Compliance & Impact Measurement Officer

Company: Leviticus Fund

Location: Tarrytown, NY

Job Function: Project Management


Background

The Leviticus 25:23 Alternative Fund (Leviticus Fund) is rooted in faith and the call for economic justice. The Fund provides flexible capital, expertise, and advocacy to propel the growth of more equitable communities. Leviticus creates opportunities for vulnerable, low-income people – especially those harmed by systemic racial and ethnic discrimination – to thrive and live with dignity.

The loans that Leviticus provides cover a wide range of community-based development, supporting construction and preservation of affordable housing, including housing with supportive services for those with special needs and extremely low incomes; childcare and early learning centers; charter public schools; nonprofit office and program delivery space; and economic development projects. The communities that we serve extend throughout all counties in New York, New Jersey, and Connecticut.

Our lending is guided by our Mission Statement, our Vision Statement, our Values Statement, and the vision of our founders, which are all reflected in our strategic planning. We are an organization that values learning, and that spirit of inquiry extends to learning from and measuring the impact and outcomes of our work.

This position is based in Tarrytown, New York (Westchester County), about 30 miles north of New York City. Our preference is someone within commuting distance to our New York office.

Summary

Leviticus’ community development loan portfolio has grown from $28.1 million in 2018 to over $107 million in 2025. Private and public funding partners are critical to Leviticus’ capital growth, as is our certification by the federal CDFI Fund. The vision of our founders has also engrained into our organization our stewardship responsibilities and providing accountability for the resources entrusted to us.

In order to secure these resources from public and private sources, we make promises to abide by program and use rules imposed by funders – including meeting performance goals and abiding by federal and state rules governing the money – and to track and report to the funders what projects their resources supported. This takes the form of reports to our grantors, investors and funding partners after we have collected and tracked output data.

Our 2025-2027 strategic plan identifies measuring our impacts as one of four strategic priorities over the next three years. We will seek to advance our organization’s impact measurement efforts beyond compliance and output data collection, and are committed to expanding the impact measurement we are currently doing to include broader and deeper measurement and exploring evaluation methodologies that inform and guide our community development lending.

The Compliance & Impact Measurement Officer (C&IMO) position fills an essential role in the organization by overseeing, and in other cases doing the vital compliance work that keeps current funders informed and future funders interested, as well as helping the organization better understand the effects of its work, inform its program decisions, and tell its broader story.

The C&IMO leads a three-person team tasked with managing all facets of Leviticus’ compliance and impact measurement processes to ensure alignment with our strategic goals, mission, vision, and values. The position reports to Leviticus’ Executive Director and requires coordination with other departments and staff to gather key data and flexibility to analyze and adapt to new compliance requirements as funding opportunities emerge.

Beyond its core community development lending, Leviticus continues to innovate lending programs like Project Start Fund (PSF), which provides capital for deeply affordable rental housing development and preservation in New York State; the Green Equitable Access Resource (GEAR) Fund, which supports decarbonization and the energy efficiency improvement of housing and community development projects; and Empowering Diverse Real Estate Entrepreneurs (EDREE), which tailors our flexible loan products to remove barriers to capital preventing BIPOC developers from flourishing in the real estate development industry. Each of these programs, along with our broader lending, carries unique program performance reporting requirements and an opportunity for us to gather accurate, measurable data to help us determine what is working or what might need to change.

This C&IMO contributes to Leviticus’ efforts to make the best decisions about how to allocate staff time and financial capital to best serve low-income individuals and disadvantaged communities in our geographic footprint, and to communicate internally and externally what our community development lending brings about.

Responsibilities

Reports To: Greg Maher, Executive Director
Status: Full-Time

Key responsibility areas:

CDFI Fund

 Oversee and ensure submission of compliance reports for active CDFI Fund awards of over $13.6 million, including Financial Assistance, Persistent Poverty Counties and Disability Funds, Equitable Recovery Program, Capital Magnet Fund awards; NY Green Bank loan; and (prospective) Greenhouse Gas Reduction Fund (GGRF).
 Manage and submit all annual certification and related Transaction-level compliance reports to the CDFI Fund.
 Monitor all existing and emerging federal reporting requirements, all task and deliverable assignments within Salesforce relevant to Leviticus’ certification and active Assistance Agreements, maintain internal procedures and manage staff assignments to fulfill reporting requirements.
 Support data collection and research to assist in Leviticus’ submission of future federal funding applications.

Institutional Investors & Funders

 Review and analyze all incoming investments and awarded funds to identify Leviticus’ obligations for program deliverables and financial covenants, assigning staff accordingly to ensure all reporting requirements are met.
 Oversee the Impact Measurement and Compliance team’s submission of all quarterly and annual reporting obligations for over $29.6 million in public agency and organization investments and more than $71 million in bank-specific credit facilities. This position includes direct reporting obligations for a portion of Leviticus’ active investment portfolio that is shared among the Impact Measurement and Compliance team.

 

Impact Measurement

 Engage the broader organization in recognizing the value of impact measurement and analysis, promoting collaboration on appropriate methods for collecting, measuring, and evaluating impact.

 Help create tools and processes to build a scalable impact measurement and learning framework that informs Leviticus about the impact of its work across distinct lending programs and at an organizational level.
 Ensure that data from Leviticus’ lending is consistently and accurately compiled, aligns with strategic goals, and is accessible across the organization for internal and external use.
 Promote a dynamic learning environment for the Impact Measurement and Compliance team on emerging impact measurement and compliance standards, best practices, and theories of change.
 Collaborate with Leviticus’ Operations Associate to support Phase III of our Salesforce implementation including (i) migration of closed loan legacy output data; and (ii) the build out of new data fields relevant to GEAR-lending and reporting requirements for GGRF’s Clean Communities Investment Accelerator.
 Maintain all current compliance and impact measurement policies and procedures, and as necessary, draft updates to maintain efficiencies in all tracking and procedures.
Additional duties may be assigned, as necessary.

 

Requirements

Working at Leviticus:

Our team consists of committed, adaptable, creative, and flexible problem-solvers who enjoy working for an unregulated, charitable lender that fills crucial gaps in the community development ecosystem. We are strategic thinkers committed to racial equity and treating each other – and the communities we serve – with respect.

Applicants should share a passion for the Leviticus Fund’s mission. We are seeking an individual with experience in compliance and impact measurement and evaluation, who has a strong interest in housing and community development serving low-income individuals and families, is a team player, and is a problem solver. This position requires the ability to travel for department or staff meetings in the NYC metro area.

 At least three years of compliance and project management work and the ability to delve into and understand rules, regulations and contracts, particularly those governing government grant awards, and ensure that reporting deadlines are met.
 At least one year of work that entails (i) survey distribution and collection, preferably to nonprofit organizations, of questions seeking information about impacts projects Leviticus has supported are having on residents, and (ii) evaluation of data received and analysis that translates into program evaluation.
 Demonstrated success in project and deadline management, with strong attention to detail.
 A cooperative, flexible attitude, a good sense of humor, and an ability to work with a variety of personalities.
 Excellent communications and writing skills.
 Proficiency in Microsoft Office 365.
 Salesforce experience a plus.

Compensation and Benefits

Leviticus offers a competitive salary and generous benefits, including an up to 10% employer match to a 403(B) plan, plus annual paid time off (PTO) starting at 25 days/year, increasing by a day for each year of employment up 30 PTO days/year. Starting salary for the C&IMO will be commensurate with alignment of an applicant’s experience with the job requirements. We negotiate actual salary with final candidates.

How to Apply

Please submit a letter of interest, resume, and salary requirements to [email protected]. Salary requirements must be provided to be considered.