Shape Strategy. Drive Impact.What if your expertise in finance could do more than manage numbers-it could help move capital, strengthen businesses, and create lasting economic opportunity across rural communities?
The Senior Director of Finance, Capital Programs is a strategic financial leader who will help shape how the Center manages, measures, and deploys capital for maximum financial and mission impact. This role brings together sophisticated financial modeling, portfolio management, data analytics, risk management, regulatory reporting, and mission impact measurement to inform critical business decisions and strengthen the Center's capital programs.
As a member of a collaborative leadership team, the Senior Director will partner across Finance, Regulatory Reporting, Small Business Capital, Compliance, and other key functions to modernize financial systems, turn complex data into actionable insights, strengthen controls, and identify opportunities to improve efficiency and expand impact. The ideal candidate is equally comfortable working with financial models and strategic questions-and understands that behind every data point, portfolio, and investment is an opportunity to help communities and businesses thrive.
If you are a forward-thinking finance professional who enjoys solving complex problems, connecting data to strategy, and using capital as a tool for meaningful impact, this is an opportunity to help shape what's next.
The
Senior Director of Finance, Capital Programs manages a team that is responsible for leading the strategy, design, governance, and delivery of data products that support mission-critical regulatory and financial reporting for the Center's capital programs, This leader will work closely with Finance, Regulatory Reporting, and Small Business Capital teams to design and maintain high-quality data assets, drive modernization of financial data platforms, strengthen reporting systems, and guide the use of data to increase impact and improve efficiency.
Duties & Responsibilities: Financial Modeling and Tracking- Develop and manage complex, dynamic financial models, including income statement, cash flow and balance sheet activity by product; Develop cash flow projections that include loan receipts, investment exits, and administration expenses, with a focus on balancing optimal fund deployment and liquidity
- Lead efforts to adjust pricing, participation rates, etc. to ensure optimized outcomes
- Evaluate opportunities for growth, using data and leveraging technology and capital budgeting concepts to increase impact and improve efficiency
- Assist in managing the portfolio of loan participations for timely servicing of principal and interest payments and monitoring risks for strategic use and establishment of loan loss reserves
- Assist with management of the Rural Center's venture capital program with respect to program compliance and funding flows
- Ensure sufficient financial data is collected to produce financial statements by product and program
- Work with the finance team to develop and manage monthly, quarterly, and annual financial reports, providing analysis of reports to the small business capital management
- Support management of the venture capital program's compliance and funding flows, performing in-depth tracking and reporting and maintaining a thorough understanding of the concentration risk, content and aggregate risk, trends, and other key statistics
- Manage ALM functions, carefully monitoring asset management, risk mitigation, liquidity risk, and interest rate risk
Mission Impact Modeling and Tracking - Partner with other team members to determine mission impact objectives, output goals, and tools necessary to collect related data; Develops mission impact projections
- Manage monthly, quarterly, and annual mission results reporting
- Analyze intersection of mission and financial objectives to ensure optimization of resource deployment and impact
- Explore and integrate AI technology and data advancements to enhance program operations, freeing up capacity to focus on delivering enhanced partner experiences
Regulatory & Compliance Reporting- Prepare and submit quarterly and annual SSBCI reports
- Work with fund management vendors, monitoring regulatory compliance, transaction reporting/reconciliation, and financial statements
- Work with partners and funders to prepare requested loan production and financial reports
- Prepare compliance reports for government entities and private funders
Research and Data Analysis- Identify trends and opportunities for gaining competitive advantage in the marketplace
- Source, validate, and interpret internal and external data; Analyze data for discrepancies and risks, effectively communicate analysis output; May assist with larger data management efforts
- Track performance across assigned systems, products, or business units, and identify issues limiting potential gains; Recommend workflow changes to achieve financial goals or minimize financial impact
- Supplement analyses with research and evaluations from a wide variety of sources to develop an assessment of client and industry risks and trends
Internal Team Support - Help establish and manage a robust system of financial and portfolio management tools to ensure fiscal accountability and situational awareness
- Partner with finance, compliance, and internal audit to strengthen controls and support audit readiness
- Prepare quarterly financial and mission dashboard for management
- Prepare donor financial and mission reports as required
- Assist in the design and implementation of effective team audit functions
- Contribute to strategic analysis (e.g., VRIN/VRIO, BCG matrix frameworks) to assess competitive advantage and growth opportunities
- Perform other related duties necessary to support the CornerSquare and Rural Center mission
Required Skills/Abilities: - 8+ years of financial analysis experience in a commercial lending environment
- 5+ years of ALM and CECL experience
- Experience with loan management and CRM software
- Strong proficiency in financial applications and database management tools
- Ability to coordinate multiple competing priorities
- Strong interpersonal and decision-making skills; collegial and collaborative working style; analytical and attention to detail
- Ability to coordinate multiple competing priorities
- Excellent written and oral communication skills
- Bachelor's degree, ideally with a focus in business, management, or a relevant field
Preferred Qualifications:- Investment fund management experience
- Advanced degree in Finance, Data, Economics, or related field
- Experience in community development finance