The Senior Advisor provides a comprehensive range of small business-based assistance including one-to-one client counseling in the area of business plan development; analyzes, prepares and structures financial statements, such as cash flow projections, income statements and sources and uses statements; assists with developing a funding plan; provides assistance in automated and manual record keeping systems and assists clients with market related issues such as advertising, promotional functions, market surveys, and other related areas

MAJOR RESPONSIBILITIES

• Provide quality one-to-one advisement and counseling to a varied and complex range of clientele in the areas of business plan development, financial projections and business strategies.
• Conduct and develop Small Business Development Center (SBDC) training sessions and workshops on a regular basis and provide follow-up services as necessary to attendees.
• Act as a clearinghouse for information for clients and other interested individuals and refers, when necessary, those individuals to outside entities, which can provide additional support services.
• Participates in business related training events and programs as part of ongoing professional development.
• Initiates and maintains contact with business and economic development community stakeholders for client referral purposes.
• Enters client data into the management database in a timely manner.
• Provides customized funding plans for applicable clients.
• Responsible for achieving economic impact goals for the Regional Center.
• Understand specific small business needs within each county and work with Director to satisfy those needs.
• Provide direct assistance to all staff in meeting client and program objectives.