Join our Team

Financial Analyst

LOCATION: Reston, VA

FUNCTIONAL REPORTING: VP of Finance & Accounting

Blue Bridge Financial is a specialty finance company and provider of commercial financing solutions for small business borrowers as well as manufacturers, vendors and distributors of commercial equipment and inventory. We offer personalized funding solutions and quick credit approvals to small businesses nationwide, across a broad array of industries. We have an exciting opportunity for a Financial Analyst in our corporate office located in Reston, VA. The ideal candidate will have strong organizational skills, be detail oriented and have the desire to work in an exciting and fast paced environment.

DUTIES AND RESPONSIBILITIES:

• Develop and improve internal reporting to highlight trends and opportunities
• Utilize financial statements and portfolio metrics to forecast future expectations to make recommendations for current decisions
• Maintain and review financial models, perform sensitivity analysis, and communicate results to management for efficient decision making
• Analyze current business processes for efficiency and accuracy to make recommendations on ways to improve processes
• Work closely with the VP of Finance to perform ad hoc analysis to assess potential impacts on monthly, quarterly, and annual financial performance
• Interact with personnel and management at all levels internally and externally

QUALIFICATIONS/SKILLS/EDUCATION/EXPERIENCE: 

• Bachelor’s Degree in Finance, Accounting, Business, or experience equivalent

• Ability to multi-task to meet tight deadlines
• Strong analytical skills to support various reporting and quick turn around time on ad hoc analysis for management
• Highly attentive to detail and well-organized
• Able to research and evaluate data to make informed decisions and solve problems
• Exceptional verbal and written communication skills combined with experience collaborating with various internal and external stakeholders
• Proficient in Outlook and Microsoft Office products, specifically Excel

Location: Irvine, CA 

Functional Reporting: Director | West Coast Strategy 

FLSA Status: Exempt, Full-Time 

Description: 

Blue Bridge Financial is a specialty finance company that has an exciting opportunity for a Direct Origination Sales Associate in our rapidly growing Direct Lending Division in Irvine, CA. At Blue Bridge Financial, we offer personalized funding solutions for small businesses nationwide, across a broad array of industries. The Sales Representative is responsible for identifying leads, maintaining strategic partnerships with vendors, and general relationship management intended to drive origination. This position is part of a new, expanding avenue of business with hands on training and a great opportunity for growth.   

Duties & Responsibilities: 

• Attending and participating in industry specific trade shows, conferences, association sponsored events, including:
• Pre-event outreach / marketing efforts (Outbound calling)
• Participating in meetings with management to develop dialogue with vendor partners
• Capturing potential customers with real time (in person) loan offers
• Post-event follow up
• Ushering deals through our credit decisioning and documentation process, while communicating with vendor and customer to agree on loan terms and gather necessary information
• Identifying potential direct origination leads and carrying out cold calling campaign
• Ultimate freedom to pursue industries of interest and contribute to the overall origination plan

Qualifications/Skills/ Education/Experience: 

• 1 year sales experience preferred 
• Strong computer skills, CRM sales software experience a plus
• Highly motivated and target driven individual
• Excellent selling, communication, and negotiation skills
• Lending experience is a plus, but not necessary
• Bachelor’s degree preferred

Benefits: 

• Commission plan 
• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

This job description is subject to change and may be amended based on management need and business demands. 

Location:                                Reston, VA

Functional Reporting:          Director of Loss Mitigation Management

FLSA Status:                         Exempt, Full-Time

Blue Bridge Financial, a rapidly growing specialty finance company, has an opportunity to join our Loss Mitigation team in our Reston, VA office. At Blue Bridge Financial, we are a unique collection of diverse people with a common goal to facilitate business growth through providing financing solutions to small business Owner/Operators. We offer personalized funding solutions and quick credit approvals to small businesses nationwide, across a broad array of industries.

In this entry level role, extreme accuracy is required, attention to detail, and the ability to multi-task while managing and preparing numerous functions. Strong relationship, analytical and organizational experience is essential for success. Strong interpersonal skills, both written and verbal, are required for internal and external communication, to effectively perform this role.

Duties and Responsibilities:

• Daily account management (Early Stage, Mid-Stage and Late-Stage Collections)
• Critical decision making and strong account analytical skills.
• Strong understanding of repossession and remarketing.
• Learning and adapting to equipment resale markets and collateral evaluation.

• Strong attention to detail and ability to meet deadlines and deal tactfully with customers.
• Review concerns and extraordinary exceptions in a timely manner and brings them to the attention of management.

• Review and analyze daily aging reports, evaluate status of accounts.
• Background in legal collections, litigation, judgements and bankruptcy.
• Maintain the confidentiality of all customer or potential customer information in accordance with internal policies and procedures and federal rules and regulations.
• Review loan portfolio performance daily, with required monthly, quarterly, and annual reporting.

Knowledge/Skills/Abilities/Education:

• Must possess excellent verbal and telephone skills.

• Possess excellent negotiation, interpersonal, organizational, and analytical skills.
• Self-motivated with a strong sense of urgency, detail-conscious, and the ability to ensure quality of work completed.

• Bachelor’s Degree from accredited college or experience equivalent.
• Experience in data management and reporting.
• Strong knowledge of Microsoft Office products including Excel, Word and Power Point.
• Desired experience in Commercial Collections

This job description is subject to change and may be amended based on management need and business demands.