Underwrite the entire spectrum of lending products in a timely and efficient manner.
Collaborate closely with the Business Development Officers to provide a consultative credit perspective.
Prepare the credit narrative/CAR for appropriate approval and/or credit committees.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They are a team of problem solvers and innovators who celebrate their differences and believe their unique perspectives make them stronger and well-positioned for success.
Provides day-to-day delivery of critical lending operations processes.
Supports the execution of payments, transactions, and service requests.
Communicates with internal business partners and external customers to respond to inquiries.
BMO Financial Group is committed to creating lasting, positive change for its customers, communities, and people. They provide personal and commercial banking, wealth management and investment services to more than 12 million customers as the 8th largest bank in North America by assets.
Perform detailed financial and strategic analyses of market opportunities, target companies, and potential deal and pro-forma scenarios.
Develop complex valuation models and prepare valuation analyses of potential acquisition targets, including DCF analysis, trading comparables, transaction comparables, LBO analysis, sum of parts and other valuation methods.
Manage the M&A process with both external and internal teams, with focus on managing due diligence with cross-functional teams.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries that invests in people and new advanced technologies to unlock the power of data.
Responsible for evaluating sales opportunities and presenting Coface services to potential customers.
Developing a thorough understanding of key clients’ needs and requirements and preparing customized solutions.
Working closely with internal and external stakeholders to achieve high standards of customer service and satisfaction.
Coface helps companies navigate through uncertainty by empowering them to make the right decisions and trade smarter in a complex world. They have 5,200 experts representing 80+ nationalities in 58 countries and offer a full range of solutions.
Evaluate the credit risk of prospective loans and sponsors.
Prepare narrative summarizing loan terms, property, market, and risks.
Manage due diligence, provide training, and coordinate loan packages.
Colliers provides expert advice to property occupiers, owners, and investors, leading the industry into the future. They invest in relationships to create enduring value and attract/develop industry leaders, empowering them to drive exceptional results.
Prepare daily/weekly/monthly reporting and explanations of changes to the borrowing base or asset sale base.
Prepare estimations, analysis, and reconciliation of funds flow/funds matching / draws from bank accounts.
Support accounting footprint on capital market activities and work with engineers to develop automated reports.
Aven is a fintech company that has invented a new credit card powered by an advanced asset-securing platform, enabling them to offer lower APRs to consumers. The team combines technology and finance executives and is backed by prominent investors.
Focus on developing and executing Excel financial models to support Tax Equity and Debt capital funding
Lead the execution of tax equity, debt, and equity funding processes with external stakeholders
Responsible for reporting associated with Palmetto Finance to key financial stakeholders
Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. Our employees are our most valuable resource and we foster a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work.
Prepare and analyze financial statements and valuation model building.
Support Business Development team with market assessments and analyze profitability of all organic growth.
Assist in the budget/forecast of organic growth sites.
Pediatrix Medical Group is a leading provider of specialized health care for women, babies, and children. They have grown from a single neonatology practice to a national, multispecialty medical group committed to providing high-quality, evidence-based care.
Leading analytical initiatives to improve credit underwriting, manage portfolio risk, and support growth
Supporting the design, implementation and iteration of lending strategies based on data insights
Monitoring performance of existing strategies and identifying opportunities for improvement
Monzo is on a mission to make money work for everyone. They offer personal and business bank accounts, joint accounts, accounts for 16-17 year olds, a free kids account and credit cards in the UK. They are known for hot coral cards, get-paid-early feature, financial education, and award winning customer service.
Manage workflow, cycle time, and resource allocation statewide.
Jobgether is a platform helping candidates to get matched to the job. They use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.
Supporting analytical activities related to financial planning and analysis.
Working with large amounts of data in multiple systems.
Synthesizing data into actionable insights.
Grow Financial Federal Credit Union is a credit union owned by its members and dedicated to serving people, not profit. They strive to develop a diverse, collaborative culture where you can grow personally and professionally and have around 600 team members and 300,000 members.
Identify and analyze financial trends and variances.
Develop and maintain financial models and forecasts.
Prepare and present financial reports and presentations.
ERGO NEXT's mission is to help entrepreneurs thrive by building a technology-led, full-stack provider of small business insurance. Since 2016, they’ve helped hundreds of thousands of small business customers across the United States get fast, customized, and affordable coverage.
Utilize proprietary software to provide accurate input and labels for private credit projects.
Deliver curated, high-quality data for scenarios involving direct lending transactions, credit underwriting and analysis, loan structuring, covenant negotiation, sponsor due diligence, portfolio company monitoring, collateral valuation, distressed debt investing, and special situations analysis.
Collaborate with technical staff to support the training of new AI tasks and contribute to the development of innovative technologies.
XAI's mission is to create AI systems that can accurately understand the universe and aid humanity in its pursuit of knowledge. The team is small, highly motivated, and focused on engineering excellence with a flat organizational structure.
Provide financial analysis, reporting, and strategic guidance to support government contracts.
Monitor and manage contract costs to ensure adherence to budgetary guidelines and contractual requirements.
Ensure compliance with government regulations, accounting standards, and internal policies.
American Institutes for Research (AIR) is a non-partisan, not-for-profit organization. They conduct behavioral and social science research and deliver technical assistance to address challenges in the United States and globally.
Support management of internal MGA programs, optimizing multiple areas.
Use data analyses to identify opportunities impact instant price and written premium.
Make recommendations on pricing through profitability analyses and market trends.
Zensurance is redefining commercial insurance for Canadian businesses by making getting the right coverage simple, fast, and accessible through a digital-first experience. They are a leading InsurTech that values ownership, collaboration, and innovation and has been recognized by Deloitte’s Technology Fast 50.
Model and analyze asset and liability positions, assessing risks and providing recommendations.
Conduct in-depth financial analyses to assist leadership in making informed decisions.
Prepare timely and accurate financial reports that meet all deadlines and regulations.
STCU is consistently rated one of the top-performing credit unions in the nation and has been named one of Fortune Magazine’s Great Places to Work. They look for employees who have a strong desire to serve others and are committed to working hard.
Contribute to the comprehensive risk management program.
Collaborate with various departments to ensure timely financial transactions and effective claims management.
Aid in budget forecasting and reporting.
Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly against the role's core requirements. This system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Monitor the performance of existing strategies, and iterate to improve them.
Design and deliver product changes alongside engineering, marketing, product, risk and control.
Monzo is an innovative credit card company that gives customers unprecedented visibility and control over their spending. They offer features like flexible instalment plans and instant app management, defining the future of flexible finance.
Deliver precise financial reporting influencing decisions at all levels.
Drive financial modeling in support of strategic planning.
Partner with the accounting team to analyze operating results, ensuring financial reporting accuracy.
Momentus provides event and venue management software to customers worldwide. They offer a SaaS platform providing a 360 view of business, allowing clients to cut costs, save time, and increase revenue.
Conduct client discovery calls with account executives.
Meet with clients to discuss fraud strategies to mitigate risk.
Create and deliver presentations aligned to proposed solution value.
SentiLink provides innovative identity and risk solutions, empowering institutions and individuals to transact with confidence. They are building the future of identity verification in the United States, with offices across the United States and in India, and are backed by world-class investors.