Chatham Financial is a global risk management advisory services and technology solutions firm serving clients in the areas of interest rate, foreign currency, commodity hedging, hedge accounting, regulatory compliance and debt and derivatives valuations. As a purpose driven organization, we are committed to making a positive influence on our clients, our associates, our communities and the capital markets at large.
Founded in 1991, Chatham is a market leader serving more than 1,200 clients annually, through a global team of risk management advisors, CPAs, analysts and technology and software developers, from our offices in the U.S., Europe and Asia.
Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity and hard work. We always strive to do what is right, just, and fair, even when no one is looking. We would rather be governed by principles than rules. We believe leadership should be gained through influence and personal character, not by title. As a result, we have a non-hierarchical, team-oriented organization.
Our interview and employment process is designed to attract people who can subscribe to, and constantly embody, the core values that we represent. Every member of our team must be completely trustworthy, possess high ethical standards, be a great team player, and strive for excellence. It is difficult to overstate how important the qualities of effective collaboration and a willingness to serve others are to our organization, and thus to any individual’s success at Chatham.
The Krakow Office, founded in June 2007, is not an outsourcing center. Rather, we play a major role in serving Chatham’s clients as part of a global team. What started as 5 individuals, has grown to be a team of over 40 bright, talented and team-oriented professionals. Our office is an integral part of the Chatham worldwide organization, involved in intellectually challenging and highly impactful work. Team members in our Krakow Office work closely with the U.K., Asia and U.S. teams.
We are looking to expand our FMS (Financial Management System) team. Demand for this service has been growing rapidly and we’re looking for individuals who can help us onboard new clients and service existing clients. Responsibilities include:
FMS is a powerful set of web-based analytical tools and reporting features combined with professional advisers that our clients depend on for managerial and financial accounting purposes.
- Team members will be responsible for working with our clients’ commercial real estate loan contracts. They will interact directly with clients to find missing information and ensure that all transaction details are accurate and complete.
- Each team member will employ Chatham’s internal software to capture relevant information.
- Meeting client reporting timelines is critical, and likewise the ability to multi-task and prioritize.
Compiling and capturing the complete picture of a client’s debt is challenging because:
- Loan documents are challenging legal contracts that require time and experience to gain proficiency and expertise. But once these skills are gained, they become highly valuable in our industry.
- Often clients’ data resides in disparate systems, spreadsheets and notebooks across their company. Our clients love the fact that we can manage and centralize their loan information in one place.
- The picture of a client’s balance sheet is often a moving target as they refinance existing loans, issue new debt, make new investments, or prepay existing loans. Therefore, we need to develop ongoing relationships with clients to help ensure that the data in our system remains current.
When bringing a new FMS client into Chatham, the loan data analyst will serve as a “financial detective” and:
- Work directly with clients to understand and complete a spreadsheet template for all loans.
- Identify omissions and inconsistencies in client data and work with our clients to resolve issues.
- Generate payments for all loans based on Chatham’s calculations and reconcile them with existing client reports and documentation.
- Using various FMS reports, reconcile with the client at the balance sheet level so that the FMS system accurately reflects the client’s loan profile.
- Undertake client-facing activities including introducing our financial management system's value proposition to prospective clients, supporting a focused approach to the development of client relationships as well as organizing and leading training sessions on how to use the system.
- Work with clients on an ongoing basis to:
- Maintain the accuracy of their data
- Capture refinancing and hedging assumptions for budgeting and forecasting
- Understand new system requirements and communicate them with the team
It is our desire to see every Chatham team member grow into a greater range of responsibilities and depth of expertise over time. A motivated team member can grow into an expert in loan contracts, a highly valued area of specialization that can be leveraged in many transactions in real estate and corporate finance. Team members also become expert client managers, working through many challenging issues over the course of long term client relationships. Team members should also aspire to understand the linkage between real estate finance and Chatham’s risk management business, which will result in a deep understanding of many financial instruments and their use. Our goal is to develop you so that you can assume greater responsibility and positively influence those around you.
Required Experience
Degrees in accounting, finance, economics, or specializations that require a good amount of reading with emphasis on analysis of data seem to be a good fit but we are open to any university specialization as long as the individual possesses the ability to meticulously focus on details while understanding the big picture. Most critically, we are looking for individuals who want to make a long-term commitment to Chatham. We make a substantial investment in each of our employees, and we hope that each Chatham team member will be a lasting and integral part of our future growth and success.
- Excellence with numbers and mathematics
- Capacity for meticulous detail-oriented work
- Problem solving skills and a deep intellectual curiosity
- Ability to organize and prioritize many evolving and growing responsibilities
- Drive, determination, and outstanding academic and/or professional accomplishments
- High proficiency in written and spoken English. All of our business is conducted exclusively in English, and the legal terminology in real estate loan contracts can be highly technical and difficult to decipher.
- Proficiency in German/Spanish/French will be an additional advantage
- Experience as a paralegal and/or managing loan documentation is a plus.
