About Calvert Impact, Inc.
Calvert Impact is one of the world’s foremost impact investing group. From its core global portfolio company, Calvert Impact Capital, to its US-centric subsidiaries focusing on Small Businesses, Community Banking, and Climate, the group has mobilized over $5 billion towards impact over more than a quarter-century of work.
Across this nonprofit group, investments that balance risk, return and impact have improved the lives of countless millions of people in more than 100 countries, addressing needs in 9 impact sectors, while helping to lead the global industry into the trillion-dollar effort it is today.
Calvert Impact is more than just a large investment firm. The group also provides parallel services to the industry, such as loan syndications, fund administration and impact monitoring and measurement.
Calvert Impact uniquely finances its investment programs with a highly leveraged approach of Note issuances - its flagship Community Investment Note® program, and the Cut Carbon Note program. These Notes allow individual and institutional investors to join the movement that is making impact investable.
More at calvertimpact.org
Key Responsibilities:
Be the Controller’s deputy for all accounting aspects for Access by Calvert Impact (the US-centric Small Business program), the Mission Driven Bank Fund, and Calvert Impact Climate. This includes:
- All general ledger activity from establishing and maintaining GL accounts, to posting entries, to conducting monthly reconciliations (and corrections) of accounts and monthly closings of each entity.
- Maintain the preparation of various workpaper schedules for all key balance sheet and income statement accounts for audit and review purposes.
- Reporting activities, including consolidation of subsidiaries and preparation of managerial reports and financial statements.
- Assist in annual external audit, compile requested materials, respond to audit questions raised, especially inquiries on accounting procedure and treatment applied on sample transactions.
- Be the go-to person for internal and external questions and reporting needs regarding the accounting data of these entities. Assist the group accounting team generally with:
- Leadership and mentorship for more junior team members;
- Various tax filing preparation, including 990, State return and Partnership K1’s;
- Ensuring clean and timely year end audits on all group entities;
- The annual Prospectus preparations and other financial reports;
- Grant reporting and compliance as applicable;
- Other matters that arise and need team players to pitch-in and help as they can.
Be prepared to take on more responsibilities together with your teammates as the Calvert Impact group continues to grow, innovate and lead the impact investing space.
Required Qualifications:
- Fundamentally, this role requires a very good understanding of GAAP. That knowledge can be demonstrated with a Bachelor's degree and appropriate accounting work experience; and/or with a CPA or advanced degree in a relevant field (e.g., Accounting, Finance, Business).
- The candidate must have a solid understanding of the financial reporting and general ledger aspects for a multi-entity business, including consolidations.
- Advanced proficiency in accounting software is needed – the company uses Sage Intacct – and strong experience with Microsoft Excel is required as well.
- Demonstrating a track record of effectively meeting deadlines, solving issues, fostering collaboration, and driving results in a fast-paced environment will be impressive.
- Good communication skills, with the ability to convey financial information to diverse audiences clearly and concisely, is a standard for the role.
- Finally, a candidate that has good organizational skills and a desire to learn, grow and mentor is most likely to be successful.