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Join our team

ORGANIZATION OVERVIEW

At Project Equity (PE), we re-envision community economic development to shift control locally and build economic resiliency in low-income communities. We envision a future where business decisions are made through a lens of what is good for workers and communities, leading to businesses that are more successful, communities that are more resilient, and workers who have stable jobs and economic security. Our mission is to foster economic resiliency with low-income communities by demonstrating and replicating strategies that increase worker ownership. Project Equity’s current programs are:

  • BUSINESS OUTREACH AND EDUCATION: we raise awareness raising and educate business owners and community leaders through professional marketing and PR strategies and by partnering with municipal economic development staff, small businesses networks, and professional service providers such as CPAs, M&A advisors, and exit planners.
  • BUSINESS TRANSITION SERVICES / INCUBATOR: we support businesses converting to employee ownership through our Business Incubator program and its three distinct phases: feasibility assessment (3 months), transaction and conversion (6-15 months), and our “Thrive” post-conversion support to the new employee-owners (1-2 years). We deliver a custom service package that includes hands on education as well as technical assistance by Project Equity and our professional partners (legal, finance, CPA) to structure the transaction, connect to financing, design of employee ownership structure and governance, and ensure that the new employee-owners have the information, skills and support they need to be successful.
  • REGIONAL REPLICATION: we are creating repeatable processes for our Business Outreach and Incubator programs and replicating them with regional partners around the country, with strategic partnerships in the Twin Cities and Western North Carolina, outreach partnerships in two other cities, plus other regional partnerships in the works.

HOW TO APPLY FOR  POSITIONS: Please submit a resume and cover letter to Hilary Abell, Project Equity Co-founder, at info@project-equity.org. In your cover letter, please explain what motivates you to work with Project Equity, and how your experience, skills and commitment will advance our work to create a more equitable economy.

We are seeking talented candidates for the following roles:

Client Services Associate

POSITION SUMMARY

The Client Services Associate will play a key role on Project Equity’s Client Services Team, reporting to a Co-founder and working closely with our Client Services Manager. The new associate will take the lead on refining and strengthening the infrastructure for supporting successful existing businesses that are transitioning to worker ownership, and in strengthening operations of PE’s team.

KEY RESPONSIBILITIES

  • Be a key team member to help Project Equity grow its impact over the next 5 years.
  • Conduct financial due diligence:
    • Conduct financial analysis on current client companies and play a key role in our financial feasibility assessments.
    • Conduct financial scans on potential clients.
    • Perform initial market research and benchmarking.
  • Refine and strengthen the Incubator’s infrastructure to support participating companies:
    • Organize and expand our resource library related to coop conversions, governance and training.
    • Set up, maintain and improve systems for communicating and sharing resources with Incubator companies.
    • Ensure all client services and Incubator programs operate smoothly via strong project manage-ment, including coordinating meetings, sending out meeting invites, drafting and helping finalize meeting agendas, gathering and sharing resources, following up on action items, and more.
    • Coordinate with other service providers.
    • Coordinate in person Incubator events.
    • Envision and implement other improvements to Incubator infrastructure to position us for growth and sustained excellence in service to clients.
  • Directly engage with participant companies:
    • Participate in meetings with Bay Area clients.
    • As you gain experience, move into a role that includes directly advising, coaching and/or training employees and leaders within our client companies.
    • Planning and delivering dynamic trainings for employees and worker-owners.
  • Support Project Equity’s overall operations, fundraising and program evaluation:
    • Spearhead implementation of Salesforce database for multiple organizational functions; be our go-to person to help others use Salesforce effectively — and love it!
    • Work with PE Co-founders to track fundraising deadlines and opportunities.
    • Develop reporting protocols using Salesforce to inform program evaluation, analysis of conversions pipeline, and other strategic needs.
    • Manage client contracting process and impact data collection.
  • Carry out other responsibilities as assigned.

THE IDEAL CANDIDATE

  • You work strategically. Our client work is hands on, 1:1, but always with an eye to repeatability and replication. You seek opportunities to take it to the next level, whether in the mundane or the big picture.
  • You love setting up and managing systems so things run smoothly and can be easily understood by others.
  • You’re hungry to learn and want to dive in and really learn the “employee ownership conversion” process, so that you will be able to identify, develop and organize the most useful set of resources for businesses, owners, employees, and other service providers, and provide some level of direct support to businesses.
  • You are a great communicator: written, email, presentations, phone and in person. People enjoy engaging with you. You know how to communicate complex concepts simply to a wide and diverse audience (think: everyone from business owners to front line workers, 8th grade to MBA).
  • You’re very self aware of what you know, and what you don’t know, and are great at bringing in other people to round out your personal expertise.
  • You’re a creative thinker and “do-er,” and look for opportunities to suggest and take the lead on making improvements, whether small or large.
  • You make things happen. When you say it’s taken care of, it is.
  • You’re excited to work with a small, very agile, fast-moving team. We’re looking for somebody who is a self-starter, works really well independently, but also knows when and how to effectively loop in other team members for input, guidance, collaboration, and sign off. Our team works virtually, coming together once or twice a week for in person meetings.
  • BONUS: Bilingual in Spanish and English; experience training or teaching; experience with employee ownership, boards of directors and governance.

This position, based in Oakland CA, can be scoped as a full-time role, or as two part-time roles. Relative emphasis of the job components can be flexed to fit the person we hire. Compensation is commensurate with experience. PE is a project of Trust for Conservation Innovation (TCI). TCI provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, amnesty or status as a covered veteran in accordance with applicable federal, state and local laws.

Financial Analyst

POSITION SUMMARY

The Financial Analyst will play a key role on Project Equity’s Client Services Team, reporting to a Co-founder and working closely with our Client Services Manager. The new associate will take the lead on refining and strengthening the infrastructure for supporting successful existing businesses that are transitioning to worker ownership, and in strengthening operations of PE’s team.

KEY RESPONSIBILITIES

  • Be a key team member to help Project Equity grow its impact over the next 5 years.
  • Financial analysis
    • Conduct financial analysis and modeling on client companies. This includes developing projections, pro-formas, cashflow and debt capacity analysis
    • Guide client through feasibility assessment and financial analysis processes
    • Refine current library and model financing structures that would be appropriate for employee ownership conversions
  • Client Sourcing
    • Scan broker listings, vet and prepare leads for team review
    • Perform quick feasibility analysis on potential deals
    • Perform initial market research and benchmarking
  • Directly engage with participant companies by:
    • Participating in appropriate client calls
    • Working with clients to understand their business model
    • Training and advising new worker owners on financial aspects of the conversion
    • As you gain experience, moving into a role that includes directly advising, coaching and/or training Incubator companies.
  • As you gain experience, develop process flow for moving deals through the pipeline, including methods for identifying potential deal structures early in the process
  • Carry out other responsibilities as assigned.

THE IDEAL CANDIDATE

  • You work strategically. Our Incubator work is hands on, 1:1, but always with an eye to repeatability and replication. You look for opportunities to take our work to the next level, whether in the mundane or the big picture.
  • You’re hungry to learn and want to dive in deep and really learn and understand the “coop conversion” process, so that you will be able to identify, develop and organize the most useful set of resources for businesses, owners, employees, and other service providers, and provide some level of direct support to businesses.
  • You are a great communicator and comfortable working independently
  • You’re very self aware of what you know, and what you don’t know, and are great at bringing in other people to round out your personal expertise.
  • You’re a creative thinker and doer, and look for opportunities to suggest and take the lead on making improvements, whether small or large.
  • You make things happen. When you say it’s taken care of, it is.
  • You are interested in the intersection of investment and social impact   
  • You are detail oriented and meticulous
  • You’re excited to work with a small, very agile, fast-moving team. We’re looking for somebody who is a self-starter, works really well independently, but also knows when and how to effectively loop in other team members for input, guidance and sign off. Our team works virtually, coming together once or twice a week for in person meetings.
  • BONUS: You have Investment banking or M&A experience

This is a part-time position located in Oakland, California, but some work may be done remotely.  Compensation is commensurate with experience. Project Equity is a project of Trust for Conservation Innovation (T4CI). T4CI provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, amnesty or status as a covered veteran in accordance with applicable federal, state and local laws.

Just released!

New studies in the SF Bay Area, Twin Cities, Western North Carolina and Detroit, show millions of businesses at risk, pointing to employee ownership as a solution.

Free consultation

for businesses interested in employee ownership.

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