Cashflow Finance Associate

Overview

In this role you will support the Regional Leads in origination, structuring, and completion of new-to-bank opportunities. You will analyse large sets of client and market data to inform facility structuring and risk management, and present findings clearly to stakeholders. You’ll act as a bridge among the bank, clients and advisers to ensure a smooth journey from introduction to completion. This hands-on position provides exposure to deal-making, relationship management, and credit risk analysis within a fast-growing cashflow finance environment.

Pay / Benefits

• Full onboarding support
• Flexible/hybrid working
• Regular social activities
• Pension contributions
• Discretionary bonus scheme
• Private health cover

Responsibilities

• Collate, organise and present transaction-related information (including financials)
• Analyse financial information (year-end accounts, management accounts, forecasts) and present using Allica templates
• Maintain accurate pipeline records in the Allica CRM system
• Collaborate with internal stakeholders and panel firms to move opportunities from origination to completion
• Comply with mandatory policies and develop/adopt operational procedures to maintain internal controls

Key requirements

• Ambitious, proactive mindset with strong initiative
• Ability to interpret detailed financial information (balance sheets, cash flow forecasts) and assess funding requirements
• Excellent interpersonal and communication skills; ability to build relationships
• Desire to help the bank and its customers achieve their goals
• Experience with Microsoft Excel, PowerPoint and Word
• Experience working with different business functions to meet deadlines and strong organisational skills

• Customer focus
• Attention to detail
• Initiative
• Microsoft Excel
• Microsoft PowerPoint
• Microsoft Word

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