Chatham Financial

Accounting Manager

• Advise APAC hedge accounting clients on the design and implementation of hedge accounting strategies
• Provide consultation to clients at senior accounting and finance levels
• Manage a client portfolio and advise on hedging strategies
• Run and analyze hedge effectiveness tests
• Draft hedge designation memoranda
• Create inputs for future journal entries and provide monthly reporting
• Serve as a subject matter expert for clients and colleagues
• Assess financial statement impacts of proposed hedging strategies
• Develop expertise in hedge accounting and the economics of interest rate, foreign currency and commodities hedging
• Conduct technical accounting research and contribute to research on evolving accounting guidance
• Facilitate periodic accounting deliverables using Chatham’s in-house technology platform
• Provide derivative fair values, journal entries, effectiveness tests, disclosure support and related deliverables
• Work with treasurers, CFOs, controllers, partners and audit firms
• Answer client questions, conduct research and discuss complex topics with key personnel
• Collaborate with hedge accountants, derivatives specialists and financial risk advisers in Australia and Chatham’s global offices

Associate, Accounting Advisory

Field Engineer

• Serve as a modern solution evangelist within IT, promoting AI, automation, and Microsoft 365 tools through articles, demos, webinars, and hands-on sessions
• Partner with business units to consult on process challenges and identify automation opportunities
• Design and build solutions using Power Automate, Power Apps, PowerShell, and Microsoft Graph
• Engage with vendors and the AI and automation community to identify emerging tools, techniques, and best practices
• Provide feedback to IT leadership on AI and automation tooling and strategic product and engineering decisions
• Champion standards, governance, and best practices for citizen development and AI usage
• Automate identity and access workflows in Microsoft Entra ID
• Drive adoption and best practices across Microsoft 365 collaboration tools, including Teams and SharePoint
• Own key performance indicators related to adoption, efficiency gains, and employee engagement
• Lead business engagements to understand challenges and propose process improvement and business process automation solutions
• Advocate for practical adoption of AI, automation, and Microsoft 365 tools across the firm
• Lead innovation by delivering automation solutions that eliminate manual work and increase employee capacity
• Contribute to IT’s vision and roadmap for AI, automation, and modern workplace strategy

Digital Workplace Service Engineer

Operations

• Own and support operational and accounting workflows for a portfolio of clients.
• Develop understanding of clients’ hedging programs, business objectives, economic strategies, and accounting, operational, and reporting requirements.
• Partner with advisors and specialists across Chatham to support clients throughout the lifecycle of hedging activity.
• Prepare and review trade documentation, trade setup, analyses, and client deliverables.
• Develop expertise in ChathamDirect to process activity, troubleshoot issues, support client reporting, and apply knowledge to new scenarios.
• Support and lead month- and quarter-end reporting processes.
• Investigate unexpected results and non-routine activity and determine appropriate next steps.
• Communicate directly with clients regarding reporting, trade activity, ChathamDirect, and operational matters.
• Coordinate across advisors and Chatham teams on complex or multi-step workflows.
• Follow and strengthen procedures and controls, identify risks and recurring issues, and contribute to solutions.
• Identify opportunities to standardize, automate, and improve recurring processes.
• Support testing and implementation of technology enhancements.
• Share knowledge and best practices and provide guidance and coaching to colleagues.
• Help deliver accurate, efficient solutions throughout clients’ hedging-program lifecycles.
• Improve Accounting Operations through stronger controls, standardized processes, and effective use of technology and automation.

Hedge Accounting Operations Specialist

Data Specialist

• Review commercial real estate loan agreements, amendments, guaranties, promissory notes, and other financing documents
• Identify and interpret financial, reporting, performance, and other loan covenants
• Interpret covenant definitions, calculation requirements, thresholds, testing periods, cure provisions, and exceptions
• Translate legal language into Chatham’s standardized covenant data structure
• Apply defined data conventions across different loans and document structures
• Distinguish substantive covenant requirements from supporting language
• Identify unusual, ambiguous, or complex provisions requiring additional interpretation
• Perform quality-control reviews of covenant data against underlying loan documentation
• Identify errors, inconsistencies, and departures from established data standards
• Provide clear, actionable feedback
• Identify recurring data-quality issues and opportunities to improve procedures, training, standards, and controls
• Partner with data, implementation, and advisory teams to resolve questions involving loan terms and covenant interpretation
• Share subject-matter knowledge and reinforce consistent covenant interpretation and data-quality practices

Covenant Data Specialist

Solutions Engineer

• Work with private equity firms, real estate investors, and capital markets clients to understand workflows and identify AI opportunities
• Lead discovery conversations to uncover pain points and scope solutions
• Present recommendations to technical and executive stakeholders
• Architect custom AI solutions for workflow automation, data extraction, intelligent reporting, and AI agents
• Evaluate LLM, traditional ML, and rule-based approaches
• Design systems integrating with existing client infrastructure
• Write production code using Python, modern web frameworks, and LLM integrations
• Build RAG systems, agentic workflows, and custom AI applications
• Own the full stack from data ingestion to user interface
• Build and validate rapid prototypes with real users and data
• Iterate based on feedback and measured outcomes
• Take solutions from prototype to production
• Ensure reliability, security, and maintainability
• Support ongoing optimization and enhancement

AI Solutions Engineer

Director

• Own delivery of fair value analyses for complex debt instruments from engagement scoping through final deliverable
• Apply and support valuation methodologies across a range of debt structures
• Interpret loan agreements, credit documentation, and financial statements to identify valuation-critical inputs and structural considerations
• Build, review, and enhance valuation models reflecting current market conditions
• Serve as a primary auditor contact, addressing methodology questions and supporting audit and financial reporting cycles, including ASC 820 matters
• Manage relationships with senior client stakeholders and present valuation conclusions
• Monitor capital markets, credit spreads, and interest rate trends
• Drive improvements to valuation processes, tools, and quality control standards
• Mentor colleagues and provide technical guidance
• Partner across debt management, technology, and broader valuation teams to deliver integrated client solutions
• Strengthen the quality, consistency, and credibility of Chatham’s debt valuation work
• Build trusted relationships with senior client stakeholders and contribute to Chatham’s debt valuation expertise

Associate, Accounting Advisory

Digital Workplace Service Engineer

Hedge Accounting Operations Specialist

Covenant Data Specialist

AI Solutions Engineer

Director, Debt Valuation