Cashflow Finance Associate role at a fintech helping SMEs with funding needs. Engage in structuring, analyzing, and managing lending opportunities within a dynamic team.
Responsibilities
Collation, organisation and presentation of transaction-related information, including financials
Working with a range of financial information including year-end accounts, management accounts and forecasts and presenting these using Allica templates
Maintaining accurate and current pipeline records using Allica CRM system
Engagement with other team members to ensure efficient progress of new business opportunities as they transition to completion and into relationship management
Complying with all mandatory policies and develop and adhere to operational procedures to maintain a strong internal control environment
Requirements
An ambitious and naturally proactive individual, eager to contribute to the success of a small, developing team
Able to interpret detailed financial information including balance sheet and cash forecasting, assess funding requirements and model the impact of sensitivities to such forecasts
You will have excellent interpersonal and communication skills with the ability to build and maintain strong working relationships
Desire to help the bank and its customers achieve their goals and ambitions
Experience of working competently with Microsoft Excel, PowerPoint and Word
Experience of working with different business functions to specific deadlines, with strong organisational skills
Benefits
Full onboarding support and continued development opportunities
Options for flexible working
Regular social activities
Pension contributions
Discretionary bonus scheme
Private health cover
Life assurance
Family friendly policies including enhanced Maternity & Paternity leave
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