Title: Business Advisor
EOE Statement: We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
About the Organization: The primary mission of PCR Business Finance is the promotion of community economic development, through the delivery of financial, educational and advisory services to underserved small business persons and communities.
Category: Small Business Development Corp (SBDC)

PRIMARY QUALIFICATIONS:

• The Advisor is expected to be knowledgeable about and have experience with addressing topics such as: launching and scaling small business growth, business financing and loan packaging, financial literacy, new product development, business technology, market research, and marketing strategies including social media and digital marketing techniques, organizational development, business analysis/business process improvement, and exit strategies.
• In addition, the Advisor should have a general knowledge of veteran, women, and minority-owned business issues; federal, state, and local resources for business; business licensing and permitting regulations; and government contracting certifications and programs.
• Minimum of a bachelor’s degree and/or significant experience in either courses leading to an MBA or advanced certification in an area of expertise
• Three (3) years of relevant business experience
• Interpersonal skills to interact with a variety of clients and partners
• Excellent communication skills, oral and written
• Excellent analytical and problem-solving skills
• Bilingual in English and Spanish – oral and written fluency at a professional level is helpful but not required.

KNOWLEDGE AND EXPERIENCE

• Finance, marketing, cash flow, licensing, regulation, personnel, marketing, sales business operations and the business start-up process
• Strong proficiency with online technology and platforms including but not limited to Google and Microsoft software, online resources, communication tools, and financial analysis.

PRIMARY RESPONSIBILITIES

• Provide management, technical assistance, and coaching to small businesses in one-on-one meetings and instruct on key business topics in workshops
• Assist clients with documents for packaging loans
• Client management via one-on-one counseling and client files
• Document client activities
• Outreach via marketing and participation in community events
• Maintain professional development

ESSENTIAL DUTIES

• Provide assessment, counseling, training, and referrals to prospective and existing entrepreneurs in areas such as business planning, financial projections, marketing, record keeping and accounting, financing, management, and other areas of small business ownership depending on client needs.
• Create, facilitate, and deliver client training on small business-related topics such as business startup basics, access to capital, business planning and projections, financial statements, budgeting, bookkeeping, accounting, marketing plans, branding, and industry-specific best practices in regularly scheduled seminars, workshops, and special events
• Ensure the timely reporting of each counseling session including detailed notes, time, success stories, and economic impact (i.e., startups, jobs created/retained, capital infusion), and maintain complete client files using the SBDC database system
• Complete all required program documentation, expense reports, and payroll records.
• Perform outreach to meet the needs of the SBDC center
• Coordinate client consulting services and act as an advocate with available resources (i.e. Team SBA, SCORE, Economic Development Office, and other resources) and government or financial institutions depending on the client’s needs.
• Assist other counselors in your area of expertise and assist in the training of new counselors
• Attends and participates in staff meetings, and community partner meetings as required
• Completes required professional development training and re-certify qualifications based upon the Professional Development Certification requirements
• Ability to adhere to program confidentiality and Code of Ethical Conduct requirements as mandated by the Small Business Administration (SBA) and Los Angeles SBDC Network.

PRIMARY RESPONSIBILITIES

• Provide management, technical assistance, and coaching to small businesses in one-on-one meetings and instruct on key business topics in workshops
• Assist clients with documents for packaging loans
• Client management via one-on-one counseling and client files
• Document client activities
• Outreach via marketing and participation in community events
• Maintain professional development
  Post Internal Days: 0
  Hiring Manager(s): China Spikes, Colette Moore
  Open Date: 1/23/2025
  Number of Openings: 1
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