Portfolio & Risk ManagerIn this role, you'll be at the center of our financial operations-managing loan fund treasury activities, ensuring compliance with key funding partners, and delivering insights that guide strategic decisions.
What You'll DoLead Treasury & Financial Management- Manage and optimize treasury functions across loan funds and organizational finances
- Oversee cash flow to ensure lending commitments are met effectively
Drive Compliance & Program Success- Manage compliance and reporting for major funding partners
- Serve as program manager for key lending initiatives, ensuring smooth operations and strong standing
Deliver Meaningful Financial Reporting- Prepare and present financial reports for leadership, Board of Directors, auditors, and funders
- Provide clear insights to support decision-making and organizational growth
Improve Systems & Scale Operations- Enhance financial systems, processes, and tools to increase efficiency and capacity
- Help build infrastructure to support a growing, mission-driven organization
Collaborate Across Teams & Partners- Work closely with the lending team to ensure seamless fund management
- Coordinate with external partners (accounting, payroll, banking, HR, and accreditation providers)
What You Bring- Bachelor's degree in Accounting, Finance, or related field
- 5+ years of experience in accounting, finance, or similar role
- Strong analytical skills and exceptional attention to detail
- Excellent organizational and time management abilities
- Clear and professional written and verbal communication skills
- High integrity and ability to manage confidential financial and borrower data
- Proficiency in Microsoft Office, QuickBooks, and CRM systems
Why Join CLIMB Fund?- Mission-Driven Work: Support entrepreneurs and strengthen communities
- Growth Opportunity: Help shape financial systems in a growing organization
- Collaborative Culture: Work with a passionate, purpose-driven team
- Meaningful Impact: See the direct results of your work in the communities we serve
Apply Today 
