Launched in 1983 as Public Interest Projects, a 501(c)(3) public
charity, NEO Philanthropy is a New York based national leader in
innovative philanthropic solutions. We lead large-scale
collaborative grantmaking funds on a range of social justice
issues, provide fiscal sponsorship and management to projects and
campaigns, manage donor advised funds and develop organization and
field-focused capacity building initiatives.
NEO offers fiscal sponsorship services to projects and affinity
groups working in the social justice arena that do not have 501(c)
(3) tax-exempt status. Fiscal sponsorship broadens the funding
avenues that a project can pursue, since nonprofit status is
required for funding by most foundations, corporations and
government agencies. Alternatively, fiscal sponsorship may
also be appropriate for programs that have their 501(c)(3) status
but prefer to have NEO handle their back office functions (finance,
human resources, legal, etc.). This allows groups to focus on their
programs and campaigns. The centerpiece of NEO’s Fiscal
Sponsorship program is the customized attention we bring to meet
the specific needs of projects and special initiatives.
Reporting to the Assistant Director, Fiscal Sponsorship, the
Senior Portfolio Coordinator role brings nonprofit administration
experience to a team working with a portfolio of diverse projects
within the Fiscal Sponsorship Program, which is currently home to
50+ projects. In the context of the team, the Senior Portfolio
Coordinator receives a moderate level of support, manages a
semi-complex portfolio, and experiences significant room for
internal growth. The ideal candidate is an organized, reliable and
detail-oriented problem-solver with excellent judgment and prior
experience in the nonprofit sector.
This may include prior experience with a fiscal sponsor, and/or
donor advised funds. This position works closely with our
Legal, Finance, Operations, and Human Resources staff to ensure the
highest quality service to our fiscally sponsored projects and
their donors. The ideal person will have a basic understanding of
nonprofit operations, including finance, grants administration,
legal compliance and human resources. Experience with 501(c)(3)
permissible lobbying is a plus. This person has worked in a
fast-paced environment, with responsibility for multiple
time-sensitive deliverables. They are able to deliver
exceptional customer service when faced with challenging
demands. They work efficiently, independently, and
proactively suggest process improvements.
NEO Philanthropy has its headquarters in NYC and the other
members of the Fiscal Sponsorship team are based in that office.
NEO HQ has a hybrid work remote structure based on job function. It
is our expectation that this role will be able to be fully remote
with in-person meetings required 4-6 times per year; however, staff
will have the option to select a partially or fully in office
schedule if they are based in NYC.
All NEO staff are required to be vaccinated against
COVID-19. Requests for medical and/or religious exemptions
from the vaccination requirement will be considered on an
individual basis, to the extent required by law.
Project Monitoring & Support
- Serve as primary point of contact for assigned portfolio of
projects, serving as a link to other internal NEO staff, including
finance, HR, Legal, Operations, etc.
- Provide exceptional customer service to portfolio of assigned
- Lead regularly scheduled check-ins with leaders of assigned
projects and hold projects accountable to compliance and
operational requirements and deadlines.
- With a moderate level of support from the Assistant Director,
serve as a strategic thought partner to assigned projects with
regard to operations, finance, grants management, and HR, as
- Ensure timely processing and updates of workflows across NEO’s
systems, including Salesforce, the Project Portal, UKG (formerly
UltiPro), and Nexonia.
Financial Management & Compliance
- Work with Assistant Director and Finance Team to ensure proper
documentation and accurate accounting for all revenue and expenses,
including tracking accounts payable and receivable and maintaining
appropriate financial and project coding.
- With a moderate level of support from the Assistant Director,
provide financial management assessment and support to assigned
projects, including management of the annual budgeting process,
monthly financial reports, revenue and expense projections, and
other support as requested.
- With a moderate level of direction from the Assistant Director,
Fiscal Sponsorship, monitor overall fiscal health of assigned
projects and work with NEO leadership to address any identified
concerns or needs on behalf of these projects.
- Review and process approved payment requests from assigned
- Manage online giving platforms utilized by assigned portfolio
of projects, including Network for Good. Prepare reports for
finance team and projects that track online giving.
- Manage the proposal submission process for assigned portfolio
of fiscally sponsored projects, ensuring materials are accurate,
501(c)(3) compliant, and complete. Advise on budget preparation
that is in line with NEO’s financial systems.
- Manage reporting calendar and work with projects and Finance
team to ensure all reporting requirements and deadlines are
- Review incoming grant agreements, work with Legal and project
to resolve any problematic requirements.
- For projects engaging in grantmaking, work with NEO departments
to prepare grant agreements, as well as accurate and timely
disbursement of grant payments and collection and review of grant
- Participate in grantee, donor, and advisory committee meetings,
as requested by assigned projects or NEO leadership.
Legal & HR Compliance
- Work with Assistant Director and Counsel to ensure that
fiscally sponsored projects comply with all federal, state, and
local laws and regulations, including relevant restrictions on
lobbying and electoral campaigning activities as well as labor
- Draft all vendor and consultant contracts for review by Counsel
for assigned projects.
- In conjunction with NEO’s HR team, ensure effective
communication with project teams about HR requirements, timelines,
and policy updates. With a moderate level of support from HR and
the Assistant Director, provide performance management and hiring
support as needed.
NEO Program Responsibilities
- With the Assistant Director, participate in development of
programmatic resources and initiatives.
- Support the onboarding of new fiscally sponsored projects, as
- Work with NEO leadership to communicate organization-wide
policies and procedures to projects.
- Engage with and support NEO’s DEII efforts following
recommendations from the ELG and NEO’s leadership.
- Bachelor’s degree required
- Three years of foundation, nonprofit, or public service
- Knowledge of non-profit management, including legal and
financial compliance for nonprofits strongly preferred
- Strong planning, and organizational skills; the ability to
manage time efficiently and meet deadlines
- Exceptional attention to detail
- Excellent interpersonal and relationship-building skills and
proven ability to work effectively across multiple roles with
diverse groups of people and customers
- Proven ability to juggle multiple tasks, tolerance for work
under pressure, and ability to work independently
- Excellent verbal and written communication skills
- Personal and professional approach of working respectfully,
thoughtfully, and collaboratively in a team environment
- Knowledge of budgeting and financial management
- Proficient with windows-based word processing, spreadsheets,
databases and Internet programs. Experience with Salesforce is a
- Master’s degree in related field or equivalent experience
Compensation for this role will vary depending on the experience
of the candidate and resulting title. The salary range for this
position is $68,000 to $75,000 per year. NEO provides generous
benefits, which includes medical, dental, vision, life, long term
disability, and pet insurance. We also administer FSA, Commuter
benefit, and 401k retirement plans and have generous Paid Time Off
and an Employee Assistance Program (EAP).
How to Apply:
Interested applicants should send an application that includes a
resume and cover letter to:
firstname.lastname@example.org. Please include “Senior
Portfolio Coordinator – [your name]” in the subject of your email.
No phone calls please.
Only those whose applications are being considered will
NEO Philanthropy Careers
NEO Philanthropy is committed to attracting, developing and
retaining exceptional people, and to creating a work environment
that is dynamic, rewarding and enables each of us to realize our
potential. NEO Philanthropy's work environment is safe and open to
all employees and partners, respecting the full spectrum of race,
color, religious creed, sex, gender identity, sexual orientation,
national origin, political affiliation, ancestry, age, disability,
genetic information, veteran status, and all other classifications
protected by law in the locality and/or state in which you are