Blue Bridge Financial, Inc. has been one of the fastest growing and most well-recognized equipment finance lenders since its inception in 2009. Through fostering relationships with direct customers, dealer partners, and 3rd party originators, Blue Bridge has built a sizable portfolio of well performing assets in a wide array of industries including but not limited to: Construction, Manufacturing, Recreational, Restaurants, and more. As a true independent lender, we have a level of freedom to determine how we originate, underwrite, and service our loans that is unparalleled in the industry. This freedom inspires a work environment that supports creativity and provides extensive growth opportunities within the organization.

We are seeking a Financial Analyst to provide valuable financial insights to aid in our company’s decision-making process. The Financial Analyst’s responsibilities include analyzing financial data, forecasting future trends, preparing budgets, and generating financial reports. Our ideal candidate possesses exceptional analytical skills, robust understanding of financial trends, and a strong strategic mindset. Ultimately, the role of the Financial Analyst is to provide accurate, data-based information to company leadership for use in strategic decision-making and financial planning.

Within the finance group at Blue Bridge, you will be exposed to:

· Asset Backed Securities Market

· Regulation D Offerings and Private Placement

· Multiple Capital Sources (credit facilities, corporate notes, term securitizations)

· Interest Rate Hedging

· Whole Loan Sales

DUTIES AND RESPONSIBILITIES:

Analyze financial data and create financial models for decision support
Report on financial performance and prepare for regular leadership reviews
Forecast revenue and costs and provide analysis to management
Conduct market research and competitive analysis
Work closely with the accounting team to ensure accurate financial reporting
Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements
Evaluate financial performance by comparing and analyzing actual results with plans and forecasts
Guide the cost analysis process by establishing and enforcing policies and procedures

QUALIFICATIONS/SKILLS/EDUCATION/EXPERIENCE:

Bachelor’s Degree in Accounting/Finance/Economics/Statistics or equivalent experience
Proven work experience as a Financial Analyst or similar role
Proficient in spreadsheets, databases, MS Office and financial software applications and Outlook
Outstanding presentation, reporting and communication skills
Proven knowledge of financial forecasting and diagnosis, corporate finance and information analysis
Highly attentive to detail with strong analytical and research skills
Ability to evaluate data to make informed decisions and solve problems.
Ability to multi-task and adapt to fast-paced and changing environment.
Exceptional verbal and written communication skills combined with experience collaborating with various internal and external stakeholders.

This job description is subject to change and may be amended based on management need and business demands.

Job Type: Full-time

Pay: From $75,000.00 per year

Benefits:

Dental insurance
Health insurance
Paid time off
Retirement plan
Vision insurance

Work Location: In person

Blue Bridge Financial

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