Financial Operations Analyst

Great Neck, NY 11021

Posted: 03/18/25 Job Number: 24857825

Job Description


We are partnered with a leading financial services company that provides custom lending solutions to small businesses. Built on a foundation of integrity and impactful partnerships, they provide critical financial support to SMBs, offering unique lending solutions that thrive in market turbulence. As they continue to scale, they are seeking a Financial Operations Analyst to support underwriting, financial analysis, and process optimization in a high-growth environment.
Three Awesome Reasons to Work Here:
  • High-Impact Role Work directly with finance and underwriting teams to drive operational efficiency and ensure high-quality transactions.
  • Career Growth Gain hands-on experience with deal structuring, risk analysis, and financial operations, with clear advancement opportunities.
  • Entrepreneurial Environment Join a fast-moving company that values innovation, efficiency, and results-driven solutions.
What You'll Be Doing:
  • Assist in underwriting high-value small business transactions, including financial analysis, risk assessment, and merchant interviews.
  • Collaborate with pricing teams and underwriters to structure competitive and profitable deals.
  • Analyze financial statements and business performance to support credit decisions.
  • Identify inefficiencies in financial operations and recommend process improvements.
  • Work closely with business development, finance, and risk teams to ensure smooth transaction execution.
  • Maintain financial records and ensure compliance with lending policies and industry regulations.
What You Bring:
  • Bachelor's degree in Finance, Accounting, Business, or a related field.
  • 1-3 years of experience in financial analysis, operations, and/or lending.
  • Strong analytical skills with the ability to interpret financial data and assess risk.
  • Proficiency in Excel, financial modeling, and business intelligence tools.
What's In It for You:
  • Competitive Salary $60, 000 $80, 000 base + performance-based bonuses.
  • Fast-Paced Career Growth Exposure to high-value transactions and underwriting, with clear advancement opportunities.
  • Entrepreneurial Team Culture Work alongside top professionals in small business finance and make an impact.

Meet Your Recruiter

Roy Evans
Managing Director

Roy Evans is a record setting recruiter noted for consistently excelling and for the innovative systems he has developed. A well know industry trainer has anointed Roy as being in the top 5% of all recruiters worldwide both in terms of production and skill level.

Roy uses “RoyLentless” effort, world-class technology and great process to attract professionals with the drive, discipline and motivation to deliver extraordinary results for his clients.

LinkedIn has crowned Roy as someone who could write a book on using LinkedIn as one of its top 1% in recruiter users. Roy is LinkedIn Certified and a charter member of the Association of Talent Acquisition Professionals.

In his spare time, Roy is a college football fan who enjoys fishing, fitness and spending time with his wife and two children.

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About Great Neck, NY

Ready to take the next step in your career? Explore our job opportunities in the vibrant area surrounding Great Neck, New York! Nestled in Nassau County, this thriving region offers a perfect blend of suburban charm and urban conveniences. Known for its lush parks like Steppingstone Park and the iconic Steppingstone Waterfall, Great Neck is also home to the Gold Coast Arts Center and AMC Loews Shore 8 theater, enriching the local cultural scene. Indulge in the diverse cuisine options along Middle Neck Road or catch a game at nearby Citi Field, home of the New York Mets. Discover endless growth opportunities and immerse yourself in the enchanting ambiance of Great Neck – your next career move awaits!