What are the responsibilities and job description for the Financial Counselor, SBDC position at Toledo Regional Chamber of Commerce?
General Summary:
The SBDC counselor fosters a strong climate for small business growth by providing in-depth, confidential, no-cost business counseling, training, and resource and referral services to small business owners and aspiring entrepreneurs.
Duties:
1. Provide counseling or e-counseling that includes feasibility, financial, regulatory, and operational guidance and technical assistance on the various aspects of starting or expanding a successful small business including but not limited to:
a. Analyzing the specific business and industry data in finance, management & operations
b. Providing guidance in the development of budgeting & forecasting
c. Calculating, preparing and interpreting historical and projected financial statements
d. Troubleshooting to identify problems and areas for improvement
e. Providing guidance in loan packaging to pre-venture, startup, or existing businesses
2. Develop a resource network to be used in providing referrals to appropriate resources.
3. Ensure timely and accurate counseling data input into Center IC CRM system.
4. Promote the SBDC program and advocate for small business through public presentations.
5. Develop relationships with key stakeholders including, but not limited to, SBA, Ohio Development Services Agency, banks, chambers of commerce, economic development organizations, trade groups, educational institutions and public officials.
6. Attend regional and state meetings and conferences as required
7. Other duties as assigned by VP/SBDC Director or Director of Counseling.