Tasks
•Assess prospective clients' financial health by reviewing financial statements, identifying red flags, and building clear snapshots that support credit decisions
•Conduct risk analysis on new deals by analyzing revenue trends, cash flow patterns, and operational performance to flag potential exposure before funding
•Prepare deal summaries and financial reports using internal templates so decision-makers have clean, accurate data at every stage
•Monitor active accounts for compliance with financial thresholds and contractual obligations, flagging deviations early
•Maintain deal data across internal systems so the Risk and Finance teams always have up-to-date, reliable information
•Track deals from initial submission through funding by managing follow-ups, internal handoffs, and outstanding requirements
•Collaborate with Risk, Finance, and Account Management to ensure aligned execution and clear visibility on account status
Requirements
•3-5 years of experience in finance, accounting, or risk-related roles
•Background in financial due diligence, credit analysis, loan monitoring, FP&A, or financial reporting
•Comfortable reading financial statements, cash flow data, and operational metrics
•Proficient in Excel or Google Sheets
•Strong written and verbal communication skills in English
Nice to have
•Experience with SAP, QuickBooks, or similar tools
•Experience in banking, lending, consulting, or corporate finance is highly valued
Conditions
•Schedule: 5/2
•Pay: 1500-2000$