About the job

What You'll Do

• Underwrite new prospective clients: input financials into Bespoke's proprietary underwriting checklist
• Critically review financials of current & potential customers, request supporting documentation and inquire about irregularities
• Provide value to active borrowers by reviewing their financials for potential cost savings or accounting changes that could improve their financial reporting
• Monitor active clients monthly and escalate borrowers with potential of default
• Provide input on underwriting and risk assessment process improvements
• Help streamline and automate the underwriting and client surveillance process
• Collaborate with Data Team to migrate underwriting and client surveillance models to the Bespoke Platform
• Other finance and accounting tasks as needed
• You'll interact with different members of the Bespoke Financial team (Engineering, Business Development, and Operations)

Characteristics

• Autonomous / self-starter: ability to operate in ambiguous environments on your own
• Creative / solution-oriented: early-stages of a new industry, think outside of the box to exploit potential growth opportunities
• Data driven: critically review data, identify patterns and apply to models
• Succinct: able to convey accounting principals in laymen's terms

Must Have

• Audit experience
• Two years experience in Finance and/or Accounting role
• Proficient in Excel (nested IF's, VLOOKUP, SUMIFS, etc) & deep understanding of financial statements and relevant financial ratios

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