Reach Financial™ · 3 days ago
Senior Associate
Reach Financial, LLC. is a financial services company seeking a Senior Associate in New York, NY. The role involves managing analyses on asset performance and liquidity, developing data-driven business strategies, and overseeing investor presentations and reporting deliverables.
BankingFinancial ServicesPayments
Responsibilities
Manage key analyses on asset performance, company metrics, and liquidity
Utilize statistical and segmentation tools to develop data driven business strategies
Work with Product team engineers to build out data infrastructure based on business requirements
Oversee the preparation of borrowing and reporting deliverables related to the company’s credit facilities and securitizations
Create and manage sensitivity analysis for all covenants and triggers
Seek automation in processes to assist in building the scalable financial and investor reporting capabilities needed to support the rapid growth of the company
Manage the creation of and refresh of related forecasts
Oversee the preparation of investor presentations
Support month-end close activities
Qualification
Required
Master's degree (or foreign equivalent) in Mathematics, Statistics, Finance, Accounting, or Economics or related
Three (3) years of experience in structured and corporate finance working closely with data analytics, financial modeling, asset-backed securitization issuances, credit facility management, and debt settlement and lending products
Experience with macroeconomic trends, profitability and returns analyses, corporate financial and accounting reports, and capital markets structures
Managing Asset Backed Securitization and Credit Facility investor reporting requirements such as borrowing base requests, Monthly servicer reports
Creating and updating company financial and asset performance forecasts
Creating and updating internal and external investor presentations
Conducting market research to drive product optimization and new product initiatives
Using Python, SQL, Snowflake and Tableau to manipulate data and draw insights from large data set
Proficiency in Excel and PowerPoint
Company
Reach Financial™
Reach Financial is a financial services company helping people outsmart debt for good.
H1B Sponsorship
Reach Financial™ has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (3)
2023 (7)
Funding
Current Stage
Growth StageLeadership Team
Recent News
2025-11-08
2025-07-14
2025-01-14
Company data provided by crunchbase