Business Finance Expert

1 month ago

Redruth, United Kingdom OI Advice Full time
About the Role

We are seeking a highly skilled Business Finance Specialist to join our team at OI Advice. As a key member of our Access to Finance Plus team, you will work closely with our clients to deliver financial models, applications for funding, and associated financial management skills.

Key Responsibilities
  • Work with clients to develop financial models and associated materials to support a finance raise.
  • Deliver workshops on selected areas of financial knowledge.
  • Build effective relationships with individuals, organisations and stakeholders to develop a pipeline of high-quality referrals.
  • Record interactions on our CRM platform.
  • Support other members of the delivery team, sharing knowledge and best practice.
  • Assist in delivery of other programme initiatives as required.
  • Gather data and information to demonstrate the impact of the business support provided.
About You

We are looking for someone with strong interpersonal skills, business experience relevant to and appropriate for SME's. You will have well-developed analytical skills, and a good understanding of typical SME growth challenges and how they are overcome.

You will have an eye for detail, and your skills may include a sound understanding of business planning/growth strategies. You may have experience of working in a role at Senior or Director level where you will have been responsible for financial control and forecasting.

You will be confident and articulate, and you will quickly win the trust and respect of our clients. You will be able to present effectively to small groups as well as give confidential advice in 1:1 settings.

The ability to work both independently and with colleagues in the team, supporting in areas where you have specialist knowledge, is essential. You will have sound judgement and take a collaborative and solution-focused approach.

Strong active listening, networking and relationship building skills are key to this role, as well as an enthusiasm to undertake internal and external training as required and translate learning into positive interventions with clients.

You will be educated to degree level or have equivalent commercial experience. A full driving license and access to a car is essential for this role.

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