Grants and Reporting Analyst

BlueHub Capital is seeking a Grants & Reporting Analyst to help BlueHub remain in good stead with community development finance institution (CDFI) compliance requirements for federal funding, NMTC (New Market Tax Credits) allocations, as well as investor and donor requirements. This person will support the data entry, analysis, report drafting, and cross-collaboration needed to maintain compliance on grant awards, loans, and investments; assist in the tracking and production of reports to satisfy compliance and other reporting requirements; support the implementation of the NMTC program; support the Aeris (a financial and impact reporting firm) review process; and assist with applications for new financial resources. The Grants & Reporting Analyst will report to the Director of Impact & Compliance and work closely with the Senior Impact Analyst across all BlueHub business lines to maintain compliance with external requirements and deliver on BlueHub’s mission.

Work Arrangements: BlueHub staff are working a hybrid schedule of three days of work in the office (Tu-Th) and two days of remote work (M & F).

Background: BlueHub Capital is a mission-driven, nonprofit community development financing organization focused on building healthy communities where low-income people live and work. We use innovative financial tools and deploy capital to support projects that make communities more vibrant places to live. BlueHub has four distinct programs: BlueHub Loan Fund (community development financing), BlueHub SUN (foreclosure relief), BlueHub Energy (clean energy access) and One Percent for America (citizenship financing). Since our founding in 1985, BlueHub has invested over $3.1 billion (and leveraged over $16.1 billion) to finance:

• Affordable housing, school facilities, child and youth development programs, community-based health centers, grocery stores, and community gathering places
• Reducing financial barriers to US citizenship
• Clean energy enhancements that expand access to solar and other renewable sources for people with low incomes
• Mortgage lending for families facing foreclosure

Increasing economic opportunity is at the heart of why BlueHub exists and why we do the work we do. Our investments focus on communities that have been systematically denied access to capital. Our offices are located in the Roxbury neighborhood of Boston, MA. To learn more about BlueHub Capital, please visit, www.bluehubcapital.org.

Essential Duties and Responsibilities:

The essential duties and responsibilities will include, but not be limited to, the following:

• Assist with the collection, storage, and maintenance of impact, compliance and other grant related data.
• Help with preparation of periodic investor and grantor reports.
• Assist with reporting for federal awards and allocations, institutional and foundation investors, and bank lenders across business lines which includes:
  • maintaining a calendar of reporting requirements;
  • helping track progress towards grant goals;
  • supporting cross-business line communication strategies that assists with the accurate, timely information necessary to meet these requirements; and,
  • assisting with the preparation of quarterly and annual reports, surveys, and certificates.
• Provide support to the NMTC program including:
  • helping track compliance with allocation agreements;
  • supporting deal closings, due diligence items, regulatory compliance, and asset management matters as they relate to compliance issues during the seven-year NMTC compliance period, disposition and exit stages;
  • collecting and reviewing borrower reporting deliverables for compliance and impact reporting.
• Assist with Community Development Entity (CDE) and CDFI certification, which includes obtaining periodic board accountability certifications.
• Assist with annual CDFI reporting requirements.
• Participate in the preparation of periodic NMTC, CDFI and other applications.
• Provide support for the organization’s participation in the Aeris reviews.

Other duties as assigned.

Qualifications and Skills:

• A Bachelor’s degree and at least 2-4 years of experience in nonprofit sector or with community development finance institutions.
• Experience successfully using CRM (Customer Relationship Management) software, ideally Salesforce.com.
• Solid experience using Excel and other data analysis tools. Able to identify significant themes from data analysis.
• Excellent oral and written communication skills and excellent attention to detail.
• Demonstrated ability to be discrete when dealing with sensitive matters and to maintain confidentiality when needed.
• Demonstrated ability to develop/support systems that improve and ensure consistency in work.
• Well-organized, flexible, and able to manage multiple tasks simultaneously, and to complete them on or ahead of schedule.
• Demonstrated ability to manage time well and work well within fixed deadlines to ensure compliance with timing of report delivery.
• Positive, can-do, collegial attitude; able to work effectively with a wide range of internal and external staff and stakeholders.
• Strong team player; willing to do whatever work is necessary to successfully complete key projects.
• Eager to learn and grow; able to take direction and to receive and provide constructive feedback.
• Able to work independently and to ask questions/seek guidance when needed.
• Interest in or commitment to the mission and goals of BlueHub Capital.