Senior Associate, Finance

Posted 24 Days Ago
Be an Early Applicant
Atlanta, GA, USA
Hybrid
Senior level
Fintech • Software • Financial Services
The Role
Support consolidated monthly reporting, forecasting, and budgeting across the enterprise. Prepare financial analyses, variance explanations, and executive-level reporting including Board materials. Build and maintain corporate-level metrics, dashboards, and cash flow projections, and conduct ad hoc analysis to support strategic planning and capital allocation.
Summary Generated by Built In

Overview:

Founded in 1988, Trimont (www.trimont.com) is a specialized global commercial real estate loan services provider and partner for lenders and investors seeking the infrastructure and capabilities needed to help them scale their business and make informed, effective decisions related to the deployment, management and administration of commercial real estate secured credit. As the largest master servicer of commercial real estate loans in the United States, Trimont manages securitizations with meticulous oversight and coordination—protecting cash flows, mitigating risk, and ensuring portfolio performance.

We do this with a team of 1100+ extraordinary team members who serve a global client base from offices in Atlanta (headquarters), Bengaluru, Charlotte, Dallas, Hyderabad, Kansas City, London, New York and Sydney. We empower our people with advanced technology, industry-leading knowledge, and a culture centered on our core values. This approach enables our teams to deliver exceptional client service, build lasting relationships and take pride in the high-quality work they perform.

Trimont is an innovative firm where visionary professionals come to learn, grow, and thrive with colleagues driven by curiosity and collaboration.

Learn: We believe ongoing learning is critical and are focused on providing a work environment where all team members can take ownership of their careers.

Grow: We work alongside the largest institutional lenders in the world, overseeing the most significant projects in the industry. This unique opportunity allows us to broaden our skillset and develop our abilities by tackling some of the industry's most challenging and exciting endeavors.

Thrive: Our firm is a place where ethics and excellence meet to create an experience that matches our capabilities. There are no limits to what we as team members and as an organization, can achieve together.

Where people, purpose, and progress come together every day.

Job Summary:

The Senior Associate, Finance will support high level financial planning, analysis, and reporting activities that span the enterprise. This role works closely with the Director, Finance and collaborates with cross functional partners to support consolidated forecasting, corporate level reporting, and strategic financial analysis.

Responsibilities:

  • Support consolidated monthly reporting, forecasting, and budgeting processes across the enterprise.
  • Prepare financial analyses, variance explanations, and consolidated performance summaries for senior leadership.
  • Assist in developing corporate‑level metrics, dashboards, and analytical tools used for strategic planning and enterprise performance management.
  • Build an understanding of company‑wide financial drivers, capital structure considerations, and corporate‑level trends.
  • Support preparation of consolidated income statement, balance sheet, and cash flow projections by gathering inputs from various finance partners.
  • Contribute to enterprise performance review materials by compiling data, identifying trends, and summarizing insights for leadership.
  • Assist in preparing materials for Board reporting and other executive‑level deliverables.
  • Participate in initiatives to improve corporate reporting processes, enhance data integrity, and streamline consolidation workflows.
  • Conduct ad hoc financial analysis to support strategic planning, capital allocation, and corporate decision making.

Required Qualifications:

  • Bachelor's degree in accounting, finance, economics, or other financial related area. 
  • 3-5 years of related work experience to include banking, accounting, auditing and/or financial reporting.
  • Ability to develop effective ongoing partnerships with colleagues and stakeholders.
  • Attention to detail and reporting timeframes.
  • Experience with NetSuite Planning and Budgeting, SmartView or similar management reporting system preferred.
  • Strong Microsoft Office skills, particularly Excel.
  • Specialized, technical skills to include financial analysis, data mining and manipulation, and statistical analysis.
  • Effective communication skills with business leaders at different levels, frequently sharing information with others while listening to and understanding their points of view.
  • Excellent in thinking through and solving problems step by step, often looking for creative solutions to a problem.

Trimont is an equal opportunity employer, and we’re proud to support and celebrate diversity in the workplace. If you have a disability and need an accommodation or assistance with the application process and/or using our website, please contact us. We are proud to maintain a drug-free policy, ensuring that our community is a secure and productive space for all our team members.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Top Skills

Excel
Netsuite Planning And Budgeting
Smartview
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The Company
HQ: Atlanta, GA
913 Employees
Year Founded: 1988

What We Do

Trimont (www.trimont.com) is a specialized global commercial real estate loan services provider and partner for lenders and investors seeking the infrastructure and capabilities needed to help them scale their business and make informed, effective decisions related to the deployment, management and administration of commercial real estate secured credit. Data-driven, collaborative and focused on commercial real estate, Trimont brings a distinctive mix of intelligent loan analysis, responsive communications, and unmatched administrative capabilities to clients seeking cost-effective solutions at scale. Founded in 1988 and headquartered in Atlanta, Trimont’s team of 1100+ employees serves a global client base from offices in Atlanta, Bengaluru, Charlotte, Dallas, Hyderabad, Kansas City, London, New York and Sydney. The firm currently has USD 700B+ in loans under management and serves clients with assets in 72 countries.

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