Financial Analyst - Onsite (US Citizens)

Swingtech

Washington (District of Columbia)

On-site

USD 70,000 - 100,000

Full time

48 hours ago

Be an early applicant

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

PTO 15 days

Holidays 11

Medical Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Life Insurance

AD&D Insurance

Referral Bonus

Training Budget

401k Plan

Annual Bonus

EAP Program

Job summary

Swingtech is seeking a Financial Analyst to perform financial, credit, statistical, and portfolio-risk analyses supporting SBA oversight of participating 7(a) lenders. The analyst will evaluate lender performance, delegated-authority eligibility, and regulatory developments to develop accurate workpapers, reports, and recommendations.

The role requires strong analytical skills, advanced Excel, and ability to communicate findings to internal and external stakeholders.

Qualifications

Bachelor’s degree in finance, accounting, economics, business administration, or related field.
1–2 years of specialized financial, credit, portfolio, banking, regulatory, or government experience.
3+ years of progressive financial-risk or lender-oversight experience for senior roles.
Experience evaluating financial condition, creditworthiness, repayment capacity, or regulatory compliance.
Experience preparing analytical workpapers, reports, memoranda, and briefing materials.
Advanced Excel and data-analysis skills.

Responsibilities

Analyze SBA lender performance and risk.
Support delegated-authority renewals and related actions.
Plan and conduct Desktop Reviews and related risk assessments.
Evaluate lender eligibility and continued delegated authority.
Develop analytical workpapers, reports, charts, and briefings.

Skills

Advanced Excel

Data analysis

Financial analysis

Credit risk

Lender oversight

Education

Bachelor's degree in finance

Tools

SBA Lender Portal

SBA OCRM

Job description

About Swingtech

Swingtech delivers innovative Information Technology and Professional Support services to a diverse range of clients across the federal and intelligence communities. With over 15 years of trusted experience as a systems integrator, we apply agile methodologies and deep industry insight to help our customers achieve greater efficiency, compliance, and cost savings. At Swingtech, we’re committed to excellence and long-term success for our clients and our team.

Position Summary

The Financial Analyst will perform financial, credit, statistical, and portfolio-risk analyses supporting SBA’s oversight of participating 7(a) lenders. The analyst will evaluate lender performance, delegated-authority eligibility, financial condition, regulatory developments, and emerging risks and will develop technically accurate workpapers, reports, and recommendations.

Key Responsibilities

Perform financial and statistical analyses of SBA lender performance.
Support delegated-authority renewals, nominations, add-ons, and re-delegations.
Plan, coordinate, and conduct Desktop Reviews and related risk assessments.
Evaluate lender eligibility and continuing qualification for delegated authority.
Develop analytical workpapers, reports, memoranda, charts, and briefings.
Identify operational weaknesses and recommend policy, procedure, control, or risk-mitigation improvements.
Evaluate 7(a) lender portfolios and emerging risks to SBA’s loan portfolio.
Monitor lender renewals, review results, corrective actions, and required follow-up.
Assess public enforcement actions and supervisory findings issued by federal and state regulators.
Review mergers and acquisitions for potential SBA guaranty-transfer implications.
Review the work of other contractor personnel for quality, completeness, accuracy, and regulatory compliance.
Coordinate monthly, quarterly, and annual analytical deliverables with the On-Site Supervisor.
Provide technical guidance to internal and external stakeholders on lender-risk, policy, and procedural matters.
Protect confidential lender, borrower, and Government information.

Minimum Qualifications

Bachelor’s degree in finance, accounting, economics, business administration, or a closely related field.
For a developing Financial Analyst: approximately one to two years of specialized financial, credit, portfolio, banking, regulatory, Government, or financial-services experience.
For a senior Financial Analyst: three or more years of progressively responsible experience conducting complex financial-risk, credit, portfolio, or lender-oversight analysis.
Experience evaluating financial condition, creditworthiness, repayment capacity, portfolio performance, or regulatory compliance.
Experience preparing analytical workpapers, reports, memoranda, and briefing materials.
Strong knowledge of financial-statement analysis, credit risk, commercial lending, and portfolio-risk principles.
Advanced Excel and data-analysis skills.
Strong written and verbal communication skills.
Ability to work independently on complex assignments with minimal supervision.

Preferred Qualifications

Master’s degree in finance, economics, accounting, business administration, or a related discipline.
CFA, FRM, CPA, or comparable professional certification.
Experience with the SBA 7(a) or 504 Loan Programs.
Experience with Government-guaranteed lending or delegated-lender programs.
Experience with SBA OCRM, delegated authority, Desktop Reviews, CAFS, or the SBA Lender Portal.
Experience reviewing commercial or small-business loan portfolios.
Knowledge of regulatory capital, liquidity, asset quality, loan-loss reserves, nonaccruals, charge-offs, and risk-rating systems.

Summary of Benefits