Business Advisor Part Time Shawnee, OK

Job description

Part Time Business Advisor Shawnee, OK

The core responsibility of the position is to provide small business management counseling and technical services to existing small business owners and to new entrepreneurs. The advisor will be housed at Shawnee Forward in Shawnee, Oklahoma and will provide individual counseling as well as group training on topics such as business management principles, business finance, and marketing. Other responsibilities include identifying problem areas in a small business, developing outreach assistance programs, and developing relationships with area lenders and others providing support services to small businesses.

The advisor will be responsible for developing a diverse client portfolio to include existing small businesses poised for growth and expansion and startups and preventure clients. The advisor will demonstrate knowledge of accounting processes and financial statements and will provide financial analysis for the small business client to include cash flow management and business ratios. The advisor will be responsible for developing a network of lenders and funding partners within the assigned region to assist small business clients with business capitalization.

All work conducted by the advisor is strictly confidential and the advisor will be required to sign a Code of Professional Conduct and Conflict of Interest and Ethics Policy annually. Work is performed independently. Continuation of employment is dependent upon program/operational needs, satisfactory work performance, and availability of funds.

Essential duties and responsibilities include managing the portfolio of clients through the management information system database, providing management consulting which includes business plans for strategic planning and financing, marketing, accounting, finance, production, and facilities management for existing and prospective businesses, performing one-on-one confidential client consultation and working on attaining individual consulting goals set forth by the State Director as directed by SBA, delivering training in workshops and seminars designed to enhance one-on-one consulting efforts, working with the Training Manager in outreach consultation and training for small communities within the assigned region, partnering with state-wide network team to develop best practices, preparing required reports for all counseling cases, training activities, monthly department reports, and all other paperwork required for program documentation as required by SBA, working with the State Office to develop and implement promotional and advocacy strategies to create awareness of the SBDC and its services throughout the business and financial community, developing a diverse client base to include existing business clients poised for growth, startups, and preventure clients, actively engaging in a wide variety of professional development activities in order to maintain and grow professional knowledge and meet the required number of hours of professional development, meeting or exceeding all assigned goals and impact metrics, including but not limited to clients served, business starts, capitalization, and jobs supported, maintaining a high-level working relationship with clients, colleagues, partners, and the public, having well developed interviewing skills including the ability to listen to clients, elicit appropriate information, relate, and evaluate information and analyze and interpret information in order to develop and recommend solutions to business challenges, having the ability to read, understand, and apply a variety of interrelated instructions, such as those found in guidelines, regulations, policies, and management directives, and ability to establish priorities according to relative organizational importance, manage time effectively, meet deadlines, and achieve goals.

Additional performance responsibilities include attendance and dependability, communication and contact, relationships with others, safety, and skills.

Minimum education, training, and experience include a Bachelor's degree in Business or related discipline, three years of small business ownership or business management experience, knowledge of the principles and requirements of starting and operating a successful small business in Oklahoma, ability to provide exceptional customer service and client satisfaction, excellent communication skills, including oral, written, and/or nonverbal, proficient with personal computer capabilities, using the Internet, and the Microsoft Office Suite especially Outlook, Word, Excel, and PowerPoint, attention to detail with ability to manage multiple concurrent projects and meet deadlines, professional appearance and interpersonal demeanor, intermediate knowledge of commercial lending, business capitalization, including financing, funding and loan sourcing with the ability to develop a network of lenders and funding partners for client referrals, demonstrated knowledge of accounting processes, financial statements, financial analysis, cash flow management and business ratios, demonstrated expertise in a specialty which may include International Trade, Financial Analysis or Commercial Lending, Technology Commercialization, Marketing, Government Contracting, Human Resources, etc., ability to maintain confidentiality, valid driver's license, and ability to lift 40 pounds.

Preferred qualifications include a Master's degree in Business Management or other closely related discipline, five years of business ownership or management experience to include financial and operational management, payroll, accounting, marketing, knowledge of QuickBooks, experience as a loan officer or other similar business lending background, experience in economic development, experience with advocacy at the local or state level, knowledge of the business counseling and consulting process, and fluency in Spanish or other language in addition to English.

Worksite address

shawnee, OK, 74802, US

Who can apply

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