Consultant – Small Business Strategy & Financial Specialist

Consultant – Small Business Strategy & Financial Specialist

Please note, this is not a data analysis role. This is a Small Business coaching and consulting role.

Boston, MA (other cities considered are Atlanta, Arlington VA, and Tacoma)

Full-time, W2 Status Employment; Hybrid (in-office and work-from-home)
In addition to base pay, performance-based and/or discretionary bonus offered.

About Revby:

Revby is a Small Business consulting firm.

Our mission is to support our Small Business owners on their journey to serve communities, strengthen presence, and secure livelihoods. We do this through our business and marketing consulting with Small Business owners and through our technical assistance and research services for economic development organizations that share a mission in Small Business development, particularly for businesses owned by minority, women, immigrant, LGBTQ, and other disadvantaged communities.

Our projects reflect a diverse set of work scopes for our Small Business owner clients. They include business planning, strategy, financial analysis, sales & marketing planning, branding, operations, bookkeeping, hiring strategy / people management, technology, and software (POS systems, CRM systems, project management, etc.) implementation, and website development / eCommerce development. Our work has a particular emphasis on community-based Small Businesses and minority-owned, women-owned, and immigrant-owned businesses.

About the Role:

We have an opening for an employee to join our growing team of Small Business consultants. First and foremost, we are looking for someone who has interest in being part of a social impact startup consulting business and is motivated by solving problems for people who need help. This Consultant role will contribute a strong financial analysis, and Business Strategy subject matter expertise to our existing team of consultants.

Primary responsibilities: provide business coaching to Small Business clients; serve as a lead or co-lead on client consulting projects. The role of Small Business Consultant is often to serve as a generalist across core business administration, marketing, and management elements in addition to contributing a specialization in our consulting engagements.

As Revby is a Small Business as well, there are opportunities for each Revby employee to contribute to the growth strategy and business development of the company.

Desired Experience:

A strong, qualified candidate will have most or all the following:

• Experience or interest in working with micro-enterprises (businesses with 10 or fewer employees)
• Experience or interest in working with diverse communities, including BIPOC, women, and LGBTQ+ business owners
• At least 5 years’ experience with client-facing responsibilities (i.e., you are a people person)
• At least 5 years’ professional experience demonstrating expertise in the following subject matter:

* Financial Analysis and Reporting: Proficiency in analyzing financial statements (balance sheets, income statements, cash flow statements), identifying trends, and understanding financial ratios.

* Capital Access and Funding Strategies: Knowledge of various funding sources such as traditional loans, SBA-backed loans, other debt financing, equity investment, crowdfunding, and other funding strategies. Understanding of the criteria and processes for securing capital, including how to present a business as a lender-ready or an attractive investment opportunity.

* Budgeting and Forecasting: Expertise in developing realistic and comprehensive budgets. This includes forecasting revenues and expenses, understanding cost structures, and predicting future financial performance based on various scenarios.

* Sales Projections and Revenue Modeling: Ability to create accurate and data-driven sales forecasts. This involves understanding market trends, customer behaviors, pricing strategies, and sales channels.

* Custom Financial Modeling: Skills in building tailored financial models to suit specific business needs.

* Strategic Business Planning: Ability to integrate financial analysis into broader Business Strategy. This involves aligning financial goals with the company's mission, vision, operational, and marketing plans.

* Industry-Specific Knowledge: Familiarity with typical business and financial models of at least one common Small Business industry, such food services, retail / e-commerce, personal services, or professional services.

• Communication and presentation skills: Proficiency in communicating financial information in an understandable manner to business owners with limited financial literacy and/or comfort level with addressing financial matters.
• Analytical and problem-solving skills: Strong analytical skills to interpret financial data and problem-solving abilities to provide practical and effective solutions to financial challenges.
• Comfort leading and facilitating client meetings virtually and in-person; this skillset includes having a customer-service and problem-solving mentality.
• Software and technological Proficiency: Knowledge of financial software (i.e., QuickBooks), spreadsheets (i.e., advanced Excel skills), and data analysis tools.
• Strong leadership and team collaboration skills
• Entrepreneurial and creative spirit

Education:

• Undergraduate level degree required
• MBA or similar graduate level coursework a plus
• Training or certification in relevant finance or other business subject matter a plus

Language Requirement:

• Fluency in English required; strong English professional business writing skills required
• Fluency in Spanish is a plus but not required

Benefits Offered:

• Health benefit: QSEHRA Plan (healthcare expense reimbursement benefit)
• 401(k) Plan with employer match
• Pre-tax Commuter Benefits
• PTO and paid holidays, including Juneteenth
• Career development training
• More benefits planned as our business grows

If after reading the above excites you, we would love to see you apply.

Job Type: Full-time

Pay: From $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off
• Professional development assistance
• Retirement plan

Schedule:

• Monday to Friday

Application Question(s):

• What about this company and role is appealing to you?

Education:

• Bachelor's (Required)

Experience:

• Business consulting: 3 years (Required)
• Financial analysis: 3 years (Required)
• Business coaching: 1 year (Preferred)

Work Location: Hybrid remote in Boston, MA 02116