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Outreach Financial Consultant

UW-Eau Claire – Eau Claire Campus
Small Business Development Center

Full Time, Staff

  • Official Title: Outreach Specialist
  • Job ID: #19163
  • Date Posted:
  • Apply by: | To ensure consideration, completed applications must be received by deadline. However, screening may continue until position is filled.
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Outreach Financial Consultant

POSITION: A full-time, professional academic staff position is available in the Continuing Education- Small Business Development Center beginning February 2023.   The official job title is Outreach Specialist with a working title of Outreach Financial Consultant.  This is a renewable assignment, contingent on performance.

MINIMUM QUALIFICATIONS:

  • Bachelor’s degree in a Business-related field or demonstrated equivalent combination of education and related work experience.
  • Demonstrated understanding of business financial statements.
  • Demonstrated strong verbal and written communication skills.
  • Intermediate knowledge of MS Excel, Word, and Outlook.
  • Demonstrated:
    • Excellent customer service skills
    • Organizational skills, including the ability to prioritize work, delegate, and manage multiple projects simultaneously under deadline pressure
    • Ability to work well independently and/or as part of a team
    • Ability to remain adaptable and flexible to different situations and priority changes

PREFERRED QUALIFICATIONS: 

  • Advanced knowledge of preparing and using financial statements.
  • Demonstrated understanding of accounting systems such as QuickBooks or other accounting software.
  • Demonstrated understanding of business taxation and financial reporting principles and concepts.
  • Prior experience with commercial lending and banking and financing services for small businesses.
  • Experience in supervision and oversight of staff.

DUTIES:

  • Responds to client requests for financial consulting and assistance including initial screening of client requests, assessing client needs and identifying appropriate SBDC response. 
  • Provides direct one-on-one financial consulting services to clients through one-on-one client meetings, reviewing client provided financial information and directing student consultants in preparing financial projections and statements using Excel.
  • Provides other general business one-on-one technical assistance to clients as capable and makes referrals to outside sources when appropriate.
  • Coordinates financial consulting engagements and workflow with Center staff and student consultants.
  • Supports the Center’s work by assisting with the oversight, recruitment, training, coaching, mentoring and wellbeing of student consultants.
  • Learns and supports the use of the SBDC Network financial template for client work and in support of student consultants and SBDC Network Consultants.
  • Fosters relationships with and serves as a liaison to internal and external stakeholder groups including community groups and organizations, Economic Development
  • Organizations and other Capital Access Clinic stakeholders.
  • Assures the upkeep and maintenance of SBDC and Capital Access Clinic client database/recordkeeping and provides support in meeting and timely reporting of metrics to stakeholders.

THE UNIT: Reporting to the Director of the Small Business Development Center (SBDC) at UW Eau Claire, this position assists the SBDC Center and the SBDC Capital Access Clinic in the development, promotion, and delivery of quality one-on-one client financial consulting services to help people start and grow their businesses. The SBDC Center serves businesses in Eau Claire, Chippewa, Dunn, Barron, Rusk, Taylor, Pepin and Clark Counties. The SBDC Capital Access Clinic serves clients throughout the State.

UNIVERSITY and EAU CLAIRE COMMUNITY: UW-Eau Claire, an institution of approximately 11,500 students and 1,400 faculty and staff, is consistently recognized as a top comprehensive university in the Midwest and is widely known as a leader in faculty-undergraduate research and study abroad. We strive for excellence in liberal education and select graduate and professional programs through commitment to teaching and learning and dedication to our core values of diversity, sustainability, leadership, and innovation. To learn more about UWEC, visit https://www.uwec.edu/human-resources/employment-opportunities/why-uwec/ .

The City of Eau Claire, situated at the confluence of the Chippewa and Eau Claire rivers, is at the center of a metropolitan area of approximately 100,000 people located 90 miles east of Minneapolis/St. Paul. The area features beautiful parks and trails, strong public schools, a vibrant arts scene and local food culture, and abundant recreational opportunities.

APPLICATION PROCEDURE: Applications are submitted electronically. Please follow instructions found on the following UW-Eau Claire Web site: https://www.uwec.edu/job-postings/ .You must create an account and login before you can apply.  If you have not yet registered, click on the "Click here to Register" link to begin the registration process. If you are already a registered user, input your "User Name" and "Password" and select "Login."  Click the link to the Small Business Development Center - Outreach Financial Consultant (Job ID # 19163) and then click the "Apply Now" button to submit your application electronically.  Your application will not be considered complete until all required documents are attached and all required fields are completed.  Please be sure you have included the following in PDF format:

  • Letter of application
  • Resume
  • Names and contact information for three references.

To ensure consideration, completed applications must be received by February 13, 2023.  However, screening may continue until position is filled. The university reserves the right to contact additional references with notice given to the candidates at an appropriate time in the process. Employment will require a background check. Employment will also require you and your references to answer questions regarding past conduct related to sexual violence and sexual harassment.

The University of Wisconsin System will not reveal the identities of applicants who request confidentiality in writing, except that the identity of the successful candidate will be released. See Wis. Stat. §. 19.36(7).

The UW-Eau Claire Police Department is dedicated to maintaining a safe and secure environment for learning and working. Although crime at the University of Wisconsin-Eau Claire is limited, the University Police want students, faculty and staff to be aware of crime on campus and the area surrounding the campus. The Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act is a federal law that requires colleges and universities to disclose annual information about campus crime. Visit Campus Security and Fire Report. Also visit our Campus Security Authority(CSA) policy.

UW-Eau Claire is an AA/EEO/Veterans/Disability employer dedicated to enhancing equity, diversity, and inclusion.

The University reserves the right to contact additional references with notice given to the candidates at an appropriate time in the process. Employment will require a background check. Employment will also require you and your references to answer questions regarding past conduct related to sexual violence and sexual harassment.

The University of Wisconsin System will not reveal the identities of applicants who request confidentiality in writing, except that the identity of the successful candidate will be released. See Wis. Stat. §. 19.36(7).