The Director of Federal Grants & Shared Financial Services reports to the Deputy Vice President, Finance; manages a small team of finance professionals; and is responsible for delivering a variety of high-quality, efficient, and cost-effective services to, and in close collaboration with internal customers from across the organization. The portfolio of federal grant and other shared services to be delivered to internal customers include but are not limited to:

• Federal and non-federal grant proposal budget creation and support services; federal and non-federal grant award budget monitoring, reporting, and analysis services; federal and non-federal grant award expense reimbursement and cost recovery services; and federal agency portal access and trouble-shooting services.
• Subrecipient application review services; subrecipient financial monitoring services; subrecipient budgeting, invoicing, reporting, and compliance training; and subrecipient Uniform Guidance and invoice preparation training.
• Procurement, contracting, and payment management services; component and cost center planning, budgeting, forecasting, and monitoring services; and assisting with the development and monitoring of the annual cost allocation plan and indirect cost rate proposal.
• The internal customers with whom the Federal Grants & Shared Financial Services team will closely collaborate and partner with to deliver these shared financial services include i) each Program component and initiative area; ii) Affiliate Engagement; ii) Resource Development; iv) Policy and Advocacy; v) Marketing and Communication; vi) Advancement & External Affairs; vii) Digital Services; viii) Information Technology; ix) Real Estate; x) Human Resources; xi) Executive Office; and xii) Operations.

The Director of Federal Grants & Shared Financial Services will lead, manage, and operate the shared services function like a successful business, including delivering services to internal customers at a cost, quality, and timeliness that is competitive with alternatives, while ensuring there is a shared accountability of results between the shared services team and internal customers, and that the results are delivered based on predefined measures, including service level agreements, due dates, quality metrics, and so forth. Furthermore, as the leader, manager, coach, and mentor of a team of financial professionals, the Director of Federal Grants & Shared Financial Services will:

• Design and deliver the shared services vision, help co-lead, and co-manage the cultural and process transformation that will be required for success.
• Define and meet the expectations of and shared accountability with internal customers.
• Provide effective governance practices to protect the organization and ensure legal and regulatory compliance.
• Optimize processes, technologies, and management information systems in the delivery of services.
• Motivate and encourage a team of finance professionals to deliver quality services in an efficient and cost-effective manner, to serve as each other’s back-up to ensure continuity of services during peak times and leaves of absences, and to pursue ongoing professional growth and development.
• Ensure the effectiveness of day-to-day operations that deliver high quality services, provide effective financial stewardship, and demonstrate sustained value creation.
• Drive continual improvement with an ongoing focus of delivering enhanced capabilities that support the evolving expectations of internal customers and the ongoing evolution of the organization.

The Director of Federal Grants & Shared Financial Services is responsible for leading, managing, and performing the following robust full-cycle and interrelated grants, contracting, procurement, and budgeting services:

• Full-Cycle Federal & Non-Federal Grants and Contracts Management Services: The responsibilities of the Director of Federal Grants & Shared Financial Services include collaborating with and supporting internal customers with full-life-cycle inbound grants and contracts management tasks and related operations, including but not limited to 1) federal and non-federal grant and contract proposal budget creation services; 2) federal and non-federal grant and contract award budget monitoring, reporting, modifications, and analysis services; 3) federal and non-federal grant and contract award expense reimbursement and cost recovery services; 4) federal agency portal access and trouble-shooting services; 5) identifying, designing, implementing, and managing a fully automated and integrated end-to-end inbound grants management and reporting systems, and related policies and procedures; 6) educating internal customers on, and ensuring compliance with, Uniform Guidance, GAAP, and specific compliance with grant and contract conditions, restrictions, reporting requirements, refund requirements and other terms and conditions; 7) ensuring all federal reporting and draw requests are accurate, timely and complete; 8) consistent application of and adherence to negotiated indirect cost rate agreements; 9) assisting with the development and monitoring of the annual cost allocation plan and indirect cost rate proposal; 10) component and cost center planning, budgeting, forecasting, and monitoring services; and 11) providing ongoing federal and non-federal grants management training, technical assistance, advice, consultation, and other related helpdesk services to program colleagues and other partners and stakeholders as required.
• Full-Cycle Subrecipient Grants and Contracts Management Services: The responsibilities of the Director of Federal Grants & Shared Financial Services include collaborating with and supporting internal customers with a robust full-life-cycle subawards process for more than 75 subrecipients and other grantees across multiple federal and non-federal grant awards and program areas, including 1) designing, implementing, and managing a compliance-focused subrecipient monitoring processes; 2) leading the subrecipient cost reimbursement review and payment process; 3) identifying, designing, implementing, and managing a fully automated and integrated end-to-end subrecipient grants management and reporting system, and related policies and procedures; 4) educating subrecipients on Uniform Guidance to help ensure compliance; 5) collaborating with internal customers to educate Affiliates on how to successfully prepare for either a direct federal grant award as an award recipient or as a subrecipient; 6) developing an efficient and effective system for federal education/training and invoicing; 7) developing a technological solution for invoice submission, invoice templates, invoice auditing, reporting and payments; 8) administering team member access to numerous federal agency grant and other key portals such as ELLOCS, PMS, ASAP, FFATA, Sam.gov, Grants Online, Grants Solution, IPP, and Suralink; and 9) providing ongoing subrecipient training, technical assistance, advice, consultation, and other related helpdesk services to applicants, program colleagues, subrecipients, sub-awardees, and other partners and stakeholders as required.
• Full-Cycle Procurement, Contracting, and Payment Services: The process of leveraging sub-grantees to procure services to achieve program outcomes is only one form of targeted procurement and contracting; another is to procure goods and services from contractors and consultants to enable the organization to achieve its overall business objectives. To that end, another responsibility of the Director of Federal Grants & Shared Financial Services is to design, implement, and manage an end-to-end full-service procurement and contracting process that allows the Shared Financial Services team to collaborate with team members from across the organization to 1) identify, design, implement, and manage a fully automated and integrated end-to-end procurement and contracts management and reporting system and related policies and procedures; 2) define applicable business requirements and candidate selection criteria; 3) perform a market analysis and create a qualified candidate sourcing strategy; 4) develop specifications and documentation; 5) conduct a request for information (RFI) to obtain information about candidate qualifications; 6) review RFI responses and develop a shortlist of the top 3 candidates; 7) request a detailed proposal (RFP) from the 3 top candidates and evaluate responses; 8) select a candidate and negotiate the terms and conditions of the contract, including but not limited to price, quality, and timing; 9) award the contract, including being methodical and comprehensive about defining key performance metrics and the obligations of both parties; 10) begin the work and manage the contract and deliverables; and 11) assess and refine the procurement and contracting process and related systems and policies and procedures.
• Component and Cost Center Budgeting, Monitoring, Reporting, and Analysis Services: In response to the organization’s annual planning and enterprise-wide budgeting process, and in coordination with the Accounting and Compliance team, the Director of Federal Grants & Shared Financial Services and his/her team will work directly with designated component personnel 1) to prepare an annual zero-based bottom-up revenue, expense, and capital budget for each component and related cost centers, including providing budget-related guidance; historical revenue and expense information and analysis; and training on how to use the budgeting tool; 2) to participate in the annual enterprise-wide mid-year budget review process, including analyzing and addressing revenue and expense challenges and opportunities; providing applicable guidance, training, and support; and creating and submitting a mid-year budget for each component and related cost centers; and 3) to review, interpret, and analyze monthly budget vs actual reports and make recommendation to help ensure the projected year-end change is net assets (with and without donor restrictions) will be in-line with the board-approved change in net assets.
• Operational and Administrative Services: The Director of Federal Grants & Shared Financial Services is responsible for other operational and administrative services, including 1) helping internal program customers and finance team members response to funder-requested audits; 2) promoting continuous end-to-end process improvements, including increasing the level of trust and confidence internal customers have in the ability of the shared services team to deliver quality and timely financial services; 3) increasing the effectiveness, improving the efficiency, and reducing the cost of delivering shared financial services; 4) making strategic investments in information technologies and data capture and reporting capabilities that enhance the organization’s desire to make data informed decisions and provide complete, accurate, and timely reports to internal and external stakeholders; 5) developing a learning community around federal and non-federal grant compliance and management; 6) collaborating with the Program and Affiliate Engagement teams to build training for affiliates regarding federal requirements and relevant regulations to enhance affiliate capacity for federal funding; 7) consulting with program teams to address compliance and regulatory questions; 8) help maintain an accurate and up-to-date schedule of federal expenditures (SEFA); 9) forecast federal expenditures and processes on a routine basis (monthly preferred and minimum quarterly) to ensure federal funds are fully expended properly and recovered promptly; 10) closeout federal grants using each required documentation management systems and related process, including working closely with federal agencies for close-out requirements; 11) develop a calendar with all grants deadlines and ensure all deadlines are met; 12) work closely with the finance team on large and special projects; 13) collaborate with the finance team on annual audits, including the annual Federal Uniform Guidance Audit; 14) ensure each subrecipient, contractor, and consultant is not on the federal government’s debarred and suspended list; and 15) perform other duties as assigned.

Education & Experience

• A bachelor’s or master’s degree in accounting is required; an active CPA license is preferred; and public accounting experience is preferred, including audits of federal and non-federal grants and contracts.
• At least 10 years of federal and non-federal grants management and Uniform Guidance compliance experience is required, including experience with funder-imposed audits.
• At least 10 years of contracts and procurement experience in a comparable shared-services role with complex, fast-paced, and performance-driven nonprofit organizations is required.
• At least 10 years of experience managing federal and non-federal grants, contributions, pledges, and contracts containing complex conditions and restrictions, including cost recovery / expense reimbursement grants is required.
• At least 5 years of experience is required preparing presentations, documents, and reports for the finance committee, audit committee, and board of directors; experience presenting is preferred.
• Demonstrated experience with and knowledge of the Latino community.