Kansas City International
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.
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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.
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