Financial Operations Associate/Sr. Associate — Growth & Impact

Sunlight Financial LLC; Charlotte (NC); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health coverage

PTO

Parental leave

Volunteer time off

Voting leave

401(k) with company match

Job summary

Sunlight Financial in Charlotte, NC is seeking a Financial Operations Associate/Sr. Associate to manage daily transactional workflows for loan funding and partner coordination.

You will oversee disbursements, payments, and funding requests across lenders, and compile loan pools for sale to purchasers. The role offers exposure to cross-functional teams, with opportunities to drive process automation and lead operational initiatives.

Qualifications

• BA/BS degree in finance, accounting, economics, engineering, mathematics or similar.
• Extremely detail oriented and able to multi-task in a fast-paced environment.
• Understanding of fundamental finance and accounting concepts.
• 2–4 years of experience for Associate; 4–7 years for Sr. Associate in banking, corporate treasury, accounting, or financial operations.
• Exceptional financial data analysis with strong Microsoft Excel skills.
• Ability to work independently and as part of a team.
• Demonstrable problem-solving and analytical skills with integrity and judgment; ability to communicate effectively with senior management team.
• Salesforce experience and reporting.

Responsibilities

• Own the day-to-day execution of transactional workflows tied to loan funding, including disbursements, payments, and funding requests across various lenders
• Compile and administer loan pools for sale to direct and indirect loan purchasers
• Coordinate seamlessly across teams — accounting, business development, capital markets, commercial risk, credit, legal and compliance — to keep operations running smoothly
• Plan, implement and administer various company initiatives including strategic partner platforms, rebate and referral programs and more.
• Partner with sales, relationship managers, and channel partners to troubleshoot and resolve operational issues
• Drive automation and process efficiency
• Contribute to cross-functional groups on various initiatives, reporting and ad hoc matters

Skills

Detail-oriented

Financial data analysis

Salesforce experience

SQL experience

Independent and team collaboration

Education

BA/BS in finance, accounting, economics, engineering, mathematics or similar

Tools

Excel

Job description

Sunlight Financial in Charlotte, NC is seeking a Financial Operations Associate/Sr. Associate to manage daily transactional workflows for loan funding and partner coordination.

You will oversee disbursements, payments, and funding requests across lenders, and compile loan pools for sale to purchasers. The role offers exposure to cross-functional teams, with opportunities to drive process automation and lead operational initiatives.