Senior Financial Analyst - CFG Merchant Solutions : Job Details

Company Overview

CFG Merchant Solutions (“CFGMS”) is a privately owned and operated specialty finance and alternative funding provider, specializing in revenue-based financing. We focus on providing working capital to small and mid-sized businesses in the U.S. that have historically been underserved by traditional financing sources. With offices in Lower Manhattan, Glen Rock, NJ and Reston, VA, CFGMS is a high-volume, fast-paced funder servicing merchants across all nearly all industries.

Job Description

Senior Financial Analyst to assist the Finance and Operations Team in detailed reporting, processing of high-volume daily funding activity, reconciliation of individual funding transactions, detailed management reporting, financial planning, and analysis & accounting duties to senior management. The position will be based out of our Manhattan office and minimum of 3 days per week in the office required.

• Financial Analysis and Reporting:
  • Strong understanding of economic and accounting principles, financial calculations, reporting, and valuation methodologies
  • Process daily funding and transactional activity on NetSuite, the Company's accounting and ERP system and other operational duties.
  • Assist with day-to-day accounting duties, monthly close, bank reconciliations and preparation for the annual & field audits.
  • Create ad hoc reporting and financial analysis.
  • Gain a general and basic understanding of the business of the Company.
• Cross-functional Collaboration:
  • Work closely with VP of Finance and Underwriting teams to prioritize business and information needs.
  • Identify and define new process improvement opportunities while working with Development and IT teams.
  • Deliver financial and operational reporting on a regular basis to senior management.
  • Quick to learn and work both independently and as part of a team.
• Professional Skills and Abilities:
  • Advanced user proficiency with computer applications, such as Microsoft Office Suite (specifically Excel)
  • Experience working with NetSuite (preferably) and QuickBooks.
  • Communication (written and verbal) and interpersonal skills.
  • Organizational skills - able to work under pressure and manage tight deadlines.

Requirements

• Minimum 2-3 years of proven working experience as a Financial Analyst or Audit Associate.
• A strong understanding of Excel with at least 2-3 years of working experience (formulas, reporting, and shortcuts)
• Bachelor's Degree and a solid understanding of financial and accounting concepts are strongly preferred.
• Strong analytical skills with the ability to collect, organize, and analyze reports with attention to detail and accuracy.
• Excellent problem-solving skills with the ability to think critically and provide innovative solutions.
• Exceptional communication skills to present findings and recommendations effectively.
• Direct experience with financial services such as banking, auditing, investing, or lending is highly preferred.

Bonus

• Experience working with Oracle's NetSuite.
• Enjoys taking ownership and assisting in leading junior members of a team.
• Understand the importance of sharing ideas and knowledge within a team setting. Once acclimated to CFGMS, you will be responsible for senior-level reporting and analysis.