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Finance Facilitator

Posted 1 February by Dobson Welch Limited Ended

Reporting to the Financial Controller the Finance Facilitator will be required to assist SMEs wishing to access external funding to meet their business needs.


Our client has established a service to create a clear route and single access point for SMEs wishing to access external funding such as loans, overdrafts, equity, asset backed finance R & D grants etc. to grow more quickly.

This service provides individually tailored support depending on the needs of each company, whether they are start-ups or more established businesses looking to scale up.

Scope of Role

1. Supporting SMEs

  • Hold discussions with SMEs to understand their financial needs and assess their requirements
  • Consider any forecast figures that have been prepared
  • Explain different funding solutions that are open to the business
  • Explain what information they will need to enable them to apply for funding
  • Provide introductions to appropriate support and funding organisations
  • If requested, attend meetings with alternative funding providers, to provide support
  1. Preparing forecasts
  • Assist SMEs to produce financial forecasts
  • Work with SMEs to ensure that they are in full agreement with the outcomes shown by the figures
  • Discuss the outcomes shown by the forecast figures, including making sure the SME is aware when a business proposition is not viable

3. Assisting Investment managers

  • Support investment managers and directors with investment appraisals by reviewing and fine tuning figures that have been prepared externally
  • Carry out due diligence on forecasts that have been submitted

4. Start-up loans

  • Identify those enquiries that are eligible for start-up loans funding
  • Gather the information required for application
  • Review credit reports to ensure applicant is eligible
  • Submit the applications

5. Make introductions to the business support community

  • Gain an understanding of support that is available locally and who that is provided by
  • Consider the non-financial needs of the business and make appropriate introductions
  • Build a mentor network and provide introductions to SMEs where their skills can best be utilised
  • Make presentations/attend networking events

Skills/Personal Attributes

  • Ideally CIMA qualified accountant
  • Previous SME business experience
  • Excellent Microsoft Offices skills (Excel, Word, PowerPoint)
  • Connection to Liverpool SME community (ideal but not essential)
  • Outgoing and sociable
  • Hard working self-starter

Reference: 34374746

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