Financial Business Consultant
Financial Business Consultant
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Job Description
Job Summary/Basic Function:
The Capital Access Team Business Consultant plays a crucial role in helping small business clients particularly underserved communities/entrepreneurs prepare for successful access to capital. This position focuses on coaching and advising clients on financial preparedness loan packaging cash flow management and overall financial strategy to ensure they are positioned to secure funding from banks lenders or other financial institutions. The consultant will not perform financial tasks for clients but will instead empower and educate them on best practices enabling longterm success and selfsufficiency.
This position:
- Is hybrideligible. Work can be performed from an alternative work location anywhere in the state of Idaho near one of our regional offices.
- Is funded until November 2028.
- Can work a maximum of 19.5 hours weekly.
Department Overview:
The Idaho SBDC offers a network of six regional centers to serve the needs of Idahos small businesses and entrepreneurs. The Idaho SBDC provides professional nocost confidential consulting to businesses across Idaho to help them grow and thrive.
Join the Idaho SBDC and support its Vision Mission and Values.
Vision Be the most influential driver of Idaho business success
Mission Accelerating business success
Values
1. Serve We make a difference for our clients and each other
2. Respect In all relationships we lead with respect
3. Discover We commit to learning and trying new ideas
4. Persevere We take responsibility and get the job done
To learn more about the Idaho SBDC visit https://idahosbdc/
Level Scope:
Fully competent and productive professional contributor who applies acquired job skills policies and procedures to complete substantive assignments/projects/tasks of moderate scope and complexity. Works independently with general supervision; exercises judgment within defined guidelines and practices to determine appropriate action. May provide guidance and assistance to entry level professionals and/or support employees.
Essential Functions:
Duties & Responsibilities:
- Support Statewide SBDC Centers 6 in the region by advising SBDC clients and consultant peers on accessing debt and equity capital.
- Priority consideration for funding expertise to provide training (in person/online) on accessing debt & equity capital for regional clients staff & partners.
- Conduct regional funder (lender/investor) outreach to ID and track sources of capital (traditional & nontraditional).
- Conduct regional outreach to SBDC Center Directors and SBDC staff to articulate Capital Access Team program offerings & support.
- Contribute knowledge and connections to Capital Access Team network of regional funders and sources of capital.
- Maintain portfolio of regional clients by maintaining awareness of client needs activity and funding status.
- Regularly attend statewide Capital Access Team meetings as needed to support statewide Capital Access Team program efforts.
- Contribute to Capital Access Team program reporting in support of statewide programming and stakeholder engagement.
- Collaborate with other Capital Access Team consultants to support statewide program needs.
- Document detailed session notes from client meetings into SBDC Network database systems.
- Document successful client economic impacts (e.g: capital jobs sales biz formation) using SBDC Network form as needed to support the Regional Primary Consultant.
- Work closely with Regional Office Primary Consultant to keep in communication as to the status of client funding process progress as needed/desired by Primary. Continue the client/consultant relationship until funding is closed/secured and return relationship back to the primary consultant as needed for further business development support.
- Perform other duties as assigned.
Assist SBDC Center Clients as Needed:
- Provide Capital Access Team advising virtually (mostly) Statewide.
- Review new Capital Access Team client inquires engage and suggest possible next steps.
- Review Capital Access Team client business plans financial projections and funding packages with Primary Consultant.
- Provide SBDC clients and consultants feedback on documents to enhance preparedness for funding.
- Assist SBDC clients and consultants to develop project funding strategies.
- Advise SBDC clients and consultants on best regional sources of capital.
- Assist SBDC clients and consultants with timely funder relations introductions as appropriate.
Maintain Capital Access Team Client Pipeline Document Client Progress and Advising Session Notes:
- Conduct regular client outreach and connections to support client engagement and progress.
- Conduct regular ongoing (weekly) updates to Network databases documenting client session notes and status.
Knowledge Skills Abilities:
- Ability to manage client portfolio strong organizational and timemanagement skills.
- Familiarity with small business procurement issues.
- Ability to present and train to groups.
- Strong verbal and written communication skills.
MinimumQualifications:
Bachelors Degree and 2 years experience or equivalent.
Preferred Qualifications:
Preferred Skills:
- Priority consideration for knowledge and expertise of commercial banking deal structuring loan products loan guaranteed programs and underwriting practices.
- Experience evaluating business plans and MS EXCEL proforma financial projections.
- Expertise guiding clients to develop funderready business plans with thoughtful proforma financials & assumptions.
- Experience conducting financial statement analysis using industry benchmarks and evaluating cashflow.
- Knowledge and expertise accessing traditional and nontraditional sources of capital.
- Experience working with different types of funders both debt and equity.
- Experience managing a portfolio of multiple client projects at different stages simultaneously.
- Experienced trainer and accomplished public speaker both in person and via online training platforms.
- Proficient user of hybrid/remote work technology (computer mobile virtual meetings cloudbased platforms & tools).
- Proficiency in Spanish is preferred and will be considered an asset.
Education:
- Bachelors degree in finance accounting business administration or a related field.
- MBA or advanced degree in a financerelated field is a plus.
Preferred Professional Experience:
- Commercial Loan Officer or Small Business Banker.
- Experienced Banking Background.
- Commercial Business Development.
- Economic Development Professional.
- Experienced Successful Business Ownership.
- Loan Underwriter.
- Experienced Angel Fund Manager.
Salary and Benefits:
Salary is $33/hour. This position is nonbenefit eligible.
Required Application Materials:
Cover letter and resume required.
About Us:
Nestled along the Boise River and steps from the state capitol Boise State University fosters a vibrant and welcoming academic environment that fuels student and employee success. Were a trailblazing institution nationally recognized for our innovative spirit and commitment to positive impact on Idaho and beyond.
Boise State is proud to be recognized by Forbes as the only Idaho employer listed in the top 100 of all national midsize and large employers. Were building a thriving community of faculty and staff whose unique skills experiences and perspectives come together to create a rich and rewarding academic experience. Applications from all backgrounds are welcomed.
Learn more about Boise State and living in Idahos Treasure Valley at Experience:
Contract
Employment Type
Hourly
Key Skills
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