Ascension is seeking a highly organized documentation and reporting professional who can support the project team by preparing high-quality written materials, maintaining accurate project records, formatting deliverables, documenting meetings, tracking action items, and supporting compliance-ready documentation throughout the planning effort.

The successful candidate will be comfortable working in a fast-moving, stakeholder-driven planning environment. The candidate should be able to listen carefully, synthesize discussion points, organize technical and non-technical content, and produce clear written documentation that reflects the project’s purpose, decisions, next steps, and outcomes. This person should be self-driven, responsive, and capable of managing multiple documentation priorities with minimal supervision.

This role is well suited for a professional with experience supporting grant-funded projects, public-sector consulting, nonprofit planning, economic development initiatives, community engagement projects, strategic planning efforts, or business plan development teams.

Anticipated Day-to-Day Activities

The CDFI Planning Documentation Specialist will:

• Draft and edit project reports, progress updates, meeting summaries, final deliverables, and administrative documentation.
• Prepare clear meeting notes, decision logs, action item trackers, and follow-up summaries from advisory workgroup meetings, stakeholder interviews, listening sessions, and roundtables.
• Support development and refinement of written deliverables, including the needs assessment, financing gap analysis, governance roadmap, capitalization strategy recommendations, final CDFI business plan, and implementation proposal support materials.
• Review documents for grammar, clarity, consistency, formatting, pagination, headings, citation style, and alignment with project instructions.
• Ensure deliverables are professionally formatted, organized, and ready for client review.
• Maintain project documentation needed to support grant compliance, progress reporting, and project recordkeeping.
• Track deliverable deadlines, version control, comments, revisions, and status updates.
• Convert technical input from subject matter experts into plain-language, client-ready narrative content.
• Assist with development of PowerPoint slides, one-pagers, summaries, tables, and appendices as needed.
• Coordinate with the Project Manager, CDFI subject matter experts, stakeholder engagement leads, and data/research staff to collect inputs for reports and deliverables.
• Support preparation of draft and final submissions in Microsoft Word, PowerPoint, Excel, SharePoint, Teams, Adobe PDF, and other standard collaboration tools.
• Identify inconsistencies, missing information, open action items, or unresolved comments that may affect deliverable quality or compliance.
• Maintain a professional documentation structure that allows the project team to easily retrieve source materials, meeting notes, draft content, stakeholder inputs, and final approved documents.