Montante Solar

Manager

• Co-manage the stewardship of principal donors, focusing on securing renewals and upgrades through compelling and accurate reports and proposals.
• Track and prepare grant materials in collaboration with the Program and Operations Teams for all principal gifts, ensuring compliance and strong stewardship.
• Develop and write personalized stewardship and cultivation materials to keep donors engaged and informed about the organization's progress.
• Track donor engagement milestones and ensure database files (Salesforce) are up to date.
• Design and execute new engagement strategies, including, but not limited to, small-scale events, briefings with senior leadership, and participation in exclusive councils.
• Work to determine an approach to new prospects, including tailoring concept memos and pitch decks to meet their specific philanthropic interests.
• Craft written cases for support and tailored materials that leverage organizational metrics and simplify complex programmatic work for high-net-worth audiences.
• Support prospect research and the tracking of touchpoints and strategies.
• Assist in coordinating high-level donor meetings and creating briefing materials for meetings between principal donors, prospects, and Vote Solar senior leadership.
• Draft personalized correspondence for the Executive Director, Board Members, or other Senior Leadership Team members to prospects and principal donors.
• Manage a small portfolio of national donors and prospects, with responsibility for cultivating relationships, soliciting gifts, and stewarding general operating support.
• Partner with the regional program teams to gather and summarize outcomes and metrics that highlight the impact of Vote Solar’s work for donor reports.
• Collaborate with Deputy Program Directors to create narratives regarding planned work and intended impacts for proposals and reports, including leading the annual Work Plan.
• Stay informed of domestic policy changes and programmatic developments to effectively communicate Vote Solar's priorities to prospective and current donors.
• Continue personal learning and contribute to organizational-wide learning.
• Work to embed equity in all organizational internal practices and culture, as well as our programs.
• Bring openness and engagement to personal, professional, and organization-wide learning on race, class, gender, justice, and equity.

Manager, Principal Gifts – Stewardship

Financial Planning and Analysis

• Develop financial strategy aligned with Vote Solar’s Mission, Values, and long-term goals.
• Translate organizational priorities into clear financial plans that help teams understand tradeoffs, opportunities, and constraints.
• Partner with senior leaders to support resource decisions grounded in transparency, sustainability, and equity.
• Provide thought partnership on scenario planning and long-term modeling in collaboration with the COO and Executive Team.
• Apply an equity lens to all financial decisions, ensuring that budgeting, reporting, and communication practices reflect Vote Solar’s Values.
• Manage organization-wide budgeting and forecasting cycles; prepare budget templates and consolidate department inputs.
• Facilitate collaborative budget conversations that build understanding and trust across teams.
• Support teams in aligning their discretionary budgets to programmatic goals, grant commitments, and organizational priorities.
• Communicate budget updates, risks, and recommendations in ways that are accessible and actionable.
• Build financial fluency across Vote Solar through guidance, training, and one-on-one support.
• In partnership with our external accounting firm, manage accounting operations and ensure timely, accurate financial transactions.
• Maintain strong internal controls, ensuring compliance with nonprofit accounting standards and organizational policies.
• Lead annual audit preparation, collaborating closely with auditors and internal partners to ensure a smooth, organized process.
• Partner with the Director of Operations to ensure operational workflows support strong financial controls and audit readiness.
• Develop, track, and report out on financial aspects of grant budgets in partnership with Philanthropy and Programs teams.
• Ensure revenue is allocated accurately and transparently while optimizing use of restricted funds..
• Provide proactive guidance and regular reporting to program leads to support grant planning, compliance, and reconciliation.
• Help teams understand and make recommendations around the financial implications of new grant opportunities and renewal conversations.
• Continue personal learning and contributions to organizational work on diversity, equity and inclusion.
• Be committed to embedding equity in all organizational internal practices and culture.
• Bring openness and engagement to personal, professional, and organization-wide learning.

Manager, Principal Gifts – Stewardship

Managing Director, Finance