Consultant - The Exceptional Plan

About the Company:

The Exceptional Plan is a fast-growing business consultancy dedicated to helping businesses of all sizes develop strategies for success. Established just three years ago, we have rapidly expanded our global reach, assisting clients in raising over $42 million in funding, with an additional $500+ million pending. Our services include business plan writing, SBA lender connections, financial forecasting and modeling, strategic planning, and exit planning.

We pride ourselves on fostering an environment where every team member has the opportunity to grow both professionally and personally. Working with us means becoming part of a team that is creative, innovative, accountable, and above all else, exceptional. With a startup hustle environment where no two days are the same, we thrive on mutually beneficial decisions that support the success of both our clients and team members. This is your chance to contribute to building businesses globally while helping to shape the future of The Exceptional Plan itself.

About the Role:
We are looking for a Consultant who is ready to take their career to the next level by joining our fast-paced, rapidly expanding team. The ideal candidate will have over 5 years of experience writing business plans, conducting market research, and creating financial forecasts across various industries and business sizes. This role is perfect for someone with a passion for working with startups and an ability to adapt in an ever-changing environment, while contributing to both client projects and The Exceptional Plan’s internal growth.

As part of our team, you will craft high-quality, comprehensive business plans, provide financial modeling, and offer strategic insights. You will have a unique opportunity to help shape both our clients’ businesses and the future of The Exceptional Plan as we continue our global expansion.

Key Responsibilities:

• Develop comprehensive, high-quality business plans tailored to client needs, including market research, financial forecasting, and strategic analysis.
• Collaborate with the leadership team to refine and enhance service offerings for clients.
• Provide clients with SBA lender connections and work with financial institutions to help secure funding.
• Work closely with clients to understand their business goals and craft plans that align with their vision.
• Assist in strategic planning and exit planning for businesses looking to scale or sell.
• Continuously update and improve the company’s business planning templates and resources to ensure best practices and innovation.
• Contribute to the internal growth and development of The Exceptional Plan, supporting business decisions that are mutually beneficial.
• Maintain a deep understanding of industry trends, financial analysis techniques, and strategic planning methodologies.
• Thrive in a startup hustle environment, where no day is the same, and flexibility is key to success.

Expectations:

• At least 5 years of experience writing business plans and conducting financial forecasting.
• Strong knowledge of business planning, market research, financial modeling, and forecasting across various industries.
• An understanding of startup environments and the ability to work with businesses at all stages of growth.
• A desire to help The Exceptional Plan continue its rapid expansion and contribute to the company's mission.
• A background in accounting is preferred but not required.
• Excellent communication skills, both written and verbal, with the ability to present complex information in a clear and engaging manner.
• A proven track record of delivering results, meeting deadlines, and being accountable.
• Must have goals for professional growth and be excited about growing alongside The Exceptional Plan.

Core Values:
At The Exceptional Plan, we take our values to heart. These are not just words on a page – they guide every decision we make, and we expect our team members to embody them in everything they do. Our interview process will include 2-3 rounds, including a team interview where you will meet your future coworkers and have the opportunity to see how we live out these values day-to-day.

• Creative – We believe in innovative approaches and thinking outside the box. Every challenge is an opportunity to create new solutions.
• Innovative – We constantly push boundaries and embrace new methods and technologies to stay ahead in a rapidly evolving marketplace.
• Accountable – We take ownership of our work and deliver on our promises. Accountability is key to maintaining trust within our team and with our clients.
• Results-Driven – We focus on measurable outcomes that drive success for our clients and our company. Every decision is made with the goal of achieving exceptional results.
• Trustworthy – Integrity is at the core of what we do. We build strong relationships with clients and team members based on trust, honesty, and transparency.
• Exceptional – We hold ourselves to the highest standards in everything we do, always striving to go above and beyond to deliver exceptional results.

If these values resonate with you and you’re ready to be part of a company where they truly matter, we encourage you to apply and take part in our comprehensive interview process designed to ensure alignment with our mission and culture.

Application Requirements:
To apply for this exciting opportunity, please submit the following:

• Cover Letter – Tell us why we should work with you and how you align with The Exceptional Plan's mission and values.
• Resume – Detailing your professional experience and accomplishments.
• Sample of Business Plan Work and Financials – Redacted versions are acceptable.

This is an exciting opportunity to not only help build businesses worldwide but also to play a key role in shaping the future of The Exceptional Plan. If you are looking to grow your career in an organization that values creativity, accountability, and exceptional results while thriving in a startup hustle environment, we encourage you to apply.

https://theexceptionalplan.com/

Job Types: Part-time, Contract

Pay: $20.00 - $75.00 per hour

Expected hours: 5 – 35 per week

Benefits:

• Flexible schedule

Schedule:

• Choose your own hours

Experience:

• Business Plan Writing: 4 years (Preferred)
• Financial modeling: 4 years (Preferred)

Willingness to travel:

• 25% (Preferred)

Work Location: Remote