Small Business Development Center (SBDC) Adviser (QuickBooks) - Part-Time

Mount Hood Community College; Oregon (WI); On-site; USD 52,000 - 76,000; Full time

Job summary

Mount Hood Community College seeks a dedicated financial advisor to support SBDC clients through specialized bookkeeping and QuickBooks training. The role includes group workshops, one-on-one advising, and ongoing follow-up to help clients meet SBA and OSBDCN goals.

The position emphasizes counseling, financial management training, and collaboration with local business partners to foster startup success and job creation.

Qualifications

• Minimum 2 years of experience with QuickBooks and bookkeeping.
• Minimum 3 years of experience in small business ownership or advising the small business community.
• Must complete annual ethics trainings offered by the Small Business Development Center network.
• Experience working with the diverse needs of the college community.

Responsibilities

• Provide assessment, counseling, training, and referrals to prospective and existing entrepreneurs in areas such as bookkeeping, accounting systems, financial projections, business planning, financial management, and related topics.
• Designs, facilitates, and leads workshops on QuickBooks and small business financial management; develops informational seminars and customized trainings for local needs.
• Ensures timely reporting of each counseling session with notes, time, outcomes, and economic impact in the client management system.
• Advocates and liaises between clients and governmental or financial institutions as needed.
• Participates in staff meetings, community partner meetings, trainings, and conferences.

Skills

Advising

Training

Workshop facilitation

Public speaking

Education

Bachelor's degree in accounting, finance, business, or related field

Tools

QuickBooks

QuickBooks Online

Job description

Job Summary

Provides specialized advising and training focused on bookkeeping systems, financial management, and the effective use of QuickBooks to registered Small Business Development Center (SBDC) clients to meet established goals relative to number of clients, startups, jobs, and economic impact as required by the Small Business Administration (SBA) and Oregon Small Business Development Center Network (OSBDCN). Designs, facilitates, and provides group training and orientation sessions, one-on-one advising, and follow-up services as necessary.

Essential Duties

1. Provides assessment, counseling, training, and referrals to prospective and existing entrepreneurs in areas such as bookkeeping, accounting systems, financial projections, business planning, financial management, and other areas of small business ownership depending on client needs.
2. Designs, facilitates, and leads workshops on small business-related topics related to QuickBooks and small business financial management. Designs and facilitates informational seminars and customized training programs to support specific local small business community needs.
3. Ensures the timely reporting of each counseling session including detailed notes, time, success stories, and economic impact (i.e., startups, jobs created/retained, capital infusion) into the client management system.
4. Acts as advocate and liaison between clients and governmental or financial institutions depending on client needs.
5. Attends and participates in staff meetings, community partner meetings, professional development trainings, and conferences

Additional Duties

1. Assists with outreach by promoting SBDC services at local events as assigned.
2. Performs all other duties as assigned.

Minimum Qualifications

Education: Bachelor's degree in accounting, finance, business, or related field

Experience/Training:

• Minimum (2) years of experience with QuickBooks and bookkeeping
• Minimum (3) years of experience in small business ownership, management level employment at a small business, and/or providing direct services to the small business community (i.e. banking, insurance, chamber of commerce, city business license department, economic development position), including at least one (1) year of experience providing small business guidance and/or counseling
• Must complete annual ethics trainings offered by the Small Business Development Center network
• Experience working with the diverse needs of the college community, students, and employees.

Equivalent combinations of education and experience may be considered.

Preferred Qualifications

• Master's degree in accounting, finance, business, or related field
• Certified Public Accountant (CPA) or Certified Bookkeeper credential
• Bilingual skills, oral and written, at a professional level in English and Spanish
• Experience developing and presenting training programs or workshops

Knowledge, Skills and Abilities

• Knowledge of small business startup, growth, and financial management practices
• Strong knowledge of QuickBooks Online and/or QuickBooks Desktop
• Ability to analyze business needs and develop practical solutions
• Ability to facilitate workshops and lead discussions on small business topics
• Ability to adhere to program confidentiality and Code of Ethical Conduct requirements as mandated by Small Business Administration (SBA) and Oregon SBDC Network
• Ability to lead programs, seminars, and conversations on topics related to small business management and ownership
• Ability to use equipment necessary to carry out job responsibilities such as, but not limited to, computer and virtual training software, cell/telephone, and projectors
• Knowledge of topics such as feasibility assessments, launching and scaling small business growth, business financing and loan packaging, financial literacy, new product development, business technology, market research, marketing strategies including social media and digital marketing techniques, organizational development, business analysis/business process improvement, and exit strategies
• Knowledge of veteran-, women-, and minority-owned business issues
• Knowledge of federal, state, and local resources for business
• Knowledge of business licensing and permitting regulations
• Knowledge of government contracting certifications and programs

Working Conditions

Work is typically performed in a normal office environment while sitting at a computer terminal. Visual eye strain and repetitive hand/wrist motion for data entry and keyboarding functions.

Salary Placement

Initial salary placement will be within the posted range or pay rate of the position, and is based on applicable education and/or years of relevant full-time equivalent experience at the sole discretion of the College and in accordance with all applicable state and federal laws. Please include all relevant education and full and part-time experience (including unpaid and volunteer experience) in your application that you want the College to review towards potential placement. Hired employees will not have an opportunity to update past education and/or experience or appeal initial placement after the time of hire.