Walton Enterprises is seeking a proactive, detail oriented, and execution-focused individual to join the team as a Grants Management Associate. The ideal teammate is creative in their approach to solving problems and can work independently.
Our Commitment to Diversity, Equity, Inclusion and Belonging
We believe every associate should have access to success. Creating an environment centered on trust, respect, and bringing people together is critical to this belief.
Our aspirations are as follows:
- Create an environment where we hire, retain and bring to the table people with diverse backgrounds, viewpoints and lived experiences to create a more successful organization.
- Ensure fairness, equity and access to success for all of our associates.
- Create an inclusive workplace where everyone feels valued, safe, able to engage honestly.
About the Position
The Grants Management Associate will work as part of a team under the supervision of a Senior Grants Management Associate.
What you will do
The primary duty of the Grants Management Associate is to support smooth execution of the family members’ philanthropy through grants management, expense processing and related budgeting and correspondence. Specific duties include:
Responsibilities
Grants Management
- Under the supervision of the Senior Grants Management Associate and direction of program staff, execute the grant management process by completing the following:
- Review and summarize applicant details
- Draft grant agreements
- Review reports and issue payments
- Maintain accurate and complete records in the foundation’s grants management systems.
- Act as an operational point of contact and communicate effectively with key internal and external stakeholders.
- Conduct grant inquiry research and support program staff’s due diligence process if requested.
- Draft grant agreements, contracts, and loan agreements, and assist with creating additional documents and templates supporting grantmaking.
- Process payments by verifying any preconditions to payment have been met, including all banking information necessary to execute payment, ensuring that all payment information is consistent and accurate, and troubleshooting issues with internal and external contacts.
- Support program staff with process and technology related issues.
- Work directly with external contacts, including grantees, consultants, and advisors, with a client service orientation.
Budget Management
- Track spending against program and/or staff budgets and ensure that all necessary approvals are obtained and documented.
- At times, facilitate and track grants made through donor-advised funds.
Compliance
- Verify compliance of grants, contracts, and loans with foundation and IRS requirements and policies involving fiscal sponsorship relationships, charitable intent in grants to for-profit and foreign entities, and advocacy activities
- Assess operational, reputational, and governance risks, working closely with the foundation’s legal team and program teams to identify and resolve issues.
Data Systems and Reporting
- Maintain accurate and complete records in the organization’s grants management and accounting systems of record.
- Prepare monthly and quarterly data reports. Work with IT and other teams to maintain integrated activity reporting that includes grants and other types of transactions by multiple entities.
- Collaborate with supervisor and program team to create reports, meeting materials, and other data representations.
Process Design and Improvement
- Implement process improvements and manage knowledge documentation for household/family office teams, including custom templates, procedures and guides as well as program-specific legal considerations.
- Operationalize initiatives, projects, or tasks in collaboration with internal and external stakeholders.
- Ensure protocols are documented and implemented with the necessary controls in place for successful task execution.
Complete other projects and duties as assigned.
Who we are looking for
Qualifications required for your success
- 3 years of full-time professional experience, preferably in a nonprofit office environment requiring interaction with both internal and external customers
- Highly proficient with various technology platforms – Microsoft Office (Excel, Word, PowerPoint, Outlook)
Additional Helpful Experience Includes
- Bachelor’s degree
- Strong technical skills, including knowledge of grants management software (ex. SmartSimple Amplify for Grantmakers, Salesforce, etc.) with the ability to work within multiple platforms
- Experience or exposure to working with different funding mechanisms (grants, contracts, loans, donor-advised funds, impact investments)
Personal attributes that support your success
- Ability to act as a trusted advisor to principals and colleagues while demonstrating expertise and integrity
- You are helpful, a team player, and show respect while collaborating with others
- You are results oriented and exercise sound judgment in your work
- A lifelong learner, who is inquisitive and solves problems with bold thinking and innovation
- A visionary who plans for the future with imagination and wisdom
- You are dedicated to achieving excellence and work with others to tackle the tasks at hand
Benefits Information*
Compensation Range: $74,000 - $92,000
Benefits Information: We offer a comprehensive and generous benefits package which includes medical, dental, and vision insurance, a 401(k)-retirement plan and paid time off.
*This information is provided to comply with Colorado Law
How to apply:
About the Walton Personal Philanthropy Group
The Walton Personal Philanthropy Group (WPPG) provides services to the family of Sam and Helen Walton to support their individual philanthropic activities. These services for the family and their related entities include program and grant management, strategy consulting and grant administration. WPPG is a part of Walton Enterprises, the family office of the Walton family.
About Walton Enterprises
Walton Enterprises supports the personal, philanthropic, and business activity for the Walton family. We are a family-led organization, supporting multiple generations of Sam & Helen Walton’s family.
Walton Enterprises is an equal opportunity employer and is committed to building and maintaining a culturally diverse workplace that is free of discrimination and harassment of any kind. We encourage women, minorities, individuals with disabilities and veterans to apply. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, or any other status protected by the laws or regulations in the locations where we operate