Finance SME – Borrowing Base Process Automation

Arrayo is actively seeking a Finance SME and Business Analyst with solid knowledge of the Borrowing Base process to join our consulting team. This role focuses on process improvement and automation within the Borrowing Base for a large asset-based investment management firm.

In this role, you will work on automating and improving data processes, playing a pivotal role in identifying gaps, defining a new data operating model, and executing an implementation plan to streamline the Borrowing Base process. Enhancing these data processes will allow our client to increase the efficiency of their end-to-end Borrowing Base process.

Our client is a leading, highly diversified global investment management firm. Their Investment Technology team is responsible for providing solutions across private equity, credit, and permanent capital vehicles, with robust and efficient data management and IT systems to meet their strategic objectives. The team is engaged in all stages of Borrowing Base development: gathering data, analysis, implementation, delivery, support, and ongoing maintenance, adhering to agile methodologies.

Responsibilities:

The Finance SME/Business Analyst will be responsible for a holistic examination of the Borrowing Base process, including a review of existing documentation, policies, and procedures. The role involves assessing control mechanisms, evaluating data management practices and systems, and examining risk assessment methodologies and reporting frameworks.

The Consultant's role will involve spearheading the implementation of a new Borrowing Base data workflow, providing more opportunities for automation.

The role will involve:

• Mapping out the end-to-end Borrowing Base process to provide a detailed understanding of workflows, control points, and data flows.
• Evaluating data management practices and systems and using advanced data profiling tools and methodologies to analyze the quality, consistency, and integrity of the data used in the Borrowing Base process.
• Conducting a detailed analysis of the existing data operating model to identify missing controls and data sourcing inefficiencies.
• Collaborating closely with Finance and Operations to comprehend their needs and requirements.
• Formalizing business and data requirements.
• Translating these requirements into development tasks (detailed requirements executable by IT).
• Documenting processes and workflow improvements.

Qualifications:

• 10 years of experience in the financial services industry (Corporate and Investment Banking or Investment Management).
• Strong understanding of the Borrowing Base process and underlying data flows.
• Solid finance and accounting knowledge and data process improvement experience.
• Exceptional communication skills, enabling effective interaction with both technical and non-technical stakeholders.
• Proficient knowledge of financial products, derivatives, and risk management.
• Understanding of complex finance data processes.
• Good experience with Excel spreadsheet development and data automation.
• Familiarity with Python for automation tasks.
• Demonstrated experience in project management and agile development methodologies.