FP&A Associate/ AVP - Jefferies Finance (JFIN)

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Jefferies
  • 22 Apr 19

FP&A Associate/ AVP - Jefferies Finance (JFIN)

About Jefferies Finance LLC

  • Jefferies Finance LLC is a leading commercial finance company that structures, underwrites and syndicates primarily senior secured loans to corporate borrowers.
  • Since our inception in 2004, we have served as lead arranger of over 950 transactions representing over $ 195 billion in arranged volume.
  • Operations are conducted primarily through two business lines, Underwriting & Arrangement and Portfolio & Asset Management generating combined gross fee and interest income of $1BN+.
  • The Underwriting & Arrangement business line arranges and underwrites a variety of debt products consisting of senior secured term loans, revolving credit facilities, bridge backstop commitments, asset-based loans and other leveraged loan products.
  • Engage in a diverse and broad range of financings including leveraged buyouts, acquisitions, dividend recapitalizations, refinancings and special situations.
  • Participate in transactions typically ranging from $150 million to $1 billion for borrowers generating between $40 million and $200 million of annual EBITDA.
  • Exclusive relationship with Jefferies Group LLC ("Jefferies"), allowing us to arrange all loans originated by Jefferies' leading franchise investment bank.
  • Substantially all arranged volume is syndicated to third party investors, while selectively holding a small portion of this arranged volume in our loan portfolio.
  • Portfolio & Asset Management business line manages a broad portfolio comprised of portions of loans we have arranged and selectively chosen to hold, as well as loan positions that we have purchased in the primary and secondary markets
  • Assets Under Management of $5.3 billion as of 11/30/18 , diversified across a wide array of industries and consisting of an attractive mix of broadly syndicated loans.
Primary Responsibilities:
This role will provide operational and financial management support to all business lines and be responsible for the preparation all management and investor reporting. Responsibilities include but are not limited to:
  • Daily commitment and treasury reporting
  • Preparation of quarterly Board meeting presentations
  • Prepare quarterly investor presentations
  • Risk reporting
  • Track key portfolio statistics and responsible for related reporting
  • Firm-wide profitability reporting
  • Prepare annual budget and monthly forecasts which require an understanding of key business drivers
  • Assist in analyzing monthly/quarterly results; monitoring variances; identifying trends; recommending actions to management
  • Address various ad-hoc requests from all business lines
  • Overall ability to quickly synthesize data and communicate results in well-designed slides

Required Background:
  • Bachelor's or Advanced Degree in Finance or Accounting
  • 2-4 years of working with financial reporting and analysis
Desired Experience/Skills:

  • Strong work ethic
  • Outstanding communication skills (written and verbal)
  • Ability to work independently and assume responsibility for project deliverables
  • Expert in PowerPoint to prepare presentations for senior management
  • Advanced Microsoft Excel (Macros, Pivot Tables, Lookups, etc.) and complex spreadsheets as well as familiarity with Microsoft Access
  • Financial modeling experience for financial forecasting and "what-if" scenarios
  • Excellent problem solving skills to help solve organizational, operational and financial matters typical of a growth company
  • Technology orientated with a working knowledge of database structures and multi-dimensional financial reporting/accounting tools (Infor General Ledger)