Financial Analyst

This is a fully remote position, open to applicants in North America.

📋 Description

• Oversee and nurture relationships with both new and existing investors and lenders.

• Create and sustain comprehensive financial and operational models that aid in strategic planning, forecasting, and resource distribution.

• Monitor and assess operational expenses, key financial indicators, and strategic objectives, providing in-depth analysis and commentary on performance relative to plans.

• Address operational requirements for current funding agreements, including cash management and the allocation of originations to various facilities.

• Generate regular reports and supervise facilities, including developing automation requirements to enhance efficiency and mitigate operational and forecast financial risks.

• Evaluate and manage the distribution of assets across several funding channels to maximize funding efficiency and ensure liquidity availability.

• Assist in short-term liquidity forecasting and monitoring to guarantee sufficient funding across funding facilities and corporate treasury accounts.

• Aid treasury operations, encompassing liquidity management, cash positioning, and coordination of fund transfers between corporate accounts, funding facilities, and partner payment flows.

• Oversee and verify funding data pipelines, including funding tapes, facility eligibility datasets, and reconciliation of asset-level data utilized in reporting and borrowing base calculations.

• Collaborate with teams in Product, Underwriting/Risk, Finance, Engineering, and Legal to enhance and maintain funding program design, data pipelines, and operational workflows that support capital markets and FP&A processes.

⛳️ Requirements

• Minimum of 2 years of experience in investment banking or fixed income sales/trading/structuring (or similar), preferably within structured finance or securitization teams.

• Proven ability to operate in an autonomous, fast-paced setting with a history of managing competing priorities and consistently meeting deadlines.

• Demonstrated excellence in reporting production.

• Consistent track record showcasing attention to detail, quick comprehension of new concepts, and a strong sense of ownership over your work.

• Innovative and regular application of AI tools to enhance the Finance discipline.

• Since we operate as a fully remote company, we appreciate a high degree of independence and maturity from all team members.

• Bachelor’s degree required.

• Proficient in Excel and AI tools.

• Commercial mindset regarding the structuring, marketing, and sales of financial products.

• Solid understanding of financial concepts and accounting principles.

• Familiarity with Looker, SQL, or similar tools is advantageous.

• Excellent written and verbal communication abilities.

• Strong organizational skills and prioritization capabilities.

• Ability to leverage financial data to guide decision-making.

🏝️ Benefits

• Access to top-notch equipment necessary for your work, including computers, monitors, desks, chairs, headphones, speakers, webcams, keyboards, mice, and more.

• Flexible vacation and work hours, as we believe in maintaining a healthy work-life balance (and we mean it!).

• Comprehensive health, dental, and vision insurance.

• Generous parental leave for anyone expanding their family, irrespective of gender.

• Wonderful colleagues who foster a culture of authenticity, humility, and excellence.