAL ACTIVITIES AND RESULTS THE POSITION IS HELD ACCOUNTABLE TO PRODUCE)

GRANT MANAGEMENT SUPPORT
Lead and manage the grantmaking review processes, share funding requirements with internal stakeholders, and ensure timely responses to clients and potential grantees. Utilize internal grantmaking system for client communication and tracking including tracking proposals, high-level due diligence, generation of award letters and grant agreements, and the monitoring of process and flow for assigned grants

PROJECT RISK AND ISSUE RESOLUTION
Guide and support the resolution of risks, issues, dependencies, and constraints associated with the project, escalating these where appropriate. Where necessary, develop, agree on, and execute solutions to overcome these.

DOCUMENT PREPARATION
Organize and prepare complex documents using a variety of applications for technology devices such as standard office software. Also responsible for gathering and summarizing data for special reports.

PROJECT OPERATIONAL COORDINATION
Ensure the effective tracking and approval of project expenses, training on systems and processes, and connecting sponsored project staff to resources such as credit card procurement and other benefits of sponsorship at RPA. Resolve
issues of administration with appropriate internal partners as needed.

CLIENT RELATIONSHIP MANAGEMENT
Build strong client relationships and ensure all inquiries are responded to in a timely fashion. Ensure trust and credibility amongst project partners for strong and accurate service delivery.

INTERNAL COMMUNICATIONS
Lead inquiries and requests. participates in problem-solving for Sponsored Projects as requested.

CONTINUOUS IMPROVEMENT
Continuously review existing operations in own area of work and suggest and implement innovations to processes to support client need and operational efficiency and ensure continuous improvements are delivered.

CONTRACT MANAGEMENT
Develop and administer contracts for Sponsored Projects utilizing the RPA template and systems. Escalate complex contracts to Grants Management and/or Legal as required.

COMPLEXITY AND PROBLEM-SOLVING

• Role requires application of advanced skills attained via greater years of experience towards solving complex issues and problems. Acts as project representative in the resolution of problems/issues encountered which require a coordinated response.
• Work is typically reviewed at the time of project completion rather than on an ongoing or periodic basis.
• Uses knowledge and skills to act collaboratively with others on identifying, assessing, prioritizing, and managing project-related risks.
• Uses clear and effective verbal communication skills without supervision and provides technical guidance when required on expressing ideas, requesting actions, and formulating plans or policies

DESIRED QUALIFICATIONS AND EXPERIENCE

• A Bachelor’s degree or equivalent experience is required.
• Experience in operations, office, support, and client service. (5-7 years)
• Experience with project management and managing competing priorities in a fast-paced environment.
• Familiarity with the nonprofit sector, including grantmaking or nonprofit operations.
• Experience with CRM and comfort in learning new technologies.

TRAVEL REQUIREMENTS

• Some travel may be required.

At Rockefeller Philanthropy Advisors, our mission is to accelerate philanthropy in pursuit of a just world, by providing deep global expertise to make philanthropy more thoughtful, equitable and effective.

Values

• We believe that philanthropy can help create a better world.
• We make decisions that center people and communities.
• We believe philanthropy has a responsibility to pursue equity.
• We uphold the highest standards of integrity and trust.
• We are committed to learning and sharing knowledge.

Compensation & Benefits

Rockefeller Philanthropy Advisors offers a competitive compensation and benefits package including healthcoverage,retirementbenefits,paidsickleave,vacation andholidays,tuition reimbursementand access to professional developmentresources.

The salary range is one component of the total compensation package for employees.

$100,000 - $104,000 salary per year.

Rockefeller Philanthropy Advisors celebrates the uniqueness of our staff, our partners, and the communities we serve. We are committed to inclusion with the goal of cultivating a culture of belonging and acceptance. We strive to embed this value in our philanthropic work to advance a more just, equitable and sustainable world.

RPA is an equal opportunity employer.