Director of Trade Finance

Atlas Oil
  • Houston, Texas
    Today

    Job Description

    Director of Trade Finance – Supply & Marketing

     
     
    Summary/Overview
     
    The Director of Trade Finance is responsible for overseeing all trade finance activities that support the company’s supply and marketing operations. This role ensures the efficient structuring, negotiation, and execution of financial instruments and credit facilities that enable global commodity trading, procurement, and sales. In addition to overseeing all trade finance activities, this role is responsible for overseeing the KYC (Know You Customer), Credit and Treasury departments for Supply and Marketing. The position requires deep expertise in trade finance, risk management, and commercial operations within the oil and gas sector.
     
    Responsibilities and Duties:
     
    • Develop and implement trade finance strategies to support crude oil, refined products, and LNG transactions
    • Structure and negotiate financial instruments including letters of credit, guarantees, prepayment agreements, and receivables financing
    • Assess counterparty credit risk and ensure compliance with internal risk policies
    • Review credit suggestions from SR Credit Analyst for approval
    • Monitor a report all credit outstanding and request collateral when needed
    • Report any credit discrepancies to upper management
    • Collaborate with legal and compliance teams to mitigate financial and operational risks
    • Partner with supply and marketing teams to align financial solutions with commercial objectives
    • Ensure timely execution of trade finance documentation and payment flows
    • Serve as the primary liaison for trade finance matters with internal and external stakeholders
    • Monitor and report on trade finance KPIs, exposure, and performance metrics
    • Ensure adherence to regulatory requirements and internal/External audit standards
    • Strong knowledge of financial hedging related to trade finance
    • Ensure all required GUA’s (Give Up Agreements) are executed
    • Monitor margin excess/deficit daily
    • Develop and maintain banking relationships
    • Maintain credit relationships
    • Strong knowledge of KYC documents and current sanctions
    • Review the Lexis Nexis monthly screening report provided by the KYC analyst to identify potential matches (sanctions, PEPs, adverse media, etc.)
    • Review and confirm AP/AR invoices
    • Prepare collateral reports for the bank
    • Monitor and oversee all cash activity for Supply and Marketing including bank funding
    • AR Collections for all divisions of Atlas
    • Manage and motivate a cross-functional team with diverse skill sets
    • Hold a weekly update and educational team meeting
    • Utilize existing professional relationships for collections and credit purposes
     
    Required Education and Experience
     
    • Bachelor's degree in finance, economics, or related field (MBA or CFA preferred)
    • 10+ years of experience in trade finance, preferably within the oil and gas or commodities sector
    • Strong understanding of trade instruments, credit risk, and structured finance
    • Proven ability to manage complex transactions and cross-functional teams
    • Excellent negotiation, analytical, and communication skills
    • Ability to multitask and embrace and navigate unexpected challenges or shift task direction is crucial
     
    Preferred Education and Experience
     
    • Experience with Right Angle, Lexis Nexus, Ascend, D&B, CRM, or other systems
    • Strong excel skills
    • Familiarity with energy markets and trading practices
    • Ability to work in a fast-paced, high-stakes environment
     
    Leader Responsibilities
     
    • Leading Trade Finance team, which includes Credit Risk Analyst, KYC Analyst and Treasury Analyst
     
    Work Environment
     
    • Office Environment
     
     Physical Demands
     
    • Prolonged periods of sitting at a desk and working on a computer
    • Must be able to lift 15 pounds at times
    • Must be able to access and navigate each department at the organization’s facilities
     
     Travel required
     
    • Less than 5%
     
    Other duties:
    Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the team member for this job. Duties, responsibilities and activities may change at any time with or without notice.
     

    Numbers & Facts

    LocationHouston, Texas
    Websitehttps://www.atlasoil.com

    Skills

    • Accounts Payableunmatched
    • Accounts Receivableunmatched
    • Analysis Skillsunmatched
    • Banking Servicesunmatched
    • Billingunmatched
    • Business Administrationunmatched
    • Chartered Financial Analyst (CFA)unmatched
    • Communication Skillsunmatched
    • Credit Analysisunmatched
    • Credit Riskunmatched
    • Credit and Collectionsunmatched
    • Cross-Functionalunmatched
    • Crude Oilunmatched
    • Customer Relationship Management (CRM)unmatched
    • Documentationunmatched
    • Economicsunmatched
    • External Auditunmatched
    • Financeunmatched
    • Financial Managementunmatched
    • Financial Operationsunmatched
    • Financial Reportingunmatched
    • Financial Riskunmatched
    • Financial Strategyunmatched
    • Fundingunmatched
    • Internal Auditunmatched
    • Know Your Customer (KYC)unmatched
    • LexisNexisunmatched
    • Liquified Natural Gas (LNG)unmatched
    • Maintain Complianceunmatched
    • Marketingunmatched
    • Marketing/Sales Collateralunmatched
    • Microsoft Excelunmatched
    • Multitaskingunmatched
    • Negotiation Skillsunmatched
    • Oil and Gasunmatched
    • Performance Metricsunmatched
    • Purchasing/Procurementunmatched
    • Regulatory Complianceunmatched
    • Regulatory Requirementsunmatched
    • Reporting Skillsunmatched
    • Riskunmatched
    • Risk Analysisunmatched
    • Risk Managementunmatched
    • Salesunmatched
    • Team Lead/Managerunmatched
    • Time Managementunmatched
    • Trading/Stockbrokingunmatched
    • Transaction Processing/Managementunmatched
    • Treasuryunmatched
    • Willing to Travelunmatched

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