Post-Funding Consultant (Contract)

Job Summary The Consultant provides expert business support to MSMEs from start-up through growth, helping clients address operational challenges, strengthen financial performance, enhance sales and marketing strategies, and meet regulatory requirements. The Consultant assesses business needs, analyzes performance indicators, and offers practical, data-driven recommendations that enable clients to improve outcomes, execute plans, and achieve their strategic goals. Provide one-on-one advisory services on a need’s basis, but at least once per week during the first year of the Post-Funding relationship; at least once per month during the second year and at least once per quarter during the third year. Duties/Responsibilities: Conduct an initial assessment of and introductory meetings with MSMEs once approved by the SBDC Adjudication Committee. Collect information about MSMEs through a variety of methods (records, interviews, shadowing, inspections, surveys, reports, website, social media). Analyze, interpret, and report data identifying MSMEs internal strengths and weaknesses as well as external opportunities and threats on a continuous basis. Assist MSMEs with implementing their business plan and revising the plan on a needs basis. Assist MSMEs with developing, documenting and/or revising their sales proposals, policies and procedures, job descriptions, and Employee Handbook; However, MSMEs are responsible for obtaining professional legal counsel when developing, documenting, and/or revising legally binding documents such as Sales Agreements or Employment Contracts. Assist MSMEs with developing, documenting and executing sales strategies that diversify revenue streams and exceed gross sales targets on a daily, weekly, monthly, and/or yearly basis. Assist MSMEs with increasing and improving their online presence and reach through their website, E-commerce platforms and social media. Assist MSMEs with setting up their financial accounting system and preparing monthly financial statements including Profit and Loss, Balance Sheet, and Cash Flow Statements. Submit monthly comparative (actual versus projected) financial statements to the Director of Advisory Services and Funding Manager; and include comments for all line items with variances greater than 20%. Obtain monthly loan payment receipts or statements from all assigned MSMEs within15 days of their scheduled payment date; and immediately notify the Funding Manager and Director of Client Advisory Services in the event MSMEs are unable to make their scheduled loan payment. Submit monthly loan performance reports for assigned MSMEs documenting loan details such as principal, interest, term, balance, last payment, amount in arrears, days in arrears and follow-up attempts. Assist MSMEs with claiming available Customs Duty exemptions on imported capital assets or operating inputs. Copies of these claims should also be maintained by the Advisor. Assist MSMEs with monthly and quarterly VAT filings with the Department of Inland Revenue. Copies of these filings should also be maintained by the Advisor. Assist MSMEs with weekly and monthly NIB contribution filings with the National Insurance Board. Copies of these filings should also be maintained by the Advisor. Assist MSMEs with keeping their personal identification, business license, company renewal, VAT filings and NIB contributions current and submitted to all required parties. Recommend ways to improve the Post-Funding team and services provided to MSMEs. Requirements Education and Experience: Bachelor’s degree in Economics, Accounting & Finance, Business Management, or a related business field. Minimum of 5 years of experience in a business consulting, advisory, or related role. Strong analytical and problem-solving skills with the ability to assess business performance and recommend improvements. Engaging client-focused personality with the ability to build strong relationships and work effectively with diverse stakeholders. Excellent communication skills in all forms. Ability to manage multiple priorities and deadlines in a fast-paced environment.