Francisco Martinez Email and Phone Number

Provided setting strategy and leading a team that is specifically focused on operationally supporting the following duties across different functions and departments:• Managed grants effectively and developed databases, providing robust support for patient advocacy, grantmaking, regulatory analytics, and compliance training.• Efficiently managed the main company giving inquiry mailbox, ensuring timely and effective responses. • Championed employee giving and engagement activities, driving participation and community impact.• Provided operational support for foundation and Donor Advised Fund operations, optimizing philanthropic contributions.• Led regulatory and Group giving reporting with a focus on analytics and measurement, ensuring compliance and strategic alignment.• Enhanced grantee experience through tailored support and relationship-building initiatives.• Supported various related activities including non-monetary/in-kind donations, ensuring holistic support for organizational goals.

• Built-out Bank’s Impact Solutions offering from the ground up. This encompassed product development, operations, administration and infrastructure setup for sustainable investing and charitable giving vehicles within the firm’s Wealth Management division.• Assist high net worth clients in developing and implementing philanthropic planning strategies and techniques, including trusts, family foundations, impact investing, and donor advised funds. • Help clients align their investments with their mission, values, and philanthropy to maximize impact. • Act as internal consultant on matters related to sustainable investing and philanthropic consulting and administration, due diligence, risk management, compliance, policies, procedures, controls, methods, and tools.• Develop and deliver sustainable investing/philanthropic/charitable structuring training content, marketing, and programs for educating and communicating with internal and external clients.• Act as division liaison and partner with Corporate Social Responsibility (CSR) Team.

• Conducted full due diligence on a set of organizations for the spring docket, which included proposal review, follow up, and written analysis and recommendations for funding.

• Improve and manage resource allocation and scheduling, project planning and costing. • Oversee financial and administrative systems: budgeting, forecasting, invoicing, workflows.• Manage portfolio pricing, billing, and contract development.• Improve processes for business development, including implementation of Salesforce.• Oversee and manage human resources, including employee management, performance review process, and benefits administration. Set up retirement plan for the company. • Ensure rapid, consistent, and effective systems implementation.• Manage company knowledge and collaboration systems.

• Serve as a relationship and project manager for a portfolio of over 15 fiscally sponsored projects totaling over $40M. Duties include proposal and grant/contract management, financial and legal compliance, and substantial involvement and advising in programmatic matters. • Support new business development by meeting with potential clients, evaluating projects, and developing collateral, proposals and budgets. • Contribute to team and organization’s growth by innovating operations and processes. Highlights include updating and redesigning the company’s fiscal sponsorship pricing model, and leading a comprehensive process improvement project to maximize compliance and operational efficiencies.

• Oversaw all relationship management and operations of 80+ client accounts totaling more than $45M in assets and $10M+ grants and impact investments yearly. • Reviewed and developed proposals, grant agreements, dockets, contracts, and philanthropic strategies, both for foundation services and fiscal sponsorship clients. • Represented Tides externally at conferences, events, client visits, and business development settings, expanding the organization’s reach, reputation, and client base.• Managed portfolio pricing, billing, contract development and management, and budgeting.

• Monitored and organized advising, business development, grantmaking docket data analysis, and grants processing and reporting for 4-person team.• Managed a portfolio of 20 clients totaling $12M in assets.

• Led all logistical support for the EVP office, prioritizing and calibrating where appropriate while handling large amounts of confidential information. Maximized EVP’s bandwidth, time, and impact.

Edited, reorganized and standardized the online document library for clients. Acted as editor-in-chief of internal newsletter.

Provided support in all three subdivisions of the finance department—operations, treasury, and financial and risk analysis. FEDECREDITO is the largest microfinance bank in El Salvador.