Location: North Metro Atlanta area (Hybrid)
Reports to: Chief Investment Officer
OVERVIEW:
Flock Financial, LLC is seeking a dynamic Data Analyst/Underwriter to join our analytics and acquisitions teams. This role is pivotal in enhancing efficiency and communication in financing our clients. Through in-house mentoring and hands-on experience, you will develop expertise in underwriting and data analysis within the alternative financing space.
KEY RESPONSIBILITIES:
Underwriting & Analytics:
- Gain a comprehensive understanding of underwriting in alternative financing through in-house mentoring.
- Cleanse and standardize data files to ensure accuracy and consistency.
- Evaluate inbound portfolio data, creating detailed account breakdowns using Flock’s proprietary tools.
- Analyze data files using statistical tools to create visual representations (tables, histograms, choropleths, box-and-whisker plots).
Financial Analysis:
- Navigate and understand financial waterfalls that support deal preparation and performance tracking.
- Prepare preliminary cash flow and cost waterfalls for new investments, including scenario analysis at various performance levels.
- Upload and manage incoming data within our database system.
- Maintain links between Estimated Remaining Net Collections (ERNC) and supporting waterfalls.
Reporting & Compliance:
- Support the Accounting and Finance department in preparing and distributing Quarterly
- Investor Reports and Annual Reports.
- Assist with data extraction for audits, field exams, and compliance reviews.
- Develop, maintain, and update Power BI dashboards for senior management and clients.
- Identify and investigate data and performance anomalies to enhance investment performance.
Client Data Management:
- Utilize in-house AI/ML tools to identify areas for client performance optimization.
- Conduct initial reviews of incoming client data files for accuracy and completeness.
QUALIFICATIONS:
- Proficiency in Microsoft Office, in particular advanced Excel skills.
- Proficiency in statistical analysis and data visualization tools.
- Strong understanding of financial concepts and performance metrics.
- Experience with database management and data extraction.
- Ability to work independently and collaboratively in a hybrid work environment.
- Excellent communication and problem-solving skills.
- Familiarity with PowerBI and AI/ML tools is a plus.
BENEFITS:
- Competitive salary and benefits package.
- Opportunities for professional growth and development.
- Collaborative and supportive work environment.
RELOCATION ASSISTANCE NOT AVAILABLE
Join Flock Financial, LLC and be part of a team that drives innovation and excellence in alternative
financing. Apply today to make a significant impact on our clients and our company’s success.