Senior Financial Analyst

4 weeks ago

Reston, United States Quantum Financial Technologies Full time

About Us: Quantum Financial Technologies redefines small business lending with our diverse and adaptable financial solutions. We are a dedicated lending partner focused on empowering small businesses to achieve their growth objectives. We are committed to fueling the growth of enterprises and small-to-medium businesses (SMBs) with our tailor-made financial services. Recognizing that each business has unique financial needs and growth trajectories, we offer a range of customized solutions. From agile microloans for quick capital injections to expansive term loans for long-term strategies, our diverse portfolio ensures that whether you are scaling up or solidifying your market position, we have the right financial tools to support your journey.

Job Overview: Under the direction of the CFO, you will work as a valued team member of a remote workplace environment and will be responsible for owning the Financial Modeling and Analysis for the business including the Operating Plan, Cash forecasting, and specialty Analysis such as Pro-Forma acquisitions. You will also partner with cross-functional team members as we continue to scale the business.

Key Responsibilities: As a

Senior Financial Business Analyst at Quantum Financial Technologies, you will play a crucial role in the business initiatives and your primary responsibilities will include:

Create and Own the Operating Plan modeling for the business, including financial reporting and performance to the business KPIs Perform impact risks to the business with regards to identified changes in the business and future potential opportunities and risks Utilize data analytics to proactively identify potential risks and recommend strategies to mitigate them. Prepare comprehensive reports and presentations for senior leadership, highlighting key insights and recommendations. Collaborate with credit and underwriting teams to identify and implement improvements in risk assessment processes. Continuously monitor and evaluate pricing effectiveness, adjusting as needed. Data Analysis and Reporting: Collaborate with data teams to ensure data accuracy and integrity. Provide data-driven insights to optimize marketing strategies and improve overall campaign ROI. Strong drive for execution, partnership ability, and communication skills needed especially in a hybrid work environment. Successful candidates will exhibit the ability to partner with a variety of stakeholders to drive results. They will also need to be self-driven and comfortable with a fluid work environment.

Qualifications: Bachelor’s degree in Business, Finance, Economics, or related quantitative field; Quantitative model building experience required and ideal if have Private Equity or Venture Capital experience level modeling Strong analytical and quantitative skills, with proficiency in data analysis tools and techniques (SQL experience preferred). Proficient at using PowerPoint and other tools in building presentation quality decks Proven experience (5-10 years) as a Business Analyst in financial services or similar industry experience Demonstrated experience in collaborating with cross-functional teams to drive business results. Knowledge of SME lending is a plus. Communication and interpersonal skills that demonstrate the ability to present complex ideas to both technical and non-technical audiences. Preferred if you have a familiarity of U.S. GAAP Accounting Standards but this is not an accounting function High integrity and ability to handle confidential information. Organized, detailed, proactive, self-motivated, collaborative, multi-tasker, and creative. Ability to prioritize workloads and ensure tasks are completed timely.

What We Offer: The opportunity to work with a talented team of professionals passionate about leveraging technology to drive business growth. A competitive compensation package, comprehensive health benefits, and a flexible work environment. Continuous professional development opportunities and a supportive, inclusive culture.

Quantum Financial is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

D.C Metro area preferred but Remote work is an option

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