FP&A Manager driving financial planning and reporting processes at med - tech company Hilo by Aktiia. Focused on budgeting, forecasting, performance analysis, and business partnering for better decision - making.
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Onsite Analyst – Sponsor, Leveraged, and Corporate Finance – Credit Underwriting & Portfolio Management
Posted 2 hours ago
About the role
- Analyst supporting financial modeling and credit underwriting processes within Corporate Finance at Truist. Collaborating with deal teams to analyze financial statements, conduct due diligence, and manage portfolio risk.
Responsibilities
- Supports senior teammates and deal teams in developing complex financial models and providing analytical support including analyzing financial statements and projections, and developing and participating in credit underwriting, structuring and presentations
- Conducts due diligence, obtains credit approval and facilitates legal review for transactions
- Responsible for analysis and underwriting related to transactions, amendments, modifications and other credit products for new and existing clients as part of deal teams
- Contributes to creating credit product approval documents and presentations
- Creates and utilizes analytical financial models, including financial projections, discounted cash flow analysis, leveraged buyout analysis, valuation analysis, and financial analysis of historical and projected cash flows
- Performs research and analysis on companies, industries and transactions in support of both client activities and risk mitigation strategies
- Supports senior teammates in management of the portfolio with responsibilities including financial statement spreads, covenant compliance analysis and others as directed
- Works closely with teammates in the preparation of on-time and high-quality annual client reviews, renewals, and amendments
- Maintains active ownership and timely processing of quarterly financials and risk ratings within own portfolio and as needed across the team
Requirements
- Bachelor’s degree
- Strong analytical skills and attention to detail
- Possess strong knowledge of advanced finance and accounting
- Strong written and verbal communication skills
- Competitive drive and high work ethic, self-starter, team-oriented
- Solid leadership and interpersonal skills
- Ability to work well in a fast-paced, team-oriented environment
- High level of adaptability and flexibility with strong organizational and time management skills
- Some understanding of business
- Advanced proficiency in Microsoft Excel and PowerPoint
- Minimum GPA: 3.0
- 1 to 3 years of demonstrated work experience in finance or related field
Benefits
- medical
- dental
- vision
- life insurance
- disability
- accidental death and dismemberment
- tax-preferred savings accounts
- 401k plan
- paid vacation
- paid sick days
- paid holidays
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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