The Organization

Small businesses uplift communities and anchor local economies, while creating opportunities for themselves, their families, their employees, and our neighborhoods. Yet entrepreneurs who are people of color, women, and immigrants often struggle to secure capital and resources, as they are systematically shut out from traditional financing. 

Accion Opportunity Fund is an unparalleled financial support system that provides these small business owners with access to capital, networks, and coaching. We work to build inclusive and accessible options for these determined business owners. For over 25 years we have served a client base that is nearly 90% women, people of color, or immigrants. 

In addition to providing resources and loans to small businesses, we also conduct original research, advocate for policy changes, and finance community construction projects in low-income neighborhoods through our New Markets Tax Credit program.

Together, we are building a diverse, vibrant community where opportunity, knowledge, and access to capital are within reach.

For more information about us, visit https://aofund.org/

The Role

Reporting to the EVP and Interim CFO, Accion Opportunity Fund is seeking a highly qualified, highly motivated Director of Strategic Planning and Internal Consulting to organize and support the strategic and long-term goals of the organization. This position is responsible for the structure, preparation, and quarterly refresh of AOF’s Strategic Plan. This role is responsible for AOF’s internal consulting services outside of Small Business, including (but not limited to) analysis on short-term or long-term enterprise-wide projects which have executive sponsorship, formulating plans to implement recommendations, and advising on or implementing appropriate change management.

Key Responsibilities/ Accountabilities
  • Collaborate with executives and managers to develop long-range, strategic goals/KPIs for the organization
  • Develop recurring quarterly processes to measure strategic progress and updating the strategy as necessary
  • Create performance measures to determine the effectiveness of implement strategies and identify areas for strategic improvement
  • Identify and review market trends and best practices for leading organizations
  • Develop in-depth knowledge of AOF's strategic risk parameters to determine implications and counter measures
  • Provide internal consulting services, as requested, on short-term or long-term projects to improve the efficiency and effectiveness of the organization



The Person

Highly qualified candidates will share Accion Opportunity Fund’s commitment to its mission and will embody the organization’s core values bringing a broad range of skills and experience including, but not limited to:

  • Master’s degree in accounting, finance, business or related fields and minimum of five years in related professional experience
  • Experience overseeing activities of a strategic planning team
  • Strong analytical and critical thinking skills, and the ability to recognize and resolve problems proactively. Demonstrated program management skills; ability to work independently and successfully manage multiple projects with competing deadlines; excellent attention to detail
  • Ability to establish collaborative and trusting relationships with key internal leaders and stakeholders to ensure a free flow of ideas and information across the business – a crucial component to strategy formulation and continuous business performance improvements
  • Excellent interpersonal, and networking skills; ability to initiate and build relationships with prospective partners/funders/vendors etc.
  • Superior written and interpersonal communication skills; ability to write and communicate clear and structured business cases; comfort using data to create strategic and compelling arguments
  • Strong proficiency with MS Office (Word, Excel, Outlook, PowerPoint)


Preferred Qualifications:

  • At least two years’ experience in Strategic Planning
  • Ability to produce financial models or projections


Perks & Benefits

Our mission is what motivates us to come to work each day. We know that happy employees are productive employees, which is why we offer a comprehensive benefits package that includes:

  • Competitive salary commensurate with experience.
  • An environment that values work-life balance.
  • 100% company-funded Medical, Dental, Vision, Life & Disability coverage for employees (Based upon your plan selection). 90% company-funded dependent coverage (Based upon your plan selection).
  • Voluntary benefits with payroll deduction for Supplemental Life & AD&D insurance, Auto/Renters/Homeowners insurance, Pet Insurance and Legal plans.
  • Tax deferred & Roth 403(b) Retirement Plan with employer match. Employer match increases with tenure.
  • Paid vacation days (increased with tenure), 12 paid holidays, and 10 Sick days, and family leave days per year.
  • This is a fully remote (work from home) position.


  





Diverse candidates are encouraged to apply, especially BIPOC.

 Accion Opportunity Fund is an Equal Opportunity Employer. aofund.org



This position has been filled.