Business Systems Analyst & Project Manager

Supervisor Title: VP of Finance & Controller
Location: Washington, D.C.
Overtime Status: Exempt
Job Summary:

National Trust Community Investment Corporation (NTCIC), an affiliate of the National Trust for Historic Preservation, is among the largest tax credit syndicators in America. The organization supports the country’s architectural heritage and community development initiatives through the provision of Federal and State Historic Preservation, New Markets, Low-Income Housing, and Renewable Energy Tax Credits. These programs work to support efforts of state and local governments, nonprofit organizations, community organizations, and mission-oriented developers to bring opportunities to our nation’s underserved communities. Over the past 20 years, NTCIC has provided over $1.5 billion in capital to nearly $6 billion in historic preservation and clean energy efforts nationwide.

NTCIC seeks a Business Systems Analyst and Project Manager to support and manage NTCIC’s IT infrastructure, including Salesforce administration, and manage new business system implementations (primarily new phases of Salesforce and SharePoint). Prior experience with Salesforce and project management is required. Prior experience in a sales and/or financial services or related industry is preferred. Duties include reviewing, analyzing, and evaluating user needs; documenting business and systems requirements; defining scope and objectives for expanding data management and IT system needs; managing software development projects; and overseeing IT operations to support overall business strategies. This person will also be responsible for the development and enforcement of policies and procedures. They will work closely with senior management, multiple business functional areas, and external IT and business application consultants.


Salesforce and Business Systems Administration:

  • Support business systems (primarily Salesforce and SharePoint along with other business systems) to improve data quality and enhance day-to-day operational efficiency
  • Drive system improvements and monitor and prioritize user adoption
  • Develop and implement systems, tools, processes and ensure policy adherence
  • Support operational workstreams that have systems-wide implications
  • Act as administrator for all business systems applications and provide IT infrastructure support
  • Coordinate with external IT resources, including MSP, outsourced CIO, and software consultants
  • Use business systems’ tools to analyze data and processes to provide unique business insights that help inform decision-making

Data Management Support:

  • Manage data to support teams with reporting, data cleansing, basic analysis, identifying opportunities for process improvement, and training
  • Develop, build and manage organization-wide dashboards for use internally and externally to the board and investors
  • Oversee builds and creation of reporting as requested, working with those team members to ensure that they have the appropriate training
  • Provide recommendations and drive improvements in reporting capabilities for use by management and other users
  • Ensure that the business systems facilitate reporting and analytics for business divisions organization-wide
  • Recommend business system changes to senior management, including the financial and
    operational impact, to enable efficiencies and ensure overall data quality
  • Lead efforts to ensure NTCIC has the right information at the right time to make well-informed decisions

New Systems Implementation, Project Management, and Process Improvement Management:

  • Work directly with stakeholders to understand and interpret multiple IT requirements and operational objectives by studying business functions, gathering information, and evaluating output requirements and formats
  • Construct workflow charts and diagrams, understand system capabilities, write specifications for system improvements and expanding functionality
  • Define IT project requirements and technical specifications; identify project milestones, phases, and tasks; validate resource requirements; develop cost estimate models; form and lead project team; establish and monitor project budget
  • Monitor project progress by tracking activity, resolving problems, publishing progress reports, and recommending actions
  • Monitor and improve data collection and business processes by studying current practices and identifying problems; make recommendations; design and implement modifications with an eye towards simplification for users and improved business processes
  • Monitor and fix issues with data integration, such as between Salesforce and other systems, when necessary
  • Customize internal tools for process improvement and identify areas of possible automation and ensure optimum utilization of resources to improve cross-organizational efficiency and productiveness
  • Bachelor’s Degree in appropriate field of study or equivalent work experience
  • Minimum 5-6 years of experience in a sales and/or financial services or related industry is
  • Strong experience with Salesforce, SharePoint, and business process design in a relational
    database environment required

    • Salesforce Administrator Certification desirable
    • Strong reporting and data management skills required
  • Ability to work with multiple business partners throughout the organization to identify, assess,
    document and implement business solutions
  • Ability to impact operations and effect change in a constructive and collaborative manner
  • Detail-oriented, analytical and inquisitive
  • Ability to work independently and with others
  • Extremely organized with strong time-management skills and ability to manage multiple projects

Top Skills & Proficiencies:

  • Project Management
  • Analysis
  • Teamwork
  • Process Improvement
  • Big Picture Thinking
  • Work Well Under Pressure
  • Communication
  • Problem Solving
  • Critical Thinking
  • Relationship Building
  • Enjoys a collaborative, entrepreneurial environment


To apply for this position, click here to submit your resume and cover letter.

National Trust Community Investment Corporation (NTCIC) offers a progressive work environment, competitive pay and an excellent benefits package including; medical, dental, vision, paid-time-off, life/disability insurance, commuter flex accounts and a 401(k). NTCIC is an equal opportunity organization. It does not discriminate on the basis of race, color, religion, national origin, sex, age, sexual orientation, veteran status, or disability and actively seeks opportunities to include members of these groups in its programs and activities.