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financial analysis google sheets tableau kyc merchant underwriting📋 Description
- Verify merchant applications; collect missing data; underwrite new apps; re-evaluate accounts.
- Ensure adherence to policies and regulations.
- Read and interpret commercial credit reports to assess merchant risk.
- Analyze financial statements: balance sheets, income statements, cash flow.
- Propose process improvements, including AI-driven strategies.
- Use Google Sheets and Tableau for analysis.
🎯 Requirements
- 4+ years of business or merchant underwriting experience
- 2+ years in payments or financial services
- Ability to analyze financial information and identify trends
- Team player with high integrity
- Thrive in a changing and fast-paced environment
- Proficiency with Google Sheets, Tableau
🎁 Benefits
- 100% paid medical, dental and vision insurance
- Flexible PTO
- 401(k) with company match
- Paid parental leave
- Health and wellness initiatives
- Opportunities for professional growth and development
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