Sr Specialist, Consulting

Job Description

The Impact: Candidate will develop and maintain financial reporting models, provide project management and detailed analysis in support of these customized software applications. The Business Analyst will independently manage a client base consisting of Wall Street financial institutions and other high-profile clients in the securitized loan market. Responsibilities: Develop and maintain detailed waterfall models in Excel to validate the distribution of cash flows per deal documents Design and enhance automated processes for tracking and validating waterfall calculations using Excel Responsible for modeling and analyzing cash flow waterfalls for CDO/CLO per deal documents Develop Excel macros (VBA) and advanced formulas to automate waterfall calculations, scenario testing, and reconciliation processes Interpret legal documentation and translate the language into reports and calculations applied to financial reporting models. Utilize Python Domain-Specific Language (DSL) to develop and enhance compliance reporting models and automate complex financial calculations. Review and test other team members reports and calculations, and provide detailed feedback for failed test cases Utilize proprietary report-building interface to configure models per client specific environment and structure terms Manage a client base: Understand each client s unique reporting needs and processes; partner with them to grow the relationship. Ability to mine data quickly to proof complex calculations. Project management skills: Scope project requirements, appropriately manage client expectations, collaborate with other team members to ensure quick turnaround and accurate deliverables Support and train end users on WSO Compliance software conveying in-depth understanding of the client s financial reporting models What We re Looking For: BA or BS minimum, preference for Finance/Accounting. Advanced Degree or Business certifications (MBA, CFA, CPA, etc.) preferred, but not required Minor in technology field or experience in software development, testing, and/or implementation 3+ years in accounting or finance (financial/investment industry a plus) Experience in Waterfall Calculation for CLO/CDO Strong in MS Excel Basic Knowledge on Python preferred Syndicated Loan market experience will be a plus Personal Competencies Strong organizational skills, detail oriented, analytical mind and strong work ethic Excellent written and verbal communication. Position requires regular client interaction with external portfolio managers, financial analysts and Wall Street brokers Strong work ethic and ability to work well within a team environment