Strategy & Board Governance Project Manager (Temp, 4-mos)

ACCION OPPORTUNITY FUND COMMUNITY DEVELOPMENT•Bay Area, CA

8d•Hybrid

About The Position

Accion Opportunity Fund is a leading national nonprofit small business lender and Treasury Department-certified CDFI. They provide affordable loans, free business advising, educational resources, and support networks to fuel long-term success for underserved small business owners. For over 30 years, Accion Opportunity Fund has expanded access to economic opportunity by creating pathways to both financial and knowledge capital. This role will support the VP/Chief of Staff, CEO, and Executive Team in managing a large calendar of board meetings across three different entities, as well as organizational strategy and collaboration meetings.

Requirements

Proven track record managing board governance and meetings for financial institutions
Executive communication skills
Responsiveness
High attention to detail
Strong external executive partner management
Flawless execution
Strong familiarity with using AI for workflow/not just queries
Flexibility (managing Pacific to East coast schedules and meeting times)
5-15 years professional experience
Experience in community, regional or other banking environments
Strong proven track record of managing board governance

Nice To Haves

Lives in San Francisco bay area

Responsibilities

Project and program management of all board meetings across three entities (approximately 50 board and executive committee meetings a year)
Content management and creation for all board meetings including communication with board members about meetings
Management and distribution of board documents within board portal
Scheduling, site sourcing and planning of in-person board meetings
Plan agendas, facilitate, drive follow-ups and documentation for weekly eTeam Meetings & Monthly All Staff meetings
CEO schedule and engagement support – external event coordination, speaking talking points, etc. (Note: An Executive Assistant manages the CEO’s calendar)