Business Advisor

PCR Business Finance; Los Angeles (CA); Hybrid; USD 86,000; Full time

Job summary

An established industry player is seeking a passionate Business Advisor to empower small businesses in Southern California. This role involves providing essential management and technical assistance, coaching entrepreneurs on crucial business topics, and facilitating workshops that foster growth and innovation. With a commitment to community economic development, this position offers a unique opportunity to make a tangible impact on the local economy. If you have a strong background in business financing, excellent communication skills, and a desire to help others succeed, this could be the perfect role for you. Join a dynamic team dedicated to supporting small businesses and driving economic growth.

Qualifications

• Knowledgeable in launching and scaling small business growth.
• Experience in business financing and loan packaging.

Responsibilities

• Provide management and technical assistance to small businesses.
• Conduct workshops on business planning and financial projections.

Skills

Business Financing and Loan Packaging

Financial Literacy

Market Research

Social Media Marketing

Interpersonal Skills

Analytical Skills

Problem-Solving Skills

Bilingual (English and Spanish)

Education

Bachelor's Degree

MBA or Advanced Certification

Tools

Google Software

Microsoft Software

Job description

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)

Description

PCR Business Finance Job Description

Business Advisor – Full-Time

SBDC (Small Business Development Center)

PCR Business Finance (PCR) is a private, non-profit 501 (C) 3 corporation formed in 1977 to help entrepreneurs take their place as vital contributors to the Southern California economy. It is a growing organization that offers a wide array of financial, educational, and consulting programs designed to promote economic development in the small business community. Both the US Treasury and the California Organized Investment Network (COIN) certify PCR as a Community Development Financial Institution (CDFI). PCR is also a Small Business Development Center (SBDC) in partnership with the US Small Business Administration (SBA).

Background

Small Business Development Centers provide counseling and training to small businesses including working with the SBA and other partners to develop and provide informational tools to support business start-ups and existing business expansion. The center delivers business development education through individual and small-group advising and workshops.

The SBDC is a network of entrepreneurially minded professional business advisors with significant experience in small business who enjoy the intrinsic value of helping business owners/managers develop or improve their business knowledge and skills to effectively manage the operations of their business.

SBDC advisors provide problem-solving assistance to help small businesses access capital, develop and exchange new technologies, and improve business planning, strategy, operations, financial management, personnel administration, marketing, export assistance, sales and other areas required for small business growth and expansion, management improvement, increased productivity, and innovation.

In addition to the instruction/advising component of the position, the business advisor performs significant outreach activities to engage the community through regular contact with Chambers of Commerce, Economic Development Councils, service clubs and community organizations, and legislators in conjunction with the operations staff.

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.
• Attend and participate in staff meetings, and community partner meetings as required.
• Complete 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 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.

Employment Details

• Employment Status: Non-Exempt, Hourly, Full-Time.
• Hours: 8:00 a.m. – 5:00 p.m. Monday thru Friday.
• Pay: $85,280 annually ($41.00/ hour).
• Location: Hybrid (Main office is 3255 Wilshire Blvd., Suite 1501, Los Angeles, CA 90010 & Satellite Office is 1051 West Rosecrans Ave Compton, CA 90222).
• Phone Number: 213-674-2696 Office.
• Supervisor: SVP/Program Manager, Director PCR SBDC.

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers; handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

Full-Time/Part-Time: Full-Time

Exempt/Non-Exempt: Non-Exempt

Location: Headquarters

Position: Business Advisor

Hiring Manager(s): China Spikes, Colette Moore

Open Date: 1/23/2025

Number of Openings: 1

This position is currently accepting applications.