Summary

Performs a variety of financial/business management advisement, technical assistance, and related educational services to new and existing small businesses.

Duties and Responsibilities

1. Provides direct technical assistance to small business clients in the research and development of business plans, marketing plans, loan proposals and related business development requirements.
2. Evaluates business proposals together with client financial and business status to assess viability and bankability of proposals; advises clients as appropriate.
3. Advises clients in micro and small business management practices, methods, and techniques.
4. Provides advice and assistance in the establishment and maintenance of business and financial records and recordkeeping systems, in compliance with all relevant business, accounting, and taxation laws, regulations, guidelines, and standards.
5. Participates in the development, promotion, coordination, and delivery of small business management training programs and workshops.
6. Coordinates and/or participates in efforts to build relationships with area businesses to establish and develop contract training opportunities.
7. Administers and monitors specific educational programs, as assigned, to include budget planning and expenditure management.
8. Participates, as assigned, as a member of community groups and organizations to promote local business and economic development within the service area.
9. Monitors operational activities and effectiveness of results, and prepares reports as appropriate.
10. Performs miscellaneous job-related duties as assigned.

Minimum Job Requirements

• Bachelor's degree; at least 1 year of experience directly related to the duties and responsibilities specified.
• Completed degree(s) from an accredited institution that are above the minimum education requirement may be substituted for experience on a year for year basis.

Knowledge, Skills and Abilities Required

• Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community.
• Ability to gather data, compile information, and prepare reports.
• Ability to develop basic business plans, marketing plans, financial strategies, and business loan proposals.
• Ability to communicate effectively, both orally and in writing.
• Records maintenance skills.
• Skill in the use of personal computers and related software applications.
• Knowledge of the characteristics and prerequisites of a successful business loan proposal.
• Knowledge and understanding of the principles and practices of small business operations.
• Knowledge of basic business accounting.
• Knowledge of federal and state financial and tax regulations pertaining to small businesses.
• Ability to develop and present educational programs and/or workshops.

Conditions of Employment

• All regular, non-temporary positions assigned to this classification are represented by a labor union and subject to the terms and conditions of the US-UNM Collective Bargaining Agreement.
• Employees who provide services or work in patient care or clinical areas are required to be in compliance with the University's influenza vaccination requirement.

Working Conditions and Physical Effort

• No or very limited physical effort required.
• No or very limited exposure to physical risk.
• Work is normally performed in a typical interior/office work environment.

The University of New Mexico provides all training required by OSHA to ensure employee safety.

Revised Date: 05/02/2021