Consultant, Lender Services | Corporate Finance
Core
Consultant performing due diligence, crisis credit analysis, and financial modeling for lenders and financial institutions.
Role type
Consultant, Lender Services
Builds
Due diligence reports, financial models, and credit analysis work products for lenders.
Domain
Corporate Finance / Lending
Required skills
Financial modeling, balance sheet and P&L analysis, SEC filings research, dynamic spreadsheet development, financial statement review, business plan assessment, quantitative exhibit preparation.
Preferred skills
Public accounting audit experience, CPA certification, asset-based lending knowledge, collateral monitoring, cash flow forecast scrutiny, manufacturing/distribution industry experience.
Technologies
Excel, SEC EDGAR, Financial modeling tools.
Responsibilities
Develop and scale knowledge management tools and processes; apply accounting and finance skills to client situations; assist with preparation and review of draft reports and presentations; participate in conference calls to review due diligence results; identify and organize research information; assist with practice development and marketing materials.
Seniority
Entry-level to Junior Consultant