Capital Access Business Consultant
Core
Provide one-on-one consulting to entrepreneurs and small business owners to evaluate financing options, improve capital readiness, and navigate the process of obtaining business capital.
Role type
Business Consultant (Small Business Financing)
Builds
Client financing applications and capital access outcomes for the SSBCI TA program
Domain
Small business finance and economic development
Deliverable
client delivery
Required skills
small business financing principles, business planning, financial projections, financial analysis, client intake, program knowledge
Preferred skills
commercial lending, banking, accounting, business consulting, entrepreneurship
Technologies
ASBTDC systems
Responsibilities
Assess client financing needs and identify appropriate funding options; Assist clients in developing business plans and financial projections; Guide clients through the financing application process; Provide guidance on bookkeeping and financial recordkeeping; Maintain accurate client records; Participate in workshops and outreach activities; Collaborate with regional offices and resource partners.
Seniority
Individual Contributor