8 Strategic Planning jobs in Miami

Job DescriptionJob Description

Cherry Bekaert’s Strategic Financing Services Advisory Team (SFS) is looking for a New Markets Tax Credits Applications and Strategic Planning Director (Director). We offer an opportunity to work with a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding applications, strategic planning services for community development entities and projects, NMTC placement and deployment assistance, and NMTC compliance and asset management services.

The Director will oversee the Application and Strategic Planning activities for Community Development Entities (CDEs), Community Development Financial Institutions (CDFIs), Community Lenders and Nonprofits (collectively Community Development Organizations). The Director will work with the Community Development Organizations to help them build internal and external capacity, clarify their Mission, Vision and Values (MVV), formalize their strategic plans and execute their strategic plans so that they holistically work towards upholding and achieving their MVV as they expand and add new services. The Director will lead a team of Application Writers and Community Development Specialists, manage the process of writing NMTC Applications, manage the grant writing and applications process for clients seeking funding from other funding programs, and expand the portfolio of clients. The Director will work collaboratively internally and externally to achieve measurable results for the team, the clients and the communities our clients serve.

The successful candidate will have a strong attention to detail and deadlines and a mission to help make a difference in Low-Income Communities.

About SFS: SFS has been involved in the NMTC industry since its inception and to date has secured over $1.7 billion in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 28,077 direct jobs, served 957,153 clients through community facilities, and helped create over 10.6 million square feet of new and improved commercial and industrial real estate. SFS’s current portfolio consists of investments in areas with poverty rates as high as 66%, median family income as low as 14.24%, and unemployment rates as high as 31.2%.

About The Innovate Fund (TIF): TIF serves the state of Georgia, North Carolina, South Carolina, Tennessee, Virginia and West Virginia. Since inception, it has directly deployed $96 million of NMTC investments in 36 transactions that have leveraged an additional 1.3 Billion of indirect capital, and created 8,194 direct jobs, while expanding the service area’s health and wellness services to 707,714 Low Income Persons. TIF is governed by a seven-member governing board, including representation from Cherry Bekaert and the Greenville Local Development Corporation, with input from an advisory board of 9 LIC experts.

Essential Job Duties and Responsibilities:

Application Writing

• Managing of Application and Grant writing team
  • Cultivate a healthy team culture
  • Coordinate and assist with balancing NMTC application writing team’s individual and team workflow
  • Optimize NMTC Allocation Application process for clients and team members
• Drafting, reviewing and preparing NMTC Allocation Applications and supporting documents for strategic and technical opportunities
• Writing and reviewing compelling business strategies, community outcomes and other narratives to maximize scoring and increase likelihood of successful outcomes
• Collaborating with clients to identify and source appropriate NMTC pipeline opportunities to suit unique CDE needs (considering geography, project type, community impacts, etc.)
• Synthesizing and incorporating industry terms, trends and data to support business strategies, community outcomes and compelling applications that translate to smooth financial closings
• Identifying and managing other grant and application writing opportunities to ensure quality and timely submissions as well as strategic alignment
• Collaborating with deal team participants (investors, borrowers, supporters and stakeholders) to secure commitments, evidence of support and/or letters of interest as required for submission of various funding applications and/or financial closings
• Designing and reviewing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner

Community Development Consulting

• Establishing relationships with CDFIs, CDEs, and various community development stakeholders
• Collaborating with the team to identify opportunities with existing or aspiring CDFIs to allow them to execute their vision
• Assisting clients with formalizing their organizational framework through an Organization Assessment including: review of the organization’s service area, products/services, track record, pipeline, community impact data, management capacity and finances
• Assisting with underwriting and structuring NMTC transactions
• Supporting and preparing for submission of relevant Certifications
• Preparing sub-CDE Certifications in connection with NMTC allocation agreements.
• Working with organizations to meet certification requirements and establish policies and procedures that will ensure continued compliance
• Helping identify an organization’s short and long-term goals and objectives in order to develop a sustainable financial plan
• Helping secure private investment commitments and a strategy for long-term financial viability
• Actively managing a pipeline of community development finance investing, lending, and growth initiatives
• Collaborating with GPS and GovCon teams to identify and develop grant writing opportunities that align with compliance needs and enhance cross-industry initiatives
• Working collaboratively with Bank Finance and other industries within Cherry Bekaert to create comprehensive offerings that holistically serve our clients' needs
• Coordinating with The Innovate Fund (TIF) Chief Operating Officer and Cherry Bekaert staff on strategic planning initiatives
• Other job-related functions as assigned
• Travel: 20%

What you bring to the role:

• Bachelor’s in Finance, Accounting, Economics or related field
• CPA license, MBA, JD, LLM, Master’s Degree (other field related certifications may be considered)
• Minimum of 10 years of demonstrated progressive experience in community development finance, tax credit finance, CDE/CDFI Lending, structured finance or related field
• Knowledge of tax credit financing required, with specific experience with NMTC strongly
• Experience in working with borrowers, lenders, investors and Community Development Organizations
• Strong research and analytical skills; ability to solve complex issues.
• Expert knowledge of tax credit finance reporting required, with specific experience with CDFI Fund’s AMIS reporting strongly
• Ability to effectively manage up, down and out, providing exceptional client service by leveraging communication skills to develop and maintain outstanding relationships.
• Strong leadership, recruiting, training, and mentoring skills, coupled with excellent verbal, written (including technical writing), and presentation skills
• Entrepreneurial and highly motivated to make internal and external connections
• Proficiency in Excel
• Strong sense of urgency and shared sense of mission

What we offer you:

• Our shared values that foster and belonging including uncompromising integrity, collaboration, trust,and mutual respect.
• A well-run firm that offers stability and opportunity to develop as a leader.
• The opportunity to innovate and do work that motivates and engages you.
• A collaborative environment focused on enabling you to further your career growth and continuous professional development.
• Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing.
• Flexibility to do impactful work and the time to enjoy your life outside of work.
• Opportunities to connect and learn from professionals from different backgrounds and with different cultures.
• Supportive partnership group with a “one firm” mentality and a commitment to colleagues’ success
• Big firm resources and bench strength; small firm flexibility and openness to new ideas
• Collaboration across service lines and offices; a firm culture that embraces one another and the community; and an excellent opportunity to help bring along talented staff
• Defined metrics and targets that eliminate ambiguity
• Shared values, including uncompromising integrity, a passion for excellence, and mutual respect

Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate’s work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

Pay Range:

$146,395-$328,800

Cherry Bekae

Join to apply for the Advice & Planning Strategic Consultant role at Truist 9 hours ago Be among the first 25 applicants Join to apply for the Advice & Planning Strategic Consultant role at Truist The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Carry out Advice & Planning strategy and support Truist by increasing the capability, the confidence, and the capacity of teammates to deliver advice to clients. Create seamless integration of the Truist Advice & Planning model with a focus on impact, quality, executional excellence, consistency, and relevance over time. Facilitate a learning organization that consistently advances the next iteration of strategy and execution around advice & planning. Essential Duties And Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Lead and coordinate strategy and execute initiatives according to the priorities of the Advice & Planning Group. Provide thought leadership and innovation related to advice delivery and resources through content creation and editing. Proactively coach Wealth leaders and teammates to integrate the relationship advisory process and tools that enable the process including the Elements of Wealth. Coordinate and execute business operation and process excellence, to include business planning, business continuity, and operations manuals. Scale advice and planning process to create self-sufficiency with tools and free up capacity for Advisors to maximize impact with clients. Support the advice & planning business through consistent oversight, high quality and effective management of business processes. Collaborate with business leaders and partners across Truist Financial Corporation. Maintain efficient use and high proficiency of all necessary systems, applications, tools, software, etc. Adhere to financial planning process and protocols. Comply with all mandatory policies, procedures, regulations, laws and requirements, and risk management expectations. Required Qualifications The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree Expert and innovative with written, oral, and presentation communication skills Ability to coach Wealth leaders and teammates in one on one and group settings Ability to work as a lead team member in a matrix environment, particularly related to project and process expectations Able to define and lead the execution of business objectives and adapt quickly as priorities shift due to changes in business priorities Experienced in PowerPoint, Excel, Adobe Acrobat, Word, and other relevant business applications Well organized and flexible; able to adapt to change and influence broader team, as well as determine and focus on top priorities in a fast-paced environment with multiple priorities Preferred Qualifications At least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA, CFA or equivalent advanced knowledge course of study Ability to analyze trends and needs of the organization and clients and synthesize that with our strategy. Ability to design and rollout a process that's scalable and interpret learnings to suggest enhancements for the future 5 or more years of experience in the planning or advisory business, strategy, execution, coaching, org development, and/or content development Truist stands for better Our relentless pursuit of better at Truist means we’re always looking forward. Pursuing what’s next. Boldly believing in the power of what we can achieve together. Our promise to stand for better means we’re creating smarter and easier experiences for clients. It means we’re connecting people and businesses to build confidence and create meaningful change in lives and communities. And it means we do the right thing, we speak up for those who may not be heard, and we challenge the status quo. Every decision we make starts with this belief in better. Touch. Technology. Trust Truist is combining distinctive personal service with investments in innovation to create transformational client experiences. We believe the unique blend of human touch and innovative technology will set us apart, instill confidence, and build deeper levels of trust with our clients. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify Seniority level Seniority level Not Applicable Employment type Employment type Full-time Job function Job function Other Referrals increase your chances of interviewing at Truist by 2x Get notified about new Planning Consultant jobs in Miami, FL . 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1 week ago Be among the first 25 applicants

Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Anywhere Real Estate.

Director, Strategic Partnerships & Planning

This role reports into an executive leader at Anywhere Integrated Services. Our team is focused on designing and building out Anywhere's new business line under a new brand, Upward Title & Closing. This business line will consist of joint ventures between Anywhere Integrated Services' wholly owned title and closing companies and participating Anywhere Brands real estate affiliates.

This role will be responsible for supporting Upward’s go to market roadmap; and leading the collaboration with partners and leadership to build a high-impact business plan for each new company. We are looking for a passionate and experienced strategist who will help to own both external partnerships and financial modeling for our suite of companies.

Successful individuals in this role can plan on earning a competitive base salary and variable compensation.

Key Responsibilities

• Partner Management – Support ownerships of broker-owner relationships, input, and questions from Anywhere franchisees during the 3-6 month implementation phase. Own relationships with partners post-launch and develop a programmatic approach for ongoing partner success.
• Company Financial Planning: Support the build of high-impact roadmap and viable joint venture entities, including: identifying viable geographies for additional affiliate outreach, working with finance to build pro-formas, and collaborating with internal stakeholders and external partners on office footprint, staffing, and implementation decisions
• Leadership & Communications – Serve a key communicator and program owner during the 3-5 month implementation phase. Set a precedent for thoughtful listening and iteration. Ensure launch progress and key decisions are clearly and enthusiastically communicated to internal stakeholders, including leaders in operations, legal, finance, marketing, and Anywhere brand partners.
• Thoughtful Implementation - Collaborate with internal teams to own and iterate on the workplan and ensure all launch processes are efficient and impact-oriented. Think outside the box on how things should (or could) be done.
  
  

• 5+ years of experience in strategic or partnership management functions; no real estate or industry experience required.
• Experience in working closely with external partners (clients, partners, etc) to build and communicate business strategies and plans. Expertise in pitching a plus.
• High degree of confidence working with financial models and partnering with finance stakeholders
• Expert in program management and ownership, including data-driven iteration on the value proposition, processes, and communications of a complex program/offering.
• Proven experience in leadership level communications and presentations; experience in managing external partners a plus.
• Stellar communication and presentation skills
• Superb time management skills and a strong sense of ownership for outcomes
• Ability to work independently, including analyzing and proposing changes in strategy, tools, and structure
• Diverse candidates, thinking, and backgrounds encouraged!
  
  

• Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D
• 401(k) savings plan with company match
• Paid Time Off to Include Holidays, Vacation Time, and Sick Time
• Paid Family & Paternity Leave
• Life Insurance
• Business Travel Accident Insurance
• All employees receive access to LinkedIn Learning
• Tuition reimbursement for approved programs
• Employee Referral Program
• Adoption Assistance Program
• Employee Assistance Program
• Health and Wellness Program and Incentives
• Employee Discounts
• Employee Resource Groups
  
  

• Great Place to Work
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• Newsweek World's Most Trustworthy Companies
• Ethisphere World's Most Ethical Companies
  
  

• Seniority level Director

• Employment type Full-time

• Job function Sales and Business Development
• Industries IT Services and IT Consulting

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