SME Strategy and Financial Advisor - Kisumu at Sustainable Business Consulting (SBC)

Role Purpose

The SME Strategy and Financial Advisor will support the growth and sustainability of Micro, Small, and Medium Enterprises (MSMEs) by providing strategic guidance, financial advisory services, and capacity building. The role focuses on strengthening SME business performance, improving financial management, and enhancing access to appropriate financing solutions.

Key Responsibilities

1. SME Strategic Support
   • Conduct business diagnostics to assess SME performance and growth potential
   • Support development and implementation of business and growth strategies
   • Advise SMEs on market positioning, operational efficiency, and scalability
   • Identify opportunities for value chain integration and market linkages
2. Financial Advisory
   • Support SMEs in setting up and improving financial management systems
   • Develop financial models, cash flow projections, and budgets
   • Guide SMEs on cost management, pricing, and profitability
   • Review financial records and provide actionable insights
3. Access to Finance
   • Prepare SMEs for financing through investment readiness support
   • Assist in development of bankable business plans and pitch materials
   • Facilitate linkages with financial institutions (banks, MFIs, SACCOs, investors)
   • Support structuring of appropriate financing solutions
4. Capacity Building & Mentorship
   • Deliver training on financial literacy, business planning, and record keeping
   • Provide ongoing mentorship and coaching to SME owners
   • Develop training materials and tools for SME support
5. Monitoring & Reporting
   • Track SME performance and progress against set targets
   • Maintain accurate records of advisory support provided
   • Prepare periodic reports on activities, outcomes, and impact
   • Contribute to program learning and improvement

Qualifications and Experience

• Bachelor’s degree in Finance, Economics, Business Administration, or related field
• Professional qualifications (CPA, CFA, ACCA) are an added advantage
• Minimum 3 years’ relevant experience in:
  • SME advisory or business consulting
  • Financial analysis or investment advisory
• Experience working with MSMEs, financial institutions, or development programs
• Strong understanding of the Kenyan SME ecosystem

Skills and Competencies

• Strong financial modeling and analytical skills
• Strategic thinking and problem-solving ability
• Excellent communication and report writing skills
• Training, facilitation, and mentorship skills
• Strong stakeholder engagement and relationship management
• Proficiency in Excel and financial tools (knowledge of Power BI is an added advantage)

Personal Attributes

• Results-oriented and proactive
• High level of integrity and professionalism
• Ability to work independently and within a team
• Adaptability in working with diverse SME segments