Senior Financial Advisor for Market Analysis

2 weeks ago

Washington, United States The Ladders Full time
Company Overview

The Ladders is a professional services organization dedicated to addressing critical social issues in intricate environments, fostering a more secure and prosperous future for all.

We prioritize diversity, equity, and inclusion, striving to cultivate a safe space where diverse backgrounds are celebrated, respect is paramount, and the unique experiences of every individual are valued.

At The Ladders, you will engage in a corporate culture characterized by inclusivity, fairness, and trust. You will receive the necessary support and mentorship to thrive, and your innovative ideas will be recognized and rewarded.

Position Overview

The Ladders is in search of a seasoned advisor to evaluate loan applications. This role involves providing insights on market, financial, and regulatory elements related to the underwriting, structuring, negotiation, and finalization of loan agreements.
  • Deliver expert, unbiased assessments regarding the viability and achievability of proposed business plans.
  • Examine the sponsor's business strategy and financial models, producing an independent credit risk evaluation of the overall transaction.
  • Collaborate closely with The Ladders' staff and appointed advisors, as well as the sponsor's financial and technical consultants, to validate inputs for analytical tasks.
  • Advisory services will be required from the initiation of the due diligence process through to the negotiation of commercial terms and the financial closure, including a monitoring phase that may extend for 12 to 18 months.
  • Provide professional judgment on the project's financial expectations, ensuring that underlying assumptions are realistic based on historical, current, and anticipated future market conditions.
Key Responsibilities

Conduct a thorough analysis of the automotive sector and the specific market niche in which the project intends to operate. This analysis should encompass sustainable competitiveness, entry barriers, and the risks posed by substitute products or technologies. The market review will include:

Inputs Review: Assess relevant project input markets and evaluate the project’s strategy for securing sufficient supply, focusing on:
  • Price assessment - methodology, incentive pricing, long-term forecasts
  • Market assessment - supply and demand dynamics, current and future cost structures
  • Market size and long-term supply/demand projections
  • Assessment of green/brownfield projects and start-up manufacturers
Outputs Review: Analyze the relevant project output market, specifically:
  • Overview of industry structure and supply chain
  • Price assessment - basis of current market pricing and long-term forecasts
  • Cost profile - comparison of costs against competitors
  • Market assessment - current and future supply and demand forecasts
  • Product assessment - quality and market positioning
  • Strengths and weaknesses analysis relative to North American and global production
  • Risks associated with substitution
  • Analysis of major industry players and their competitive standing
  • Evaluation of marketing strategies
  • Risks related to technology and substitution
Price Forecasts: Develop and present lender base case price forecasts for key inputs and outputs, including sensitivity analyses for lender models.

Financial Advisory Duties:
  • Validate the financial model, ensuring accuracy and alignment with project contracts and industry standards.
  • Update the sponsor's financial model with lender base case terms and assumptions.
  • Model stress scenarios to test project cash flow resilience against variable changes.
  • Support financial model operations and updates during due diligence and loan documentation phases.
  • Produce reports and visualizations to inform and advise on financial model outputs.
Business Plan and Contracts:
  • Review the business plan for financial reasonableness and alignment with the financial model.
  • Verify financial data and forecasts against key contract terms.
  • Evaluate the project's financial structure against industry norms.
  • Review contracts for accuracy and consistency with the financial model.
  • Provide recommendations on project viability.
Metrics, Risks, and Mitigants:
  • Identify and assess financial risks within the project.
  • Propose mitigants for identified financial risks.
  • Recommend financial and technical metrics for future collateral release conditions.
Negotiations and Approval:
  • Assist in loan negotiations by evaluating financial impacts and recommending terms that mitigate lender risk.
  • Incorporate negotiated terms into the financial model for approval.
  • Support preparation of credit approval documentation.
  • Evaluate the business impacts of proposed loan terms.
Financial Close:
  • Review financial terms in loan documents for consistency with agreements.
  • Update the financial model to reflect negotiated terms and assumptions.
  • Prepare reports as needed for monitoring and compliance.
Monitoring Phase:

For a period of 12 months following financial closure, the advisor will:
  • Support adaptation of the financial model for monitoring purposes.
  • Review financial and commercial contract terms for consistency.
  • Assist in evaluating new financial impacts during negotiations.
  • Provide ongoing monitoring support and updates as necessary.
Qualifications
  • Extensive experience in advising lenders on senior debt and commercial transactions.
  • Proven track record in conducting assessments and producing reports identifying market risks.
  • Relevant experience in evaluating business plans and commercial feasibility in financing contexts.


The Ladders is committed to addressing today's most pressing global challenges and creating a world where everyone can thrive. Join us in making a difference.

  • Market and Financial Strategy Advisor

    2 weeks ago

    Washington, United States The Ladders Full time

    Company OverviewThe Ladders is a professional services organization dedicated to addressing significant social challenges in intricate environments, contributing to a more secure and thriving world.Diversity and InclusionWe value diversity, equity, and inclusion, striving to create a safe environment that celebrates varied backgrounds and treats everyone...

  • Combined Financial/Market Advisor, DOE

    3 months ago

    Washington, United States The Ladders Full time

    Dexis is a professional services firm that solves the most pressing social challenges in complex environments, paving the way for a more secure and prosperous world. Dexis embraces diversity, equity, and inclusion and strives to build and maintain a safe environment where we celebrate diverse backgrounds, treat everyone with respect, and value the unique...

  • Combined Financial/Market Advisor, DOE

    3 months ago

    Washington, United States Dexis Consulting Group Full time

    Dexis is a professional services firm that solves the most pressing social challenges in complex environments, paving the way for a more secure and prosperous world. Dexis embraces diversity, equity, and inclusion and strives to build and maintain a safe environment where we celebrate diverse backgrounds, treat everyone with respect, and value the unique...

  • Combined Financial/Market Advisor, DOE

    2 months ago

    Washington, United States Dexis Consulting Group Full time

    Job DescriptionJob DescriptionDexis is a professional services firm that solves the most pressing social challenges in complex environments, paving the way for a more secure and prosperous world.Dexis embraces diversity, equity, and inclusion and strives to build and maintain a safe environment where we celebrate diverse backgrounds, treat everyone with...

  • Senior Policy Advisor

    8 hours ago

    Washington, Washington, D.C., United States Department of the Treasury Full time

    About the RoleWe are seeking a highly skilled Senior Policy Advisor to join our team at the Department of the Treasury. As a Senior Policy Advisor, you will play a critical role in providing expert technical support and formulating, conducting, evaluating, and carrying out analyses of, and monitoring developments in, the financial markets, specifically the...

  • Financial Analysis and Business Partnership Advisor

    4 days ago

    Washington, United States Save the Children Full time

    Job SummaryThe Financial Analysis and Business Partnership Advisor will provide financial and analytical support to the Agency's strategic and operational planning processes. This role will support the annual budget processes and leadership on resource allocation decisions within a portfolio of Private Fundraising Teams.Key ResponsibilitiesBusiness...

  • Advisor, Financial Analysis and Business Partnering

    6 days ago

    Washington, United States Save the Children Full time

    Staff whose work requires or potentially could require any in-person interaction with Save the Children colleagues, partners, or beneficiaries must be fully vaccinated against COVID-19 unless otherwise required by law. Save the Children complies with federal, state, and local laws with regard to accommodations related to this policy. Summary The Advisor,...

  • Senior Advisor to RVP for Asia

    2 days ago

    Washington, Washington, D.C., United States international finance corporation Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Advisor to join our team as a Strategic Advisor to the Regional Vice President for Asia. This is a unique opportunity to work with a global leader in international finance and development, and to contribute to the success of our mission.Key ResponsibilitiesAdvise the Regional Vice President...

  • Senior Data Advisor

    2 months ago

    Washington, United States ANDECO Institute Full time

    Job Title: Senior Data AdvisorLocation: Local to the National Capital Area (D.C.), hybrid,Department: Data AnalyticsReports To: Chief Executive Officer (CEO)Job Type: Full-TimeAbout Us:At ANDECO Institute, we stand at the forefront of data innovation, providing unparalleled advisory services to the US Government. As a 501(c)(3) nonprofit organization, our...

  • Financial Advisor, DOE

    2 months ago

    Washington, United States Dexis Consulting Group Full time

    Job DescriptionJob DescriptionDexis is a professional services firm that solves the most pressing social challenges in complex environments, paving the way for a more secure and prosperous world.Dexis embraces diversity, equity, and inclusion and strives to build and maintain a safe environment where we celebrate diverse backgrounds, treat everyone with...

  • Financial Advisor, DOE

    3 months ago

    Washington, United States Dexis Consulting Group Full time

    Dexis is a professional services firm that solves the most pressing social challenges in complex environments, paving the way for a more secure and prosperous world. Dexis embraces diversity, equity, and inclusion and strives to build and maintain a safe environment where we celebrate diverse backgrounds, treat everyone with respect, and value the unique...

  • Financial Advisor, DOE

    2 months ago

    Washington, United States The Ladders Full time

    Dexis is a professional services firm that solves the most pressing social challenges in complex environments, paving the way for a more secure and prosperous world. Dexis embraces diversity, equity, and inclusion and strives to build and maintain a safe environment where we celebrate diverse backgrounds, treat everyone with respect, and value the unique...

  • Market Advisor, DOE

    2 months ago

    Washington, United States Dexis Consulting Group Full time

    Job DescriptionJob DescriptionDexis is a professional services firm that solves the most pressing social challenges in complex environments, paving the way for a more secure and prosperous world.Dexis embraces diversity, equity, and inclusion and strives to build and maintain a safe environment where we celebrate diverse backgrounds, treat everyone with...

  • Senior Financial Planning

    2 weeks ago

    Ft. Washington, Maryland, United States The Ladders Full time

    Job Title: Senior Financial Planning & Analysis Manager Reporting To: Group COO Department: Finance Core Hours: Monday to Friday, 9 AM - 6 PM EST, with flexibility required for global market events. Compensation: Up to $120k base salary plus a 10% performance bonus. About The Ladders: The Ladders connects professionals and organizations to enhance career...

  • Sr. Marketing Manager

    3 weeks ago

    Washington, United States CFP BD OF STANDARD CTR FOR FINANCIAL PLANNING Full time $105,000 - $130,000

    Job DescriptionJob DescriptionGeneral FunctionsThe Senior Marketing Manager is responsible for leading a team and executing comprehensive marketing strategies that support annual certification renewals and reinstatements for CFP® professionals, campaigns for corporate partners to promote CFP® certification, programs and events, and products and services...

  • Sr. Marketing Manager

    1 week ago

    Washington, United States CFP BD OF STANDARD CTR FOR FINANCIAL PLANNING Full time

    Job DescriptionJob DescriptionGeneral FunctionsThe Senior Marketing Manager is responsible for leading a team and executing comprehensive marketing strategies that support annual certification renewals and reinstatements for CFP® professionals, campaigns for corporate partners to promote CFP® certification, programs and events, and products and services...

  • Senior Financial Advisor

    1 week ago

    Bellevue, Washington, United States Parcion Private Wealth Full time

    About Parcion Private WealthWe are a dynamic and forward-thinking Registered Investment Advisor (RIA) and boutique virtual family office, dedicated to helping our clients achieve their financial goals and aspirations.As a Senior Financial Advisor, you will play a critical role in the future success of our firm, working closely with our clients' team of...

  • Senior Financial Consultant

    2 weeks ago

    Washington, Washington, D.C., United States Prudential Financial Full time

    Opportunity for Experienced Financial AdvisorsWe are seeking skilled Financial Advisors to enhance our offerings at Prudential Financial. You have cultivated a successful practice, and now you aspire for greater achievements. At Prudential Advisors, we are committed to supporting your growth and serving as a valuable resource for both you and your...

  • Senior Financial Consultant

    2 weeks ago

    Washington, Washington, D.C., United States Dexis Consulting Group Full time

    Position OverviewDexis Consulting Group is a distinguished professional services organization dedicated to addressing critical social issues in intricate environments, contributing to a more secure and thriving global community.We are committed to fostering diversity, equity, and inclusion, ensuring a workplace where varied backgrounds are celebrated,...

  • Senior Market Advisor

    3 months ago

    Washington, United States RER Solutions, Inc. Full time

    Job DescriptionJob DescriptionDescription:Do you want to work for a company that cares about you as a person, not just a number? For a company that provides outstanding leadership? For a company that offers exceptional benefits? RER Solutions, Inc., could be your new home.RER Solutions, Inc., is accepting resumes for a Senior Market Advisor to support the...