Financial Analyst chez Crossroads Talent Solutions

Founded in 2014, Crossroads Talent Solutions, LLC is a dynamic organization dedicated to providing exceptional staffing solutions across various industries. With over 11 years of experience, we specialize in connecting talented professionals with rewarding career opportunities, ensuring that businesses have access to the best talent to drive their success. Some of our esteemed customers include the United States Air Force (USAF), the United States Army, the United States Navy, and the National Oceanic and Atmospheric Administration (NOAA). At Crossroads, we are committed to delivering innovative and effective solutions that meet the unique needs of our clients and help them achieve their goals.

Crossroads is seeking a dynamic Financial Analyst to support the Office of Capital Risk Management (OCRM) within the U.S. Small Business Administration (SBA). This role blends commercial lending analysis, data-driven reporting, and collaborative problem-solving to evaluate financial risk and program performance for SBA’s 7(a) loan program and related portfolios. This is an ideal position for an early- to mid-career financial professional who thrives in a mission-focused environment and enjoys turning complex data into clear, actionable insights.

Key Responsibilities:

Loan & Risk Analysis

• Analyze SBA loan applications and support financial documentation to assess borrower eligibility, credit risk, and repayment ability.
• Evaluate borrower business models, cash flow, collateral, and economic conditions in relation to 7(a) loan program requirements.
• Determine borrower and project eligibility under SBA’s 7(a), 504, and other capital access programs.
• Support lender oversight, loan program reviews, and risk assessments through data analysis and trend interpretation.

Data Review & Reporting

• Review and analyze large financial datasets to generate ad-hoc and recurring reports for SBA stakeholders.
• Create meaningful data narratives and visualizations that clarify loan performance trends, portfolio risks, or compliance insights.
• Collaborate with other analysts to ensure report accuracy, consistency, and value to the end user.

Program Operations & Pipeline Management

• Assist with monitoring and reporting on loan processing pipelines, performance metrics, and lender activities.
• Participate in planning, coordinating, and supporting activities related to new lender onboarding and program enhancements.
• Contribute to solution recommendations for operational or data-related issues impacting SBA loan administration.

Internal & External Communication

• Translate technical financial data into clear, digestible formats for SBA staff, leadership, and external stakeholders.
• Contribute to high-quality briefing materials, executive summaries, and presentations for internal and interagency use.
• Present findings confidently to leadership and participate in group discussions on program performance or data quality.

Requirements

• 5+ years of experience in financial analysis, commercial lending, commercial underwriting, or related disciplines.
• Experience analyzing business financials (e.g., P&L statements, balance sheets, cash flow) to assess risk and earning potential.
• Familiarity with commercial loan processes and credit evaluation, including collateral review and borrower analysis.
• Understanding of SBA’s mission and experience with the 7(a) loan program or comparable federal loan programs preferred.

Technical Skills

• Proficiency in Microsoft Excel (pivot tables, lookups, formulas, and modeling).
• Experience with Power BI, SharePoint, or similar data visualization/reporting tools.
• Ability to manipulate and analyze large datasets and translate data into actionable insights.
• Experience reviewing, drafting, and presenting financial reports or audit findings.
• Ability to confidently present and explain financial scenarios to C-suite executives or large internal groups.
• Familiarity with federal loan systems (e.g., E-Tran, LMS) is a plus.

Soft Skills & Competencies

• High attention to detail with a commitment to producing error-free deliverables.
• Strong multitasking skills and ability to manage workload pipeline with minimal oversight.
• Comfortable working under pressure while maintaining a high standard of accuracy and detail.
• Effective communicator, both written and verbal; comfortable presenting to senior stakeholders.
• Self-motivated with a sense of ownership and pride in the quality of work delivered.
• Collaborative team player willing to contribute to cross-functional success.

Benefits

• Medical/Dental/Vision Benefits Offered
• 401k
• Life Insurance plans
• Employee Health and Wellness program

Crossroads Talent Solutions, LLC is a Veteran friendly employer and provides equal employment opportunity (EEO) to all employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, genetic information, marital status, ancestry, protected veteran status, or any other characteristic protected by applicable federal, state, and local laws.

Equal Opportunity Employer/Veteran/Disabled