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Program Coordinator – San Carlos
We are seeking a detail-oriented Program Coordinator to support our organization’s team working on grants, investments and philanthropic initiatives. In this role, you will be responsible for researching, collecting, tracking, analyzing, and summarizing financial and performance data related to our business and philanthropic investments, as well as creating clear and concise decks and reports. You will also have scheduling responsibilities. The ideal candidate will have 4-6 years of professional experience, strong Excel,PowerPoint and graphic design skills (Adobe, Canva etc..) to utilize in the creation of internal reports and decks.
Key Responsibilities
Data Research, Collection, Tracking & Analysis
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Research past, current and potential investments across the portfolio
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Gather financial statements, cap tables, key performance indicators (KPIs), and other relevant data from grantees and investments
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Track grants and investments to create real-time reporting
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Assist in analysis to uncover trends and insights from collected information to identify trends
Report & Presentation Creation
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Summarize data into visual presentations for internal stakeholders
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Create comprehensive decks and reports using Excel, PowerPoint and graphic design programs
Portfolio Coordination
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Monitor and ensure timely data submission and follow-up with grantees and investments
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Collaborate with internal teams to establish and refine data collection processes that aligns with teams’ and key stakeholders needs
Scheduling
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Schedule and coordinate meetings for team members including handling general logistical arrangements
Qualifications
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Bachelor’s Degree
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4-6 years of professional experience