Senior Treasury Analyst, Capital Markets Reporting

Attain Finance•Greenville, SC

21h•$90,000 - $125,000•Onsite

About The Position

Attain Finance is seeking a Senior Treasury Analyst to support Capital Markets activities with a primary focus on lender reporting, collateral analysis, borrowing base preparation, compliance monitoring, and recurring reporting. This role will ensure timely, accurate, and well-controlled reporting to lenders and external stakeholders, while also supporting process automation, data validation, and cross-functional coordination across Treasury, Accounting, Operations, Legal, and IT/Data teams. This position is based in our Greenville, SC office.

Requirements

Bachelor’s degree in finance, Accounting or other related field from an accredited college or university
4+ years of prior experience in Treasury, Capital Markets, or similar role
Strong Excel modeling and data validation skills
Excellent communication skills with acute attention to detail
Strong analytical skills, with ability to problem solve
Demonstrated ability to work under recurring deadline pressure with a high degree of accuracy
Comfort working with large datasets and translating data into lender-ready and management-ready reporting

Nice To Haves

Experience working with loan-level data, SQL, Snowflake, Power BI, or similar data tools
Experience with structured finance, warehouse facilities, securitizations, lender reporting, borrowing base certificates, or trust/servicer reporting
Ability to interpret credit agreements, indentures, servicing agreements, reporting requirements, and covenant definitions

Responsibilities

Prepare, validate, and distribute lender reporting packages including borrowing base reports, collateral stratifications, covenant reporting, funding requests, and monthly servicer reports
Maintain a detailed reporting calendar for all lender, trustee, servicer, backup servicer, and verification-agent deliverables to ensure timely submission and internal review
Monitor eligibility criteria, concentration limits, excess spread, advance rates, reserve requirements, triggers, and other facility-specific reporting requirements
Own or support data extraction, transformation, and validation processes used in lender reporting, with particular attention to report accuracy, version control, documentation, and auditability
Reconcile loan-level collateral data to servicing, general ledger, trust, borrowing base, and lender reporting records, and resolve discrepancies before external distribution
Interpret and apply credit agreement, servicing agreement, trust, covenant, eligibility, concentration, and reporting definitions to recurring lender deliverables
Respond to lender, trustee, collateral agent, verification agent, and backup servicer questions related to reported data, collateral performance, covenant compliance, and reporting methodology
Maintain process documentation, report templates, data dictionaries, and control checklists for LendDirect Trust reporting to support continuity and cross-training
Identify opportunities to automate manual reporting processes, improve data controls, reduce key-person dependency, and strengthen reporting governance
Maintain evidence of review, approvals, reconciliations, and controls supporting lender reporting and covenant compliance
Manage and enhance financial models focused on asset selection and predictive analytics ensuring compliance with Credit Agreements
Assist in managing lender audits
Continual enhancement of controls while monitoring processes and procedures to ensure compliance
Coordinate and prepare necessary material for investor presentations, management reporting, and other necessary reporting requests
Perform ad-hoc analyses, provide decision support, and perform other duties as assigned
Develop and maintain strong communication with cross-functional departments