Craft3 · 3 days ago
Data & Reporting Lead
Wonder how qualified you are to the job?
Maximize your interview chances
FinanceFinancial Exchanges
Insider Connection @Craft3
Responsibilities
Develop and maintain comprehensive client impact/outcome data reports and templates.
Monitor data quality and hygiene through regular checks and audits, ensuring accuracy and completeness of datasets in partnership with the data owners.
Manage documentation, coordination, and timely completion of all contractual reporting obligations (including narratives) pertaining to our funding contracts. Notify appropriate staff of reporting timelines to ensure deadlines are met.
Monitor funder and Private Placement Officer (PPO) compliance; communicate changes in status to the award owner/funder; assist as needed to bring the award back to compliance or complete other required reports or statements.
Assist Compliance Manager and Finance with internal and external audit activities as needed.
Assist or provide guidance on ad hoc reporting or compliance requests and grant and loan related issues and inquiries.
Onboard all new awards; ensure integrity of data entry, covenant reporting, and payment schedules.
Maintain, develop, and improve Data and Reporting-owned databases, files, and platforms to ensure integrity, relevance, and procedural compliance.
Monitor and Administer filing of all Craft3 and subsidiary federal, state, and local governmental licensing, regulatory, compliance, and reporting requirements; communicate changes in status to the owner; assist as needed to bring back to compliance.
Qualification
Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.
Required
Bachelor’s degree in a related field or equivalent experience
Minimum of 3 years of experience in data management, reporting, or related field
Experience with database management and reporting systems
Strong analytical and problem-solving skills
Excellent attention to detail and accuracy
Ability to manage multiple priorities and deadlines
Experience in compliance administration and reporting
Ability to work effectively with internal and external stakeholders
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)
Strong written and verbal communication skills
Preferred
Experience in the non-profit or financial services sector
Experience with Salesforce or other CRM systems
Experience with SQL or other data querying languages
Experience with grant and loan compliance
Company
Craft3
Craft3 specializes in the fields of small business loans, home energy loans, clean water loans, and nonprofit loans.
Funding
Current Stage
Growth StageTotal Funding
$28.87MKey Investors
Community Development Financial Institutions Fund
2023-04-10Grant· $4.96M
2022-12-13Debt Financing· $0.21M
2013-07-01Debt Financing· $23.7M
Recent News
2022-12-15
Company data provided by crunchbase