Finance & Operations Executive Admin

Fundomate; Salt Lake City (UT); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive compensation package

Core benefits including medical, dental, and vision

Flexible work environment

Flexible time off

Job summary

A fintech company in Salt Lake City is looking for a Senior Underwriter to make credit decisions and conduct financial analyses. This role requires strong risk assessment skills and experience in underwriting. Candidates should be organized, able to manage priorities, and thrive in dynamic environments. The position is full-time, primarily remote with occasional office visits. The company offers competitive compensation, a bonus plan, and benefits including medical, dental, and vision.

Qualifications

• 5+ years of experience supporting senior executives or leadership teams.
• Proven ability to work in a high-change, fast-paced environment.
• Strong multitasking skills and the ability to manage various responsibilities.

Responsibilities

• Lead critical credit decisions and financial analysis.
• Coordinate meetings and manage complex calendars for senior leadership.
• Create high-quality documents and presentations.

Skills

Risk assessment

Financial analysis

Project management

Calendar management

Microsoft 365 proficiency

Interpersonal skills

Attention to detail

Education

5+ years supporting senior executives

Tools

Microsoft Excel

PowerPoint

Canva

ChatGPT

Job description

Join our team as a Senior Underwriter, where you’ll lead critical credit decisions, conduct in-depth financial analysis of merchants and structure funding offers in a fast-paced fintech environment. With opportunities based in Utah or Virginia, this role is perfect for someone with strong risk assessment skills, experience in merchant cash advance underwriting, and the drive to shape credit strategy.

Utah

Finance

Join our team as a Finance & Operations Executive Administrator, where you’ll support key functions across finance, operations, legal, and executive administration while helping keep a fast-growing organization running smoothly. Based in Utah, this role is ideal for someone who thrives in a high-change environment, is highly organized, able to manage shifting priorities, and enjoys taking ownership across a wide range of operational and administrative responsibilities.

Fundomate Technologies, Inc. is a technology fueled business funder based in Los Angeles, California and Salt Lake City, UT. Our mission is to disrupt the small business financing space by integrating payments and working capital while providing proprietary embedded financial software to our partners. We were named one of Inc. 500’s fastest growing private companies and are looking for an experienced Merchant Cash Advance Sr. Underwriter to join our Merchant Cash Advance Underwriting Team.

This role will report to the Director of Finance.

Key Responsibilities:

• Act as a highly confidential and reliable administrative partner, serving as a communication gatekeeper to help facilitate communication, escalate issues when needed, and support team execution
• Coordinate and manage high-priority recurring and ad hoc meetings for senior leadership, including the CEO, CTO, and other department heads
• Proactively schedule recurring forecast, budget, and operational meetings several quarters in advance
• Manage complex calendars and stay ahead of organizational changes, updating meetings and communications as leadership and team structures evolve
• Maintain and own the corporate organizational chart across both employee and entity levels
• Oversee state registration processes for all entities and track annual filing deadlines to support compliance
• Enter and maintain basic data used for internal reporting on a periodic basis
• Prepare high-quality Excel spreadsheets, PowerPoint presentations, reports, and other business documents
• Serve as a subject matter resource for Outlook and help the team use Microsoft tools effectively and efficiently
• Interface professionally and confidently with team members, clients, vendors, and internal support groups
• Organize and distribute incoming physical mail to the appropriate departments, including HR and Finance
• Manage weekly maintenance of the finance portal, ensuring merchant offer statuses are updated accurately following payoff activity
• Support data cleanup and system maintenance to ensure accurate financial and operational reporting
• Create ad hoc ACH schedules for makeup payments
• Assist the finance team with 1099 reporting, including data collection, validation, and preparation
• Record incoming payments, including wire transfers, Priority Payments, and lockbox activity
• Update merchant offer statuses in the finance portal by marking non-sufficient funds (NSF) transactions as paid and cross-checking internal reports for accuracy
• Process expense reports
• Support internal culture and employee engagement efforts, including team events, all-hands meetings, and recognition initiatives
• Oversee UCC filings and no-interest letters
• Support credit agency reporting, including DATA MERCH reporting
• Provide broad operational and administrative support in a role that may shift as business needs evolve

Qualifications:

• Minimum of 5 years of experience supporting senior executives or leadership teams
• Proven ability to work effectively in a high-change, fast-paced environment with shifting priorities
• Strong multitasking skills and the ability to manage a broad range of responsibilities across administrative, operational, and finance-related work
• High level of organization, attention to detail, and follow-through
• Strong judgment and ability to handle sensitive and confidential information
• Experience supporting calendar management, meeting coordination, event preparation, and travel logistics for senior leaders
• Exposure to business operations and corporate compliance processes, including Secretary of State registrations and related filings
• Basic understanding of finance operations and the merchant cash advance (MCA) space, with the ability to support related team requests
• Strong project management and coordination skills
• Advanced proficiency in Microsoft 365, especially Outlook, Excel, and PowerPoint
• Experience using AI tools such as ChatGPT
• Experience using Canva for presentations and visual materials
• Ability to collaborate effectively across leadership and cross-functional teams
• Experience working closely with or serving as backup support for other executive assistants is a plus
• Strongly preferred: prior administrative experience at a small to mid-sized finance company
• Competitive compensation package and bonus plan
• Core benefits including medical, dental, and vision
• Flexible work environment with the ability to work remotely, in a hybrid format, or in-office depending on business needs
• Flexible time off

Job Type:

Full-time, primarily remote with occasional in-office visits as needed; preference for candidates based in Utah.

Schedule:

Monday to Friday

Position suits you?

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