Transaction Services - Lender Services Senior Associate

Posted 12 Days Ago
Be an Early Applicant
10 Locations
In-Office
87K-131K Annually
Mid level
Fintech • Consulting
The Role
This role involves analyzing financial records for asset-based loans, conducting field examinations, executing audit procedures, and preparing detailed reports on findings.
Summary Generated by Built In

With experience gained from thousands of transactions, our teams provide insightful analysis, thorough plans, and impactful execution before and after the deal closes. Riveron delivers solutions throughout the transaction lifecycle, allowing us to partner at a much deeper level to maximize long-term value.

A comprehensive understanding of the financial data and operational issues underlying M&A is critical to a successful outcome. Riveron enables executives to make informed decisions by identifying risks and opportunities unique to each transaction.

Riveron’s full spectrum of M&A capabilities includes Buy-side Due Diligence, Sell-Side Due Diligence, Operational Due Diligence, Transaction Tax, Lender Services, Integration Services, Opening Balance Sheet & Financial Reporting, and Distressed Transaction Services. 

Who You Are:

  • Bachelor’s degree in public accounting, auditing, finance or related field (Master in accounting or business-related field is preferred)

  • 4+ years of accounting, asset-based lending, loan collateral, auditing, field examination, or financial consulting

  • CPA, CTP, or CFE certifications are preferred

  • Proficiencies in data mining and computer databases

  • Mastery of Microsoft Office Products; advanced Excel skills

  • Ability to meet tight deadlines, under pressure

  • Attention to detail and ability to analyze and solve problems

  • Advanced knowledge of factoring and asset-based lending, accounting, statistical analysis, audit procedures, collateral, loans, and credit quality

  • Entrepreneurial spirit and a solution-oriented mindset

  • Ability to work in ever-changing, dynamic environments

  • Ability to craft and deliver verbal, written, and oral messages and make recommendations to a variety of audiences, including client leadership and internal teams

  • Desire to get involved in the Riveron culture and internal initiatives, including community service, training, interviewing, intramurals and other social/networking activities 

What You'll Do:

  • Provide field examinations for asset-based loans

  • Analyze a borrower’s accounts receivable, inventory, accounts payable, cash, and financial records

  • Execute audit procedures and identify issues in accordance with GAAP, bank credit policy, and legal guidelines

  • Document audit trails

  • Prepare a written report to detail the key findings of the field examination and recommendations for improvements

  • Complete borrowing base calculations and determine if loans are adequately collateralized

  • Verify the quality and accuracy of a borrower's financial and collateral reports submitted to the bank

About Riveron:

At Riveron, we partner with clients—from global multinationals to high-growth private entities—to solve complex finance challenges, guided by our DELTA values: Drive, Excellence, Leadership, Teamwork, and Accountability. Our entrepreneurial culture thrives on collaboration, diverse perspectives, and delivering exceptional outcomes. We are committed to fostering growth, both for our clients and our people, through mentorship, integrity, and a client-centric approach. This inclusive environment offers flexibility, progressive benefits, and meaningful opportunities for impactful work that supports well-being in and out of the office.

Check us out on social media:

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Riveron Consulting is an Equal Opportunity Employer and believes that we are stronger together through our diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

Fraud Alert

Please beware of fraudulent schemes or impersonations when going through the job application process. A Riveron employee will never recruit via text or extend unsolicited employment offers. Additionally, a Riveron employee will never ask you to exchange money or purchase anything as part of the recruiting process.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Top Skills

Excel
Microsoft Office Products
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The Company
HQ: Dallas, TX
611 Employees
Year Founded: 2006

What We Do

Riveron is a business advisory firm specializing in accounting, finance, technology, and operations. We partner with our clients to elevate performance and expand possibilities across the transaction and business lifecycle. Our thoughtfully integrated, multi-disciplinary teams bring deep functional expertise, first-hand industry knowledge, and experience-based creativity and perspective to generate tailored solutions to address any challenge. Founded in 2006, Riveron is headquartered in Dallas, Texas and has offices across the country.

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