Company Profile:
BLDG Partners LLC is a Southern California based real estate investment firm founded in 2010 focused on the preservation of workforce and affordable housing. We pursue opportunities to improve communities in urban and suburban markets across the country.
Position:
BLDG Partners is seeking an Asset Manager (Affordable) to join our growing firm dedicated to providing quality, affordable housing across the US. This position is based in Virginia.
In the position, the Asset Manager will help implement Asset Management Best Practices to achieve department goals and successfully manage the portfolio with a focus on establishing uniform management and the implementation of the company's operational business plans.
The Asset Manager would analyze property performance, cash flows, valuation, market trends and operational strengths and weaknesses to inform strategies for maximizing value to the company and stakeholders. The Asset Manager would also independently monitor the activities of third-party property management firms responsible for the daily operations of the properties, with the goal of reporting significant information to the VP of Asset Management.
This individual would thrive in an entrepreneurial culture and be detailed oriented, organized and highly detail-oriented; accustomed to allocating time to double-check work with the ability to prioritize and handle multiple tasks with flexibility. They must also work cooperatively and collaboratively to help build a successful and growing company.
Responsibilities:
Business Planning
Prepare and present regular reports on asset performance, valuation, and risk assessment to owners, executive team, and other stakeholders.
Problem solve property and portfolio level issues through research, analysis and implementation and topics as a key resource to the VP of Asset Management
Forecasting & Benchmarking
Prepare market analysis reports, including comparable rents, vacancy, and absorption/supply
Demonstrate a strong understanding and monitoring of key financial and operational Key Performance Indicators (KPIs). Execute underwritten business plans. Successfully manage reserves, lease-up processes, and other financial aspects of the portfolio.
Prepare and present detailed financial and operational planning, budgeting, reforecasting, data management, analysis and reporting, ensuring all internal and external financial reporting requirements and deadlines are met while monitoring internal watchlist
Prepare analysis of trends through regular operating metrics while acting swiftly to address budget variances and operational issues via analysis of rent roll, P&L statement and property level reporting Maximize cash flow and total return for each assigned property through the analysis of financial and operational reports to identify opportunities for improvements
PortfolioManagement
Work closely with various third-party agent departments to ensure full data integrity and quality reporting, maintaining an in-depth and up-to-date record of property activity and document management
Create and update quarterly asset management plans for each property helping lead the big picture while assisting in the development and monitoring of strategies to maximize asset values within the portfolio
Complete property inspections as part of monitoring property performance, management execution and property capital needs, funding sources and potential savings opportunities.
Present information in a clear and concise manner, ensuring that complex data and recommendations are easily understood by diverse stakeholders. Communicate property performance relative to budget and underwriting with clarity.
External and Internal Partnerships
Develop, foster and maintain relationships with management agents, lenders, contractors, third-party monitors, investors, local and state housing agencies, General Partners and others in the LIHTC industry leveraging the relationship to enhance property and portfolio value, as well as the overall company value.
Ensure each asset is in compliance with regulatory agencies and meeting fiduciary obligations to lenders/investors
Requirements:
Bachelor's Degree (BA/BS) in Business, Finance, Real Estate or Urban Planning preferred, though not required.
Five years of experience in real estate, accounting, finance, or construction management with relevant affordable housing industry experience and/or certifications
Prior experience in the LIHTC/HUD industry is preferred
Comfortable navigating and analyzing transaction legal documents, financial projections and financial reports
Ability to discuss critical paths, complex scheduling and related matters with internal and external partners
Strong Excel modeling skills with working knowledge of Smartsheets, Yardi, AIM and/or Realpage
A collaborative team player with a strong work ethic
Position is Hybrid or Remote depending on candidate's circumstances and experience
$73k-111k yearly est. 3d ago
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Senior Analyst- Real Estate Investment
Talentsource360
Portfolio manager job in Fairfax, VA
Senior Analyst - Commercial Real Estate Investments
Schedule: Hybrid
Annual Compensation range: $100,000-$130,000
Industry leading benefits program
TalentSource360 is seeking a Senior Analyst to join one of our real estate investment clients in the Washington DC area. This role will play a critical part in evaluating new investment opportunities through rigorous buy-side due diligence, credit analysis, and financial modeling. The Senior Analyst will prepare investment analyses and recommendations that directly support decision-making by the Investment Committee.
This position is ideal for a detail-oriented professional with strong analytical skills and hands-on experience in real estate underwriting or investments.
Responsibilities:
Conduct comprehensive buy-side due diligence for prospective real estate acquisitions across targeted asset classes
Perform credit analysis, including evaluation of borrower, sponsor, and property-level risk
Build and maintain detailed financial models (e.g., cash flow projections, IRR, NPV, sensitivity analyses) to evaluate investment performance
Analyze market data, comparable transactions, rent comps, operating expenses, and capital structures
Prepare investment memoranda and presentations for review by senior leadership and the Investment Committee
Coordinate with internal teams and external partners (brokers, lenders, legal counsel, third-party consultants) during the diligence process
Review third-party reports (appraisals, engineering, environmental, market studies) and incorporate findings into investment recommendations
Support portfolio monitoring and post-acquisition analysis as needed
Qualifications
2 - 4 years of experience in a real estate investment, acquisitions, underwriting, or credit analysis environment (Commercial Real Estate- CRE preferred)
Bachelor's degree in real estate, finance, accounting, or a related field
Strong proficiency in financial modeling and Excel; experience with ARGUS is a plus
Solid understanding of real estate fundamentals, capital structures, and investment metrics
Excellent written and verbal communication skills, with the ability to clearly present complex analyses
Strong attention to detail, organization, and ability to manage multiple projects under deadlines
$100k-130k yearly 17h ago
Commercial Banking Manager
Accenture 4.7
Portfolio manager job in Arlington, VA
Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent and innovation-led company with 7 50 ,000 people serving clients in more than 120 countries. We combine our strength in technology with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Accenture Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients succeed and build trusted, lasting relationships. As of 2023, we have been recognized among Fortune's World's Most Admired Companies for 20 consecutive years. And that's just the beginning. Your career is about what you want to be and who you want to be. It's about bringing your skills, your curiosity, and your best true self to your work. Visit us at ******************
We Are:
In today's world, business leaders want to rapidly and confidently reinvent to increase resilience, mitigate risk, and grow with sustainable value. That's where Accenture Strategy & Consulting comes in. We bring together strategic visionaries, industry experts, practitioners from across every enterprise function, business intelligence professionals, change specialists, data and AI authorities, and many other specialized skills to co-create each client's unique path to reinvention. You will be a trusted partner to business leaders, working with a diverse team of experts to deliver successful tech-enabled transformation and new kinds of value for your clients. Join our global network of people using the latest assets, platforms, and partnerships to help bring ideas to life.
Strategy & Consulting is one of five services that make up one Accenture - the others are Operations, Technology, Song and Industry X
Management Consulting professionals design and implement transformation programs that integrate strategy, technology, and operations to create enterprise value for clients. Accenture is growing our practice to help our clients navigate their transformational journeys. The Commercial Credit Servicing Banking Manager will be focused on supporting the development of our offerings and the delivery of consulting projects.
Responsibilities include:
+ Industry experience within business, commercial, or corporate banking segments.
+ Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfoliomanagement.
+ Support Commercial Banking Transformation programs - including strategy development, operating model changes, and technology implementations
+ Manage all parts of projects, from client buy-in to planning, budgeting, and execution.
+ Source and coordinate work from other internal workforces.
+ Develop our next-generation Wholesale credit technology offerings.
+ Become a trusted advisor for C-suite clients looking to solve critical business problems.
+ Drive business development to originate new client opportunities.
+ Build your reputation as an industry thought leader.
+ Travel, as required, up to 80%.
Here's What You Need:
+ Minimum of 5 years of relevant professional services firm experience in technology or management consulting with broad experience in engagement management and business development
+ Minimum of 5 years of commercial credit (sales, operations, origination, servicing, portfoliomanagement, trading) project management experience with relevant systems
+ A Bachelor's degree
Bonus Points If You Have:
+ Extensive transformation strategy or operating model design experience in commercial banking.
+ Launched new product offerings in the banking industry.
+ Built next-generation analytic capabilities (e.g., GenAI, data models) for commercial banking business.
+ Advanced degree or financial industry certification.
+ Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfoliomanagement.
+ Demonstrated experience developing and managing relationships with senior client executives.
+ Successful track record of leading complex management and/or technology consulting engagements across the delivery lifecycle.
+ Structured problem-solving and ability to simplify complex initiatives to improve execution.
+ Experience with Next-Gen Technologies supporting Commercial Banking (e.g., nCino , Loan IQ, AFS, ACBS)
Professional Skills
+ Proven ability to operate within a collaborative environment.
+ Demonstrated commitment, teamwork, and collaboration in a professional setting; either military or civilian.
+ High energy level, focus, and ability to work well in demanding client environments.
+ Excellent communication (written and oral) and interpersonal skills.
+ Strong leadership, problem-solving, and decision-making abilities .
+ Unquestionable professional integrity, credibility, and character.
What's in it for you?
+ You will be part of a diverse, vibrant, global Accenture community; teams pushing the boundaries of new business capabilities and emerging technologies and services, sharing their experiences and lessons learned with each other. You'll have the chance to thrive in an environment where your ideas are valued and your voice matters.
+ At Accenture, you will be able to work on meaningful and innovative projects, powered by the latest technologies and industry best practices such as event-driven architectures and domain driven design.
+ Accenture will continually invest in your learning and growth. You'll learn from and work with Accenture's certified practitioners and Accenture will support you in growing your own tech stack, sales skills, and certifications.
+ You'll be immersed in the design and implementation of human-centric solutions to help solve complex challenges with some of the world's largest companies.
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here. (************************************************************
Role Location Annual Salary Range
California $94,400 to $293,800
Colorado $94,400 to $253,800
District of Columbia $100,500 to $270,300
Illinois $87,400 to $253,800
Minnesota $94,400 to $253,800
Maryland $94,400 to $253,800
New York/New Jersey $87,400 to $293,800
Washington $100,500 to $270,300
What We Believe
We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment.
Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities. Read more here (***********************************************************************
Equal Employment Opportunity Statement
Accenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation.
All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.
Accenture is committed to providing veteran employment opportunities to our service men and women.
For details, view a copy of the Accenture Equal Employment Opportunity and Affirmative Action Policy Statement (********************************************************************************************************************************************** .
Requesting An Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at ****************, send us an email (************************************************* or speak with your recruiter.
Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
$100.5k-270.3k yearly 1d ago
Tax Manager / Senior Manager
Solid Rock Recruiting LLC
Portfolio manager job in Fairfax, VA
💼 Work Style: Hybrid (flexible in-office schedule) 💰 Compensation: $140,000 - $185,000 base + bonus (DOE)
About the Opportunity
Our client is a well-established public accounting firm known for their collaborative culture, long-term client relationships, and consistent year-over-year growth. They take pride in offering a modern approach to work-life balance without compromising technical excellence.
We're partnering with them to identify an experienced Tax Manager who's ready to lead engagements, mentor staff, and be a trusted advisor to clients.
Key Responsibilities
Manage complex tax engagements for individuals, partnerships, S-corps, and closely-held businesses
Review returns prepared by staff and seniors for technical accuracy and compliance
Research complex tax issues and provide practical solutions for clients
Support client relationships through proactive communication and planning discussions
Lead, mentor, and develop team members through review and training
Assist partners with business development, client onboarding, and workflow efficiency
What They're Looking For
Active CPA license (required)
6+ years of experience in public accounting (preferably within a regional or mid-sized firm)
Strong technical knowledge in federal and state tax compliance
Excellent communication and leadership skills
Experience with CCH Axcess, UltraTax, or similar tax software (a plus)
Why This Firm
Hybrid flexibility - typically 2-3 days in office
Stable, growing client base in multiple industries (real estate, construction, manufacturing, professional services, etc.)
Real promotion potential - leadership succession planning is a key focus
Competitive compensation package, comprehensive benefits, and strong PTO
Confidential inquiries encouraged.
If you're open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation.
📧 joey@solidrockrecruiting.com
📞 (605) 601-4597
#J-18808-Ljbffr
$140k-185k yearly 2d ago
Manager of Medicaid Financial Policy
Virginia Hospital & Healthcare Association (VHHA 3.3
Portfolio manager job in Glen Allen, VA
The Virginia Hospital & Healthcare Association (VHHA) is seeking candidates for Manager of Medicaid Financial Policy at our headquarters in Glen Allen, Virginia. The Manager of Medicaid Financial Policy provides technical, analytical, and operational support to ensure the effective administration of the Virginia Hospital Mutual Assistance Program (MAP) and other Medicaid financial policy initiatives. This position plays a key role in data analysis, reconciliation, and policy support functions, and will work closely with VHHA member organizations, the Department of Medical Assistance Services (DMAS), and internal teams. The Manager will collaborate with the Senior Director of Medicaid and Hospital Financial Policy to maintain accuracy in program operations, monitor Medicaid-related changes, and ensure the timely execution of program processes.
Essential functions include:
· Complete daily operations and management of the Virginia Hospital Mutual Assistance Program.
· Establish and maintain effective working relationships with DMAS, MAP Governance Committee, CFO group, and legislature as appropriate.
· Serve as secondary contact for annual accounting firm review of the MAP.
· Assume secondary responsibility for member communication relating to Medicaid policy issues that impact the MAP.
· Assume secondary responsibility for developing interpretation of financial policies, government legislation or regulatory proposals related to the MAP, including researching and preparing analyses of complex financial actions and preparing recommendations for policy, procedure or action.
· Assist with monitoring legislative proceedings related to the assessments.
· Serves as backup on committees and workgroups related to hospital reimbursement policy.
· Collaborate with the Senior Director on the reconciliation and verification of quarterly hospital assessment calculations performed by DMAS.
· Monitor MAP transactions and fund flows and perform reviews of the necessary calculations, processes, and procedures required for completing the quarterly evaluation of payments and ensuring their accuracy and completeness.
· Act on behalf of assessed hospitals and health systems to complete paperwork, gather information, and file required reports.
· Assist in the transfer of the appropriate funds to each hospital after the mitigation and administrative process in accordance with the MAP agreement, providing summary reporting as well as details of any mutual assistance adjustments and the reconciliation which took place.
· Work with DMAS, MCOs, or hospital finance staff to resolve any exceptions identified in the MAP funds flow processes.
· Analyze hospital financial data for accuracy and integrity to determine present and future financial performance and the impact of various policy changes.
Ideal candidates will have knowledge of Medicaid policy, provider assessments, and hospital reimbursement systems. Must have advanced analytical and Excel modeling skills (pivot tables, VLOOKUP, formulas) and experience working with large datasets. Strong written and verbal communication skills are required, as well as strong attention to detail. Must be able to collaborate with cross-functional teams and manage multiple projects and deadlines in a fast-paced environment.
This is a full-time position which requires occasional travel within the Richmond metro area and Commonwealth of Virginia, and infrequent travel within the United States. Teleworking may be allowed based upon mutual agreement with supervisor. Occasional overtime and weekend hours are required. A bachelor's degree in Accounting, Finance, Public Policy, Health Administration, or a related field, or a minimum of 3 years of relevant experience in health policy, Medicaid reimbursement, or financial operations required. Must have demonstrated advanced proficiency in Microsoft Excel, including use of formulas, pivot tables, data manipulation techniques, and financial forecasting tools. Experience working with hospital financial data or in a Medicaid policy setting highly desirable, as well as prior participation in legislative analysis or financial modeling.
Compensation will be commensurate with work experience. VHHA offers a competitive benefits package and incentive plan opportunity.
Interested candidates should send a cover letter and resume to *******************.
VHHA is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, age, disability, marital status, military service or veteran status, sexual orientation, gender identity, genetic information, pregnancy, childbirth, or related medical conditions, including lactation, political affiliation, or other basis prohibited by federal or state law relating to discrimination in employment.
It is the policy of VHHA to provide a drug-free workplace in keeping with the spirit and intent of the Drug Free Workplace Act of 1988. VHHA prohibits the manufacture, sale, distribution, dispensation, possession, or use of alcohol, controlled substances, or marijuana on VHHA premises or while conducting VHHA business on or off VHHA premises.
$79k-105k yearly est. 17h ago
Manager, Premium Tax
Argonaut Management Services, Inc.
Portfolio manager job in Richmond, VA
Argo Group International Holdings, Inc.and American National, US based specialty P&C companies, (together known as BP&C, Inc.) are wholly owned subsidiaries of Brookfield Wealth Solutions, Ltd. ("BWS"), a New York and Toronto-listed public company. BWS is a leading wealth solutions provider, focused on securing the financial futures of individuals and institutions through a range of wealth protection and retirement services, and tailored capital solutions.
Job Description
The Premium Tax Manager will be responsible for managing premium tax compliance, reporting, and strategic planning specifically for insurance companies. The role will also provide oversight of surcharge and assessment compliance levied on insurers. The role interacts with senior level executives, so strong business and financial acumen are necessary and the capability to articulate strategy is critical.The role will be responsible for delivery and improvement on all processes and system integrations. We are looking for a positive leader with a passion for developing people to extract their potential.
Roles and Responsibilities
Oversee the accurate and timely preparation and filing of state premium tax returns and estimates for various entities
Ensure state mandated assessments and surcharges are remitted to tax authorities in a timely manner while limiting the net tax impact on the business
Serve as a primary point of contact and manage responses to inquiries and audits from state taxing authorities
Conduct detailed tax research, staying current with changes in tax laws and industry trends, and documenting tax positions to ensure compliance
Delivering accounting and operational support across all areas of the business.
Oversee daily/monthly/quarterly operational activities. Ensure accuracy and integrity of financial data.
With deep understanding of SOX requirements, ensure compliance in all transactions and support SOX testing request.
Provide high quality reporting and analysis to be used both internally and externally.
Develop systems, process and controls to enhance efficiency and effectiveness.
Complete ad-hoc analysis as requested by senior management.
Identify improvement opportunities in current processes. Revamp processes that need enhancement, recommend solutions and implement changes.
System-oriented. Evaluate feasibility to automate currently manual processes. Lead system implementations.
Supervise, train and develop staff, ensuring job responsibilities are completed successfully and career progression is supported.
Participate in special projects as needed.
Ability to work with other departments and collaborate outside of Finance.
Qualifications
Strong knowledge of premium tax regulations, accounting principles, and insurance industry standards is essential.
Bachelor's degree in accounting or finance.
Strong knowledge of US GAAP.
A minimum of 10 years in accounting and at least 5 years at management positions with progressing responsibilities and demonstrated experience managing insurance accounting operations teams. Prior experience in a publicly traded company preferred.
Unquestionable ethics and integrity.
Strong analytical skills and attention to detail and accuracy.
Excellent interpersonal, communication, and organizational skills.
Ability to work independently, manage deadlines, and balance competing priorities in a progressive environment.
The base salary range provided below is for hires in those geographic areas only and will be commensurate with candidate experience. Pay ranges for candidates in other locations may differ based on the cost of labor in that location. In addition to base salary, all employees are eligible for an annual bonus based on company and individual performance as well as a generous benefits package.
New York City - $119.1k - $141.8k
Chicago - $109.2 - $129.9k
Richmond, San Antonio and Omaha - $99.2k - $118.1k
PLEASE NOTE:
Applicants must be legally authorized to work in the United States. At this time, we are not able to sponsor or assume sponsorship of employment visas.
If you have a disability under the Americans with Disabilities Act or similar state or local law and you wish to discuss potential reasonable accommodations related to applying for employment with us, please contact our Benefits Department at .
Notice to Recruitment Agencies:
Resumes submitted for this or any other position without prior authorization from Human Resources will be considered unsolicited. BWS and / or its affiliates will not be responsible for any fees associated with unsolicited submissions.
We are an Equal Opportunity Employer. We do not discriminate on the basis of age, ancestry, color, gender, gender expression, gender identity, genetic information, marital status, national origin or citizenship (including language use restrictions), denial of family and medical care leave, disability (mental and physical) , including HIV and AIDS, medical condition (including cancer and genetic characteristics), race, religious creed (including religious dress and grooming practices), sex (including pregnancy, child birth, breastfeeding, and medical conditions related to pregnancy, child birth or breastfeeding), sexual orientation, military or veteran status, or other status protected by laws or regulations in the locations where we operate. We do not tolerate discrimination or harassment based on any of these characteristics.
The collection of your personal information is subject to our HR Privacy Notice
Benefits and Compensation
We offer a competitive compensation package, performance-based incentives, and a comprehensive benefits program-including health, dental, vision, 401(k) with company match, paid time off, and professional development opportunities.
$119.1k-141.8k yearly 1d ago
Manager, Statistical Reporting (Compliance)
James River Management Company 4.7
Portfolio manager job in Richmond, VA
Come grow with James River Insurance!
James River Insurance is an excess and surplus lines segment of James River Group Holdings, Ltd. and operates on an approved non-admitted basis in 50 states and Washington, DC. Since 2003, James River has provided thousands of commercial property and casualty customers with innovative and creative solutions for particular insurance needs.
At James River Insurance, we are committed to providing a stable and rewarding work environment supported by our Core Values and Guiding Principles: Integrity, Accountability, Innovation, Customer Service, Communication, and Teamwork. We are proud of being recognized the past 5 years as one of The Top Workplaces USA.
James River Group Holdings, Ltd. is a Bermuda-based insurance holding company which owns and operates a group of specialty insurance and reinsurance companies. The Company operates in two specialty property and casualty insurance segments: Excess and Surplus Lines and Specialty Admitted Insurance. The Company tends to focus on accounts associated with small or medium-sized businesses in each of its segments. Each of the Company's regulated insurance subsidiaries are rated "A-" (Excellent) by A.M. Best Company.
Job Summary
The Manager of Statistical Reporting will lead a team of Analysts to ensure all statistical reporting requirements are completed accurately and in accordance with established deadlines to support the Company's compliance with regulatory requirements.
Duties and Responsibilities
Strong project and people management experience.
Continuously exhibit and uphold Core Values of Integrity, Accountability, Communication and Teamwork, Innovation and Customer Service
Understand and communicate the impact of statistical reporting to internal stakeholders
Oversee the preparation and submission of monthly, quarterly and annual statistical filings to ISO, NCCI, NISS, insurance departments and Bureaus
Oversee the validity of all data and reporting output from the team
Interpret complex regulatory requirements
Provide subject matter expertise on multiple lines of business
Recommend process improvement to leadership team
Oversee the analysis and design of information, systems, and/or processes for internal and external reporting, data capture and quality specifications and manual processing
Manage multiple intra- and inter-departmental projects
Collaborate with business units to align process to regulations and provide assistance responding to regulatory inquiries
Ensure project and department milestones and goals are met
Guide and help team members with project issues
Responsible for day-to-day tactical team decisions
Track employee performance and provide regular and appropriate feedback
Work with employees to collaboratively establish development plans
Provide constructive feedback through regular check-ins and delivering performance reviews
Lead team through obstacles and time constraints to overcome barriers and successfully deliver results
Knowledge, Skills and Abilities
Extensive knowledge of P&C insurance industry and products
Advanced proficiency with ISO stat reporting and state data calls for property/casualty insurers
Solid knowledge of insurance regulatory and compliance requirements related to statistical reporting requirements
Knowledge of company's financial and data reporting systems
Intermediate proficiency in SQL programming language
Ability to lead, motivate, influence, and mentor staff
Ability to set clear expectations, effectively monitor progress, provide constructive feedback and guidance, and hold staff accountable
Ability to manage multiple tasks and projects effectively
Excellent written and verbal communication skills
Active listening skills
Ability to exercise sound judgement in making critical decisions
Ability to convey technical process information in a clear and concise manner
Attention to detail
Excellent organizational skills
Proficiency in MS Office (Word, Excel, Outlook)
Ability to provide exceptional customer service
Research, analysis and problem-solving skills
Ability to build effective relationships with business partners and influence decisions
Ability to identify and make process and procedure improvement recommendations
Strategic thinker with creative problem-solving abilities
Ability to lead and support a team
Open to continuous learning
Experience and Education
High School Diploma required
Bachelor's Degree preferred, or equivalent combination of education, training and experience
Minimum of 7 years of experience in insurance compliance with concentration in statistical reporting required
Minimum of 3 years of people and project management (supervision, mentor, lead) experience required
Certifications (CPCU, AINS, ARC) preferred
#LI-JB1
#LI-Remote
Please note that this position is not eligible for H-1B visa sponsorship. All applicants must be currently authorized to work in the United States on a full-time basis without the need for current or future H-1B sponsorship.
$85k-112k yearly est. 1d ago
Branch Manager
Loudoun County Government 4.0
Portfolio manager job in Leesburg, VA
Loudoun County Government has been named one of Forbes' 2025 Best Large Employers! We're proud to be recognized nationally for our commitment to employee satisfaction and excellence in public service. At Loudoun County, we bring together talented professionals from all backgrounds to make a meaningful impact in a dynamic, growing community - that's
The Loudoun Difference
.
Welcome and thank you for your interest in employment with Loudoun County Government!
ALL SECTIONS OF THE APPLICATION MUST BE COMPLETED IN ITS ENTIRETY. THE RESUME IS CONSIDERED SUPPLEMENTAL INFORMATION ONLY. APPLICATIONS THAT ARE INCOMPLETE OR INDICATE 'SEE RESUME' WILL NOT BE TAKEN INTO CONSIDERATION.
Introduction
Loudoun County Public Library (LCPL) builds community by promoting the joy of reading and learning. Serving as the civic center of the community, LCPL provides free and equal access to a full variety of library resources and innovative technologies to enhance the quality of life and meet the informational, educational, and cultural interests of the entire community.
Job Summary
Loudoun County Public Library (LCPL) is offering energetic, creative, community-oriented leaders the opportunity to become a Branch Manager at the Rust Library in Leesburg, Virginia. A passion for exceptional customer service and the ability to forge strong ties within the community are paramount for success. Promoting the joy of reading and learning, fostering an organizational culture of Inspiration, Information, Innovation, and Inclusion are among the core missions of Loudoun County Public Library. The Branch Manager will oversee day-to-day operations of the branch, maintain high staff morale and serve as a member of the LCPL leadership team. The successful candidate will be an inspiring and effective leader, focused on customer service and community engagement; be a team player with excellent interpersonal and communication skills; and stay aware of emerging trends and best practices in public library services.
Duties include:
Oversees and supervises Branch operations and services
Monitors use of materials, supplies, and equipment
Oversees the implementation of new technologies
Defines goals of the Service Plan
Collaborates with other Branch Managers and works with Advisory Board/Friends to establish priorities
Oversees services provided by Branch to ensure compliance with applicable federal and state regulations and Department policies and procedures
Ensures that established systems and processes are operating in compliance with licensure standards and other applicable regulatory standards; manages resources effectively
Assesses program effectiveness, efficiency, outcomes, and quality through various measures.
Reviews financial data to assess expected vs actual revenue
Identifies opportunities to improve service delivery
Monitors specific finance reports and identifies changes in regulations that impact revenue.
The Rust Library is the only passport acceptance facility in the system, and the Branch Manager will oversee all passport-related duties alongside other responsibilities.
LCPL provides services seven (7) days a week. Work schedule will vary and will include weekends, evenings and holidays. Location is subject to change based on the operational needs of the Library system.
Hiring salary is commensurate with experience.
Minimum Qualifications
Requires a Master's degree in Library Science, or related fields such as Business Administration, Public Administration, Public Policy, Law, Education, etc.; three (3) years of related professional work experience with library technology and operations, including at least one (1) year of supervisory experience, or equivalent combination of education and experience.
Administrative oversight experience and a thorough knowledge and understanding of trends and best practices in public libraries is preferred. Prefer prior experience as a Branch Manager and management of a physical facility. Prefer prior experience in multiple aspects of library branch operations such as collection management and program implementation.
Loudoun County provides a language stipend for individuals who pass a language proficiency test.
Job Contingencies and Special Requirements
Ability to lift books and other materials and move heavy book carts. Some bending and stooping required. Successful candidates will undergo background checks as required.
$48k-65k yearly est. 1d ago
Prospect Research and Portfolio Management Manager
USO 4.4
Portfolio manager job in Arlington, VA
Why join our team? With a mission that spans the globe, the USO provides a rewarding and fulfilling work environment. Our team is exceptional, and we offer generous paid time off, including volunteer days and military leave. We have a remarkable 401k match, comprehensive benefits, and opportunities for training and education reimbursement. Our team members are passionate about putting the mission first, and we have a lot of fun while doing it. Working for the USO isn't just a job it's a calling, and we believe in doing what you love and loving what you do.
Dont take our word for it. The external Great Place To Work survey found that:
* The USO is a Certified Great Place to Work 2025-2026
* 96% feel good about the ways we contribute to the community.
* 94% are proud to tell others they work here.
* 92% feel their work has special meaning: this is not "just a job."
* 91% feel that when you join the company, you are made to feel welcome.
* 92% feel people here are treated fairly regardless of their race.
* 88% feel people here are treated fairly regardless of their gender.
The Prospect Research & PortfolioManagementManager is responsible for providing prospect research, portfoliomanagement, data analysis, pipeline reporting and related policy and procedural training for a specific group of fundraisers in support of the USOs Major Gifts and Corporate fundraising initiatives.
Principal Duties and Responsibilities (*Essential Duties)
Prospect Research:
* Conduct proactive and responsive research on individuals, corporations, foundations, and other entities in support of the USOs fundraising efforts in line with internal policies and procedures
* Provide fundraisers and support staff training research strategy and best practices in support of donor qualification, cultivation, and solicitation efforts
* Serve as project lead and/or collaborate with teammates on research projects throughout the year
* Prepare high-quality donor and prospect briefings, including event bios, meeting briefs, and leadership profiles, tailored to specific cultivation, solicitation, and stewardship objectives
* Configure, review, and route substantive news alerts and philanthropic leads to fundraisers
* Proactively identify, qualify, and recommend new prospective donors through data analysis, external research tools, and philanthropic intelligence, with an emphasis on major and leadership-level giving
Prospect Assignments and PortfolioManagement:
* Review assignment requests and action them in line with internal policies and procedures
* Provide fundraisers and support staff training on how and when to request assignments
* Proactively develop, analyze, and monitor fundraiser portfolios to ensure appropriate size, composition, capacity alignment, and optimization relative to fundraising goals and pipeline coverage
* Facilitate scheduled and impromptu portfolio consultation meetings with fundraisers to ensure portfolio information and assignments are up-to-date and reflected accurately in the Salesforce CRM
* Aid in implementation of moves management processes and reporting to ensure prospects and donors move efficiently and effectively through the fundraising cycle
* Monitor portfolio health and performance, identify under-managed or misaligned prospects, and recommend strategic rebalancing, upgrades, or transitions to maximize fundraiser effectiveness
Data Analysis:
* Review and analyze portfolio, prospect, and donor data utilizing pivot tables, data-modeling tools, and analytical methods to deliver actionable insights, portfolio health assessments, and strategic intelligence to fundraising teams and actionable insights
* Perform fundraising data analysis/analytics methodologies including Recency, Frequency, Monetary (RFM) scoring, donor capacity ratings, and predictive modeling to support prospect qualification, portfolio optimization, upgrade identification, and pipeline prioritization demonstrated proficiency with diverse fundraising data and research systems such as Kindsight, Candid, Relationship Science, and LexisNexis and apply insights from these systems to drive proactive prospect identification and strategic portfolio development.
Pipeline Reporting:
* Review pipeline reports for accuracy and ensure all planned solicitations are reflected in the Salesforce CRM
* Identify opportunities for improving pipeline processes and reporting for the purpose of accurately forecasting fundraising revenue
* Provide fundraisers and support staff training on how and when to add opportunities to the Salesforce CRM Partner proactively with fundraisers to support opportunity strategy, validate ask readiness, and ensure pipeline entries reflect realistic probability, timing, and revenue expectations
* Other duties as assigned.
Job Specifications - minimum Knowledge, Skills, Abilities and Behaviors necessary to perform the job successfully. Equivalent combination of education and experience is acceptable.
* Bachelors Degree in a broad array of study areas preferred.
* 5+ years work experience in a development or fundraising role, specifically expertise in Prospect Management and Tracking principles and methods. Relevant experience in a not-for-profit, military, multicultural and/or global organization preferred.
* Skill in applying technical knowledge of donor database and CRM technologies including Salesforce Strong interpersonal and problem-solving skills. Ability to interact with USO Leadership, the general public and military audiences at a variety of levels with integrity and professionalism.
* Demonstrated ability to exercise sound judgment related to controversial and/or culturally sensitive subjects. Ability to handle confidential information with tact and poise.
* Working knowledge of basic business and data analysis functions including pivot tables and project management.
* Demonstrated initiative/self-motivation, with the ability to quickly and easily adapt to changing organizational needs.
* Proficiency using computers and electronic equipment. Working knowledge of various software, applications, and programs including but not limited to Microsoft Office suite.
* Ability to obtain and maintain proper credentials necessary to access USO Center locations and facilities including but not limited to security, credit and/or background screening, SOFA status, valid drivers license.
* Must be a strong advocate of the USOs mission.
Details
* This position is located in Arlington, VA. Preference will be given to local candidates within commuting distance to the location.
* Resume and cover letter are required for full consideration.
* Background check education, criminal and driving required.
* The statements contained herein describe the scope of the responsibility and essential functions of this position but should not be considered to be an all-inclusive listing of work requirements. Individuals may perform other duties as assigned including work in other areas to cover absences or relief to equalize peak work periods or otherwise balance the workload.
If thats not enough to convince you, here are some direct quotes from employees:
* The organization truly cares about the people who work here.
* I have been with the USO for 4 years and have consistently been able to grow in my knowledge and position. It is a fun place to work and my work/life balance is manageable. The way the organization has handled COVID has been top notch - I never felt fearful that I would lose my job or be put in a situation where I did not feel safe. The benefits are great - PTO and 401k matching are top level.
* There is great consideration given and extended in the following areas: organizational core values for all, work-life balance, impact we can actually see (and even experience as a staff member- the feeling of making an impact is priceless), autonomy with respect to current position within the organization.
* Everyone is friendly and easy to talk to. We collaborate well together and share ideas and interests to create fun activities for our overall goal in the community. I couldn't think of a better organization to work for.
* The mission alone provides a positive and meaningful purpose, where people should want to work and be a part of. Most of the people who work for the USO and volunteer for the USO have giving hearts and want to make a difference. This also makes the organization a place where people would want to work.
* The mission and opportunities to make a Difference are amazing. There is no doubt that the USO is one of the most forward-facing, frontline serving nonprofits that I know of.
#the USO
Apply today. Join the mission. Join Team USO.
$100k-161k yearly est. 27d ago
Enterprise Portfolio & Value Manager
CC Pace Systems 4.3
Portfolio manager job in Vienna, VA
Enterprise Portfolio & Value Manager (Lean PortfolioManagement)
Lean PortfolioManagement (LPM) experience is required for consideration.
Our client seeks an Enterprise Portfolio & Value Manager to facilitate lean portfoliomanagement for a strategic enterprise portfolio amidst agile transformation. This role is for a collaborative agile champion to implement and oversee a portfolio of value streams, including lean governance, funding and portfolio operations while learning and navigating corporate culture. Experience in agile enterprise transformation required.
RESPONSIBILITIES:
Oversee launch of value stream(s) as part of enterprise portfolio
Oversee framework to govern the intake, prioritization and decisioning of work to maximize value flow
Oversee the portfolio Kanban and ensure stop/pivot/persevere portfolio governance decisions are made to ensure prioritized value is delivered
Monitor Lean Budgeting guardrails to govern the funding of work
Ensure portfolio roadmaps for planned work are created and maintained
Oversee portfolio reporting of metrics, objectives & key results, advocating for the inclusion of value metrics
Work closely with executive stakeholders and provide key information to support decision making and align prioritization of projects with strategic objectives
Work with Agile Coach to identify gaps in existing lean portfoliomanagement; advocate for and implement improvements
Coordinate adjustments to the portfolio as necessary when strategic demands necessitate a change in delivery and/or scope of work
Serve as primary point of contact to strategic goal owners and enterprise initiative owners for projects and related issues
Build and maintain relationships with lines of business, team members, management, key stakeholders and/or external contacts (e.g., vendors, etc.)
QUALIFICATIONS:
Bachelor's degree in Business Administration, Finance, or related field, or the equivalent combination of education, training and experience
Significant experience in managing complex, cross-organizational programs
Advanced knowledge of Scaled Agile (SAFe) Lean PortfolioManagement (LPM)
Advanced knowledge of project management best practices, including change management, risk management, executive reporting, and aggregation of project data
Advanced skill to track and monitor project progress, identify project and process gaps, recommend controls and communicate progress to business leaders
Significant experience in managing multiple priorities independently and/or in a team environment to achieve goals
Extensive experience in working with all levels of staff, management, stakeholders, vendors
Advanced consultative, conflict resolution, negotiation and facilitation skills to gain consensus and ensure delivery of initiatives
Significant experience in delivering presentations to virtual and in person teams
Advanced critical thinking, analytical, and problem solving skill
Experience with launching value streams and enterprise level Lean PortfolioManagement (LPM)
CC Pace is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, or any other protected characteristic under federal, state, or local laws.
CC Pace are committed to employing only candidates who are legally authorized to work in the United States. For us to comply with the Immigration Reform and Control Act of 1986, all new employees, as a condition of employment, must complete the Employment Eligibility Verification Form I-9 and provide documentation that establishes identity and authorization to work. E-Verify will be used for employment verification as part of your onboarding process.
CC Pace values integrity throughout our hiring process. As part of our standard verification procedures, candidates will be asked to provide documentation confirming employment history, education, and work authorization.
$96k-131k yearly est. 47d ago
Portfolio Lead - TS/SCI with Polygraph
GDIT
Portfolio manager job in Chantilly, VA
Type of Requisition:
Regular
Clearance Level Must Currently Possess:
Top Secret SCI + Polygraph
Clearance Level Must Be Able to Obtain:
Top Secret SCI + Polygraph
Public Trust/Other Required:
None
Job Family:
IT Infrastructure and Operations
Job Qualifications:
Skills:
IT Leadership, Software Development Life Cycle Management, Status Reporting
Certifications:
None
Experience:
10 + years of related experience
US Citizenship Required:
Yes
Job Description:
Ensure the safety and security of our nation as a Portfolio Lead at GDIT. You'll apply the latest technology and provide operational support to deliver actionable intelligence for the Intelligence Community. Here, your work will have meaning and impact as you deliver your best every day.
DESCRIPTION:
Able to articulate past experience leading a technical evaluation of software development projects that include reviewing requirements to ensure system compatibility for optimal system performance. Candidate should be able to collaborate with business users to triage requirements and perform current state system analysis. Additionally, the Portfolio Lead should have the ability to complete written functional and technical specifications of modern and legacy systems, provide weekly status reports regarding security assessment status, and software release and integration initiatives. Candidate should have comprehensive past performance establishing integrated project team structure and assignments, and experience leading, directing and managing enterprise IT system development/engineering efforts.
Candidate will delegate tasks, and develop and manage schedules through work breakdown structure and program planning. Complete planning tasks for the design of cross domain solutions that support requirements of varying complexity in addition to planning and managing the coordinated effort of a team of different stakeholders and IT professionals. Work with developers/engineers across disciplines to implement customer and system requirements and supported solutions that meets current system requirements, and are scalable to meet future mission needs.
Complete research of emerging technologies to determine impact on application/system integration and execution. Draft project briefings, conceptual whitepapers, program planning, and other foundation documents. Professional understanding of all phases of the software development lifecycle, the System Engineering Life Cycle, and the ability to comprehend user business needs and concerns and integrate that understanding with technical skills
Overseeing/providing guidance to peer and subordinate staff, and developing strategic plans for current and future activities. Experience managing a team of ~15 employees.
WHAT YOU'LL NEED TO SUCCEED:
Education: Bachelor's degree in Computer Science, Engineering, or a related technical discipline, or the equivalent combination of education, technical certifications or training, or work experience.
Required Experience: 10+ years
Required Technical Skills: Writing functional and technical specifications of modern and legacy systems, Implementing scalable customer and system requirements and solutions to meet future mission needs, Professional understanding of all phases of the software development lifecycle, the System Engineering Life Cycle, and the ability to comprehend user business needs and concerns and integrate that understanding with technical skills
Required Skills and Abilities:
Developing and managing schedules through work breakdown structure and program planning.
Providing weekly status reports regarding security assessment status, plus software release and integration initiatives.
Researching emerging technologies to determine impact on application/system integration and execution.
Drafting project briefings, conceptual whitepapers, program planning, and other foundational documents.
Security Clearance Level: Top Secret/SCI with Polygraph
Location: Chantilly, VA (On Customer Site)
US Citizenship Required
GDIT IS YOUR PLACE:
401K with company match
Comprehensive health and wellness packages
Internal mobility team dedicated to helping you own your career
Professional growth opportunities including paid education and certifications
Cutting-edge technology you can learn from
Rest and recharge with paid vacation and holidays
#OpportunityOwned
#GDITCareers
#WeAreGDIT
#JET
#VA_2025Alumni
#GDITEnhanced2025
The likely salary range for this position is $158,855 - $214,921. This is not, however, a guarantee of compensation or salary. Rather, salary will be set based on experience, geographic location and possibly contractual requirements and could fall outside of this range.
Scheduled Weekly Hours:
40
Travel Required:
Less than 10%
Telecommuting Options:
Onsite
Work Location:
USA VA Chantilly
Additional Work Locations:
Total Rewards at GDIT:
Our benefits package for all US-based employees includes a variety of medical plan options, some with Health Savings Accounts, dental plan options, a vision plan, and a 401(k) plan offering the ability to contribute both pre and post-tax dollars up to the IRS annual limits and receive a company match. To encourage work/life balance, GDIT offers employees full flex work weeks where possible and a variety of paid time off plans, including vacation, sick and personal time, holidays, paid parental, military, bereavement and jury duty leave. To ensure our employees are able to protect their income, other offerings such as short and long-term disability benefits, life, accidental death and dismemberment, personal accident, critical illness and business travel and accident insurance are provided or available. We regularly review our Total Rewards package to ensure our offerings are competitive and reflect what our employees have told us they value most.We are GDIT. A global technology and professional services company that delivers consulting, technology and mission services to every major agency across the U.S. government, defense and intelligence community. Our 30,000 experts extract the power of technology to create immediate value and deliver solutions at the edge of innovation. We operate across 50 countries worldwide, offering leading capabilities in digital modernization, AI/ML, Cloud, Cyber and application development. Together with our clients, we strive to create a safer, smarter world by harnessing the power of deep expertise and advanced technology.Join our Talent Community to stay up to date on our career opportunities and events at
gdit.com/tc.
Equal Opportunity Employer / Individuals with Disabilities / Protected Veterans
$158.9k-214.9k yearly Auto-Apply 2d ago
Autonomous Systems Portfolio Lead
Dark Wolf Solutions
Portfolio manager job in Herndon, VA
Dark Wolf Solutions is seeking a senior leader to direct and grow our Autonomous Systems Portfolio. This portfolio represents a critical and fast-evolving mission area, with core capabilities in:
Cybersecurity and operational assessment of Unmanned Aerial Systems (UAS)
Mission and tactical systems in support of autonomous capabilities and related C5ISR
Development of new capabilities in UxS, Counter-UAS (C-UAS), and other autonomous domains
Broader leadership across emerging autonomous systems
The Portfolio Lead will be responsible for shaping strategy, leading program execution, driving innovation, and engaging with senior government customers to deliver impactful mission results.
Key Responsibilities
Strategic Leadership: Define and execute the vision for the Autonomous Systems Portfolio, aligning with Dark Wolf and customer objectives
Program Oversight: Lead a diverse portfolio of programs across UxS, C-UxS, and related domains; ensure high-quality delivery and customer satisfaction
Innovation & Growth: Identify, develop, and implement next-generation capabilities in autonomous systems
Customer Engagement: Build trusted relationships with DoD and government stakeholders; serve as a thought leader in the autonomous systems community
Team Development: Mentor and grow technical and program management staff, fostering a culture of innovation, collaboration, and accountability
Business Development: Support capture and proposal efforts to expand the portfolio's impact and revenue base
Required Qualifications
12+ years of proven, increasing experience leading complex programs or portfolios within the defense or government contracting environment
Located in, or willing to relocate to, the National Capital Region (NCR) or the Central Coast (CA)
Demonstrated expertise in UAS, C-UAS, or autonomous systems, with strong understanding of technical, operational, and regulatory considerations
Strong leadership, communication, and organizational skills with a track record of building and guiding high-performing teams
Ability to interface effectively with senior government officials and stakeholders.
U.S. Citizenship and Active DoD Secret security clearance
Desired Qualifications
Uniformed or Civilian DoD, USG service
Familiarity with CSO, SBIR, and similar contract vehicles
Experience with UxS associated with the maritime domain
Familiarity with a broad tech stack to include sensor fusion, control systems, AI/ML, integration, and test and evaluation
Degree in engineering, computer science, systems engineering, or related field
Prior experience in business development and capture management
Familiarity with emerging technologies in autonomy, AI/ML, and electronic warfare
Experience building partnerships across industry, academia, and government labs
Track record of shaping strategy for rapidly evolving mission areas
This position is located in Mountain View, CA, or other Dark Wolf Hub. The salary range for the senior level is estimated to $175,000.00 - $225,000.00 commensurate on experience and technical skillset.
We are proud to be an EEO/AA employer Minorities/Women/Veterans/Disabled and other protected categories.
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
$175k-225k yearly Auto-Apply 60d+ ago
Portfolio Manager
Firstservice Corporation 3.9
Portfolio manager job in Woodbridge, VA
As a Community Manager, you will provide strong leadership and management direction on behalf of Board of Directors and FirstService Residential. This position will oversee the entire operation and consistently adhere to and execute the mission and vision of the Board and community. This position has oversight of all aspects related to the business and operations of the community. The purpose of this role is to create a single point of contact in the community, enhance communication and create effective oversight of staff and operations. The Community Manager has the sole duty of the day-to-day operations, legal compliance and overall oversight of the association and staff.
Your Responsibilities:
* Provide leadership and direction in the development of short-term and long-range plans. Develop recommendations for goals and action plans to achieve Board objectives. Lead annual goal setting.
* Review organization structure, s, and functions. Make recommendations to the Board as to any potential changes.
* Partner with public, private and volunteer organizations to provide community services when necessary.
* Support the activities of the various Board sub-committees.
* Knowledge of all Community Governing documents. Provide recommendations on revisions.
* Continual process of seamless connection between the Board of Directors and committees.
* Provide community leadership and guidance to ensure that the needs or desires of the homeowners are being addressed.
* In partnership with the Board, create, or cause to be created, and implement the annual working budget, subject to approval by the Board of Directors.
* Monitor and report on the monthly financial position of the association.
* Provide leadership to each meeting involving the Board of Directors in terms of agenda support and written and oral reports. Summarize the priorities of each meeting with appropriate follow up.
* Recruit, hire, train and supervise all community staff in accordance with the documented management plan, if applicable.
* Work closely with local emergency organizations to maintain established emergency and community evacuation plans as appropriate.
* As appropriate, confer with other departments, divisions and outside agencies, including community groups and organizations. Identify, develop and implement programs to meet community needs.
* Assess and monitor community needs: identify opportunities for improving service delivery methods and procedures and developing new programs. Implement programs or improvements.
* Attend and participate in professional group meetings. Stay abreast of new trends and innovations in the fields of community management and community programming.
* On-site visibility throughout the common areas and facilities.
* Understanding of all agreements for corporate implementation.
* Ensure adherence to master calendar, maintenance calendar, association budgets and subsidy program.
* Review corporation policies on an ongoing basis to ensure compliance with civil code, declaration and other requirements of governing institutions.
* Perform building inspections of interior and exterior of property and prepare action plan for opportunities.
* Shall at all times ensure due diligence for the protection of client's funds, property and assets against all reasonably foreseeable contingencies or losses.
* Regular attendance and punctuality
Skills & Qualifications:
* Bachelor's degree in business or related field from an accredited college or university, and three years' experience in Property Operations, Hospitality or Construction; or equivalent combination of education and experience. Must have any state specific certifications and licenses or they are preferable to not required by the state.
* A minimum of seven years of successful community management experience or equivalent professional experience in a related field, with at least 4 of those years responsible for a staff with a variety of expertise, background and job assignments.
* Management experience in a small or medium-sized organization including responsibility for more than one functional department or division preferred.
* Understanding of physical building management, Condominium law, financial planning and law affecting property management.
* Valid Driver's License and State Mandated Vehicle Insurance
* Commitment to obtain CPM, PCAM, ARM or AMS designations or equivalent.
Physical Requirements / Working Environment
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Position involves sitting, standing, stooping, kneeling, pushing, shoving, lifting, carrying and moving objects that can weigh up to 25 lbs. This movement can occur throughout the day. Must also be able to climb several flights of stairs if necessary.
* Must be able to sit and stand for extended periods of time.
* Must be able to communicate both on the phone and in person with our clients in order to resolve issues and manage the business.
* Must have finger dexterity for typing/using a keyboard.
* Must be mobile enough to move around both the office in order to make copies, send mail and faxes and to walk around the property. This could include lengthy walks on uneven areas.
* Talking and hearing occur continuously in the process of communicating with guests, supervisors, and other associates.
* Capable of working extended hours, to include evenings, weekends and holidays as necessary.
* This position may alternate between working indoors in a controlled climate and with proper lighting, to an outdoors setting with variable climate and lighting.
* Must be able to interact with all types of individuals, be mentally alert, detail oriented, and with good reasoning skills.
* Must be able to work on more than one assignment at a time with frequent interruptions, changes and delays. Must be able to remain focused and work effectively, efficiently, and cheerfully under such circumstances. For safety reasons, employee must remain alert to working conditions and aware of safety, health, and environmental concerns.
* Must be able to work effectively and cheerfully in an environment which may be stressful due to adversarial situations resulting from the proper performance of duties.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Hours over and above normal office hours will occur, including evenings, holidays, and some weekends. Schedule is subject to change based on business needs.
What We Offer:
As a full-time exempt associate, you will be eligible for full comprehensive benefits to include your choice of multiple medical plans, dental, vision, and others. In addition, you will be eligible for time off benefits, paid holidays and a 401k with company match. Occasional travel may be required to attend training and other company functions.
Compensation:
$60,000 - $68,000 annually
Disclaimer Statement:
The above information in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties and responsibilities to this job at any time.
Automated Employment Decision Tool (AEDT) Usage: We may utilize an Automated Employment Decision Tool (AEDT) in connection with the assessment or evaluation of candidates. The AEDT is designed to assist in objectively evaluating candidate qualifications based on specific job-related characteristics.
Job Qualifications and Characteristics Assessed: The AEDT evaluates candidates based on job qualifications and characteristics pertinent to the role, including skills, experience, and competencies relevant to the position requirements. These qualifications are determined by the unique needs of each role within our company.
Alternative Selection Process or Reasonable Accommodations: Candidates who require an alternative selection process or a "reasonable accommodation," as defined under applicable disability laws, may make a request through our designated contact channel national_****************************.
Requesting Information About the AEDT - NYC Local Law 144: Candidates who reside in New York City and are subject to NYC Local Law 144 may request information about the AEDT, including details on the type of data collected, the sources of such data, and our data retention policies. To submit a request, please contact us at national_****************************; we will respond in accordance with Local Law 144, within 30 days.
$60k-68k yearly 5d ago
Portfolio Manager
Farm Credit Services of America 4.7
Portfolio manager job in Winchester, VA
Join Horizon Farm Credit as a PortfolioManager and grow your career in a position with a great work/life balance, opportunities for professional growth, and the chance to make a meaningful impact on the agricultural community!
Horizon Farm Credit is actively seeking a PortfolioManager to join our Lending team. Qualified candidates may work in any available Horizon Farm Credit branch. To view locations, click here Locations | Horizon Farm Credit. This position is eligible for a hybrid work schedule. Our ideal candidate is an organized, detail-oriented, and analytical individual with an enthusiasm to support the agricultural community. The hours of operations are typically Monday to Friday from 8 a.m. to 4:30 p.m.
Position Description: PortfolioManager will deliver outstanding support with servicing activities, provide high-level lender support, assist with pipeline management, and assist with account research. Build strong collaborative relationships with various Association-wide teams to help meet objectives and goals through effective teamwork, cooperation, and communication. Supports the efficient and effective delivery of financial products and services to customers. Assures customer needs are met personally or through other team members and works closely with all team members to effectively meet all customer needs in the assigned territory. Provides operational and lending support.
Areas of Responsibility:
Business Development Support
Serve as a point of contact for customers on servicing needs including note modifications, releases, subordinations, extensions, etc.
Accountable for servicing activities for an assigned portfolio including annual financial collection and covenant compliance, monitoring loan servicing plans to ensure they and related tasks are up to date.
Account Research
Responsible for account research on complex account situations.
Assist the Ag Relationship Manager in coordinating with other team members as applicable.
Serve as second point of contact for accounts when the Ag Relationship Manager is unavailable.
Pipeline Management
Assist with pipeline management to ensure accurate estimated closing dates, ensure actions are on track to meet borrower's expectations, documentation and conditions are addressed timely, etc. for all transactions within assigned portfolios, including new money and servicing transactions.
Expected to serve as a central contact for ARMs with assigned portfolios for overall pipeline management. Work with other support teams to manage full portfolio needs.
Resource & Support
May act as a resource for new lenders as needed.
Tasks may include past due servicing from 20 to 35 days and assisting ARMs with customer communication, etc., and providing support as needed for the transition to Credit Resolution to lead the early-stage delinquency efforts.
Business Coverage
Provide leave coverage for any lender as needed to ensure existing and potential customers receive prompt and courteous service. Leave coverage would include handling new money requests.
REQUIREMENTS
Bachelor's Degree in Business Administration, Accounting, or a related field.
Generally, three to eight years of experience including three years of commercial agricultural lending or financially related experience.
Strong customer service skills and the ability to manage challenging customer situations.
Skillfully gathers and analyzes customer information to develop and present alternative solutions to meet Association and customer needs.
Ability to be recognized as a trusted advisor to customers.
Excellent organizational skills with the ability to simultaneously work on multiple projects/assignments.
Excellent interpersonal, organizational, and communication skills.
Demonstrate a willingness to be collaborative and the ability to develop and work well in a team atmosphere.
Adaptable and flexible to a changing work environment.
Regular, predictable, and reliable attendance is required.
Who are we?
Horizon Farm Credit is an expert in agriculture, with over 100 years of serving rural America. As a premier rural lender, we're constantly growing and seeking new members for our team. As part of the Horizon Farm Credit team, you have the opportunity to make a difference for agriculture and rural communities.
What can we offer you?
We offer competitive compensation and benefits packages for full-time employees including:
Medical insurance with dental and vision care options
401 (k) with significant employer matching
Paid time off, holidays, and volunteer time to support work/life balance
Tuition reimbursement and training opportunities
Student loan reimbursement
Leadership and career development opportunities
Paid maternity and bonding leave
Paid short-term disability
Fun and inclusive work environment
Salary range: $60,700 - $75,000, depending on experience. Opportunity to earn additional incentive.
Equal Opportunity Employer including veterans and individuals with disabilities.
$60.7k-75k yearly Auto-Apply 19d ago
Portfolio Lead (Country/ Regional Lead)
Sawdey Solution Services 4.2
Portfolio manager job in Fort Belvoir, VA
Pay Rate:
The annual base salary range for this position $89,383 - $121,305. Please note that the salary information is a general guideline only. At Sawdey Solution Services, we recognize that attracting the best talent is key to our strategy and success as a company. We will consider several factors when extending an offer to an applicant. These factors include (but are not limited to) the position, associated responsibilities, work experience, education, related training, and related skills.
Position Location: Fort Belvoir, VA
Telework/Work-from-Home Authorized:
Yes - When Authorized/Hybrid
About the Role: The Portfolio Lead (PL) works directly with client Program Managers (PM) as well as other Advisory and Assistance Services (A&AS) personnel contributing to implementation of the Biological Threat Reduction Program (BTRP), Chemical Security Program (CSP), and Proliferation Prevention Program (PPP) priorities. They are responsible for ensuring that client deliverables meet quality and schedule requirements. The PLs engage and collaborate with government counterparts on a broad range of activities, including project management; financial management; quality assurance; knowledge management; partner relationship management; acquisition life-cycle support; new country engagements as well as recurring and pop-up tasks.
PL is primarily a project management role that supports implementation of Global Threat Reduction (GTR) priorities, acquisition plans, and facilitates collaboration across various government and A&AS teams using the Integrated Project Team (IPT) concept. The PL provides or facilitates comprehensive support to ensure the success of the assigned portfolio under the guidance of the associated PM(s). This includes planning ahead to anticipate needed actions and advice the client in advance.
This role requires a thorough understanding of the BTRP, CSP, and PPP priorities mission, nature of biological threats and biological threat reduction approaches, the international nonproliferation regime, and key stakeholders working in the domains of nonproliferation and global health security spanning public and animal health sectors.
PL will report to the Division Lead. PLs' primary client interfaces are the Country, Regional, Science and other government Managers within Integrated Project Teams (IPTs).
Additional Responsibilities Include, but are not Limited To:
PLs work across government and A&AS teams to support the BTRP, CSP, and PPP mission through:
Project-based support advice and assistance: effective management of cost, schedule, and performance of awards as well as planning and execution of acquisitions.
Ongoing operations advice and assistance: requirements definition/validation as well as all-encompassing support of country/region/program portfolios. Deliverables include the Weekly Activity Report (WAR)/DURC /Annual Report to Congress (ARC) actions, Program Management Reviews (PMRs), Metric Validation Workshop (MVW), Program Objective Memorandum (POM), Country Summaries, Program Budget Management comments, etc.
Ad hoc tasks: hot taskers, congressional inquiries, Freedom of Information Act (FOIA) requests, emergent needs not associated with a specific project and associated tasks
Responsible for building relationships with the government counterparts in order to effectively advise on and assist with matters related to the portfolio. PLs are required to understand the limitations and restrictions pertaining to the contractor's role and authorities/responsibilities that qualify as an inherently government function.
Provide project management support for the full range of BTRP, CSP, and PPP activities in the assigned portfolio, using project management best practices and approved acquisition processes.
Provide advisory and assistant services with regards to linking activities and objectives to National Strategy, Combatant Command plans, Department of Defense (DoD), Defense Threat Reduction Agency (DTRA), GTR and BTRP, CSP, and PPP priorities, and efforts of Interagency partners.
Facilitate regular and productive coordination and communication with relevant parties in the government A&AS community and with external stakeholders.
Take notes and coordinate action items resulting from meetings.
Assist and advise government counterparts in defining requirements, formulating end states and plans to reach them, and defining project success factors.
Assist and advise government PMs, and engage A&AS counterparts, throughout the acquisition lifecycle including but not limited to requirement validation, project idea development, acquisition planning, project initiation, execution and monitoring, and closeout.
Assist the client in drafting and finalizing materials related to acquisition (e.g., Initial Strategy Session worksheets, Acquisition Strategy Review Documents, Market Research Reports, Statements of Work, Contract Data Requirement Lists, and others as required).
Facilitate cross-team coordination and review of acquisition documents to leverage expertise from science, acquisition, finance, training, contracting, property, etc. teams to ensure thorough SME review. Keep relevant stakeholders apprised throughout acquisition lifecycle.
Support the client in drafting and finalizing messaging and reports related to the portfolio.
Support development of project-level inputs for Program Objective Memorandum (POM), Annual Report to Congress (ARC), spend plans, and metrics review materials.
Support drafting of portfolio updates for the Weekly Activity Reports (WARs).
Support drafting of regional/country summaries for the Office of the Secretary of Defense.
Support government counterparts in Program Management Reviews (PMRs). Assist the client in review and documentation of project scope, schedule, budget status and forecast.
Support the client in drafting PMR materials. Prepare talking points to accompany slides and assist with action items arising following presentation of the PMR briefs.
Prepare the client for PMR briefs to division and department leadership by coordinating across the government-A&AS community to ensure the client is well-informed on each project within the portfolio.
Support prompt and thorough responses to short-fuse taskers.
Gain access to and become proficient in various government systems to include Automated Trip Request Information Process (ATRIP), Program Budget Management Tool (PBMT), Mercury/Threat Reduction Logistics Services (TRLS), and Consolidated Acquisition Tool (CAT).
Document best practices across all efforts, summarize and use lessons learned, and make recommendations to adapt, apply, and embed those practices throughout the project life cycle.
Maintain an organized method of portfolio-relevant documents in coordination with government counterpart for proper record keeping of important country-specific documents pertaining to acquisitions, policies, in-country partners, implementers, metrics, travel, and more.
Travel in support of the BTRP mission.
Participate in travel as needed.
Assist government personnel in planning travel and fulfilling pre-travel requirements (e.g., ATRIP submission, ATFP plans, logistics support requests, DTRO coordination, travel pre-brief, trip book,).
Support the client during meetings with partner nation stakeholders by providing talking points and taking notes during meetings.
Assist the client in completion of post-travel requirements (e.g., travel de-brief, trip report).
Perform other duties, as assigned.
Experience Requirements:
At least three (3) to ten (10) years of project management, government acquisition or similar experience.
Experience and successful track record building effective relationships with clients and other stakeholders, understanding client's requirements, and meeting client expectations.
Experience applying project management best practices in support of multiple ongoing projects while delivering high-quality outputs. Ability to track multiple competing priorities and dynamic portfolio components.
Track record working in a matrixed environment, coordinating work across large, diverse teams, and being an effective and collaborative team member.
Education Requirements:
BA/BS degree required.
MA/MS desired.
Certificate, License, and Registration Requirements:
Project Management Professional (or equivalent) certification (desired).
Other Required Skills & Abilities:
Must be able to effectively communicate with customer and fulfill all duties and responsibilities as listed in the contract.
Must be proficient in Microsoft Office suite including, but not limited to: Word, PowerPoint, Excel, and Outlook.
Excellent communication and teamwork skills, ability to support government clients achieve strategic objectives without losing sight of detail, ability to keep track of formal and informal taskers and deliver necessary advisory and assistance services in support of multiple, competing priorities. The PL is expected to partner with the government PMs as well as A&AS counterparts and be a reliable source of advice and assistance.
Ability to work collaboratively and independently.
Excellent communication, critical thinking, and problem-solving skills.
Demonstrated ability to write for senior leaders.
Flexibility/adaptability/suitability to work in a fast-paced environment.
Ability to travel internationally.
Travel up to 25% of the time.
Requirement to work in the office at least 2-3 days a week.
Security Clearance Requirements:
Secret Clearance or higher
US Citizenship Requirements:
This position supports a U.S. Government Contract whose terms require Sawdey Solution Services to staff it only with U.S. Citizens.
$89.4k-121.3k yearly 34d ago
Senior Analyst, Investment Banking
BDO USA 4.8
Portfolio manager job in Richmond, VA
BDO Capital Advisors (BCA) is seeking a motivated Analyst with previous investment banking experience to join the firm's expanding practice in Richmond, Virginia. The ideal candidate will have a strong grasp of accounting, valuation, and modelling concepts and will possess strong written and verbal communication skills. The candidate will be expected to research prospective clients and their industries, assist in the creation of pitch materials, develop financial models and draft offering memoranda. The candidate will gain in-depth exposure to the financials and operations of companies in a wide range of industries and to the execution of investment banking transactions including mergers and acquisitions and private placements. At BCA, analysts actively participate in every phase of a client engagement and gain the skills to build a successful career in investment banking. BCA has a robust pipeline of prospective and active engagements and is seeking a candidate that can make an immediate impact.
BDO Capital Advisors, a wholly-owned affiliate of BDO USA, P.C., is a leading middle market investment bank that focuses on sell-side advisory, acquisition advisory, capital raising and board advisory services. The firm has deep industry knowledge, extensive cross-border transaction experience and best-in-class deal execution capabilities. BDO's investment bankers have collectively executed hundreds of transactions for clients including family-owned and entrepreneur-led companies, public corporations and leading private equity firms. BCA professionals leverage the full depth and breadth of BDO USA's resources and sourcing network, which includes 75+ offices and over 12,000 professionals across the United States. BCA is a FINRA/SIPC member firm.
The BCA team specializes in providing sell-side M&A advisory services to middle market clients with enterprise values between $25 million and $500 million. The firm has broad industry expertise having closed transactions across industries including the Manufacturing & Distribution, Consumer, Food & Retail, Healthcare & Life Sciences, Business Services, Energy & Natural Resources and Technology, Media & Telecom sectors.
BCA has reach with international buyers and insight into global M&A trends via the BDO International network, which has consistently ranked as a Top 10 global M&A middle market advisor by total deal volume. BDO International Corporate Finance operates in approximately 100 countries with over 2,000 professionals who provide investment banking services for clients across the globe.
Job Duties:
Supports the execution and the origination of M&A transactions
Develops financial models, including DCF, accretion/dilution, LBO, comparable trading, and transaction analyses
Analyzes companies and industries and work directly with client management teams
Prepares pitch books, offering memoranda and management presentations
Organizes and manage responses to inquiries from potential investors as well as coordinate other diligence activities
Manages several projects concurrently
Other duties as required
Supervisory Responsibilities:
N/A
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's degree, required; focus in Finance, Accounting, or Economics, preferred
Experience:
One (1) or more years of investment banking, private equity or related financial services experience, preferred
License/Certifications:
FINRA Series 79 and 63 licenses (if not currently held, will be required shortly after hire), required
Software:
Proficient in of Microsoft Office Suite and research tools such as S&P CapitalIQ, FactSet, Bloomberg, and Intralinks, preferred
Languages:
N/A
Other Knowledge, Skills & Abilities:
Excellent verbal and written communication skills
Strong analytical and research skills
Solid organizational skills with exceptional attention to detail
Ability to successfully multitask while working independently or within a group
Ability to work in a deadline-driven environment and manage multiple projects simultaneously
Understanding of basic accounting and valuation methodologies
Ability to travel, as necessary
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $80,000 - $100,000 Maryland Range: $80,000 - $100,000 NYC/Long Island/Westchester Range: $80,000 - $100,000
$80k-100k yearly Auto-Apply 33d ago
Portfolio Manager
Burke & Herbert Bank 4.4
Portfolio manager job in Harrisonburg, VA
The PortfolioManager will support Relationship Managers in the origination of new loans and management of credit portfolio. This role will work closely with the origination team and credit risk management in structuring transactions, reviewing and analyzing financial statements, conducting due diligence, assessing credit risk, preparing deal screen presentations, and monitoring and managing the credit portfolio.
Essential Functions:
* Determine borrowing customer's needs and develop appropriate loan structure in collaboration with Relationship Manager.
* Request, Review and Spread company/guarantor financial information.
* Complete thorough, accurate, and in-depth analysis of new credit requests in a timely manner.
* Maintain good working knowledge of the Bank's lending policies and procedures and identify exceptions to credit policy.
* Recommend appropriate risk ratings in accordance with credit policy guidelines.
* Attend meetings and/or conference calls on transactions, lead due diligence discussions and develop deal indicative term sheets and deal screen presentations.
* Structure transactions appropriately that meet client's needs and bank's requirements.
* Perform comprehensive credit analysis (cash flow analysis, trend analysis, sensitivity analysis etc.) for deal screens and assist in presentation to credit committee in support of approval.
* Monitor, review and evaluate ongoing compliance with financial covenants and reporting requirements.
* Assist with renewals, extensions and annual credit reviews, as needed.
* Perform other duties as directed.
Skills/Abilities
* Proficiency with financial modeling and excellent financial analysis skills (balance sheets, income statements, cash flow statements, financial ratios, personal financial statements, tax returns etc.)
* Thorough knowledge of C&I and CRE lending process, including credit evaluation and underwriting.
* Strong verbal, written, interpersonal, and presentation skills.
* Proven organizational skills, ability to work independently and be detail oriented and thorough.
* Ability to work well on a team and develop collaborative partnerships across the banking platform.
* Ability to work on multiple transactions simultaneously and prioritize assignments to meet deadlines.
* Proficiency in Microsoft Office; knowledge of banking systems (Baker Hill NextGen, Synergy, SilverLake).
Education and Experience
* Bachelor's degree in accounting, finance, or related field with proven academic excellence preferred.
* Formal credit training and three plus (3+) years of underwriting and account management experience, preferably within a commercial lending environment.
Supervisory Responsibility
This position has no supervisory responsibilities.
Work Environment
This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.
Physical Demands
This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary.
Travel
Travel may be required for this position.
This position is classified as exempt, and as such it is paid on a salaried basis. The pay range for this position is $70,000 - $90,000 annually.
This position is classified as full-time and the benefits package includes health insurance, dental insurance, vision insurance. Employees may select from coverage options which range from employee only to family coverage. Full-time employees receive Paid Time Off (PTO), a paid holiday schedule, paid bereavement, and paid parental leave. Benefits also include company paid life insurance and paid long-term disability coverage. Our bank also offers a 401(k) with a company match.
Equal Employment Opportunity/M/F/disability/protected veteran status
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
$70k-90k yearly 60d+ ago
Prospect Research and Portfolio Management Manager
USO 4.4
Portfolio manager job in Arlington, VA
Job Description
Why join our team?
With a mission that spans the globe, the USO provides a rewarding and fulfilling work environment. Our team is exceptional, and we offer generous paid time off, including volunteer days and military leave. We have a remarkable 401k match, comprehensive benefits, and opportunities for training and education reimbursement. Our team members are passionate about putting the mission first, and we have a lot of fun while doing it. Working for the USO isn't just a job - it's a calling, and we believe in doing what you love and loving what you do.
Don't take our word for it. The external “Great Place To Work” survey found that:
The USO is a Certified Great Place to Work 2025-2026
96% feel good about the ways we contribute to the community.
94% are proud to tell others they work here.
92% feel their work has special meaning: this is not "just a job."
91% feel that when you join the company, you are made to feel welcome.
92% feel people here are treated fairly regardless of their race.
88% feel people here are treated fairly regardless of their gender.
The Prospect Research & PortfolioManagementManager is responsible for providing prospect research, portfoliomanagement, data analysis, pipeline reporting and related policy and procedural training for a specific group of fundraisers in support of the USO's Major Gifts and Corporate fundraising initiatives.
Principal Duties and Responsibilities (*Essential Duties)
Prospect Research:
Conduct proactive and responsive research on individuals, corporations, foundations, and other entities in support of the USO's fundraising efforts in line with internal policies and procedures
Provide fundraisers and support staff training research strategy and best practices in support of donor qualification, cultivation, and solicitation efforts
Serve as project lead and/or collaborate with teammates on research projects throughout the year
Prepare high-quality donor and prospect briefings, including event bios, meeting briefs, and leadership profiles, tailored to specific cultivation, solicitation, and stewardship objectives
Configure, review, and route substantive news alerts and philanthropic leads to fundraisers
Proactively identify, qualify, and recommend new prospective donors through data analysis, external research tools, and philanthropic intelligence, with an emphasis on major and leadership-level giving
Prospect Assignments and PortfolioManagement:
Review assignment requests and action them in line with internal policies and procedures
Provide fundraisers and support staff training on how and when to request assignments
Proactively develop, analyze, and monitor fundraiser portfolios to ensure appropriate size, composition, capacity alignment, and optimization relative to fundraising goals and pipeline coverage
Facilitate scheduled and impromptu portfolio consultation meetings with fundraisers to ensure portfolio information and assignments are up-to-date and reflected accurately in the Salesforce CRM
Aid in implementation of moves management processes and reporting to ensure prospects and donors move efficiently and effectively through the fundraising cycle
Monitor portfolio health and performance, identify under-managed or misaligned prospects, and recommend strategic rebalancing, upgrades, or transitions to maximize fundraiser effectiveness
Data Analysis:
Review and analyze portfolio, prospect, and donor data utilizing pivot tables, data-modeling tools, and analytical methods to deliver actionable insights, portfolio health assessments, and strategic intelligence to fundraising teams and actionable insights
Perform fundraising data analysis/analytics methodologies including Recency, Frequency, Monetary (RFM) scoring, donor capacity ratings, and predictive modeling to support prospect qualification, portfolio optimization, upgrade identification, and pipeline prioritization demonstrated proficiency with diverse fundraising data and research systems such as Kindsight, Candid, Relationship Science, and LexisNexis and apply insights from these systems to drive proactive prospect identification and strategic portfolio development.
Pipeline Reporting:
Review pipeline reports for accuracy and ensure all planned solicitations are reflected in the Salesforce CRM
Identify opportunities for improving pipeline processes and reporting for the purpose of accurately forecasting fundraising revenue
Provide fundraisers and support staff training on how and when to add opportunities to the Salesforce CRM Partner proactively with fundraisers to support opportunity strategy, validate ask readiness, and ensure pipeline entries reflect realistic probability, timing, and revenue expectations
Other duties as assigned.
Job Specifications - minimum Knowledge, Skills, Abilities and Behaviors necessary to perform the job successfully. Equivalent combination of education and experience is acceptable.
Bachelor's Degree in a broad array of study areas preferred.
5+ years' work experience in a development or fundraising role, specifically expertise in Prospect Management and Tracking principles and methods. Relevant experience in a not-for-profit, military, multicultural and/or global organization preferred.
Skill in applying technical knowledge of donor database and CRM technologies including Salesforce Strong interpersonal and problem-solving skills. Ability to interact with USO Leadership, the general public and military audiences at a variety of levels with integrity and professionalism.
Demonstrated ability to exercise sound judgment related to controversial and/or culturally sensitive subjects. Ability to handle confidential information with tact and poise.
Working knowledge of basic business and data analysis functions including pivot tables and project management.
Demonstrated initiative/self-motivation, with the ability to quickly and easily adapt to changing organizational needs.
Proficiency using computers and electronic equipment. Working knowledge of various software, applications, and programs including but not limited to Microsoft Office suite.
Ability to obtain and maintain proper credentials necessary to access USO Center locations and facilities including but not limited to security, credit and/or background screening, SOFA status, valid driver's license.
Must be a strong advocate of the USO's mission.
Details
This position is located in Arlington, VA. Preference will be given to local candidates within commuting distance to the location.
Resume and cover letter are required for full consideration.
Background check - education, criminal and driving required.
The statements contained herein describe the scope of the responsibility and essential functions of this position but should not be considered to be an all-inclusive listing of work requirements. Individuals may perform other duties as assigned including work in other areas to cover absences or relief to equalize peak work periods or otherwise balance the workload.
If that's not enough to convince you, here are some direct quotes from employees:
The organization truly cares about the people who work here.
I have been with the USO for 4 years and have consistently been able to grow in my knowledge and position. It is a fun place to work and my work/life balance is manageable. The way the organization has handled COVID has been top notch - I never felt fearful that I would lose my job or be put in a situation where I did not feel safe. The benefits are great - PTO and 401k matching are top level.
There is great consideration given and extended in the following areas: organizational core values for all, work-life balance, impact we can actually see (and even experience as a staff member- the feeling of making an impact is priceless), autonomy with respect to current position within the organization.
Everyone is friendly and easy to talk to. We collaborate well together and share ideas and interests to create fun activities for our overall goal in the community. I couldn't think of a better organization to work for.
The mission alone provides a positive and meaningful purpose, where people should want to work and be a part of. Most of the people who work for the USO and volunteer for the USO have giving hearts and want to make a difference. This also makes the organization a place where people would want to work.
The mission and opportunities to make a Difference are amazing. There is no doubt that the USO is one of the most forward-facing, frontline serving nonprofits that I know of.
#the USO
Apply today. Join the mission. Join Team USO.
$100k-161k yearly est. 29d ago
Enterprise Portfolio & Value Manager
CC Pace Systems, Inc. 4.3
Portfolio manager job in Vienna, VA
Job DescriptionEnterprise Portfolio & Value Manager (Lean PortfolioManagement)
Lean PortfolioManagement (LPM) experience is required for consideration.
Our client seeks an Enterprise Portfolio & Value Manager to facilitate lean portfoliomanagement for a strategic enterprise portfolio amidst agile transformation. This role is for a collaborative agile champion to implement and oversee a portfolio of value streams, including lean governance, funding and portfolio operations while learning and navigating corporate culture. Experience in agile enterprise transformation required.
RESPONSIBILITIES:
Oversee launch of value stream(s) as part of enterprise portfolio
Oversee framework to govern the intake, prioritization and decisioning of work to maximize value flow
Oversee the portfolio Kanban and ensure stop/pivot/persevere portfolio governance decisions are made to ensure prioritized value is delivered
Monitor Lean Budgeting guardrails to govern the funding of work
Ensure portfolio roadmaps for planned work are created and maintained
Oversee portfolio reporting of metrics, objectives & key results, advocating for the inclusion of value metrics
Work closely with executive stakeholders and provide key information to support decision making and align prioritization of projects with strategic objectives
Work with Agile Coach to identify gaps in existing lean portfoliomanagement; advocate for and implement improvements
Coordinate adjustments to the portfolio as necessary when strategic demands necessitate a change in delivery and/or scope of work
Serve as primary point of contact to strategic goal owners and enterprise initiative owners for projects and related issues
Build and maintain relationships with lines of business, team members, management, key stakeholders and/or external contacts (e.g., vendors, etc.)
QUALIFICATIONS:
Bachelor's degree in Business Administration, Finance, or related field, or the equivalent combination of education, training and experience
Significant experience in managing complex, cross-organizational programs
Advanced knowledge of Scaled Agile (SAFe) Lean PortfolioManagement (LPM)
Advanced knowledge of project management best practices, including change management, risk management, executive reporting, and aggregation of project data
Advanced skill to track and monitor project progress, identify project and process gaps, recommend controls and communicate progress to business leaders
Significant experience in managing multiple priorities independently and/or in a team environment to achieve goals
Extensive experience in working with all levels of staff, management, stakeholders, vendors
Advanced consultative, conflict resolution, negotiation and facilitation skills to gain consensus and ensure delivery of initiatives
Significant experience in delivering presentations to virtual and in person teams
Advanced critical thinking, analytical, and problem solving skill
Experience with launching value streams and enterprise level Lean PortfolioManagement (LPM)
CC Pace is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, or any other protected characteristic under federal, state, or local laws.
CC Pace are committed to employing only candidates who are legally authorized to work in the United States. For us to comply with the Immigration Reform and Control Act of 1986, all new employees, as a condition of employment, must complete the Employment Eligibility Verification Form I-9 and provide documentation that establishes identity and authorization to work. E-Verify will be used for employment verification as part of your onboarding process.
CC Pace values integrity throughout our hiring process. As part of our standard verification procedures, candidates will be asked to provide documentation confirming employment history, education, and work authorization.
$96k-131k yearly est. 19d ago
Portfolio Manager
Firstservice Corporation 3.9
Portfolio manager job in Richmond, VA
As a Community Manager, you will provide strong leadership and management direction on behalf of Board of Directors and FirstService Residential. This position will oversee the entire operation and consistently adhere to and execute the mission and vision of the Board and community. This position has oversight of all aspects related to the business and operations of the community. The purpose of this role is to create a single point of contact in the community, enhance communication and create effective oversight of staff and operations. The Community Manager has the sole duty of the day-to-day operations, legal compliance and overall oversight of the association and staff.
Your Responsibilities:
* Provide leadership and direction in the development of short-term and long-range plans. Develop recommendations for goals and action plans to achieve Board objectives. Lead annual goal setting.
* Review organization structure, s, and functions. Make recommendations to the Board as to any potential changes.
* Partner with public, private and volunteer organizations to provide community services when necessary.
* Support the activities of the various Board sub-committees.
* Knowledge of all Community Governing documents. Provide recommendations on revisions.
* Continual process of seamless connection between the Board of Directors and committees.
* Provide community leadership and guidance to ensure that the needs or desires of the homeowners are being addressed.
* In partnership with the Board, create, or cause to be created, and implement the annual working budget, subject to approval by the Board of Directors.
* Monitor and report on the monthly financial position of the association.
* Provide leadership to each meeting involving the Board of Directors in terms of agenda support and written and oral reports. Summarize the priorities of each meeting with appropriate follow up.
* Recruit, hire, train and supervise all community staff in accordance with the documented management plan, if applicable.
* Work closely with local emergency organizations to maintain established emergency and community evacuation plans as appropriate.
* As appropriate, confer with other departments, divisions and outside agencies, including community groups and organizations. Identify, develop and implement programs to meet community needs.
* Assess and monitor community needs: identify opportunities for improving service delivery methods and procedures and developing new programs. Implement programs or improvements.
* Attend and participate in professional group meetings. Stay abreast of new trends and innovations in the fields of community management and community programming.
* On-site visibility throughout the common areas and facilities.
* Understanding of all agreements for corporate implementation.
* Ensure adherence to master calendar, maintenance calendar, association budgets and subsidy program.
* Review corporation policies on an ongoing basis to ensure compliance with civil code, declaration and other requirements of governing institutions.
* Perform building inspections of interior and exterior of property and prepare action plan for opportunities.
* Shall at all times ensure due diligence for the protection of client's funds, property and assets against all reasonably foreseeable contingencies or losses.
* Regular attendance and punctuality
Skills & Qualifications:
* Bachelor's degree in business or related field from an accredited college or university, and three years' experience in Property Operations, Hospitality or Construction; or equivalent combination of education and experience. Must have any state specific certifications and licenses or they are preferable to not required by the state.
* A minimum of seven years of successful community management experience or equivalent professional experience in a related field, with at least 4 of those years responsible for a staff with a variety of expertise, background and job assignments.
* Management experience in a small or medium-sized organization including responsibility for more than one functional department or division preferred.
* Understanding of physical building management, Condominium law, financial planning and law affecting property management.
* Valid Driver's License and State Mandated Vehicle Insurance
* Commitment to obtain CPM, PCAM, ARM or AMS designations or equivalent.
Physical Requirements / Working Environment
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Position involves sitting, standing, stooping, kneeling, pushing, shoving, lifting, carrying and moving objects that can weigh up to 25 lbs. This movement can occur throughout the day. Must also be able to climb several flights of stairs if necessary.
* Must be able to sit and stand for extended periods of time.
* Must be able to communicate both on the phone and in person with our clients in order to resolve issues and manage the business.
* Must have finger dexterity for typing/using a keyboard.
* Must be mobile enough to move around both the office in order to make copies, send mail and faxes and to walk around the property. This could include lengthy walks on uneven areas.
* Talking and hearing occur continuously in the process of communicating with guests, supervisors, and other associates.
* Capable of working extended hours, to include evenings, weekends and holidays as necessary.
* This position may alternate between working indoors in a controlled climate and with proper lighting, to an outdoors setting with variable climate and lighting.
* Must be able to interact with all types of individuals, be mentally alert, detail oriented, and with good reasoning skills.
* Must be able to work on more than one assignment at a time with frequent interruptions, changes and delays. Must be able to remain focused and work effectively, efficiently, and cheerfully under such circumstances. For safety reasons, employee must remain alert to working conditions and aware of safety, health, and environmental concerns.
* Must be able to work effectively and cheerfully in an environment which may be stressful due to adversarial situations resulting from the proper performance of duties.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Hours over and above normal office hours will occur, including evenings, holidays, and some weekends. Schedule is subject to change based on business needs.
What We Offer:
As a full-time exempt associate, you will be eligible for full comprehensive benefits to include your choice of multiple medical plans, dental, vision, and others. In addition, you will be eligible for time off benefits, paid holidays and a 401k with company match. Occasional travel may be required to attend training and other company functions.
Compensation:
$65,000 - $75,000 annually
Disclaimer Statement:
The above information in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties and responsibilities to this job at any time.
Automated Employment Decision Tool (AEDT) Usage: We may utilize an Automated Employment Decision Tool (AEDT) in connection with the assessment or evaluation of candidates. The AEDT is designed to assist in objectively evaluating candidate qualifications based on specific job-related characteristics.
Job Qualifications and Characteristics Assessed: The AEDT evaluates candidates based on job qualifications and characteristics pertinent to the role, including skills, experience, and competencies relevant to the position requirements. These qualifications are determined by the unique needs of each role within our company.
Alternative Selection Process or Reasonable Accommodations: Candidates who require an alternative selection process or a "reasonable accommodation," as defined under applicable disability laws, may make a request through our designated contact channel national_****************************.
Requesting Information About the AEDT - NYC Local Law 144: Candidates who reside in New York City and are subject to NYC Local Law 144 may request information about the AEDT, including details on the type of data collected, the sources of such data, and our data retention policies. To submit a request, please contact us at national_****************************; we will respond in accordance with Local Law 144, within 30 days.