Financial Operations AnalystCraft Recruiting • Great Neck, NY, United States

Financial Operations Analyst

Craft Recruiting • Great Neck, NY, United States

1 day ago

Job type

Full-time

Job description

We are partnered with a leading financial services company that provides custom lending solutions to small businesses. Built on a foundation of integrity and impactful partnerships, they provide critical financial support to SMBs, offering unique lending solutions that thrive in market turbulence. As they continue to scale, they are seeking a Financial Operations Analyst to support underwriting, financial analysis, and process optimization in a high-growth environment.

Three Awesome Reasons to Work Here :

High-Impact Role - Work directly with finance and underwriting teams to drive operational efficiency and ensure high-quality transactions.
Career Growth - Gain hands-on experience with deal structuring, risk analysis, and financial operations, with clear advancement opportunities.
Entrepreneurial Environment - Join a fast-moving company that values innovation, efficiency, and results-driven solutions.

What You'll Be Doing :

Assist in underwriting high-value small business transactions, including financial analysis, risk assessment, and merchant interviews.

Collaborate with pricing teams and underwriters to structure competitive and profitable deals.

Analyze financial statements and business performance to support credit decisions.

Identify inefficiencies in financial operations and recommend process improvements.

Work closely with business development, finance, and risk teams to ensure smooth transaction execution.

Maintain financial records and ensure compliance with lending policies and industry regulations.

What You Bring :

Bachelor's degree in Finance, Accounting, Business, or a related field.

1-3 years of experience in financial analysis, operations, and / or lending.

Strong analytical skills with the ability to interpret financial data and assess risk.

Proficiency in Excel, financial modeling, and business intelligence tools.

What's In It for You :

Competitive Salary - $60,000 - $80,000 base + performance-based bonuses.

Fast-Paced Career Growth - Exposure to high-value transactions and underwriting, with clear advancement opportunities.

Entrepreneurial Team Culture - Work alongside top professionals in small business finance and make an impact.

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Financial Analyst • Great Neck, NY, United States

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