Financial Spreading (Associate/ Sr. Associate/ Delivery Lead)

  • Gurugram
  • Acuity Knowledge Partners

Opportunity

Acuity is currently looking for dedicated and motivated individuals who have strong leadership, organizational and teamwork skills for its Lending Services team based in Gurgaon.

Notice Period: Immediate Joiners/30 Days all can be considered for these roles!

Interested candidates can directly mail the resume to Sapna.Rani@acuitykp.com

Key Responsibilities

  • Spreading the financial statements in Moody’s CreditLens/nCino/client customized templates
  • Analyzing financial statement, performance, and trend analysis for assessing the credit worthiness of public and private companies
  • Going through the supplementary schedules, notes and MD&A for the detailed breakups and adjustments
  • Managing a portfolio of clients and handling rating assignments
  • Normalizing the financial statement for exceptional and non-recurring items to arrive at the true profitability figures
  • Adhering to standard operating procedure & policies including compliance documentation
  • Maintaining strong relationship with the client
  • Calculating the Adjusted Net Worth, Recurring Cash Flows, Annual Debt Service, Contingent Liabilities, Custom Ratios, and other financial metrics
  • Screening the credit agreements and analyzing the financial covenants applicable to the borrower
  • Conduct detailed quality checks of client deliverables and provide necessary trainings to juniors

Essential Experience:

  • MBA (Finance) / CA (CPA equivalent) / CFA
  • Experience of 3-8 years in spreading and covenant monitoring & quality checks
  • Strong understanding of credit principles, policies, and regulations
  • Proficient in Advanced MS Excel
  • Excellent written and spoken communication skills
  • Experience of working for a US based bank will be an added advantage