Local Initiatives Support Corporation (LISC)

Analyst

• Managing, tracking, and reporting on the performance of LISC’s charter school activity, including school related reporting and maintaining up to date knowledge of city and state specific market conditions affecting schools in the portfolio.
• Creating internal replicable data reports on overall CSF impact and trend analyses for CSF annual reports, marketing, national lending, applications for funding, etc.
• Serving as primary relationship manager for all active charter school loans, monitoring financial, academic, and operational performance and key performance indicators. Conduct annual due diligence for all schools in the charter school loan portfolio.
• Preparing compliance reporting and responding to monitoring by any of CSF’s funders including the Department of Education.
• Supporting ongoing grant compliance monitoring and documentation for funder compliance.
• Handling any post-closing amendments (besides one-time origination extension amendments), consents and waivers. Managing any loans in loan watch or default; and, loan pay-offs and NMTC unwinds as required.
• Collaborate closely with the Director of Lending, Charter School Financing, and other team members and internal LISC departments to share insights and analyses to advance CSF’s mission.
• Serve as a thought partner and problem-solver and bring a systems-thinking approach to program challenges and opportunities.

Analyst, Charter School Financing

Financial Planning and Analysis

• Review audited financial statements for all LFM-managed funds to ensure accuracy, consistency, and alignment with fund financial models
• Review periodic financial statements prepared by Broadstreet Impact Services (BIS) for LFM-managed funds
• Analyze fund-level financial performance and identify material variances or issues requiring escalation
• Coordinate with Fund Managers to ensure fund financial statements are accurately incorporated into fund-level models and performance reporting
• Elevate significant financial developments, risks, or changes to senior leadership for review and decision-making
• Coordinate reporting on management fees across all LFM-managed funds
• Reconcile “due to/from” balances between funds, the LFM management company, and the parent organization
• Ensure accurate tracking of fund-level financial obligations and management company revenue streams
• Support preparation of internal financial reports for the Finance and Operations leadership team
• Serve as the primary coordination point between LFM, Broadstreet Impact Services, and internal finance teams regarding fund financial reporting and operational finance matters
• Manage ongoing working relationships with fund managers, accounting partners, and internal stakeholders to ensure timely and accurate financial reporting
• Support investor relations activities by assisting with financial data, analysis, and reporting requests
• Coordinate financial information and reporting needs across LFM leadership, the parent organization, and shared services teams
• Support forecasting and budgeting processes across LFM-managed funds
• Provide historical financial analysis and actuals-based insights to inform forecasting and budgeting activities led by Fund Management
• Ensure consistency between reported financial results and inputs used in internal planning and reporting processes
• Provide financial insights to support fund performance monitoring and planning decisions

Senior Associate, Finance

Underwriter

• Lead underwriting and credit analysis for assigned funds, including the National Strategic Investments Impact Fund (NSIIF), Cleveland Housing Investment Fund (CHIF), and Dallas Housing Opportunity Fund (DHOF), with a primary focus on affordable housing and naturally occurring affordable housing (NOAH) transactions.
• Underwriting experience with commercial real estate (retail, office, health care) and other CDFI lending desired.
• Screen, structure, and underwrite bespoke real estate financing transactions, evaluating borrower capacity, layered subsidy structures, and fund-specific investment parameters.
• Analyze project and borrower operating performance, including historical and projected financial statements, sources and uses, and sensitivity analysis.
• Develop and interpret detailed financial models and projections, including review of tax credit structures and complex capital stacks.
• Assess emerging borrower risk profiles while maintaining disciplined credit standards and identifying appropriate mitigants.
• Identify and articulate credit risks, proposing appropriate structural enhancements such as reserves, guarantees, covenants, or other risk controls.
• Maintain familiarity with federal and state housing finance programs and evolving market conditions across multiple geographies.
• Prepare comprehensive credit memoranda for Intake Committee and Credit Committee consideration.
• Present financial analysis and underwriting recommendations at Intake Committee and Credit Committee.
• Coordinate due diligence review, including loan documents, partnership agreements, and other transaction materials.
• Support closing process and transition of transactions to Asset Management.
• Collaborate with Fund Investments, Asset Management, Fund Management, Legal, and Operations to ensure alignment across the transaction lifecycle.
• Participate in structuring discussions for complex or layered affordable housing financings.
• Engage directly with borrowers to request additional information, clarify underwriting assumptions, and communicate credit standards.
• Contribute to pipeline discussions and strategic conversations related to fund deployment and portfolio performance.

Associate, Underwriting

Executive Assistant

• Serve as an administrative lead for the Development and Communications teams, ensuring workflow management, prioritization, and timely execution of strategic initiatives.
• Track and monitor funder compliance requirements, reporting deadlines, and deliverables in coordination with program and finance teams to ensure accuracy and responsiveness.
• Support donor engagement coordination, including maintaining accurate records in Salesforce, tracking cultivation activities, and managing acknowledgement and stewardship communications.
• Prepare, track, and reconcile expenditure records, consultant contracts, vendor invoices, and credit card transactions against department budgets to strengthen internal controls.
• Develop and maintain systems that improve visibility into development pipelines, fundraising progress, and communications campaigns.
• Coordinate cross-functional collaboration between Development, Communications, Program, and Finance teams to ensure alignment on proposals, reports, messaging, and deliverables.
• Support data collection, impact reporting, and presentation materials to ensure storytelling reflects measurable outcomes and strategic priorities.
• Manage departmental travel, conferences, executive scheduling, and high-level meetings with internal and external stakeholders.
• Oversee organization of the Communications Department’s digital assets, including photo and video libraries and shared knowledge platforms.
• Assist with special projects, board-facing materials, strategic events, and other initiatives that advance revenue generation and brand visibility.

Development and Communications Executive Assistant

Operations

• Serve as project manager for LFM’s internal and external audit processes, including coordination with external auditors, LISC departments, and LFM departments.
• Maintain and update the Audit Response Log, ensuring timely collection, tracking, and resolution of audit requests and management responses.
• Support preparation for upcoming audit cycles by organizing documentation and identifying outstanding compliance items.
• Partner with the VP, Operations & Administration to support follow-up actions related to risk assessments and compliance reviews.
• Maintain filing systems (electronic and physical) by organizing, labeling, and archiving loan and investment-related documents to support accurate record-keeping and compliance.
• Maintain a centralized contract management tracker, ensuring all active vendor agreements are current, properly executed, and organized in designated systems.
• Coordinate contract review process with Legal, Finance, and the President, as required.
• Monitor billing milestones and contract spend, and prepare monthly or quarterly spend-down reporting.
• Research and categorize vendor agreements to support strategic review of contract utilization and renewal planning.
• Coordinate preparation of quarterly LFM Board reporting materials, including gathering inputs from departments and ensuring consistency across reports.
• Manage board meeting logistics, schedules, invitations, and documentation in partnership with the Board Secretary.
• Support Audit Committee meeting coordination and materials preparation.
• Lead cross-functional operational projects, ensuring clear timelines, deliverables, and follow-through across teams.
• Maintain tracking systems (Salesforce and other tools, as applicable) to ensure documentation integrity and reporting accuracy.
• Serve as coordination point for operational support across LISC shared services (HR, Finance, Legal, IT).
• Support LFM’s budget management processes, including tracking departmental budgets and assisting with variance monitoring.
• Serve as LFM’s point of contact for Adaptive budgeting system updates and coordination.
• Maintain documentation and tracking related to operational requests, approvals, invoices, and budget adjustments.
• Manage incoming physical mail, including opening, scanning, and routing materials to appropriate LISC and LFM counterparts in a timely and organized manner.
• Serve as an office-operations liaison by coordinating with the LISC Office Manager on space needs, supplies, and day-to-day logistical requests on behalf of LFM, and providing general operational support as needed.

Analyst, Charter School Financing

Senior Associate, Finance

Associate, Underwriting

Development and Communications Executive Assistant

Associate, Operations – Administration