Senior Financial Analyst
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.
Average salary estimate
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Join CFG Merchant Solutions as a Senior Financial Analyst and elevate your career in finance! Located in the heart of Manhattan, CFGMS is a dynamic company focused on providing essential revenue-based financing to small and mid-sized businesses that traditional financing often overlooks. In this role, you'll be an integral part of the Finance and Operations Team, responsible for detailed reporting and processing high-volume funding activities. Your day-to-day tasks will involve reconciling individual transactions, creating management reports, and engaging in financial planning and analysis. At CFGMS, we value collaboration, so you'll work closely with our VP of Finance and Underwriting teams to streamline our business processes. Your analytical skills will shine as you delve into financial data, identifying opportunities for efficiency alongside our Development and IT teams. If you have a knack for financial calculations and a passion for driving results, you’ll fit right in! We’re looking for someone who possesses at least 2-3 years of experience as a Financial Analyst or in auditing, along with proficiency in tools like Microsoft Excel and preferably NetSuite. You'll need excellent problem-solving abilities and communication skills to present your findings effectively. With a salary range of $85,000 to $100,000, CFG Merchant Solutions offers a vibrant work environment where your contributions have a direct impact. Help us make a difference in the financial landscape while enjoying the energetic office life in New York City. We can't wait to see what you bring to the team!
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