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The Senior Business Advisor-Financial supports Company's goals, values, and philosophy by exhibiting the following behaviors: excellence, quality service, commitment, and accountability.
POSITION SUMMARY:
The Senior Business Advisor-Financial is primarily responsible for the education and counseling of clients in Knoxville to promote the success of the businesses and to mitigate the risk of loan losses in this high-risk portfolio. The position is unique in that it combines lending with pre- and post-loan technical assistance under a single program.
PRIMARY DUTIES AND RESPONSIBILITIES:
- Leads client engagements and supervises resource teams independently with little oversight,
- Identifies, develops, and maintains strategic relationships with community leaders, government agencies and nonprofits throughout Knoxville and surrounding market. The relationships will serve as partners company and delivering companiesprograms within their communities. This would also include working with various grant funders.
- Provides hands-on business consulting (technical assistance) and educational services, including but not limited to; assessing strengths and weaknesses in clients' business models, strategies, and practices; identifying operational deficiencies and developing practical strategies to mitigate such deficiencies to increase productivity and profitability.
- Supports company'seducational programs by providing one- on- one counseling to clients; develops and teaches classes; writes articles on various aspects of entrepreneurship; and represents the organization at various outreach events.
- Facilitates borrower "support groups;" creates and maintains strategic partnerships and professional relationships with other business consultants and advisors ("resources") and leverages those resources to provide additional support to clients.
- Establishes and maintains all client and milestone information in organizational systems such as Salesforce.
- Other duties as assigned.
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and/or abilities required. Ability to provide excellent customer service with clients, partners, stakeholders, and team members. Strong Microsoft Office skills including Adobe, and ability to navigate multiple computer systems, applications, and utilize search tools. Knowledge of small business and commercial loan documentation, strong analytical skills with attention to detail and accuracy, excellent written, communication and interpersonal skills, ability to interact with all levels of the organization, ability to meet or exceed business goals and objectives, while fostering a team atmosphere. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION AND EXPERIENCE:
Bachelor's Degree is required. A Master's Degree in Accounting, C.P.A or M.B.A. is preferred. Six years of experience in job related activities, public accounting or small business consulting is preferred. Must have experience resolving and working through complex customer issues and the ability to perform in a fast paced, high demand environment while balancing multiple priorities.
Vaco values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco LLC and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco LLC and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .
Vaco also wants all applicants to know their rights that workplace discrimination is illegal.
By submitting to this position, you agree that you will be giving Vaco the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
Vaco LLC and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco") respects your privacy and are committed to providing transparent notice of our policies.
- California residents may access Vaco's HR Notice at Collection for California Applicants and Employees .
- Virginia residents may access our state specific policies .
- Residents of all other states may access our policies .
- Canadian residents may access our policies in English and in French .
- Residents of countries governed by GDPR may access our policies .
Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to:
- the individual's skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
With that said, as required by local law, Vaco believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.