Business Advisor Part Time Tulsa, OK

SUMMARY

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 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 preventive 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.

• Manages the portfolio of clients through the management information system database, currently Center IC, by ensuring the integrity of the data including but not limited to current contact information of the client, entering narratives of client sessions on a timely basis, collecting and reporting impact from clients, and updating client business status.
• Provides management consulting which includes business plans for strategic planning and financing, marketing, accounting, finance, production, and facilities management for existing and prospective businesses.
• Performs one-on-one confidential client consultation and works on attaining individual consulting goals set forth by the State Director as directed by SBA. Client consulting can take place face-to-face, via email or technological means, or by phone.
• Delivers training in workshops and seminars designed to enhance one-on-one consulting efforts.
• Works with the Training Manager in outreach consultation and training for small communities within the assigned region.
• Partners with state-wide network team to develop best practices.
• Prepares required reports for all counseling cases, training activities, monthly department reports, and all other paperwork required for program documentation as required by SBA.
• Works 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. Such marketing efforts are conducted in alignment with SBDC branding guidelines and in consultation with the State Office staff.
• The advisor will travel throughout assigned regional-county areas to provide SBDC services and occasionally throughout the state to attend or deliver training at conferences, meetings or workshops.
• Develops a diverse client base to include existing business clients poised for growth, startups, and preventive clients and does so with sensitivity to ethnic, social-economic and educational level diversity.
• Actively engages 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.
• Meets or exceeds all assigned goals and impact metrics, including but not limited to clients served, business starts, capitalization, and jobs supported.
• Must have an excellent command of the English language including vocabulary, grammar, and organization of expression required for documenting client files, client correspondence, program promotion and advocacy.
• Advisor will maintain a high-level working relationship with clients, colleagues, partners, and the public.
• The…