Position Overview:

PFS offers private foundations the personalized, relationship-driven support of a boutique philanthropic services firm, backed by the administrative infrastructure and technology of the nation's largest provider of foundation support services. At the core of our work is a belief that strong philanthropy is both strategic and relational — and that the most meaningful results come from leaders who can see the big picture and build the relationships that bring it to life. Our senior team brings deep expertise across the full spectrum of foundation management and a genuine commitment to the organizations and communities our clients exist to serve. We value bold thinking, autonomy, and the kind of initiative that moves things forward — while fostering a collaborative culture where collective expertise elevates everyone's work. 

The Program Officer serves as a key relationship manager across multiple client foundations, working closely with each foundation's board of directors and internal staff to shape and advance their grantmaking strategy. This is a role where your ideas carry weight, your relationships drive outcomes, and your work has a direct and visible impact on the causes that matter most. The Program Officer leads due diligence on applicant organizations and contributes to grantmaking planning, strategy, and evaluation across a range of funding areas. Approximately 50% of the role will focus on environmental grantmaking — including forest and watershed restoration, land preservation, regenerative agriculture, and environmental education — with the remaining 50% dedicated to non-environmental grantmaking specific to assigned client foundations. 

Key Responsibilities:

Environmental Grantmaking & Watershed Stewardship (50%)

• Lead a dynamic portfolio of environmental grants focused on watershed restoration and protection and sustainable agriculture
• Conduct annual site visits and field tours with board members, grantees, and landowners
• Build deep expertise across portfolios and cultivate long-term grantee relationships
• Drive collaboration among conservation organizations, agencies, and community partners to advance innovative, on-the-ground environmental solutions

General Grant Portfolio Management & Due Diligence (35%)

• Work as a Program Officer across other clients and focus areas
• Own day-to-day relationships with applicants and grantees across the full grant cycle
• Conduct due diligence, prepare funding recommendations, and deliver presentations at board meetings
• Proactively identify and cultivate prospective grantees aligned with foundation priorities, ensuring a strong and strategic pipeline

Strategy, Partnership & External Representation (15%)

• Shape grantmaking strategy by collaborating with senior program staff on planning and new initiative development
• Represent the foundation externally at conferences, convenings, and community events
• Bring fresh thinking to program areas and take on special projects that advance the client's broader mission and impact

Requirements

Desired Knowledge, Skills & Abilities:

• Five or more years of progressive experience in the nonprofit and/or philanthropic sector, with a demonstrated track record of driving initiatives, influencing outcomes, and building strong stakeholder relationships. 
• Passion for environmental and conservation issues, with experience or deep interest in areas such as watershed and forest restoration, open space preservation, climate resilience, regenerative agriculture, and biodiversity. 
• Proven ability to cultivate productive partnerships across nonprofit, public, and private sectors, bringing diverse stakeholders together around shared goals and measurable impact. 
• Strong analytical, financial, and strategic thinking skills, including the ability to assess nonprofit financials and budgets, synthesize complex information, develop actionable recommendations, and communicate insights clearly to diverse audiences. 
• Demonstrated success managing multiple priorities, influencing decision-making, and navigating complex stakeholder environments while working independently and collaboratively in a fast-paced setting. 
• Intellectual curiosity, adaptability, and sound judgment, with the ability to quickly develop expertise in new program areas, identify opportunities for innovation, and effectively leverage technology and data management tools to support organizational goals. 
• Skilled at building trust and credibility with diverse constituencies, including nonprofit leaders, board members, donors, community partners, and individuals with differing perspectives and worldviews. 
• High standards of professionalism, integrity, and discretion, with alignment to our core values of generosity, respect, integrity, inclusion, commitment, and humility. Willingness to travel locally and regionally (approximately 10–15%) for site visits and relationship-building opportunities throughout Northern California and Oregon. 

Job Requirements for Hybrid Work Environment:

• Dedicated Workspace: Must have a home office or workspace that is free of distractions and interruptions to ensure productivity and focus during work hours. 
• Reliable Internet Connection: High-speed internet is required to support video conferencing, file sharing, and other work-related technology needs. 
• Hybrid Work Commitment: Minimum one day per week (Tuesdays) in the San Francisco office and ability to meet any in-person requirements. May require occasional travel to other Bay Area locations. 

Physical Demands: 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.    

An Equal Opportunity Employer

We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors. 

The Client Services Temp, Reporting will generate Gift Summary, FASB Liability, and State Reserve reports for Client Services (CS) clients and route them to Client Service Advisors for review. Once approved, they will save the reports in the appropriate client folders.

They will review reports submitted by institutional clients to ensure consistency with prior-year submissions and forward them to the CS Assistant for upload to the Milliman portal.

The employee will maintain accurate tracking of all assigned work using the Hive productivity tool and participate in all meetings related to Hive processes and updates.

Key Responsibilities:

Run GiftWrap Reports 75%

• Using GiftWrap, run Gift Summary, FASB liability and State Reserve Reports 
• Save reports to appropriate folders 
• Review institutional client reports for consistency with the previous year’s filing 
• Submit completed reports to Jahvari for distribution 

Track activity 20%

• Track ResVal activity in Hive 
• Use the Hive assignment feature to assign reports for review to Client Service Advisors 

Attend staff meetings and ad hoc meetings regarding ResVal 5%

• Report on the status of ResVal at the weekly CS Staff Meeting  

Requirements

• Must be able to reliably commute to the Cambridge, MA office
• Must be able to work 15 hours a week, for 6 weeks

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.    

An Equal Opportunity Employer

We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors. 

Position Overview:

The Client Accounts Payable Coordinator plays a critical role within Client Operations, serving as a precise and reliable steward of the financial transactions that keep our client foundations running smoothly. This is a role built for someone who takes accuracy seriously, thrives in a structured environment with clear processes, and finds genuine satisfaction in getting the details exactly right — every time. 

The ideal candidate brings administrative and foundational payable or accounting experience, paired with an exceptional eye for detail and the discipline to manage high transaction volumes without sacrificing quality. You communicate with clarity and professionalism, take ownership of your work, and are motivated by the mastery of your craft rather than the spotlight.  

Key Responsibilities:

Transaction Processing (80%)

• Review and process expense and grant payments via check, wire, and ACH 
• Submit EFTPS enrollments and tax payments 
• Send transfer requests and process bank transfer files 
• Review daily disbursement account activity and match to pending transactions 
• Manage the full check lifecycle — send check files, print checks, and mail checks 
• Process void check requests with precision 
• Submit daily Positive Pay files to financial institutions and review check exceptions 
• Provide pricing review input 
• Deposit client checks and record deposits accurately 
• Deliver accurate daily end-of-day reporting including check, wire/ACH, and EFTPS payment counts 

Client Communications & Research (20%)

• Research and resolve disbursement discrepancies with a methodical, fact-based approach 
• Support client requests with clear, professional, and timely communication 

Requirements

Desired Knowledge, Skills & Abilities:

• Exceptional attention to detail and commitment to accuracy — you catch what others miss 
• Highly organized and self-disciplined, with the ability to prioritize and manage high volumes in a fast-paced environment 
• Strong analytical and problem-solving skills; methodical in approach and thorough in execution 
• Clear and professional written and verbal communication skills 
• Solid understanding of standard business and office practices 
• Strong proficiency in Microsoft Office Suite, particularly Excel 
• Ability to work both independently and collaboratively, contributing reliably to a team 
• Absolute discretion and commitment to maintaining confidentiality 

Job Requirements for In-Office Work Environment:

Work Commitment: Must be able to reliably commute to the Fairfield office 5 days per week and meet in-person collaboration requirements as needed. 

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.    

An Equal Opportunity Employer

We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors. 

Using PG Calc’s suite of software products (GiftWrap, PGM Anywhere, ESA Next), manage administrative activity for Gift Administration and Endowment Sub-Accounting clients to ensure that client data, beneficiary payments, and reports are processed accurately in a timely manner. Responsible for performing gift administration and endowment sub-accounting administrative support functions in a fast-paced environment. Will have a portfolio of clients and be assigned to support a Relationship Manager assigned to the same portfolio.

Key Responsibilities:

Maintain client records and ensure accurate, timely input of client data (60%)

• Develop working knowledge of PG Calc’s GiftWrap, PGM Anywhere, and ESA Next software.  
• Set-up new organizations in the software, create new person and gift records, record gift terminations, and enter data changes (e.g. changes of address) in a timely and accurate manner. 
• Maintain client organization and donor documentation files following established procedures and deadlines. 
• Analyze financial statements to identify data to be added to database 
• Produce, analyze, and distribute client reports 
• Process termination paperwork for closed accounts. 
• Update market values according to client schedule  
• Update annual rates of return for charitable trusts and PIFs. 
• Provide tax accountant with required information throughout the year and at year end. 
• Review all work for data accuracy prior to giving to RM for review. 

Interact with a portfolio of clients and respond to client questions and concerns (20%)

• Respond to telephone calls, fax, and e-mail messages from a portfolio of Gift Administration and Endowment Sub-Accounting clients.  
• Resolve client questions, requests, and problems, or consult with Relationship Manager also assigned to your portfolio to assist in resolving client issue. 
• Utilize research reports to notify charities of data set changes (ie. beneficiary deaths). 
• Record client interactions in CRM 

Client Support & System Participation 20% 

• Manage a portfolio of Gift Administration and Endowment Sub-Accounting clients, serving as a primary point of contact for inquiries via phone, email, and other channels  
• Respond to client questions, requests, and issues in a timely manner, collaborating with Relationship Managers as needed to ensure resolution  
• Monitor research reports and communicate relevant data updates (e.g., beneficiary changes) to clients  
• Accurately document all client interactions in CRM systems  
• Participate in periodic testing of PG Calc’s GiftWrap software prior to release to support system quality and performance 

Requirements

Desired Knowledge, Skills & Abilities:

• Demonstrate exceptional attention to detail, ensuring accuracy and consistency across client data, reporting, and communications  
• Thrive both independently and collaboratively, confidently managing individual responsibilities while partnering with Relationship Managers to support shared client portfolios  
• Leverage experience with data management and reporting to analyze information, identify discrepancies, and deliver clear, actionable insights  
• Provide high-quality, responsive customer service, building trust with clients through professionalism, follow-through, and thoughtful problem-solving  
• Utilize Microsoft Office tools (especially Excel, Word, and Outlook) to efficiently manage workflows, analyze data, and produce polished client deliverables 

Job Requirements for Hybrid Work Environment:

• Dedicated Workspace: Must have a home office or workspace that is free of distractions and interruptions to ensure productivity and focus during work hours. 
• Reliable Internet Connection: High-speed internet is required to support video conferencing, file sharing, and other work-related technology needs. 
• Hybrid Work Commitment: Must be able to reliably commute to the office 2 days per week, Monday and Wednesday, and meet in-person collaboration requirements as needed. 

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.    

An Equal Opportunity Employer

We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.