Small Business Financial Counsellor (COVID-19 Response)

  • Spoon
  • New York, NY, 10007

Posted on

Job Description:
  • Assist Spoon customers requesting financial counselling with a financial analysis consisting of annual, or year in year out cash flow budget, statement of assets and liabilities, cash flow analysis and options for business improvement. 
  • When appropriate, assist customers to negotiate arrangements with their financial institutions.
  • Encourage customers to seek professional advice to develop longer term strategies and plans to improve preparedness.
  • Refer customers to a network of professional service providers for advice with legal, accounting and financial planning and investment matters and social and welfare matters.
  • Provide Progress Reports on the number of small businesses referred for assistance, activities, outputs and the outcomes they have been helped to achieve. 
  • Provide mentoring to individual and client groups regarding business improvement and resilience opportunities.

Company Description:

About Spoon

Spoon is a mobile-first credit experience that offers micro credit lines built on bank and alternative data.

https://www.spoon.money