Coordinator, EITC (Educational Improvement Tax Credit)

The EITC Program Associate plays a key role in the administration and support of the Foundation for Jewish Day Schools (FJDS) Educational Improvement Tax Credit (EITC/OSTC) programs. This position supports program operations including donor processing financial tracking scholarship allocation compliance and stakeholder engagement.

Working closely with the Director Finance Department and FRDs EITC Committee the Program Associate supports core program workflows regulatory compliance and data-driven decision-making. The role requires strong project management analytical and communication skills to coordinate across schools donors board members and partners.

Essential Duties:

Program Operations & Financial Administration

• Complete donation process workflows (checks wires stock transfers credit cards) with accurate entry documentation and compliance with Finance protocols FJDS policies and DCED regulations.
• Reconcile contributions across all PEP LLC entities by school tax program and fiscal year; Identify discrepancies and resolve variances in collaboration with PEP.
• Generate record and distribute donor receipts and acknowledgment communications in accordance with regulatory requirements.
• Maintain and ensure accuracy of donor board and school contact data including tracking terms and engagement history.

Scholarship & Fund Management

• Coordinate scholarship allocation processes including entering approved funding into third-party platform and ensuring scholarship assignment aligns with state guidelines and FJDS policy.
• Create and maintain spreadsheets to track undesignated funds.
• Complete encumbered fund tracking and reconciliation including analysis of school utilization preparation of fund transfers (MOUs) and ensuring timely use prior to expiration.
• Maintain EIO-specific contribution and disbursement processes ensuring proper data entry documentation and audit readiness.
• Implement disbursement process of interest earned from investment account(s).

Compliance Reporting &Analysis

• Compile financial scholarship and demographic data to support audits IRS filings (990) DCED renewals and other compliance requirements.
• Collaborate with Finance to ensure integrity and accuracy of data program reporting and data systems.
• Monitor adherence to program guidelines and proactively identify risks or compliance gaps.

Stakeholder Engagement & Communications

• Coordinate communications with schools regarding eligibility funds available scholarship parameters and allocations compliance requirements and donor updates.
• Support clear timely communication with donors board members school administrators and partner organizations.
• Maintain targeted communication lists for donor engagement/stewardship initiatives.

Board & Committee Support

• Coordinate logistics and materials for quarterly Board and committee meetings including scheduling communications attendance tracking Zoom meetings and preparation of summaries.
• Support the Director in managing EITC Committee engagement including maintaining records preparing materials and coordinating follow-ups.

Events & Programmatic Initiatives

• Lead coordination of the Foundations Continuing Education events including logistics accreditation participant communications and post-event follow-up.
• Maintain calendar of large scale school events such as annual fundraising gala and coordinate related JFGP involvement (e.g. gala ads).
• Support program-related events and initiatives as needed.

Cross-Functional Collaboration & Special Projects

• Collaborate with Finance Marketing External Affairs and FRD teams (as needed).
• Contribute to ongoing enhancements of systems workflows and program effectiveness.
• Complete tasks and projects assigned by the Director.

• Excellent organizational skills with meticulous attention to detail.
• Strong written/verbal communication skills with the ability to engage diverse stakeholders.
• Demonstrated ability to manage multiple priorities and projects.
• Self-starter works independently and adheres to self-accountability.
• Strong analytical and problem-solving skills related to financial and program data.
• High level of discretion and professionalism in handling confidential information.
• Client-service orientation with strong interpersonal skills.
• Proficiency in Microsoft Excel (including pivot tables and reporting) and database management; experience with accounting and financial systems preferred.
• This position requires a minimum of two days per week in the office with additional in-office time as needed during peak program periods.

Education & Training Requirements:

• Bachelors degree in business nonprofit management finance or a related field preferred.
• Minimum of 3 years of relevant experience in program coordination operations finance or administrative support in a professional setting.
• Experience working with databases and reporting tools required.
• Familiarity with nonprofit education or tax credit programs is a plus.

Overview

Jewish Federation of Greater Philadelphia offers a competitive compensation and benefits package including a hybrid work schedule medical dental vision prescription drug program life insurance generous paid time off and 403b retirement savings program.

Our Mission

The Jewish Federation of Greater Philadelphia mobilizes financial and volunteer resources to address the communities most critical priorities locally in Israel and around the world.

Commitment to Diversity

We deeply value the diversity of insight perspective and experience brought by people from backgrounds typically underrepresented in Jewish institutions. This includes Black Latinx and Asian people Black Jews Jews of Color lesbian gay bisexual trans and gender non-conforming people and people with disabilities. We also welcome applications from people of diverse religious spiritual and cultural backgrounds.

About the Organization:

Since 1901 the Jewish Federation of Greater Philadelphia has served as the hub of the regions Jewish communities providing an infrastructure of support for Jewish people and organizations in need. Through grants emergency funding restricted gifts endowments and our partnership with the Foundation for Jewish Day Schools we care for those in need combat antisemitism and global crisis and strengthen Jewish identity.

Benefits

Jewish Federation of Greater Philadelphia offers a competitive compensation and benefits package including a hybrid work schedule medical dental vision prescription drug program life insurance generous paid time off and 403b retirement savings program.