Portland, Oregon
Director of Financial Analysis & Risk Job Opening in Portland, Oregon - Join our team to help empower charter schools! Charter School Capital, the leading provider of working and growth capital and facilities financing to charter schools nationwide, is looking for a Director of Financial Analysis & Risk to join our growing team in Portland. Position details follow -
Title: Director of Financial Analysis & Risk
Reports to: COO
FLSA Status: Full-time, exempt
Position Summary:
The Director of Financial Analysis & Risk is a leader that will ensure CSC?s portfolio of financing transactions are valued accurately, priced appropriately, and evaluated for risk to meet investor and company requirements as part of Charter School Capital?s vision to effectively grow its working capital and facilities lines of business. This position will be responsible for consistently pushing the vision for how CSC can refine its products and pricing to meet the needs of charter schools nationwide. This position requires an individual that can (1) bring the best of financial and analytic tools to structure, value and price transactions to meet company, investor and charter school needs, (2) improve the analytical capabilities and insights of Charter School Capital by tapping meaningful sources of data, and (3) effectively communicate the work of the group to the organization through their work and that of their team. The individual should be attracted to company values of Empowerment, Accountability, Innovation, Teamwork and Best-in-Class.
Primary Duties and Responsibilities:
Leads the valuation, financial analysis and risk mitigation efforts at Charter School Capital to ensure CSC achieves its mission. Ensures all assets purchased for CSC?s working capital and facilities financing business are accurately valued, priced, and that the financial underwriting of CSC clients is sound.
Works in conjunction with our Client Services, other CSC departments, and future and existing clients to proactively and creatively solve client financing needs through the use of CSC?s products to identify, value, price and purchase assets that satisfy CSC underwriting and financial guidelines.
Leads and develops a department that utilizes data, valuation, and client experience to move CSC?s efforts towards scale and Best in Class. This includes refining valuation techniques, continued identification and analysis of drivers of risk, and product and pricing refinements. Identifies clients and crafts plans/methods to bring them to financial health.
Creates a climate that effectively empowers the department team while instilling the importance of accountability. Drives a culture that embraces accuracy, diligence, analytics, teaching/learning and effective, transparent, and clear communication to internal colleagues and clients.
General Requirements:
Demonstrated ability to analyze portfolio data for trends, revenue and/or risk mitigation opportunities.
Demonstrated ability to read, interpret, evaluate and construct a company?s financials including, but not limited to cash flow statement, balance sheet and income statement.
Demonstrated ability to work with and manipulate financial and other data to draw insights and drive business decisions and work with platforms that store and report on data.
Demonstrated ability to work with, refine and/or construct financial products and understand their mechanics towards driving company value. Experience in a real estate environment a plus.
Demonstrated ability to recruit, hire, guide, motivate and retain analytically-minded individuals towards a department objective or vision.
Validated expertise in methods of valuation, financial , and/or financial underwriting/risk mitigation in a practical setting resulting in actionable outcomes.
Demonstrated ability to work with cross-functional teams that are striving towards a common company goal, but that have local focuses that are sometimes in conflict.
Demonstrated ability to communicate effectively reporting into Snr. Leadership. Presentation to and working with credit committees (or equivalent form) a plus.
Ability to work with tools that support financial analysis and ability to use those tools to extract, aggregate, and analyze data elements to draw insights that drive change.
Clear competency in all Microsoft Office ? excel, PowerPoint and Word. Familiarity with Salesforce a plus.
Education and Experience:
Master?s Degree in Finance, Business Management or equivalent
Seven to ten years related experience and/or training in financial analysis, valuation, underwriting or risk mitigation in a position.
Strong profile of risk mitigation and valuation, as demonstrated through tangible underwriting experience, portfolio management, or asset acquisition.
Experience in risk scoring as demonstrated by the building or tangible application of third-party statistically valid predictive models a plus.
We have a dynamic company culture and a fun workforce. We offer paid time off benefits, competitive salary commensurate with experience and a generous benefits package that includes health, dental, vision, and 401(k).
Charter School Capital is dedicated to the goal of building a culturally diverse team committed to our mission and values and strongly encourages applications from minorities and women. We are an equal opportunity employer and do not discriminate against any employee or applicant on the basis of age, color, disability, gender, national origin, race, religion, sexual orientation, veteran status, or any classification protected by federal, state, or local law.
Job Type: Full-time
Required experience:
Finance: 7 years
Accounting: 10 years
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