Carey & Co

Bookkeeper

• Record transactions, code expenses, and maintain accurate general ledgers for assigned nonprofit clients
• Process vendor bills, prepare invoices, record deposits, and follow up on outstanding balances
• Complete monthly bank, credit card, and balance sheet reconciliations and resolve discrepancies
• Support month-end close tasks, journal entries, and supporting schedules across assigned client engagements
• Track restricted funds and grant activity accurately
• Assist with audit and tax preparation as needed
• Collaborate with the Director of Bookkeeping and Finance team across engagements
• Respond to routine client accounting questions
• Maintain organized financial records, follow documented procedures, and flag process improvement opportunities

Financial Planning and Analysis

• Lead the design of CEJJF's financial products, including loans, guarantees, credit enhancement, and debt and equity investment structures
• Bring residential, predevelopment, contractor, and municipal products to market and through their first cycles
• Build underwriting approaches using alternative repayment sources, cash flow evidence, guarantees, and reserves
• Develop and execute the private capital strategy
• Structure credit enhancement, loan loss reserve, and first-loss arrangements
• Negotiate co-lending, participation, and syndication arrangements
• Build and maintain financial models for cash flow, loss, pricing, and deployment planning
• Assess market needs, financing gaps, and product performance
• Grow the project pipeline and build borrower, referral, and capital-partner relationships
• Cultivate financing partnerships with municipalities, counties, public agencies, and peer institutions
• Negotiate and manage partner origination, underwriting, and servicing agreements
• Direct technical assistance for clean energy businesses and borrowers
• Conduct underwriting of loans and equity investments
• Establish and maintain credit and investment policies and underwriting procedures
• Originate, structure, negotiate, and close transactions with the Executive Director and external counsel
• Recommend the allowance for credit losses methodology
• Oversee portfolio management and risk strategy, including monitoring, covenant compliance, risk rating, delinquencies, workouts, and asset management
• Establish investment performance measurement metrics and methodology
• Select and implement loan origination and servicing systems and data standards
• Represent CEJJF to financial institutions, investors, local governments, and peer green banks
• Supervise staff and build CEJJF's investment capacity
• Produce funder and capitalization materials with the Executive Director
• Help shape organizational and programmatic strategy as a leadership team member

Bookkeeper

Managing Director, Investment – Clean Energy Jobs and Justice Fund