JOB OPPORTUNITIES

Paraplanner

Kehoe Financial Advisors
125 Boggs Lane, Cincinnati, OH 45246

Description:
This is a full-time, entry level position in a Financial Planning Division. This candidate will have some college training and usually a four-year degree in business. Without a business degree, three to five years of Paraplanner experience would be helpful.

Requirements:
Series 7, 66 and Life, Accident and Health Insurance Licenses, CFP designation is helpful.

Skills:
Proficient in Microsoft Word, Excel, Power Point Excellent communication and writing skills required Redtail, Money Guide Pro and Morningstar helpful

Good math skills

Good people skills

Attributes:
Analytical, enthusiastic, high-energy, hard-working, self-motivated and disciplined, organized, detail-oriented, multi-tasker, warm, friendly, professional and intelligent.

Job Duties:
Complete financial analysis for clients using financial planning software
Run insurance proposal reports
Prepare and submit client applications and other associated paperwork
Execute buy and sell trade orders
Submit and track open client business until closed
Generate Morningstar and Money Guide Pro reports upon request
Provide excellent client service as well as resolving client and office issues
Ensure confidentiality with respect to all information pertaining to clients and potential clients
May sit in on the client meetings and have some telephone contact with client
Provide client appreciation and prospect seminar support as needed
Establish, define and update office procedure documents
Perform other various basic office duty tasks
Assist in the on-going growth and development of the firm as may be needed

Benefits:
Salary commensurate with experience
Possible bonus incentives
Simple IRA with employer matching retirement plan

Contact Steve Kehoe at skehoe@kehoe-financial.com or
Tom Keller at tkeller@kehoe-financial.com
513-481-8555
 

Job Posting

Commercial Energy Finance Manager

Introduction:

The Greater Cincinnati Energy Alliance’s (Energy Alliance) mission is to facilitate investment in energy efficiency for homeowners, non-profit organizations, and commercial building owners through outreach and education, project management, and financing solutions. The Energy Alliance manages an energy efficiency program in seven jurisdictions in the Cincinnati/Northern Kentucky region. The Energy Alliance’s programs focus on residential, non-profit, and small commercial sectors, soon to expand to the larger commercial sector. The Energy Alliance program is funded with U.S. Department of Energy (DOE) funding through the Better Buildings Neighborhood Program (Better Buildings), which is the competitive portion of the Energy Efficiency and Conservation Block Grant. The Energy Alliance is one of the thirty-five Better Buildings Grants awarded nationally by DOE.

As part of the Better Buildings Grant, the Energy Alliance and its partner will offer a Commercial Loan Fund for energy retrofits in the Greater Cincinnati region. The Energy Alliance will hire an experienced, highly motivated, and highly skilled Commercial Energy Finance Manager (CEFM) to the Finance Department of the Organization. This person will work closely with the Finance Director and will be responsible for the $5 M+ commercial loan portfolio serving nonprofit and commercial customers. The CEFM will assure that lending goals are met, applicants are managed through the process, and customer and partner satisfaction is achieved. The CEFM will work in an interdisciplinary, mutually supportive manner in order to maximize effective delivery of services and resources to designated market sectors.

The CEFM will be a member of the Finance Department team reporting directly to the Finance Director. The CEFM will work closely with the Executive Director on Strategy and Marketing Initiatives, the Operational Team on certifying the technical aspects of the projects and the partner which will administer the loan fund.

Educational Requirements:
Bachelor’s Degree in finance or related field of study required. Graduate degree in finance, business, economics, marketing, energy analysis, public policy, or a related field of study preferred.

Work Experience:
Minimum of 5 years of related experience in project/construction management, development and/or real estate.

Primary Skills:
Demonstrated ability to market and manage a commercial loan program or equivalent experience;
Direct experience with property owners, Non-Profit Organizations and businesses in the greater Cincinnati community;
Underwrite building capital improvement financing;
Knowledge of various financing mechanisms (PACE, Power Purchase Agreements, Revolving Loan Funds, etc.), energy performance contracting, and utility incentives (portfolio standards, demand response) available to offset/reduce costs of energy efficiency installations;
Knowledge of project finance and conventional commercial lending;
Knowledge of and ability to understand and enforce regulatory requirements;
Strong interpersonal skills.

Position Qualifications:
Strong attention to detail.
Problem solver with ability to recognize issues and deal with them directly.
Personable, positive, and enthusiastic attitude with capability to deal effectively with people (both internal and external). Ability to communicate clearly both verbally and written.
Excellent organizational skills and work habits.
Ability to successfully manage multiple projects at one time.
Sense of initiative with desire to become truly involved Non-Profit and energy efficiency industry.
Flexible and ability to work in a team setting supporting several people.
Knowledge of real estate transactions and financing is a benefit
Proficient in computer applications such as Microsoft Word, Excel, Power Point and Outlook as well as general office procedures and equipment.

Job Responsibilities:
Work with Finance Director and external partners to manage $5M+ loan fund for new Non-Profit and Commercial Building owners in the Greater Cincinnati area;
Manage loan loss reserve and incentive fund for commercial energy projects;
Work collaboratively with Energy Alliance staff and local financial institution partners to guide new clients through the loan prequalification and application process;
Develop underwriting procedures and implement them as required;
Evaluate the market and effectively target customers that are best positioned to benefit from the loan program;
Establish and implement a quality assurance program to manage, track, and report all aspects of loan program for loan recipients;
Field all inquiries and information requests from potential and existing loan participants;
Communicate regulatory requirements and ensure that project file that meets all reporting and regulatory requirements is completed.

The Energy Alliance is an Equal Opportunity Employer. All applicants will be treated equally without regard to race, gender, national origin, religion, sexual orientation, disability, age or any other protected classification under Federal or State law.

To apply for the Commercial Energy Finance Manager position, send letters of interest and resumes to careers@greatercea.org or:

Greater Cincinnati Energy Alliance
attn: Human Resources
200 West 4th Street, Suite 600
Cincinnati, OH 45202

RESUMES WILL BE ACCEPTED UNTIL POSITION IS FILLED
 

Job Opportunity: Administrative Support – Institutional Advancement Manager for Cincinnati Art Museum in Cincinnati, Ohio.

The Cincinnati Art Museum has an opening for an Institutional Advancement Manager who will provide administrative support to the Deputy Director of Institutional Advancement as well as to other members of the department.

This position will manage a variety of special projects assigned by the Deputy Director and assist other staff with projects within the division. The responsibilities of the Institutional Advancement Manager are to:
• Coordinate all aspects of Board of Trustees Development, Nominating, and Art Academy committees including making meeting arrangements, preparing materials, agendas, taking and transcribing minutes and fielding questions from trustees.
• Research and develop fundraising materials for the Deputy Director and Director.
• Manage all aspects of multiphase fundraising campaign, including Former Art Academy Renovation Project and planning for future phases of renovation.
• Provide correspondence and handle report/proposal preparation.
• Handle all incoming and outgoing mail including prioritizing, copying, distributing, mailing, and filing.
• Assist with departmental mailings.
• Process purchase orders, maintain division files, and process requests for information.
• Order and maintain all office equipment and supplies.
• Assist with printed materials, taking minutes and transcribing, sorting incoming mail, screening phone calls, faxing, e-mails, photocopies, and miscellaneous administrative duties.
• Interface with all personnel in the division, including Art Museum staff, donors, volunteers, patrons, docents, trustees.
• Work cooperatively with other staff members to accomplish institutional goals.
• Treat co-workers and visitors with respect.
• Provide excellence in service and always portray a positive and professional image of the Art Museum.
• Maintain confidentiality and uphold the highest professional standards.
• Adhere to all institutional policies.

College degree with a minimum of three years office or related administrative experience required. The Institutional Advancement Manager must have the proven ability to work successfully with others to achieve institutional objectives, possess strong interpersonal skills, be self-motivated and goal-oriented, demonstrate flexibility and good judgment, be a team player, and enjoy working in a fast-paced office environment. Successful candidate must possess excellent written and oral communication skills and a good working knowledge of database, word processing, and other relevant computer programs. The ability to proofread and write documents, effectively present information, respond to issues with sensitivity and in a discreet manner is also required. Experience with donor record management and reporting using The Raiser’s Edge strongly desired.

If interested, please send cover letter, resume, and salary requirements by applying to http://www.linkedin.com/redirect?url=http%3A%2F%2Fbit%2Ely%2FCAMASLI&urlhash=B0em&_t=tracking_anet.

Please no phone calls or 3rd parties. Please use the application link provided.

The Cincinnati Art Museum is an equal opportunity employer and is strongly committed to creating a diverse and inclusive environment where a variety of backgrounds, cultures, orientations, ideas, and talents can flourish.