Consultant, Lender Services | Corporate Finance
Core
Performing day-to-day activities for transactional due diligence lending processes, including balance sheet/P&L due diligence, financial statement reviews, and financial modeling for blue-chip financial institutions and strategic buyers.
Role type
Consultant, Lender Services (Corporate Finance)
Builds
Due diligence reports, financial models, quantitative exhibits, and crisis credit analyses.
Domain
Corporate Finance / Lending / Due Diligence
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial modeling, balance sheet and P&L analysis, financial statement review, business plan assessment, dynamic spreadsheet development, financial research
Preferred skills
Asset-based lending experience, pre-loan due diligence, collateral monitoring, cash flow forecast scrutiny, manufacturing or distribution industry knowledge, CPA certification
Technologies
Excel, SEC filings databases
Responsibilities
Develop and scale knowledge management tools and processes; prepare and review draft reports and presentations for third parties; participate in conference calls to review due diligence results; assist with practice development and marketing materials.
Seniority
Junior to Mid-level, hands-on IC