Quick Summary
borrowing base certificates, loan-level portfolio tapes, servicing reports, and compliance certificates. Deliver every report accurately and on time,
Our platform combines AI agents, automated financial workflows, and integrated financial products that save brands time and money.
Customers have generated billions in sales and include well-known brands such as Cuts, Tushy, Rocco, Sabah, Still Here, Alice Mushrooms, Original Grain, birddogs, and more.
Our team includes alumni of Shopify, Square, Toast, Rippling, and McKinsey.
We’ve raised $42M in equity from Acrew, FirstMark, Mayfield, and Two Sigma Ventures.


Responsibilities
~1 min read- →
2–4 years in capital markets, structured finance, or lender finance, ideally at a specialty lender, fintech, or warehouse lender.
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Direct experience preparing borrowing base certificates, covenant tests, and portfolio tapes for a credit facility.
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Working knowledge of warehouse or asset-based facility mechanics: eligibility, advance rates, concentration limits, and triggers.
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Advanced Excel / Google Sheets skills, including building and maintaining facility models.
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Solid grasp of GAAP financial statements and how lending activity flows through them.
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Exceptional attention to detail; you treat a lender report like a legal document.
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Clear communicator, comfortable working directly with lenders and the CFO.
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Bachelor's degree in Finance, Accounting, Economics, or a related field.
Nice to Have
~1 min readSQL or Python for pulling and reconciling loan-level data.
Experience with revolving credit, receivables, or card products.
Exposure to a facility raise or amendment from term sheet to close.
Familiarity with credit agreements and the ability to translate legal terms into reporting logic.
CPA, CFA (or progress toward), or MBA.
You love working in-person with a high-performing team
You enjoy working in an idea-meritocratic, low-ego environment
You are proactive and self-directed, and you excel in ambiguous, fast moving environments
You care about delivering a polished customer experience
Bonus: You have experience working in fintech, AI or early-stage startups
What We Offer
~1 min readLocation & Eligibility
About this job
- Pay per year
- $1,000 a year
- Who can apply
- United States
- Posted
- 5 days ago
Listing Details
- Posted
- November 10, 2026
- First seen
- November 10, 2026
- Last seen
- November 15, 2026
Posting Health
- Days active
- 4
- Repost count
- 0
- Trust Level
- 45%
- Scored at
- November 15, 2026
Signal breakdown
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