Own the borrowing base process end-to-end and manage lender relationships.
Build and maintain the company's core financial models.
Prepare Board and investor materials and support credit agreement negotiations.
Kiwi is a Series B consumer lending fintech serving the US Hispanic market, with a focus on underbanked consumers. The company has raised over $120MM in debt and equity and operates with a lean finance team.
Own critical investment reporting, data quality, and portfolio support processes.
Generate reports for senior management, executive committees, rating agencies, regulators, and the Board.
Identify opportunities to improve and automate processes including incorporating AI tools.
Horace Mann provides insurance and financial products for educators, helping them protect assets and plan for retirement. Founded in 1945 by teachers, the company serves over 4,100 school districts nationwide, is publicly traded, and has more than $12 billion in assets.
Responsible for underwriting complex new construction and preservation transactions, specializing in 4% and 9% LIHTC, tax-exempt bonds, and soft funds.
Lead financial modeling and risk assessments for formal RFA and FRI submissions, ensuring compliance with QAP criteria.
Coordinate with developers, investors, lenders, and government agencies to resolve underwriting questions and manage investor closing environment.
Stonewater Development Group is in the business of preserving and creating quality affordable housing. They are adding a Senior Underwriter to the team, with a focus on complex LIHTC transactions.
Lead and oversee a team of Portfolio Consultants, driving strategic alignment and exceptional service delivery.
Manage investment portfolios, communicate investment philosophy, and ensure efficient workflows and processes.
Demonstrate expertise in capital markets, portfolio design, and financial services with a focus on continuous improvement.
Mercer Advisors helps families simplify financial lives through integrated planning, investment management, tax, estate, and insurance. Serving over 42,800 families across 110+ U.S. cities, it is ranked #1 RIA firm by Barron's and promotes a diverse, flexible culture.
Build acquisition models and perform financial analysis to support deal decision-making.
Manage transaction execution from Letter of Intent through closing, coordinating due diligence across workstreams.
Prepare investment memos and presentations for leadership and board reviews.
Guardian Fire Services is building a leading platform for fire protection and life safety in the U.S. Since 2022, the company has acquired more than a dozen owner-operated businesses, offering resources and stability while preserving local identity.
Drive cross-functional initiatives to advance strategic objectives and manage project scope, governance, and risks.
Evaluate stakeholder requests, analyze and visualize information, and develop processes to enhance investment team efficiency.
Communicate effectively with stakeholders, handle sensitive information, and contribute to team knowledge-sharing.
NTT Global Data Centers is one of the largest data center providers globally, operating over 150 data centers in more than 20 countries. The company fosters a collaborative, innovative, and inclusive workplace where employees can grow and contribute to transformative projects.