[Hiring] Finance Consultant @Fundwell
Finance Consultant @Fundwell
Finance
Salary usd 175 - 250 p..
Remote Location
πŸ‡ΊπŸ‡Έ USA Only
Employment Type full-time
Posted 2mths ago

[Hiring] Finance Consultant @Fundwell

2mths ago - Fundwell is hiring a remote Finance Consultant. πŸ’Έ Salary: usd 175 - 250 per hour πŸ“Location: USA

Role Description

This role involves auditing and enhancing financial models for a financial technology platform.

  • Audit and stress-test the existing Excel model across all tabs for formula integrity, cross-tab consistency, and economic reasonableness
  • Rebuild or refine the payment waterfall to properly model SPV cash flows, priority of payments, and residual distributions under various scenarios
  • Validate warehouse facility mechanics: advance rate calculations, borrowing base certificates, utilization tracking, unused commitment fees, and facility capacity constraints
  • Build covenant compliance tracking: DSCR coverage tests, concentration limits, delinquency triggers, and portfolio performance thresholds with early amortization modeling
  • Sensitize key assumptions and produce scenario analysis output suitable for lender presentations
  • Ensure cash flow statement conforms to ASC 230 treatment for specialty lending
  • Produce a clean, presentation-ready model with clear assumption inputs, documentation tab, and print-formatted summary pages

Deliverables

  • Audited and corrected financial model in Excel with version-controlled changes and full formula documentation
  • Pro forma portfolio projections for each product channel including portfolio roll-forward, collection curves, chargeoff waterfalls, and balance outstanding by vintage
  • Assumption documentation and multi-scenario sensitivity tables
  • Covenant compliance dashboard with breach scenario analysis and early amortization trigger modeling
  • 1-page model summary suitable for inclusion in warehouse lender pitch materials

Qualifications

  • 5+ years in structured finance, specialty lending, or credit fund operations
  • Direct experience with MCA, RBF, factoring, or similar receivables-based lending
  • Prior work preparing financial models that were reviewed and approved by warehouse lender credit committees
  • Expert-level Excel skills
  • Working knowledge of ASC 230 cash flow treatment for lending companies and GAAP revenue recognition for purchased receivables

Strongly Preferred

  • CFA charterholder or MBA/MS Finance from a top-tier program
  • Former role at a warehouse lender, credit fund, or specialty finance platform
  • Experience with SPV structuring, borrowing base mechanics, and covenant negotiation
  • Familiarity with Column, Evolve, Celtic, or other bank partnership / BaaS infrastructure
  • Track record of building pro forma portfolio models across multiple receivables asset classes
Before You Apply
️
πŸ‡ΊπŸ‡Έ Be aware of the location restriction for this remote position: USA Only
β€Ό Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
Finance Consultant @Fundwell
Finance
Salary usd 175 - 250 p..
Remote Location
πŸ‡ΊπŸ‡Έ USA Only
Employment Type full-time
Posted 2mths ago
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️
πŸ‡ΊπŸ‡Έ Be aware of the location restriction for this remote position: USA Only
β€Ό Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
Apply for this position
Did not apply βœ“
Applied βœ“
Sent Follow-Up βœ“
Interview Scheduled βœ“
Interview Completed βœ“
Offer Accepted βœ“
Offer Declined βœ“
Application Denied βœ“
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