Senior Financial Analyst – Distressed Debt & Portfolio Strategy

Page Mechanical Group, Inc.; Northern (KY); Hybrid; USD 85,000 - 125,000; Full time

Job summary

Page Mechanical Group, Inc. seeks a Senior Financial Analyst to lead complex financial analyses of distressed debt portfolios, loan assets, and private equity structures.

The role emphasizes financial analysis with project management elements to coordinate due diligence workstreams across client engagements. The ideal candidate has 5–10 years in credit analysis and a strong background in underwriting, financial modeling, and portfolio management, including reporting to executives and clients.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
• 5–10 years of experience in credit analysis, commercial banking, special assets/workout groups, distressed debt investing, private equity, asset management, or financial advisory services.
• Strong understanding of commercial and residential lending, credit underwriting, financial statement analysis, loan servicing, distressed debt and non-performing assets, portfolio management, and private equity structures and transactions.
• Advanced Excel and financial modeling skills.
• Exceptional analytical, writing, and presentation skills.

Responsibilities

• Lead the evaluation, acquisition, management, and disposition of distressed debt and non-performing assets; analyze workout strategies, restructuring alternatives, and liquidation scenarios.
• Evaluate bidder capitalization, liquidity, operational infrastructure, historical credit performance, and workout capabilities, borrower financial statements, tax returns, cash flow analyses, and credit reports to assess borrower and guarantor suitability and creditworthiness.
• Assess portfolio performance, collateral adequacy, and recovery potential; perform financial modeling, scenario analysis, and stress testing.
• Conduct financial and operational due diligence on investment opportunities, including private equity ownership structures, capitalization tables, and funding arrangements.
• Review investment memoranda, borrower documentation, and transaction materials; coordinate virtual data room reviews and document management activities.
• Analyze market trends affecting credit quality and asset valuations; recommend strategies to maximize portfolio recovery and returns.
• Prepare detailed financial reports, executive dashboards, and investment recommendations for executive leadership and clients.
• Coordinate due diligence workstreams and transaction timelines.
• Track project milestones, deliverables, and stakeholder action items.
• Facilitate meetings with clients, lenders, investors, and legal teams.
• Maintain status reports and executive communications.
• Support cross-functional initiatives involving finance, operations, compliance, and technology.
• Note: The client for this engagement is a federal agency; work must comply with applicable federal contracting, reporting, and data-handling requirements, and deliverables should follow the agency's required formats and review cadence.

Skills

Credit analysis

Advanced Excel

Financial modeling

Analytical writing

Presentation skills

Education

Bachelor's degree in Finance/Accounting/Economics/Business

Tools

SharePoint

Virtual data rooms

Transaction management platforms

Job description

Page Mechanical Group, Inc. seeks a Senior Financial Analyst to lead complex financial analyses of distressed debt portfolios, loan assets, and private equity structures.

The role emphasizes financial analysis with project management elements to coordinate due diligence workstreams across client engagements. The ideal candidate has 5–10 years in credit analysis and a strong background in underwriting, financial modeling, and portfolio management, including reporting to executives and clients.