The spend and cash management platform for organizations.

We’re looking for a detail-oriented credit analyst to join our growing credit team to assist in reviewing and underwriting SME’s and middle-market companies. You will also work with members of our sales, risk operations, product management, client service, and other teams to provide a frictionless experience for our clients while ensuring compliance with internal policies. There is potential for growth into a more senior underwriting role over time.

Responsibilities

• Assist with all aspects related to the credit department including collection of required documents, data entry, financial analysis, and post-closing monitoring
• Organize provided financial data into our proprietary model and assist with performing credit analyses, utilizing Excel and other software tools
• Leverage internal and external tools and databases to complete company due diligence across business attributes such as products, customers, management team, and capital formation
• Update accounting and bank data across all portfolio companies each month
• Provide solutions to streamline client data collection and organization
• Maintain up to date client files by ensuring connectivity to third-party accounting and bank data platforms, and collecting and tracking financials and other information on a regular basis
• Effectively communicate with internal and external parties verbally and in writing
• Provide operational support on initiatives related to underwriting and risk monitoring
• Assist other credit team members on all aspects of underwriting, risk monitoring, portfolio management, and ad hoc projects as needed

Qualifications

• Bachelor’s Degree in economics, computer science, mathematics, engineering, or related fields
• Familiarity with three-statement financial modeling
• High to detail, capable of performing work with ownership mentality
• Comfortable working independently and efficiency
• Strong intellectual and personal integrity
• Capable of multi-tasking across competing assignments with changing priorities and deadlines
• Programming experience with SQL, Python or a plus