Longmark Group

Financial Planning and Analysis

• Support the firm’s capital markets activities across debt and equity with focus on credit facility management, loan compliance, cash flow optimization, and real estate finance initiatives
• Manage day-to-day administration of the Company’s credit facilities and lending relationships
• Oversee the loan submission process, including diligence coordination, documentation, and issue resolution
• Prepare, coordinate, and execute borrowing requests, ensuring accuracy and compliance with facility terms
• Monitor covenant compliance and proactively identify potential risks
• Build and maintain strong relationships with banking partners, lenders, and external stakeholders
• Assist in tracking capital raises and equity funding activity and support reporting on debt and equity positions
• Partner with Capital Markets, Finance, Operations, Product, and Technology teams to prepare materials and identify opportunities for automation and improved reporting
• Support development and maintenance of finance and treasury dashboards, models, and reporting tools
• Assist in short- and long-term cash flow forecasting, liquidity planning, reconcile borrowing and repayment activity, and report on daily cash positions

Longmark Group

Associate, Real Estate Finance and Treasury

Real Estate Finance and Treasury Associate