
Bilingual Business Advisor
The Northeast Ohio Hispanic Center for Economic Development, Cleveland, OH, United States
Position Summary
The Bilingual Business Advisor provides confidential, no-cost, and in-depth counseling and training to small business owners and aspiring entrepreneurs to support local economic growth. Key responsibilities include assisting clients with business planning, financial analysis, marketing strategies, and loan packaging. The Advisor also tracks client progress and outcomes; documents impact and is responsible for meeting program performance metrics. This role requires bilingual fluency in Spanish and English. Key Duties
Interview and assess the needs of clients to gain an understanding of their business goals and challenges. Provide counseling that includes feasibility, financial, regulatory, and operational guidance and technical assistance on the various aspects of starting and expanding a small business including, but not limited to:
Analyzing the specific business and industry data in finance, marketing, management and operations. Providing guidance in the development of business plans and financial packages. Calculating and interpreting historical and projected financial ratios. Preparing pro forma cash flow and financial statements. Troubleshooting to identify problems and areas for improvement. Providing guidance on expansion to include employment requirements, and government contracting. Conducting quality-based assessments. Providing information on federal, state, and local regulations and programs. Providing guidance in loan packaging to pre-venture, start-up, or advanced stage existing businesses. Develop a resource network to be used in providing referrals to appropriate resources. Plan and market no- to low-cost training on subjects relevant to small business start-up and growth. Recruit government, private and public entities, as well as businesses and businesspersons to provide voluntary training. Evaluate programs’ effectiveness and measure impact of services provided. Assist in the transfer of university-based knowledge to the small business community. Ensure timely and accurate counseling data input into Center IC client information management system. Other duties as assigned by the Center Director.
Program and Small Business Advocate
Promote the SBDC program and advocate for small businesses through presentations to communities and entities. Develop relationships with key stakeholders including, but not limited to, SBA, Ohio Department of Development, banks, chambers of commerce, economic development organizations, trade groups, educational institutions, legislators, and hosts. Develop appropriate advertising, promotion, and marketing materials. Administrative and Compliance Responsibilities
Attend national, regional and state meetings and conferences as required. Develop and provide specific information, reports and/or special services as requested or required by the SBA/SBDC Administrators, the SBA Business Development Specialist, and the Director of the SBDC. Support area, state and federal research projects concerning small business and disseminate results to community. Required Qualifications and Experience
Interpersonal SkillsSmall Business ExperienceStrong analytical and innovative skillsWillingness to LearnListening SkillsFinancing/LendingDebt & Equity FinanceOrganizational SkillsProject ManagementCollaborationSales and MarketingMulti-taskingOral/Written CommunicationsSafeguarding program confidentialityEconomic DevelopmentTechnology Bachelor’s degree in business, Public Administration or related field preferred, or a minimum of five years of experience in business ownership and operations, and/or equivalent combination of education and experience which demonstrates the required knowledge, skills, and abilities may be acceptable. Demonstrated knowledge of lending practices and access to capital requirements. Experience in providing technical assistance/guidance to small businesses. Commitment to complete Certified Business Advisor (CBA) certification within designated period. Must provide own transportation and be able to travel to meetings around the state of Ohio. Fluent in Spanish (i.e. speaking, reading and writing). Demonstrated involvement with the Hispanic community. This position requires the successful completion of the Certified Business Advisor® course. Employee Benefits Package
Medical Insurance : 70% employer-paid coverage for you and any qualified dependents, starting after 90 days of employment. Vision Insurance : 100% employer-paid vision insurance for you and eligible dependents after 90 days. Dental Insurance : 70% employer-paid dental coverage for you and eligible dependents after 90 days. Retirement Plan : Access to a Simple IRA retirement plan with a 3% employer match, beginning after 90 days of employment. Paid Holidays : 10 paid holidays per year, plus a paid winter office closure from Christmas Day through New Year’s Day. Paid Time Off (PTO) : Earn paid time off starting after 90 days of employment. Personal Growth : Full access to all business client services to support your own entrepreneurial projects or business ideas. other requirements as detailed in the Request for Proposal.
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The Bilingual Business Advisor provides confidential, no-cost, and in-depth counseling and training to small business owners and aspiring entrepreneurs to support local economic growth. Key responsibilities include assisting clients with business planning, financial analysis, marketing strategies, and loan packaging. The Advisor also tracks client progress and outcomes; documents impact and is responsible for meeting program performance metrics. This role requires bilingual fluency in Spanish and English. Key Duties
Interview and assess the needs of clients to gain an understanding of their business goals and challenges. Provide counseling that includes feasibility, financial, regulatory, and operational guidance and technical assistance on the various aspects of starting and expanding a small business including, but not limited to:
Analyzing the specific business and industry data in finance, marketing, management and operations. Providing guidance in the development of business plans and financial packages. Calculating and interpreting historical and projected financial ratios. Preparing pro forma cash flow and financial statements. Troubleshooting to identify problems and areas for improvement. Providing guidance on expansion to include employment requirements, and government contracting. Conducting quality-based assessments. Providing information on federal, state, and local regulations and programs. Providing guidance in loan packaging to pre-venture, start-up, or advanced stage existing businesses. Develop a resource network to be used in providing referrals to appropriate resources. Plan and market no- to low-cost training on subjects relevant to small business start-up and growth. Recruit government, private and public entities, as well as businesses and businesspersons to provide voluntary training. Evaluate programs’ effectiveness and measure impact of services provided. Assist in the transfer of university-based knowledge to the small business community. Ensure timely and accurate counseling data input into Center IC client information management system. Other duties as assigned by the Center Director.
Program and Small Business Advocate
Promote the SBDC program and advocate for small businesses through presentations to communities and entities. Develop relationships with key stakeholders including, but not limited to, SBA, Ohio Department of Development, banks, chambers of commerce, economic development organizations, trade groups, educational institutions, legislators, and hosts. Develop appropriate advertising, promotion, and marketing materials. Administrative and Compliance Responsibilities
Attend national, regional and state meetings and conferences as required. Develop and provide specific information, reports and/or special services as requested or required by the SBA/SBDC Administrators, the SBA Business Development Specialist, and the Director of the SBDC. Support area, state and federal research projects concerning small business and disseminate results to community. Required Qualifications and Experience
Interpersonal SkillsSmall Business ExperienceStrong analytical and innovative skillsWillingness to LearnListening SkillsFinancing/LendingDebt & Equity FinanceOrganizational SkillsProject ManagementCollaborationSales and MarketingMulti-taskingOral/Written CommunicationsSafeguarding program confidentialityEconomic DevelopmentTechnology Bachelor’s degree in business, Public Administration or related field preferred, or a minimum of five years of experience in business ownership and operations, and/or equivalent combination of education and experience which demonstrates the required knowledge, skills, and abilities may be acceptable. Demonstrated knowledge of lending practices and access to capital requirements. Experience in providing technical assistance/guidance to small businesses. Commitment to complete Certified Business Advisor (CBA) certification within designated period. Must provide own transportation and be able to travel to meetings around the state of Ohio. Fluent in Spanish (i.e. speaking, reading and writing). Demonstrated involvement with the Hispanic community. This position requires the successful completion of the Certified Business Advisor® course. Employee Benefits Package
Medical Insurance : 70% employer-paid coverage for you and any qualified dependents, starting after 90 days of employment. Vision Insurance : 100% employer-paid vision insurance for you and eligible dependents after 90 days. Dental Insurance : 70% employer-paid dental coverage for you and eligible dependents after 90 days. Retirement Plan : Access to a Simple IRA retirement plan with a 3% employer match, beginning after 90 days of employment. Paid Holidays : 10 paid holidays per year, plus a paid winter office closure from Christmas Day through New Year’s Day. Paid Time Off (PTO) : Earn paid time off starting after 90 days of employment. Personal Growth : Full access to all business client services to support your own entrepreneurial projects or business ideas. other requirements as detailed in the Request for Proposal.
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