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financial services manager

Title posted on indeed.com - Manager of Financial Services

Posted on May 26, 2025 by Employer details Launch Kawartha Innovation and Entrepreneurship Centre

Job details

Are you looking for a rewarding and fulfilling work experience? Would you enjoy working as part of a dynamic team supporting innovative small and medium-sized businesses in developing and scaling their products or services? Are you looking for an employer who embraces your work-life integration through a hybrid work model and flexible hours?? Then this role might be for you. Launch Kawartha is currently hiring for the role of *Manager, Financial Services* within our organization. In this role you will work as part of a dedicated team providing innovative financing and advisory solutions for small and medium-sized businesses throughout Kawartha Lakes that support both business start-up and expansion. You will bring your strong relationship building, business development and presentation skills, as well as expertise in managing and administering a loan portfolio. Additionally, you will provide intuitive business planning and forecasting knowledge to applicants and utilize experience in due diligence and loan underwriting. This job is ? 1) Permanent 2) Full-time 3) Hybrid (both on-site and remote)(please note: to work remotely the candidate must have a reliable internet connection and adequate, confidential, space to work from) 4) Flexible schedule 5) Will report to the Executive Director 6) And, the salary range for this position is $80,000 - $100,000 *Responsibilities include:* · Completing required reporting to funding partners · Providing ongoing updates on key performance indicators · Ensuring ongoing compliance with funding providers · Meet with clients to determine needs and suitability for financing · Conduct loan application interviews, review personal net worth statement and Business Plan documents · Analyze loan applications and cash flow projections, verify security and establish terms and conditions for the loan · Investigate client credit history from Equifax through credit bureau reporting, and conduct PPSA searches and Mortgage property searches as required · Assist in the development of business plans and cash flow projections, when required · Prepare and present summaries of loan submissions for approval to the Executive Director and Board · Liase with Lawyers, Accountants, CRA representative and other professionals regarding any client · Enter information into FERN loans software and produce necessary reports for review with Executive Director and Board · Managing a pipeline of financing applicants and supporting them through the process · Forging and strengthening relationships with other ecosystem partners to support small businesses · Assisting and supporting the Executive Director in developing and sustaining a culture of innovation in the community, among our strategic partners and stakeholders · Creating moments of ?wow? for our clients and stakeholders · Responding to inquiries regarding sources of funding, business ideas, government funding and services offered and the operation of small business, providing consultation and referral as needed · Maintaining ongoing knowledge and awareness of government programs and opportunities available to small business / entrepreneurs and not-for-profits by which to further serve the community · Taking on additional areas of responsibility relative to Launch Kawarthas business services as identified, and assist with new programs and service initiatives · Supporting events, seminars and workshops in a facilitation capacity to spur innovation and economic growth in the community *The ideal candidate will possess (preferred but not essential qualifications):* · A post-secondary degree/diploma in business, finance, or economic development, or equivalent experience · A minimum three years? experience providing business counselling, financial analysis and business plan assessment; specifically working with small to medium sized businesses · A minimum five years? experience in loan management including preparation of security/co