
Financial Statement Specialist
7 days ago
A highly skilled Portfolio Coordinator is required to support a Fortune 100 Financial Services client on their Spreading team within Commercial Banking Operations.
This role involves transforming client financials into consistent, reliable formats for downstream analysis. The successful candidate will be responsible for spreading financial statements (income statements, balance sheets, and cash flow) into internal platforms, working with financials ranging from clean 10Ks to unstructured small business statements, and implementing feedback from quality reviewers and managers.
The ideal candidate will have a strong analytical mindset, the ability to work independently, and be resourceful. Prior internships or exposure to banking, accounting, or small business finance environments are desired. Additionally, the candidate should have a Bachelor's Degree in Accounting, Finance, or a related field.
Key Responsibilities:- Spread financial statements into internal platforms
- Work with various types of financials, including income statements, balance sheets, and cash flow
- Implement feedback from quality reviewers and managers
- Manage production timelines with clear benchmarks for spread completion volume and accuracy
- Bachelor's Degree in Accounting, Finance, or a related field
- Strong analytical mindset and ability to work independently
- Prior internships or exposure to banking, accounting, or small business finance environments
- Previous experience in financial spreading, underwriting support, or commercial credit
- Knowledge of tools like Optimist or nCino
- Demonstrated success in metric-driven environments
- Medical insurance
- Vision insurance
Referrals can increase your chances of interviewing for this position.
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