Portfolio and Risk Manager
Shift HR
Make an Impact with Your Financial Expertise
Are you a finance professional who wants your work to matter? At CLIMB Fund, were expanding access to capital and supporting small businesses and entrepreneurs. Were looking for a Portfolio & Risk Manager who can combine strong financial acumen with operational excellence to help us grow responsibly and sustainably.
In this role, youll be at the center of our financial operationsmanaging loan fund treasury activities, ensuring compliance with key funding partners, and delivering insights that guide strategic decisions.
What Youll Do
Lead 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
- Bachelors 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
Vacancy posted 1 day ago
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