Financial Planning and Analysis

• Analyze and monitor credit worthiness of assigned customers/accounts
• Underwrite high quality credit narratives in support of new and existing loans
• Review and analyze various transactions
• Understand cash flow from operations
• Perform collateral analysis including accounts receivable, inventory, real estate and investments
• Communicate decisions
• Conduct annual financial statement follow-up to borrowers

Senior Credit Underwriter – Inventory Finance

Vice President, Investments Underwriting

Investment Accountant

Financial Lines Intern – Summer 2026

Asset Management Researcher, Financial Services Practice

Senior Financial Analyst – Hybrid