Financial/Collateral Analyst

Job Title: Financial/Collateral Analyst

Location: Plano, TX (Hybrid: 3 days onsite including Wednesday, 8am-5pm) or Charlotte, NC (NC1-026-06-01; 900 W Trade St, Charlotte NC 28255) (Hybrid: 3 days onsite including Wednesday, 8am-5pm)

Duration: Contract - 12 months

Pay Range: $0/hr $47.77/hr (W2) in Plano, TX; up to $45.53/hr (W2) in Charlotte, NC

Job ID: 408332

About BCforward

BCforward is a leading global IT consulting and workforce solutions firm providing services and support to Fortune 500 and government clients. Founded in 1998, BCforward has grown with our customers needs into a full-service business solutions provider. With delivery centers and offices across North America and India, we take pride in building long-term relationships and delivering excellence through innovation, collaboration, and integrity.

Job Description

We are seeking a Business Analyst (Level I) - Collateral Analyst to join our dynamic team. The ideal candidate will have strong experience in financial analysis, Excel, and loan documentation review and a proven ability to analyze accounts receivable and inventory collateral to support asset-based lending portfolios.

Responsibilities:

• Perform accounts receivable and inventory analysis to support asset-based lending portfolios.
• Determine eligible client collateral in accordance with the Credit Agreement.
• Review and interpret client trends across AR, AP, and inventory collateral levels.
• Identify and escalate potential risk items in client loan support documentation.
• Communicate analysis and findings to business partners and clients.
• Extract, format, and upload client report data across multiple lending lines of business.
• Review client file submissions for completeness and assess file formats against predetermined requirements.
• Coordinate receipt of missing or incomplete documentation with internal servicing partners.
• Collaborate with internal servicing partners to ensure correct data extraction.
• Create and update formulas within data extraction tools used to upload client files to the analytical application.

Required Skills & Qualifications:

• Advanced Excel proficiency, including data formatting and formula creation.
• Experience with loan documentation review.
• Strong analytical and problem-solving skills with attention to detail.
• Effective communication skills to present findings to stakeholders and clients.

Preferred Skills:

• Strong mathematical aptitude and accounting knowledge.
• Prior financial analysis experience in technology-enabled environments.

Interview Process & Start Date:

• Three interviews: two video and one in-person. Manager may send all invites at once.
• Target start date is immediate. Location must be visible on resume.

Why BCforward?

At BCforward, we believe in advancing lives and careers. When you join our team, you gain access to:

• Competitive compensation and benefits.
• Opportunities for growth with global clients.
• A supportive, inclusive culture that values innovation and people.
• Exposure to cutting-edge technologies and projects.

About Our Commitment

BCforward is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, or veteran status.

Interested? Apply Now!

If this sounds like the right opportunity for you, please apply with your most recent resume.