Initiative Support Associate, Consulting

Initiative Support Associate, Consulting

This role offers the opportunity to support mission-driven organizations through high-quality consulting engagements and operational coordination. You'll work closely with consulting professionals to keep projects organized, on track, and positioned for successful delivery. The position combines project coordination, research, data analysis, knowledge management, and client support. You'll help translate complex information into clear reports, presentations, recommendations, and other useful deliverables. The role provides exposure to nonprofit finance, community-centered finance, and organizations navigating growth and systemic challenges.

You'll collaborate across teams and geographies in a dynamic environment where priorities can evolve quickly. This is an ideal opportunity for an organized, analytical, and curious professional who wants to contribute to meaningful community impact.

• Coordinate consulting project logistics, maintaining project plans, timelines, action trackers, deliverables, and other tools that support effective execution.
• Support client-facing administrative processes, including reporting schedules, invoicing, billing, re-grant disbursements, and documentation coordination with internal and external partners.
• Prepare meeting agendas, materials, notes, and follow-up communications while monitoring action items and proactively communicating progress, risks, and support needs.
• Contribute to client deliverables such as PowerPoint presentations, engagement letters, research reports, workshop materials, and training curricula.
• Conduct research, gather information, and compile quantitative and qualitative data to support consulting engagements and client recommendations.
• Maintain accurate project, financial, and impact information in Salesforce and other knowledge-management systems.
• Analyze information and synthesize findings, observations, trends, and recommendations into clear, accurate, and accessible outputs.
• Review presentations, reports, summaries, and other work products for accuracy, consistency, completeness, and quality before delivery.
• Identify recurring themes, lessons learned, and effective practices across projects and contribute to shared tools, templates, resources, and knowledge repositories.
• Collaborate with consulting teams, clients, partners, and colleagues to support successful engagements and build positive, trust-based relationships.
• Lead or support logistics for workshops, training sessions, events, and convenings, including scheduling, participant coordination, materials preparation, and virtual or in-person execution.
• Participate in internal and client meetings, contribute to department initiatives, pursue professional development, and support special projects or organizational priorities as needed.
• Identify opportunities to improve operational processes and recommend practical changes that strengthen project delivery and team effectiveness.

• Bachelor's degree from an accredited institution, or an equivalent combination of relevant education, training, and professional experience.
• At least one year of professional work experience.
• Strong organizational skills, with the ability to manage multiple priorities, meet deadlines, maintain accurate records, and consistently demonstrate attention to detail.
• Strong written and verbal communication skills, with the ability to communicate clearly with colleagues, clients, and external partners.
• Demonstrated analytical, research, and problem-solving capabilities, including the ability to work with both quantitative and qualitative information.
• Proficiency with Microsoft Office applications, particularly Excel, Word, PowerPoint, and Outlook.
• Ability to work effectively both independently and collaboratively within a distributed, matrixed team environment.
• Experience in nonprofit, public-sector, consulting, financial services, or a related environment is highly valued.
• Interest in or willingness to learn about community development financial institutions (CDFIs), community-centered finance, and the nonprofit sector.
• Strong relationship-building and collaboration…