UNKNOWN

FEED

OTHER

Since its launch six years ago, the platform has originated over $350 million in loans, focusing on senior bridge lending across value-add industrial, multifamily, retail, mixed-use, and hospitality assets nationwide. This role reports directly to senior members of the originations team and works closely with investment, asset management, legal, and portfolio management professionals.

<div style="border:none;border-bottom:solid #1f3864 1pt;padding:0in 0in 1pt 0in">About BEB Credit Management</div>BEB Credit Management is the private credit affiliate of BEB Capital. Since its launch six years ago, the platform has originated over $350 million in loans, focusing on senior bridge lending across value-add industrial, multifamily, retail, mixed-use, and hospitality assets nationwide. BEB is an active, entrepreneurial lender with a growing pipeline and a collaborative team environment.<div style="border:none;border-bottom:solid #1f3864 1pt;padding:0in 0in 1pt 0in">Position Overview</div>BEB Credit Management is seeking an Analyst to support its private credit originations team. This role reports directly to senior members of the originations team and works closely with investment, asset management, legal, and portfolio management professionals. The Analyst will be involved throughout the full transaction life cycle—from initial underwriting and structuring through closing and post-close monitoring.This role offers meaningful exposure to the full deal lifecycle and a clear path toward a senior originations or credit role within the platform.<div style="border:none;border-bottom:solid #1f3864 1pt;padding:0in 0in 1pt 0in">Essential Responsibilities</div><ul style="margin-top:0in;margin-bottom:3pt"><li style="margin:0in 0in 3pt 0px;font-size:11pt;font-family:'arial' , sans-serif">Support senior originators in all aspects of commercial real estate debt origination, including underwriting, due diligence coordination, and loan structuring</li><li style="margin:0in 0in 3pt 0px;font-size:11pt;font-family:'arial' , sans-serif">Prepare detailed investment memoranda, credit write-ups, and committee presentation materials</li><li style="margin:0in 0in 3pt 0px;font-size:11pt;font-family:'arial' , sans-serif">Conduct market research, financial analysis, and cash flow modeling to support deal sourcing and underwriting</li><li style="margin:0in 0in 3pt 0px;font-size:11pt;font-family:'arial' , sans-serif">Maintain and update loan models for active portfolio positions</li><li style="margin:0in 0in 3pt 0px;font-size:11pt;font-family:'arial' , sans-serif">Assist with borrower, broker, and sponsor interaction, including data requests and transaction execution</li><li style="margin:0in 0in 3pt 0px;font-size:11pt;font-family:'arial' , sans-serif">Coordinate with internal teams (legal, asset management, portfolio management) to ensure smooth closings and ongoing loan monitoring</li><li style="margin:0in 0in 3pt 0px;font-size:11pt;font-family:'arial' , sans-serif">Track deal pipeline activity and assist with portfolio reporting</li></ul>

BEB Credit Management, LLC

Analyst – Private Credit Originations

Analysis Skills

Asset Management

Brokerage

Cash Flow Projection

Commercial Real Estate

Due Diligence

Entrepreneurship

Financial Analysis

Investment Management

Legal

Loan Closing

Loan Structuring

Loans

Market Research

Post Closing

Sales Pipeline

Team Player

Underwriting

Trinet ATS Feed

ADAPTED_NOW

You will partner directly with senior leaders across the business to help inform resource allocation, define operational and financial KPIs, own key inputs to revenue / margin modeling and most importantly, proactively identify opportunities to drive growth or improve profitability. Business Case Development: Build robust operational + financial models for major projects, including ROI, LTV/CAC and payback analysis, to help teams quantify trade-offs between driving growth + profitability / articulate compelling financial narratives.

YEAR

About usHighLevel is an AI-powered business operating system that gives agencies, entrepreneurs and SMBs the infrastructure to build, automate and scale. Today, HighLevel supports SMBs across 150+ countries, fueling community-driven growth rooted in real customer outcomes.To date, businesses operating on HighLevel have generated over $7 billion in ecosystem value, demonstrating the impact of shared infrastructure at scale. By centralizing conversations, automation and intelligence into one system, we help businesses move faster, reduce complexity and execute efficiently.Behind the platform, HighLevel powers more than 4 billion API hits and 2.5 billion message events daily. With 250 terabytes of distributed data, 250+ microservices and over 1 million domain names supported, our architecture is built for performance, resilience and long-term scalability.Our peopleWith over 2,000 team members across 10+ countries, HighLevel operates as a global, remote-first organization built for speed and ownership. We value initiative, clarity and execution, creating space for ambitious people to build systems that support millions of businesses worldwide. Here, innovation thrives, ideas are celebrated and people come first, no matter where they call home.Our impactEvery month, HighLevel enables more than 1.5 billion messages, 200 million leads and 20 million conversations for the more than 1 million businesses we support. Behind those numbers are real people building independence, expanding opportunity and creating measurable impact. We’re proud to be a part of that.Learn more about us on our YouTube Channel or Blog PostsWho You AreHighLevel is seeking an experienced Director, Strategic Finance to build out the partnership with our Product & Engineering functions, developing analytical + financial frameworks to influence decision making for our most business-critical questions. You will partner directly with senior leaders across the business to help inform resource allocation, define operational and financial KPIs, own key inputs to revenue / margin modeling and most importantly, proactively identify opportunities to drive growth or improve profitability. We are looking for someone with a strong track record of leading a strategic finance function in a high-growth private/public company, partnering with financial and non-financial stakeholders to influence key business decisions and building a high-performing team. You will report directly to the Head of Finance.What You Will Do<ul><li>Functional Ownership: Lead our Product & Engineering strategic finance function, play a central role in defining how the team partners across the organization and act as a trusted advisor to senior leaders to influence + quantify key business decisions</li><li>Strategic Planning & Forecasting: Develop, own and improve the process of defining the business impact of key Product and/or Engineering investments, ensuring connectivity between our operational objectives and financial targets. Influence program objectives, structure and define success of investments to ensure adherence to company-level efficiency targets.</li><li>Decision Support: Partner with senior Product & Engineering leaders to provide financial insights and scenario analysis supporting strategic initiatives (e.g. pricing & packaging), resource allocation, and investment decisions by leveraging an in-depth understanding of market dynamics, unit economics, pricing strategies, etc. - helping ensure financial assumptions translate into measurable outcomes</li><li>Business Case Development: Build robust operational + financial models for major projects, including ROI, LTV/CAC and payback analysis, to help teams quantify trade-offs between driving growth + profitability / articulate compelling financial narratives</li><li>Cross-functional Collaboration: Lead cross-departmental financial projects and drive alignment across teams on budgeting, resource planning, and strategic goals.</li><li>KPI Development & Tracking: Define and track key performance indicators / productivity metrics across Product & Engineering and lead performance measurement initiatives to drive accountability and transparency.</li><li>Team and Culture Building: Hire, mentor and guide other finance team members, fostering a high-performance, collaborative and data-driven culture. Architect scalable team structures, workflows, and governance models that support business growth while maintaining a high degree of quality.</li><li>AI-enabled Process Improvement: Identify and spearhead opportunities to leverage AI-based tools to streamline existing close / improve precision of  forecasting processes, helping unlock team capacity to focus on other ad-hoc or high-impact analysis</li></ul>What You Bring<ul><li>Bachelors degree in Finance, Economics, Business, or a related field (MBA, CFA, CA, or equivalent advanced qualification in Finance, Economics, or Business.).</li><li>12+ years of progressive experience in strategic finance, FP&A, investment banking, private equity, or corporate strategy in a late-stage / high-growth tech or public company environment, with at least 5+ years of leadership / management experience</li><li>Exceptional communication and presentation skills, with experience interfacing with executive teams, board members, and investors.</li><li>Excellent business partnering skills, with both financial and non-financial leaders; track record of advising operational and financial improvements across multiple areas in the business</li><li>Willingness and ability to operate at multiple levels - deep within the details and big picture - with strong awareness of when to leverage each to achieve a targeted outcome</li><li>Advanced modeling skills, including strong understanding of bottom-up financial modeling and tying together unit economics to the overall business impact</li><li>Deep understanding of SaaS and usage-based business models and metrics</li><li>Ability to jump into ambiguous questions or situations, identify the key variables and drive toward a successful outcome</li><li>Extraordinary ability to story-tell with data / analysis and distill complex topics and tradeoffs into a simple framework to influence decision making</li><li>Possess a bias toward action, strong work ethic, and player-coach mentality with experience driving operational outcomes under tight timelines</li><li>Advanced experience with Excel / Google sheets, BI tools (Tableau), financial planning tools (e.g. Adaptive Insights) and AI tools (e.g. GPT-based copilots, etc.)</li></ul>Strong Candidates May Also Bring<ul><li>Track record of using AI to improve forecasting methodologies or drive process improvements</li><li> Experience building & scaling a strategic finance function from scratch</li></ul>The salary range for this position is $189000 - $277500 annually. (Bonus Pay included)EEO StatementThe company is an Equal Opportunity Employer. As an employer subject to affirmative action regulations, we invite you to voluntarily provide the following demographic information. This information is used solely for compliance with government recordkeeping, reporting, and other legal requirements. Providing this information is voluntary and refusal to do so will not affect your application status. This data will be kept separate from your application and will not be used in the hiring decision.We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Investment Jobs in Syracuse, NY

Resume Resources

Get noticed by top employers!

Investment Jobs in Syracuse, NY

Analyst – Private Credit Originations BEB Credit Management, LLC

Director, Strategic Finance (Product & Engineering) - Remote HighLevel

Resume Resources