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Benetrends Financial · 1 day ago

Business Planning & Content Specialist

United States

Full-time

Remote

New Grad, Entry Level

$65K/yr - $70K/yr

Benetrends Financial is a leading provider of innovative funding solutions for entrepreneurs. The Business Planning & Content Specialist is responsible for creating, assembling, and maintaining high-quality business plans for clients, blending strong communication skills with financial understanding.

Financial Services

Responsibilities

Write, edit, and structure comprehensive business plan narratives that clearly communicate client concepts, operations, and assumptions

Customize content based on client inputs, funding needs, and internal requirements

Ensure tone, clarity, and organization align with Benetrends’ brand and standards

Input financial data and assumptions into Franchable and other internal tools

Review system-generated financial statements, projections, and summaries for accuracy and consistency

Validate cash flow logic, startup costs, and high-level balance sheet items

Identify discrepancies, missing information, or inconsistencies prior to plan completion

Format and design business plans using Canva and approved templates

Ensure all plans are visually professional, well-organized, and client-ready

Maintain consistency across layouts, charts, and supporting materials

Serve as the primary point of contact for clients throughout the business plan development process

Respond to client questions related to plan content, assumptions, and financial summaries

Coordinate internally with sales, funding, and banking teams as needed

Track revisions and manage multiple plans simultaneously

Perform final quality checks to ensure completeness and accuracy

Follow established workflows, timelines, and internal standards

Contribute to documentation and continuous improvement of business plan processes

…and other duties as assigned

Qualification

Business plan writingFinancial statement reviewCanva proficiencyMicrosoft Excel proficiencyClient communicationAttention to detailOrganizational abilitiesWritten communication

Required

Bachelor's degree in Business, Marketing, Finance, Accounting, Economics, or a related field

Experience writing or assembling business plans or long-form client-facing documents preferred

Working understanding of financial statements and cash flow concepts

Comfort reviewing and validating system-generated financial outputs

Proficiency in Canva and Microsoft Excel

Strong written communication and editing skills

High attention to detail and strong organizational abilities

Comfort communicating directly with clients in a professional setting

Benefits

Medical, dental, and vision plans

Company-paid long-term disability & life insurance

401(k) with company match

Generous PTO + paid holidays

Collaborative, mission-driven team

Company

Benetrends Financial

Benetrends Financial offers a full suite of small business funding options to help entrepreneurs get the funding they need for their franchise or small business startup.

Founded in 1983