Financial Operations, AssociateSr. Associate (27599)

Financial Operations Associate/Sr. Associate

We Are a Mission-Driven Company

Sunlight Financial is a contractor-focused point of sale lender with a relentless focus on providing amazing service and delivering a best-in-classexperience to our entire ecosystem. Were rapidly growing in every home service vertical Windows Remodel HVAC Roofing Fencing and more and need exceptional talent to help us reach our goals.

Since inception Sunlight has funded over $12 billionin loans with thousands of high-quality contractors nationwideand were just getting started. Were looking for passionate driven teammates to help scale our growing home improvement business.

At Sunlight we empower our teammates to make a meaningful impact. Were looking for A players who thrive in a fast paced entrepreneurial environment. Were a fast-growing company which means initiatives and strategy can evolve quickly as the business scales. We need teammates who move with that agility instead of resisting it: people who live and breathe an ownership mentality and dont wait to be asked who take initiative and execute and who step in on what needs doing even when its not strictly theirs.

Our salaries are competitive our benefits are generous and our culture is collaborative connected and fun.

If this sounds like you and youd like to come build with us wed love to talk to you.

About the role: This role will be leveled as Associate or Sr. Associate depending on the candidates experience and qualifications. As a member of the Operations team you will play a key role managing the daily transactional workflows process execution and partner coordination that keep lenders financing partners and vendors running smoothly. More senior candidates may take on additional ownership of operational initiatives partner programs and cross-functional leadership.

What you will be doing:

• Own the day-to-day execution of transactional workflows tied to loan funding including disbursements payments and funding requests across various lenders
• Compile and administer loan pools for sale to direct and indirect loan purchasers
• Coordinate seamlessly across teams accounting business development capital markets commercial risk credit legal and compliance to keep operations running smoothly
• Plan implement and administer various company initiatives including strategic partner platforms rebate and referral programs and more.
• Partner with sales relationship managers and channel partners to troubleshoot and resolve operational issues
• Drive automation and process efficiency
• Contribute to cross-functional groups on various initiatives reporting and ad hoc matters

Application Instructions
To be considered for this position please include the exact job title Financial Operations - Associate/Sr. Associate inred fontat the very top of your resume. Applications that do not include this requirement may not be considered.

What you will need:

• BA/BS degree in finance accounting economics engineering mathematics or similar
• Extremely detail oriented and comfortable multi-tasking within a fast-paced environment
• Understanding of fundamental finance and accounting concepts
• 2-4 years of experience for Associate; 4-7 years for Sr. Associate in banking corporate treasury accounting or financial operations
• Exceptional financial data analysis with strong Microsoft Excel skills
• Ability to work both independently and as part of a team
• Demonstrable problem-solving and analytical skills impeccable integrity and judgment and the ability to communicate effectively with senior management team
• Salesforce experience and reporting

Preferred Skills:

• SQL experience preferred but not required

Benefits Include:

• Comprehensive health coverage: Sunlight covers an average of 85% of all premiums including medical dental vision and more.
• Generous time off: Start with 20 days of PTO in your first year increasing to 25 after three years. Plus enjoy parental leave volunteer time off and voting leave.
• 401(k) with company match: We match 50% of your contributions up to 6% of your salaryhelping you plan for the future.
• Inclusive culture: Sunlight Financial is an equal opportunity employer and celebrates diversity in all its forms. We do not discriminate based on race color religion sex sexual orientation gender identity national origin disability age veteran status or any other characteristic protected by law.