Conduct due diligence services, including audit engagements and portfolio reviews for various financial clients. Input examination findings into templates and produce comprehensive written reports for lenders.
Location: Flexible. Must be willing to train in Tampa, FL for 1+ weeks.
LCG Advisors is looking for an Experienced ABL Field Examiner to work closely with our clients, including large money-center banks such as JP Morgan Chase, Bank of America, Goldman Sachs, and Regions Bank. Our client base includes private equity firms, financial intermediaries, family offices, and accredited investors. Finance jobs in Tampa with LCG offer a wide variety of benefits through a gratifying and rapidly evolving career.
Primary Responsibilities:
Conduct due diligence services, including audit engagements, portfolio reviews, and acquisition due diligence for a wide variety of clients
Perform on-site or remote engagements as contracted by a bank or lender for clients needing lines of credit ranging from under one million dollars or as much as one billion dollars
Conduct audits focused on the company’s collateral – typically accounts receivable and inventory - by understanding complex concepts or information
Input examination findings into excel templates and produce a comprehensive written report for lenders describing the results and listing findings or exceptions
Perform professional interaction with clients, including calls and meetings
Qualifications:
2-4 years of relevant work experience preferred
ABL experience is required
Strong analytical skills with a willingness to learn new things
Naturally inquisitive on all topics relating to transactions
Excellent verbal and written communication skills
Attention to detail
Ability to meet strict deadlines
Advanced proficiency in Microsoft Office Excel and Word, Monarch, or other data extraction programs
Flexibility for occasional travel
Competencies:
Verbal Skills: Communicates with a vast vocabulary in a variety of settings and can understand the sophisticated language
Numeric Ability: Proficient with basic numerical equations and is comfortable with complex calculations resulting in accurate and sophisticated conclusions
Fast-Paced: Very active and results-driven with the ability to juggle the demands of several tasks at once
Assertiveness: Enjoys influencing others but is still willing to follow directions from someone else when necessary
Sociability: Comfortable working alone, but willing to collaborate as part of a team when necessary
Decisiveness: Balances timeliness and deliberation but is comfortable making quick decisions when required
Independence: Autonomous yet can accept necessary guidance and instruction
Judgment: Balances objective information and instincts to make decisions
Education:
Bachelor’s Degree in Accounting or Finance; Masters preferred
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