At Start Small Think Big (“Start Small”), we believe that access to high-quality legal, financial management, and marketing services is an essential part of starting or growing a successful small business, especially for small businesses owners who are currently lower income. We are a nonprofit organization that focuses on pairing entrepreneurs positioned to grow their businesses with top pro bono attorneys and financial and marketing experts.
Start Small is seeking a talented and dynamic individual to assist in expanding and refining our Financial Program. The Financial Program Manager is responsible for maintaining an active client caseload, responsible for creating and refining processes and procedures for delivery of bookkeeping and tax services, assisting with the coordination of financial referrals to Start Small’s pro bono partners, and overseeing Start Small’s small business financial education workshops. The position reports directly to Start Small Think Big’s Financial Program Director.
Job Responsibilities shall include, but shall not be limited to:
- Maintaining an active client caseload. This consists of identifying and addressing Small Business Financial Program clients’ financial needs, including through:
- conducting one-on-one financial assessment with clients at intake
- collecting relevant documentation and maintaining case files,
- providing one-on-one ongoing financial counseling and coaching including assisting clients with the implementation of a bookkeeping system and answering questions about tax forms, deadlines and requirements
- Creating and refining internal processes and procedures for the delivery of financial services to clients.
- Assisting with the coordination of financial referrals to Start Small’s pro bono partners. Assist the Financial Program Director to ensure the effective, efficient, and professional coordination of all aspects of such client referrals.
- Overseeing Start Small’s small business financial education workshops. This consists of developing the strategy, design, and production of content with respect to the workshop series, facilitating such workshops as appropriate, and supervising the Programs Assistant with respect to marketing, coordinating, and administering such workshops.
- Engage in ongoing professional development, including participating in trainings, technical assistance, networking, and resource sharing opportunities.
- Bachelor’s degree from an accredited school in finance, business, accounting, or related field required.
- Bookkeeping and tax preparation experience required, CPA preferred.
- Advanced knowledge of QuickBooks, Wave and/or other Accounting software. Microsoft Office (emphasis on Excel) required.
- Ability to read, write, interpret, and advise with respect to business financial statements, to conduct financial analyses, and provide growth plan support and guidance, required.
- Prior experience in direct client service required. Direct experience advising low- to moderate-income individuals preferred.
- Bilingual English/Spanish or Spanish proficiency preferred.
- Demonstrated commitment to inclusive community/economic development, social and economic justice work, and/or anti-poverty work.
- Meticulous attention to detail.
- Ability to work independently.