Jobs

Position Summary:
RSF Social Finance seeks to hire a full-time Director of Client Development who will apply her/his professional experience and expertise to advance RSF’s vision, mission, and values. The Director of Client Development will oversee fundraising strategy and implementation for campaigns to raise both philanthropic and investment capital. This position will provide leadership to the Client Engagement team by spearheading projects, determining priorities, and ensuring accountability and the achievement of fundraising goals. This person will work collaboratively with other RSF teams such as Marketing, Philanthropic Services and Social Enterprise Lending, and will steward direct, transparent, and personal relationships with donors, investors, and social entrepreneurs.

Responsibilities:

Fundraising & Donor Stewardship

• • Achieve individual annual fundraising goals and provide guidance to Client Engagement staff to help them meet annual fundraising goals.
  • Strengthen RSF’s client development strategies and outreach efforts, focusing on high-net-worth investors and donors, foundations, and wealth advisors.
  • Lead donor and investor cultivation efforts and generate new relationships through word-of-mouth, referrals, networking, and other relationship-based approaches.
  • Serve as a key member of the Client Engagement team and work closely with the Philanthropic Services team to identify, cultivate, and secure major gifts for RSF’s long-term capacity building campaign (called “Money to Transform”), annual campaign, Donor Advised Funds, and thematic philanthropic funds (called “Collaboratives”).
  • Work closely with the senior manager of Client Engagement and other RSF staff to cultivate investor relationships to secure new investments and increase the balances of current Social Investment Fund accounts.
  • Lead donor stewardship strategy, including in-person engagement and the generation of compelling written communications and impact reports. Collaborate with marketing department to develop and refine fundraising collateral/communications.
  • Leverage an established network of contacts and connections to expand RSF’s donor and investor prospect lists.
  • Manage and implement foundation outreach strategy, communications, and reporting.
  
  
    Community Engagement & Team Leadership
  • Serve as a spokesperson and ambassador for RSF at conferences, gatherings, and on webinars. Attend events to expand network, raise awareness about RSF offerings, and build new relationships.
  • Work with other Client Engagement team members to represent RSF at community-building events for clients and stakeholders.
  • Effectively communicate RSF’s vision, mission, values, and case for support for Money to Transform and Collaboratives.
  • Collaborate with RSF board members to generate and cultivate new donors and investors.
  • Develop and implement a planned giving program.
  • Ensure optimal use of Salesforce database.
  • Collaborate with and supervise the work of other team members, ensuring accountability of each person’s fundraising and client stewardship goals. Collaborate with colleagues to ensure outreach and solicitation goals are met.
  • Maintain a strong sense of teamwork, and a positive, efficient working environment.
  
  
  Knowledge, Skills, and Abilities:
  • A minimum of 10 years experience in fundraising, sales, client engagement or business development, with at least 5 years in positions with significant decision-making, as well as financial and relationship development responsibilities.
  • BA/BS degree or equivalent required.
  • Demonstrated ability to take initiative, prioritize, manage projects and work flow, and work well independently.
  • Strong drive and ability to achieve fundraising goals. Experience soliciting major gifts from individuals and organizations, and/or significant sales experience.
  • At least five years experience managing/supervising direct reports.
  • Excellent judgment and strong leadership skills.
  • Ability to multi-task and work efficiently with high degree of attention to detail and minimum supervision.
  • Experience working with diverse communities, clients and stakeholders.
  • Capacity to create fundraising campaigns and implement a planned giving program.
  • Excellent oral and written communications skills (including the ability to effectively communicate complex ideas and financial offerings).
  • Exceptional interpersonal and listening skills to build relationships with staff, clients, prospects, strategic partners, and the public.
  • Strong presentation skills including the ability to create professional proposals for specific prospects and foundations.
  • Capacity and commitment to maintain confidentiality and manage highly sensitive relationships and information.
  • Strong knowledge of the key financial instruments and issues in social finance and philanthropic fields.
  • Depth of experience working with high net worth individual investors, donors and foundations.
  • Technical knowledge of fundraising strategies and tactics, as well as gift/legacy vehicles.
  • Ability to create, manage and analyze spreadsheets.
  • Ability to review and digest complex written materials.
  • Capacity to integrate innovative communication technologies into the development process.
  • Strong computer skills including, but not limited to: databases, MS Word, Excel, Outlook, and PowerPoint.
  • Ability and willingness to do administrative work, including scheduling meetings, recording information in Salesforce, following up with clients, and creating reports.
  • Demonstrable ability to develop effective strategies, with a track record of successful implementation.
  • Passionate drive to establish and achieve well-defined goals.
  • Excellent judgment, strong organizational and decision-making skills, and the ability to take initiative and manage time well.
  • Ability to establish and monitor priorities, remain flexible, and meet deadlines.
  • Ability to work independently and work well under pressure.
  • Commitment to the mission and values that underlie RSF’s work.
  • Must be able to work at a computer for long periods of time.
  • Must be able to travel, including driving and flying, to meet with clients and prospective clients.
  • Must be able to travel extensively, at least 25% of overall time.
  
  
  Compensation & Benefits:
  The initial salary for this position is expected to be in the $110K to $130K range, depending on experience and skills. Other benefits include:
  • A fulfilling work environment at a supportive and entrepreneurially-driven organization
  • A competitive compensation package including 100% employer-paid medical, dental, and vision insurance benefits
  • Very generous vacation and sick leave benefits plus nine paid holidays per year
  • 403(b) plan with employer-paid contributions after one year of employment
  • Exposure to innovative ideas, projects, and collaborative staff activities
  • Access to numerous professional development opportunities
  
  
  Application Instructions:
  Please submit your resume via e-mail to HR@rsfsocialfinance.org along with a thoughtful cover letter. In the cover letter, please explain why you are interested in the mission, values, and activities of RSF Social Finance. Please also tell us why your skills and experience would make you successful in this role. In the e-mail subject line, please write “Director of Client Development”.
  Please note that applications without a cover letter will not be considered. No phone calls please.
  Applications will be accepted on a rolling basis.
  RSF Social Finance is an equal opportunity employer; candidates representing a diversity of backgrounds are encouraged to apply.

Position Summary: The Senior Financial Accountant will be responsible for performing general day-to-day accounting operations, analysis, and reporting. This position focuses on accounting processes, management of accounting operations, internal controls, generally accepted accounting principles, financial reporting and taxation rules, regulations, and appropriate practices. The Senior Financial Accountant communicates with diverse teams of stakeholders, including in-house and out-sourced/remote colleagues/teams and reports to the Manager of Accounting. Responsibilities: Accounting

• Support daily, monthly, quarterly and annual accounting processes and reporting as necessary
• Work with key individuals and teams across the organization to:
  • Research and answer accounting related questions that come up on-site as needed
  • Provide reporting/support as requested by other departments
• Participate in the upload of transactions to CAM LLC, borrowers’ funds
• Contribute to the overall effectiveness of the Accounting Team; provide backup support to other team members as needed
• Prepare cash reconciliations
• Report writing and analysis
• GL account and report maintenance
• Main backup for regular daily, monthly, annual responsibilities including daily cash reconciliations, month-end close including CAM and cost allocation
• Backup for accounts payable which includes
• Making necessary phone calls to vendors/staff
• Ensure necessary approvals are on invoice/funding/disbursements request and expense reports submitted are complete
• Set the wires/print checks as requested
• Process lending/ development disbursement request
• Active involvement on special projects and additional duties as assigned
• Assist in the streamlining of accounting process and including a change to new cloud-based software
• Support quarter-end statement production process as required
• Provide support to the Manager of Accounting on a variety of monthly/quarterly financial reporting items

Internal Controls

• Record financial transactions for RSF and its related companies in compliance with applicable legal rules and regulations for an IRS 501(c)(3) nonprofit organization
• Complete GL posting and maintenance (including reconciliation) of all General Ledgers to agreed schedule for production of monthly management and year-end reporting
• Record intercompany transactions to ensure accuracy and ensure regular overhead allocation between RSF and its related companies
• Provide support to Loan Servicing and reconcile loan activities between Northridge & NAV databases and book related journal entries
• Properly record purchases and sales of investments and reconcile investments to general ledger
• Maintain appropriate cash levels in each company, and initiate transfers as necessary depending on operational needs
• Reconcile between custody accounts and fund reporting
• Improve, implement, and document procedures and processes

Audit and Tax

• Participate in preparation of year-end audit schedules as required
• Perform duties as required for successful completion of annual audits and tax filings
• Respond to auditor inquiries as needed

Knowledge, Skills, and Abilities:

• Four-year college degree in Accounting from an accredited institution preferred
• Minimum of 4 years of experience functioning as an accounting professional
• Public Accounting with nonprofit accounting experience a plus
• Fluency in oral and written English required
• Strong written and oral communication skills
• Must be able to accurately prepare and interpret financial data
• Demonstrated experience providing direct accounting support in a multi-funded environment
• Must have ability to manage chart of accounts
• Ability to effectively use Microsoft Outlook, Word, and Excel required
• Thorough knowledge and experience with using accounting software
• Basic understanding of Salesforce preferred
• Experience with Accounting systems upgrades/changes
• Must be able to use the Internet for research and information-gathering
• Ability to exercise good judgment, manage time effectively to solve problems, and respond appropriately to changing circumstances and priorities
• Ability to work independently, and as part of a team
• Commitment to the purpose, values, and operating principles of RSF
• Must be able to use a computer for extended periods of time up to eight hours per day
• Must be able to frequently communicate orally and by telephone
• Must be able to occasionally lift boxes (up to 40 pounds)
• Ability to walk up and down stairs
• Must be able to work at RSF’s offices during regular office hours as set forth in RSF’s Employee Manual
• Must be available to occasionally work outside of regular office hours when needed
• Occasional travel for meetings, trainings, or conferences may be required

Compensation & Benefits: The expected initial salary for this position is expected to be in the $70K to $80K range. Other benefits include:

• A fulfilling work environment at a supportive and entrepreneurially-driven organization
• A competitive compensation package including employer-paid medical, dental, and vision insurance benefits
• Very generous vacation and sick leave benefits plus nine paid holidays per year
• 403(b) plan with employer-paid contributions after one year of employment
• Exposure to innovative ideas, projects, and collaborative staff activities
• Access to numerous professional development opportunities

Application Instructions: Please submit your resume via e-mail to HR@rsfsocialfinance.org along with a thoughtful cover letter. In the cover letter, please explain why you are interested in the mission, values, and activities of RSF Social Finance. Please also tell us why your skills and experience would make you successful in this role. In the e-mail subject line, please write “Senior Financial Accountant”. Please note that applications without a cover letter will not be considered. No phone calls please. Applications will be accepted on a rolling basis. RSF Social Finance is an equal opportunity employer; candidates representing a diversity of backgrounds are encouraged to apply.

Download the job description (PDF).

Position Summary: The Financial Accountant is responsible for providing accounting support to the entire organization. This position also prepares journal entries, reconciles accounts, and performs monthly closings. The Financial Accountant communicates with diverse teams of stakeholders, including in-house and out- sourced/remote colleagues/teams and reports to the Manager of Accounting. Responsibilities: Reconciliation & Closing 

• Ensure completion (including all posting) and maintenance (including reconciliation) of assigned General Ledger accounts to an agreed schedule for production of monthly management and year end reporting. Sample of monthly entries include the following:
  • Accrue monthly expenses ,including Diners Club CC expenses
  • Acquire all receipts to support expense reports
  • Account for release prepaid
  • Account for record depreciation
  • Post interest and other to funds and to affiliate companies
  • Post overhead allocation to subsidiaries
  • Investment and bank account reconciliations
  • Upload entries in system
  • Reconcile inter-company balances on a monthly basis and ensure postings are kept up to date.

Accounts Payable / Accounts Receivable 

• Review & deposit checks through remote deposit and enter details into accounting system.
• Enter accounts payable for assigned entity which includes:
  • Making necessary phone calls to vendors/staff
  • Ensure necessary approvals are on invoice/funding/disbursements request and expense reports submitted are complete
  • Set the wires/print checks as requested
  • Process lending/ development disbursement request
• Monitor accounts receivable; ensure all applicable costs are recharged to clients and paid promptly.
• Monitor bank accounts on a daily basis and notify appropriate departments about incoming wires/ACH.

Accounting Support

• Participate in the upload of transactions to CAM LLC, loans. Support the Manager of Accounting in reconciling between custody accounts and fund reporting.
• Support quarter end statement production process as required.
• Participate in preparation of year end audit schedules as required.
• Contribute to the overall effectiveness of the Accounting Team; provide backup support to other team members as needed.
• Provide support to Loan Servicing and reconcile loan activities between Nortridge & NAV databases
• Provide accounting support/report/analysis to other departments as requested
• Additional duties as assigned.

Knowledge, Skills, and Abilities:

• Four-year college degree in Accounting from an accredited institution preferred
• Minimum of 2 years demonstrable experience functioning as an accounting professional
• Public Accounting and some nonprofit accounting experience a plus
• Fluency in oral and written English required
• Strong written and oral communication skills
• Must be able to compose documents and reports so that their intent is easily understood
• Must be able to prepare presentations and perform staff trainings as required
• Must have good knowledge of accounting processes, management of accounting operations, internal controls, GAAP, financial reporting and taxation rules, regulations and appropriate practices
• Must be able to accurately prepare and interpret financial data
• High level of skill providing direct accounting support in a multi-funded environment
• Demonstrated experience providing direct accounting support in a multi-funded environment
• Must be able to analyze chart of accounts
• Excellent knowledge of Microsoft Outlook, Word, Excel, and PowerPoint required
• Effective knowledge of NetSuite a plus
• Basic understanding of Salesforce preferred
• Experience with Accounting systems upgrades/changes
• Must be able to use the Internet for research and information-gathering
• Ability to exercise good judgment, manage time effectively to solve problems, and respond appropriately to changing circumstances and priorities
• Ability to work independently, and as part of a team
• Commitment to the purpose, values, and operating principles of RSF
• Must be able to use a computer for extended periods of time up to eight hours per day
• Must be able to frequently communicate orally and by telephone
• Must be able to occasionally lift boxes (up to 40 pounds)
• Ability to walk up and down stairs
• Must be able to work at RSF’s offices during regular office hours as set forth in RSF’s Employee Manual
• Must be available to occasionally work outside of regular office hours when needed
• Occasional travel for meetings, trainings, or conferences may be required

Compensation & Benefits: The expected initial salary for this position is expected to be in the $60K to $70K range. Other benefits include:

• A fulfilling work environment at a supportive and entrepreneurially-driven organization
• A competitive compensation package including employer-paid medical, dental, and vision insurance benefits
• Very generous vacation and sick leave benefits plus nine paid holidays per year
• 403(b) plan with employer-paid contributions after one year of employment
• Exposure to innovative ideas, projects, and collaborative staff activities
• Access to numerous professional development opportunities

Application Instructions: Please submit your resume via e-mail to HR@rsfsocialfinance.org along with a thoughtful cover letter. In the cover letter, please explain why you are interested in the mission, values, and activities of RSF Social Finance. Please also tell us why your skills and experience would make you successful in this role. In the e-mail subject line, please write “Financial Accountant”. Please note that applications without a cover letter will not be considered. No phone calls please. Applications will be accepted on a rolling basis. RSF Social Finance is an equal opportunity employer; candidates representing a diversity of backgrounds are encouraged to apply.

Download the job description (PDF).

THE OPPORTUNITY
RSF Social Finance, a pioneering force in the social finance, impact investing and philanthropic sectors for over 35 years, is looking for a talented, creative and collaborative Legal Assistant/Paralegal to help drive organization and effectiveness for RSF Social Finance’s Legal Department. Work from our offices located in San Francisco’s historic Presidio national park alongside RSF’s amazing mission-driven, entrepreneurial and fun group of 30+ full-time staff members. Full-time salaried position. Pay commensurate with education and experience. Health, dental and vision insurance fully employer-covered. Retirement plan, PTO, and sick leave also provided. FLSA Status: Non-exempt

THE ROLE
The position will support our General Counsel and assist with all things legal: corporate matters and board support, impact investing and financing transactions, compliance matters, legal department administration, staff trainings and interaction with our incredible clients and partners. Candidates must have excellent writing, organizational and communication skills, amazing attention to detail and a passion for changing the world! GENERAL COUNSEL
The General Counsel reports to RSF’s Chief Executive Officer, oversees all legal matters for the organization and partners across the company to develop creative and thoughtful legal solutions that maximize RSF’s impact and further our mission. YOU WILL

• Provide day-to-day transaction support, calendar administration, meeting coordination, and communication flow management both internally and externally
• Assist with routine legal work such as drafting letters and emails, creating agreements from templates, managing contracts and closings, preparing corporate and compliance filings, and conducting research and due diligence projects
• Take an ownership role in special projects related to impact investment offerings, social enterprise lending and legal operations
• Provide administrative support for Board meetings, including management of agendas, preparation and distribution of meeting materials, and note-taking and preparation of meeting minutes

EXPERIENCE/SKILL SET

• 2+ years supporting legal (either at a law firm or in house) preferred; will also consider applicants with commensurate education and/or experience in law, finance, investing, or nonprofit sector
• Extraordinary organizational ability and demonstrated success at all levels of administrative tasks
• High-level written and verbal communication skills
• Talent for working independently, creatively and efficiently
• Capacity to research new and unfamiliar issues and collaborate with others
• Ability to maintain a high level of professionalism and confidentiality
• Fluent in Microsoft Outlook, Word and proficient in PowerPoint and Excel

APPLICATION INSTRUCTIONS:
Please submit your resume via e-mail to HR@rsfsocialfinance.org along with a thoughtful cover letter. In the cover letter, please explain why you are interested in the mission, values, and activities of RSF Social Finance. Please also tell us how your skills and experience would enable you to be successful in this role. In the e-mail subject line, please write “Legal Assistant/Paralegal”. Please note that applications without a cover letter will not be considered. No phone calls please. Applications will be accepted on a rolling basis.

ABOUT RSF
Founded in 1984, RSF Social Finance’s mission is to create financial relationships that are direct, transparent, personal and focused on long-term social, economic and ecological benefit. We accomplish this through a unique and diverse set of catalytic loan financing, values-aligned impact investing, and innovative charitable giving offerings to our clients throughout the world as well as through our commitment to empowering leaders and advancing innovations in the field of social finance.

RSF Social Finance is a proud equal opportunity/affirmative action employer supporting workforce diversity. We do not discriminate based upon race, ethnicity, ancestry, citizenship status, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), marital status, registered domestic partner status, caregiver status, sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, genetic information, military or veteran status, mental or physical disability, political affiliation, status as a victim of domestic violence, assault or stalking, or other applicable legally protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Position Summary:
Reporting to the Chief Investment Officer, the Manager or Sr. Manager, Investments is a unique position that combines asset management and direct investing into social enterprises. For asset management, this position will manage the execution of RSF’s investment strategy to optimize the impact of philanthropic assets. For direct investing, this position will be key to the growth and success of RSF’s integrated capital strategy, providing flexible forms of capital to social enterprises. Finally, this position will contribute to high priority strategic initiatives including strategic planning, impact assessment, and ongoing competitive analyses to advance RSF’s leadership position in the field of social finance.

RSF offers clients a variety of Philanthropic Services, including Donor Advised Funds. The gifts and contributions received from these philanthropic clients comprise RSF’s philanthropic assets. We steward and invest these assets in a mission and values-aligned manner.

RSF provides various forms of capital (debt, equity, grants) directly to social enterprises. Historically, the bulk of this financing has been in the form of senior secured loans from our Social Investment Fund, managed by RSF’s Lending Team. In recent years we have developed new offerings, philanthropic Capital Collaboratives, that give RSF the ability to make direct equity and equity-like investments to complement our suite of offerings and expand our flexibility to partner with social enterprises.

Responsibilities:
Investment Management, Philanthropic Assets
Project Management, Research & Analysis:

• Manage a complex, multi-year project to develop and execute RSF’s investment strategy involving external and internal stakeholders:
  • Manage relationship, timeline, and deliverables of external investment advisory firm, hired on a consulting basis.
  • Optimize expertise of external Investment Advisory Committee by coordinating meeting agendas, follow ups, and corresponding with committee members.
  • Prepare deliverables and synthesis of project status for RSF Board of Trustees.
• Conduct research and analysis of macroeconomic trends and key investment themes by impact area and asset class that affect RSF’s existing investments and will inform RSF’s future investments.

Make New Investments:

• Build pipeline of investment opportunities by impact theme and asset class.
• Conduct due diligence and full analysis on select new investment opportunities, draft recommendation memos to present to Investment Committee. Manage all elements of transaction through to closing.

Manage Existing Investments:

• Manage existing investments. Review quarterly reports and statements from managers, participate in annual LP meetings and calls. Track monthly performance of materially significant investments.
• Review data on investments for accuracy and write brief summaries for quarterly Philanthropic Services Client statements.
• Partner with RSF’s Information Systems and Finance & Accounting teams to ensure accurate tracking of investments, reporting, and information sharing internally.

Integrated Capital Deployment, Funding Social Enterprises

• Work in partnership with the CIO and Lending Team to build pipeline, evaluate, and execute new opportunities to make direct equity investments into social enterprises from RSF’s philanthropic Collaboratives, with an initial focus on the Women’s Capital Collaborative.
• Streamline the direct investment process and documentation, in alignment with overall ‘capital deployment’ out of Collaboratives.
• Support CIO and Lending team on large, ‘marquee’ Integrated Capital financings where analysis is required on the overall capital structure and equity raise planned in tandem with RSF’s debt.
• Co-create a strategy around co-investment partnerships: identify highly-aligned investors, lenders, and donors that complement RSF’s Integrated Capital offerings. Cultivate relationships that result in sourcing new social enterprise clients and a productive co-investment community.

Strategic Initiatives

• Serve on core team working with CEO/CIO/COO on strategic planning process for RSF. Synthesize data and key concepts, produce draft deliverables. Manage and update scenarios in RSF’s 5-year financial model, in support of the strategic plan.
• Serve on core team representing Investment team’s needs, for Impact Assessment & Management project.
• Conduct market assessment & competitive analyses to advance RSF’s positioning as a social finance/impact investing leader.

Knowledge, Skills, and Abilities Education, Experience, Values Alignment:

• 5-10 years of experience in roles requiring analytical rigor, strategic thinking, and ability to synthesize data, and produce clear deliverables.
• Relevant industries include investment banking, management consulting, private equity, venture capital, or investment management.
• Experience working with a variety of fund managers across asset classes, management teams of for-profit companies and non-profit organizations, institutional investors and family offices is preferred.
• BA/BS degree required; MBA degree preferred
• Commitment to the vision, mission, and values that inform RSF’s work.

Communication & Judgement

• Strong written and oral communication skills
• Exceptional interpersonal and listening skills to effectively collaborate with colleagues, management teams of investees and prospective investments, investor and donor clients, and strategic partners
• Ability to exercise good judgment and respond appropriately to changing circumstances and priorities
• Use discretion, maintain confidentiality, and manage sensitive client relationships and information
• Ability to work independently and collaboratively as part of a team

Function-Specific Skills:

• Excellent time and project management skills, meeting facilitation and participation skills
• Experience evaluating equity and debt investments, preferably companies with a social mission
• Proficiency with financial statement review and analysis, understanding of valuation methodologies
• Highly quantitative, with excellent analytical skills, including proven financial modeling skills
• Experience conducting market and competitive analysis to inform strategy
• Excellent proficiency with Microsoft Excel, PowerPoint, Word, and Outlook
• Proficiency using Salesforce as CRM system and data analytics tool for analysis and reporting
• Ability to utilize databases and internet resources for research.

Compensation & Benefits:
Competitive non-profit salary based on qualifications and experience. Other benefits include:

• A fulfilling work environment at a supportive and entrepreneurially-driven organization
• A competitive compensation package including employer-paid medical, dental, and vision insurance benefits
• Very generous vacation and sick leave benefits plus nine paid holidays per year
• 403(b) plan with employer-paid contributions after one year of employment
• Exposure to innovative ideas, projects, and collaborative staff activities
• Access to numerous professional development opportunities

Application Instructions:
Please submit your resume via e-mail to HR@rsfsocialfinance.org along with a thoughtful cover letter. In the cover letter, please explain why you are interested in the mission, values, and activities of RSF Social Finance. Please also tell us why your skills and experience would make you successful in this role. In the e-mail subject line, please write “Manager, Investments”.

Please note that applications without a cover letter will not be considered. No phone calls please.

The application deadline is Monday, July 30^th.

RSF Social Finance is an equal opportunity employer; candidates representing a diversity of backgrounds are encouraged to apply.