Demo

Business Finance Operations Specialist

Craft Recruiting
Great Neck, NY Full Time
POSTED ON 3/7/2025
AVAILABLE BEFORE 6/6/2025

We are partnered with a leading financial services company that provides custom lending solutions to small businesses. Built on a foundation of integrity and impactful partnerships, they provide critical financial support to SMBs, offering unique lending solutions that thrive in market turbulence. As they continue to scale, they are seeking a Financial Operations Analyst to support underwriting, financial analysis, and process optimization in a high-growth environment.

Three Awesome Reasons to Work Here :

  • High-Impact Role Work directly with finance and underwriting teams to drive operational efficiency and ensure high-quality transactions.
  • Career Growth Gain hands-on experience with deal structuring, risk analysis, and financial operations, with clear advancement opportunities.
  • Entrepreneurial Environment Join a fast-moving company that values innovation, efficiency, and results-driven solutions.

What You'll Be Doing :

  • Assist in underwriting high-value small business transactions, including financial analysis, risk assessment, and merchant interviews.
  • Collaborate with pricing teams and underwriters to structure competitive and profitable deals.
  • Analyze financial statements and business performance to support credit decisions.
  • Identify inefficiencies in financial operations and recommend process improvements.
  • Work closely with business development, finance, and risk teams to ensure smooth transaction execution.
  • Maintain financial records and ensure compliance with lending policies and industry regulations.
  • What You Bring :
  • Bachelor's degree in Finance, Accounting, Business, or a related field.
  • 1-3 years of experience in financial analysis, operations, and / or lending.
  • Strong analytical skills with the ability to interpret financial data and assess risk.
  • Proficiency in Excel, financial modeling, and business intelligence tools.
  • What's In It for You :

  • Competitive Salary $60,000 $80, 000 base performance-based bonuses.
  • Fast-Paced Career Growth Exposure to high-value transactions and underwriting, with clear advancement opportunities.
  • Entrepreneurial Team Culture Work alongside top professionals in small business finance and make an impact.
  • Salary : $60,000 - $80,000

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