Location: Flexible. Must be willing to train in Tampa, FL for 1+ weeks.
Primary Responsibilities:
- Conduct due diligence services, including audit engagements, portfolio reviews, and acquisition due diligence for a wide variety of clients
- Perform on-site or remote engagements as contracted by a bank or lender for clients needing lines of credit ranging from under one million dollars or as much as one billion dollars
- Conduct audits focused on the company's collateral - typically accounts receivable and inventory - by understanding complex concepts or information
- Input examination findings into excel templates and produce a comprehensive written report for lenders describing the results and listing findings or exceptions
- Perform professional interaction with clients, including calls and meetings
Qualifications:
- Strong analytical skills with a willingness to learn new things
- Naturally inquisitive on all topics relating to transactions
- Excellent verbal and written communication skills
- Attention to detail
- Ability to meet strict deadlines
- Advanced proficiency in Microsoft Office Excel and Word, Monarch, or other data extraction programs
- Flexibility for occasional travel
- 2-4 years of relevant work experience preferred
- ABL experience is desired but not required
Competencies:
- Verbal Skills: Communicates with a vast vocabulary in a variety of settings and can understand the sophisticated language
- Numeric Ability: Proficient with basic numerical equations and is comfortable with complex calculations resulting in accurate and sophisticated conclusions
- Fast-Paced: Very active and results-driven with the ability to juggle the demands of several tasks at once
- Assertiveness: Enjoys influencing others but is still willing to follow directions from someone else when necessary
- Sociability: Comfortable working alone, but willing to collaborate as part of a team when necessary
- Decisiveness: Balances timeliness and deliberation but is comfortable making quick decisions when required
- Independence: Autonomous yet can accept necessary guidance and instruction
- Judgment: Balances objective information and instincts to make decisions
Education:
- Bachelor's Degree in Accounting or Finance; Masters preferred
Company Benefits:
- Competitive Medical Benefits
- 401(k) plan with employer contributions
- Unlimited Paid Time Off
- Flexibility to work from home
- Paid Family Care Leave
- Annual Holiday Retreat
- Professional Development
