Senior Financial Analyst

Location: Lenexa, KS, 66215

Position Overview

The Senior Financial Analyst is an individual contributor role and will be responsible for delivering high-quality financial analysis, reporting, loan tape preparation, pricing support, and funding partner deliverables. The ideal candidate will have a strong background in corporate finance or lending, with the ability to bridge strategic financial work and capital markets execution.

Key Responsibilities

• Financial Reporting & Analysis:
  • Prepare recurring and ad hoc financial reports for leadership, banks, and funding partners.
  • Reconcile and validate financial data between accounting systems (e.g., Sage Intacct) and internal financial models.
  • Conduct profitability, margin, and yield analyses by asset class, deal type, and funding source.
  • Develop schedules and supporting data for management dashboards and KPI tracking.
• Capital Markets & Loan Tape Support:
  • Prepare, validate, and format loan and lease tapes for warehouse lines, syndication partners, and direct sale transactions.
  • Track partner-specific eligibility requirements and ensure all deal data meets funding criteria.
  • Coordinate the assembly of funding packages, working with Credit, Legal, and Accounting to ensure completeness and compliance.
  • Monitor covenant compliance, borrowing base activity, and funding timelines.
• Pricing & Profitability Modeling:
  • Maintain and refine pricing tools and models used for transaction structuring.
  • Analyze the impact of funding source economics on pricing and profitability.
  • Reconcile model assumptions with historical actuals to improve accuracy.
• Audit & Compliance Support:
  • Prepare and organize audit support workpapers for internal and external reviews.
  • Respond to lender and investor data requests with accurate, timely information.
  • Maintain organized documentation for financial and capital markets processes.
• Cross-Functional Collaboration:
  • Work with Portfolio Management and Asset Management to monitor deal performance post-funding.
  • Coordinate with IT/Data teams to improve accuracy and efficiency of reporting processes.

Salary/Compensation: $110,000 - $120,000 per year

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