Description

Swivel Group, headquartered in Australia is best known for building and implementing custom solutions for businesses to enable them to innovate, scale and compete at a global standard. We've been around since 2019, with a team growing beyond 160+ employees that help us challenge and innovate for our partners across the software, digital, and finance landscapes.

Swivel Group is also in partnership with FinTech Global Solutions (Google Partner) which has been highly successful in providing offshore operations on a global scale with clients ranging from start-up to enterprise level. Swivel Group has access to an untapped marketplace of talent in Sri Lanka with proven processes coupled with effective and stable operations to support them.

Our Brands: SwivelTech, SwivelFinance, SwivelTalent, and SwivelFoundation.

Role Purpose:

The Junior Finance Analyst will join our dynamic Financial Analyst and Treasury team, providing essential support to Senior Finance Analysts. This multifaceted role requires proficiency in Excel-based modeling, strong interpersonal skills, and real estate experience. The Junior Finance Analyst will assist in the management of relationships with investors across a diverse range of entities.

Key Responsibilities:

Cash Flow Model Maintenance:

• Update and Maintain Models: Regularly update and maintain various cash flow models to ensure they provide accurate and reliable data for reporting on multiple existing funding lines.
• Support Reporting: Use these models to aid in the generation of detailed and precise financial reports that help monitor cash flows and ensure alignment with the company's financial plans and forecasts.

Ad-Hoc Cash Flow Analysis:

• Scenario Analysis: Assist senior analysts in conducting ad-hoc cash flow scenario analyses to explore and compare potential future funding options and financial structures.
• Data Preparation and Negotiation Support: Gather and analyse financial data to support the preparation of reports and presentations used in the negotiation of termsheets with various funding providers.

Corporate Investor Relationship Management:

• Investor Onboarding and Partnership Management: Aid in managing relationships with corporate investors from their initial onboarding through to the maintenance of ongoing partnerships.
• Financial Modeling and Data Analysis: Contribute to the design and development of financial models that incorporate thorough data analysis, supporting investor relations and helping to communicate financial performance effectively.

Interest Collection and Loan Redemption:

• Timely Interest Collection: Ensure the timely collection of interest payments from loans, maintaining a systematic approach to this process.
• Loan Redemption Compliance: Adhere strictly to processes for loan redemptions, while continuously improving cash flow forecasting and long-term planning models to address both internal and external stakeholder requirements.

Compliance and Financial Reporting:

• Efficient Reporting Execution: Assist in the execution of finance reporting tasks within the compliance department, ensuring they are carried out efficiently and effectively.
• Audit Compliance: Make sure that all financial reports and related files are audit-compliant, meeting the necessary regulatory standards and maintaining high levels of accuracy and integrity.

Role Requirements:

Corporate Investors:

• Cost Analysis and SPV Structures: Assist in creating cost analysis models for individual Corporate Investors and setting up corporate SPV structures.
• Term Sheets and Negotiation: Help produce and negotiate term sheets with Corporate Investors.
• Due Diligence: Support due diligence processes and manage legal paperwork, including underwriting and concentration criteria with Institutional Investors.
• Utilisation and Reporting: Maintain utilisation sheets and ensure monthly reporting to Institutional Investors, including redemption calculations and compliance with covenants.
• Loan Management: Assist in loan allocation across funding lines, manage monthly payments, and prepare P&L records for accounting.
• Facility Execution: Aid in finalising execution and documentation of facilities with Investors, and ensure timely reporting to Corporate Investors on a monthly, quarterly, and yearly basis.

Compliance:

• Audit File Review: Support the review and approval of audit files and compliance lists, ensuring all COTs are signed off before payments.
• Data Accuracy and Maintenance: Partner with the finance team to ensure accurate data is used for budgeting and planning, and maintain compliance of audit files and financial deal sheets.
• Redemption Analysis: Help review and analyse redemption statements for compliance and accuracy.

Other Responsibilities:

• GDPR and CRM: Assist in managing GDPR compliance and liaise with management on redemption and credit control of bridging loans.
• Financial Modeling and Forecasting: Contribute to the logic review and development of financial models for forecasting revenue streams, and document these processes.
• Reporting and Strategic Planning: Help develop reports for quarterly and annual performance analysis, and support strategic planning through rolling forecasts.
• Ad-Hoc Analysis: Perform ad-hoc financial analyses as directed by Head of Financial Analyst & Treasury.
• Reporting Reconciliation: Partnering with both the loan administrator and senior financial analyst reconcile all workbooks on a weekly basis ensuring all loan documentation is accurately detailed throughout all workbooks.

Engagement

• Full -time, Contract

Work model

• Hybrid

What We Can Offer You:

· A dynamic and supportive working environment

· Full medical benefits

· Training & Development

· Flexible and hybrid working arrangements

· Attractive remuneration

Work Culture

Swivel promotes a culture of positivity, openness, growth, collaboration, and fairness within our work environment. Individual development matters to us. We put in a sincere effort to help our team grow on professional and personal levels.

Swivel Values

Trust: A confident relationship in our staff, that would adhere to transparency and honesty in our dealings.

Innovation: Initiative, collaboration, challenging the industry and continuously evolving.

Premium: Going above and beyond and treating your workplace as your own business.

Respect: Everyone matters and so do their ideas!

Team: Be supportive, welcoming, community, family-oriented and as strong as our weakest.

Our Channels

Website - https://swiveltech.io

Instagram - https://www.instagram.com/swivel.group/

Facebook - https://www.facebook.com/swivelgroupau

LinkedIn - https://www.linkedin.com/company/swivelgroupau/