Temporary Temporary Compliance Associate
Job Description
The David and Lucile Packard Foundation (Foundation) is a family foundation that is guided by the enduring business philosophy and personal values of Lucile and David Packard, who helped found one of the world’s leading technology companies. Their approach to business and community participation has guided our philanthropy for more than 50 years. Today, their children and grandchildren continue to help guide the work of the Foundation. The Foundation makes grants at the local, state, national, and international level and is located in downtown Los Altos, CA.
The Foundation works on the issues their founders cared about most, which are improving the lives of children; enabling the creative pursuit of science; advancing reproductive health; conserving and restoring the earth’s natural systems; and supporting and strengthening an array of local nonprofit organizations.
A staff of 120 conducts the day-to-day operations of the Foundation and a Board of Trustees oversees the work of the Foundation. For 2016, the Foundation expects to make grantmaking awards of over $300 million. David and Lucile Packard passed onto the Foundation the following core set of values: integrity, respect for all people, belief in individual leadership, commitment to effectiveness, and the capacity to think big.
Temporary Compliance Associate
The Temporary Compliance Associate provides grantmaking programs with compliance support and consultation. This role reviews grants for compliance with legal and Foundation requirements and reports to the Foundation’s legal department.
This position provides consultation, training, and compliance support to program staff including to:
• Learn legal and Foundation compliance policies and procedures to effectively review and process grants
• Serve as the primary resource to programs with respect to grant compliance policies and procedures
• Develop and maintain a knowledge of programmatic strategy in order to fully assess and consult on potential compliance-related issues regarding specific grants
• Consult with programs regarding grant compliance relating to a specific program strategy and specific grant recommendations
• Identify potential compliance issues related to a grant and work directly with the program to resolve the potential compliance-related issues or, in some situations, recommend a solution to the General Counsel
• Conduct final compliance review of grants prior to approval
• Review post-award grant materials to ensure compliance with Foundation and IRS rules and regulations and in preparation for the Expenditure Responsibility schedules of the Foundation’s 990PF tax return
• Manage compliance processes and documentation including organizing and providing access to updated written procedures on the intranet
• Assist in identifying needs for program staff training and learning and assist in preparing and delivering training
• Assist with coordination of and preparation of materials for meetings
• Work effectively as a team member and back up others
• Coordinate with the Finance and IT teams on grantmaking compliance systems functionality and upgrades
• Monitors and ensures ongoing data integrity of grantmaking compliance systems
• Other duties and projects as assigned
Knowledge, Skills, and Abilities
• Interest in grantmaking compliance and one or more of the Foundation’s program areas
• Ability to understand complex program strategy documents and materials to make informed recommendations
• Use excellent judgment to apply knowledge and provide solution-oriented options while constructively influencing decisions
• Excellent written and oral communication skills; presentation and training skills a plus
• Familiarity with or strong interest in learning current technology applicable to grantmaking and compliance
• Accurate and detail oriented
• Enjoys learning and applying knowledge, and is comfortable with ambiguity
• Excellent organizational and time management skills
• Ability to anticipate information and work while meeting deadlines
• Interacts with all in a professional, courteous, culturally sensitive, and tactful manner
• Enjoys working with others on teams
• Process improvement skills and documentation skills a plus
• Protects sensitive and confidential information
• Comfortable with technology with excellent Outlook, SharePoint, Word, Excel, and PowerPoint skills
• Demonstrated experience with technical aspects of database applications and document sharing applications
Physical Requirements
Candidate must have the ability to communicate via voice telephone, read and understand written communication, and generate written communication manually and using a computer. Candidate must also have the ability to sit at a desk for 2-3 hours at a time, lift and move documents and supplies not to exceed 25 lbs., and bend to file and retrieve documents.
Education and Experience
An undergraduate degree or equivalent education and work experience; and a minimum of two years of related work experience in areas related to philanthropy and/or compliance. Experience at a grantmaking organization preferred.
Salary and Location
Position is temporary, full-time, and nonexempt. The role will be payrolled through an outside company. Hourly rate will be commensurate with related work experience. The position is located in downtown Los Altos, CA.
Duration
It is expected that the assignment will be from July-October 2016.