Senior Business Advisor at Chicanos Por La Causa – Phoenix, Arizona

THE ROLE THAT POWERS ENTREPRENEURS & LOCAL ECONOMIES. YOU guide the strategy so small businesses can thrive!

Prestamos CDFI is seeking a mission-driven Senior Business Advisor to deliver high-impact advising services that accelerate small and mid-sized business growth - with a strong focus on access to capital, loan readiness, and long-term sustainability. You’ll work in a hybrid environment (remote, in-office, and in the field), giving you flexibility to support clients and partner events where it matters most.

Prestamos is a subsidiary of Chicanos Por La Causa (CPLC), one of the nation’s largest Hispanic Community Development Corporations. We believe in the power of entrepreneurship as a driver of community and economic prosperity.

HOW WILL YOU MAKE AN IMPACT IN THIS ROLE? You will be the strategic partner behind hundreds of entrepreneurs, helping them strengthen financial capacity, secure capital, and scale their businesses. In this role, you will:

Provide advanced one-on-one advising on budgeting, forecasting, cash flow, financial modeling, business planning, market assessment, and operational efficiency

Develop tailored client plans and ensure progress through consistent follow-up and documented outcomes

Guide entrepreneurs through the loan and capital access process — from eligibility and preparation through application and funding

Design and implement technical assistance programs aligned with organizational and economic objectives

Manage reporting requirements including monthly performance metrics, invoices, and action plans while ensuring all activities are documented in Dynamics CRM

Mentor and develop junior Business Advisors in financial analysis, advising strategies, CRM utilization, and client engagement

Lead workshops, webinars, and outreach events on financial literacy, loan readiness, and business development

Build strategic relationships with internal lending teams and community partners to drive better capital outcomes

Represent Prestamos CDFI at community events, conferences, and partner activities

Support organizational strategy through leadership in team meetings and cross-functional initiatives

You will also help advance Prestamos’ broader goal of strengthening underserved entrepreneurs and driving lasting community economic development.

WHO YOU ARE? You’re a collaborative leader who thrives at the intersection of entrepreneurship, finance, and economic development. You enjoy advising clients one-on-one just as much as designing programs that support systemic growth. You have a strong financial lens, love problem-solving, and care deeply about equitable access to capital.

Ideal candidates are:

Strategic and analytical with strong business and financial acumen

Confident communicators capable of translating complex financial concepts into actionable plans

Organized, deadline-driven, and capable of managing multiple clients simultaneously

Relationship-focused with the ability to engage diverse entrepreneurs and partners

Motivated by impact and committed to elevating underserved communities

MINIMUM QUALIFICATIONS AND COMPETENCIES

Education /Background:

High School Diploma or Equivalent Required. Bachelor's degree in related field highly preferred.

Preferred certification in Business Administration, Management, or related field, complemented by continuous professional development in current business practices.

3+ years’ experience in business advising, with a specialization in financial analysis and strategic business planning.

Strong organizational and project management skills, capable of handling multiple client projects simultaneously with attention to detail.

Demonstrated proficiency in financials, budgeting, and forecasting, with a keen ability to translate complex financial concepts into actionable advice.

Proven track record of mentoring and developing advisory staff, with an emphasis on financial analysis and business strategy.

Strong leadership qualities, including excellent organizational, verbal, and written communication skills.

Required to adapt to various work settings, including remote consultations and on-site client visits, with availability for occasional evenings and weekends to accommodate client needs

English/Spanish Bilingual Highly Preferred

Valid driver’s license in good standing and proof of liability and property damage insurance.

Other Requirements

The Senior Business Advisor will be responsible for achieving annual goals set by leadership. All outcomes must be clearly documented in the CRM system to receive credit toward performance targets.

Counsel clients on how to access small business capital.

Support clients in successfully securing funding through internal or external capital sources.

Support clients in completing business plans; upload completed plans in CRM.

Support clients in completing financial projections; upload completed projections in CRM.

Achieve ‘Other’ client outcomes (e.g., certifications, procurement readiness milestones, credit improvement) documented with justifiable notes in CRM.

Facilitate webinars, workshops, or outreach events, with required post-event reports completed.

Experience and commitment to working with multiethnic, multicultural, low-income populations.

Excellent attention to detail, analytical, and problem-solving skills.

Demonstrated interpersonal and verbal and written communication skills.

Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook, especially Microsoft teams).

Excellent documentation and clerical skills.

Proven ability to follow-up and meet deadlines.

WHAT DOES CPLC OFFER YOU AS A VALUED EMPLOYEE? We recognize that our success is driven by great talent—and that’s why we offer a comprehensive, competitive suite of benefits for you and your family:

Generous Paid Holiday Employee Recognition Program Paid Time Off & Paid Sick Days Free Preventative Services & Wellness Rewards Medical, Dental, and Vision for Spouse/Domestic Partner & Children up to age 26 Health Savings Account & Flexible Spending Account Life + Disability options Employee Assistance Program Telemedicine & Concierge Services 401(k) Retirement Plan Pet Care, Life Mart Purchase Discounts Tuition Reimbursement for qualifying degrees Mileage & Cell Reimbursement for qualifying roles Identity Theft Protection& Voluntary Benefits

Chicanos Por La Causa, Inc. is an Equal Opportunity Employer.

CPLC knows it takes variety of thought, culture, background, and perspective to create a truly impactful workforce. As CPLC grows, we are seeking talented employees with varying backgrounds, cultures, perspectives, and experiences to support our innovation and creativity. CPLC commits to a continued focus on fair and just hiring, training, promotional practices, and policies. We work for real change and progress in equal opportunity recruitment, hiring, and advancement. Learn more by visiting https://www.eeoc.gov/poster