Senior Associate underwriting and originating Commercial Real Estate finance products at Forbright Bank. Assisting with lending opportunities while maintaining acceptable credit quality and return targets.
About the role
- Financial Due Diligence Senior Associate helping clients analyze business opportunities and challenges. Involves due diligence, working capital consulting, and client relationship management.
Responsibilities
- Advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions and provide recommendations in the context of deal structuring alternatives
- Manage and work on multiple projects of varying size and complexity related to due diligence and consulting for business owners, private equity groups, search funds, and family offices
- Develop detailed reports and perform complex analyses, including the analysis of cash flows, quality of assets and earnings,working capital, potential liabilities and risks, and the impact of findings on the purchase price of the target organization
- Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate ourvalue proposition
- Responsible for engagement management, including preparing and presenting accounting findings and concepts
- Possess the ability to review and provide feedback regarding project reports prepared by engagement team members
- Ensure that “best practices” are developed and used within the Transaction Group, including policies, processes, and tools
Requirements
- Bachelor's degree in Finance, Economics, Accounting or related business degree
- Minimum of 2 busy seasons of assurance (Audit, Review, Compilation) experience
- Strong knowledge of generally accepted accounting principles (GAAP)
- Extensive experience in project management including planning, organizing, coordinating, and managing staff, clients, toward the successful completion of a project
- Ability to be a self-starter and be confident when interacting with clients
- Strong business development mindset: relationship management skills and the ability to influence/negotiate deals
- Proficiency with Microsoft Office, particularly Excel and PowerPoint
- Ability to creatively solve problems and analyze client data
- Strong interpersonal skills, a team-based attitude, and a desire to collaborate
- Preferred:
- CPA or equivalent.
Benefits
- 401(k)
- Dental insurance
- Disability insurance
- Employee assistance program
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Tuition reimbursement
- Vision insurance
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