Senior Financial Analyst

Kingstonville, LLC

. Plan, lead, and perform leveraged, non-leveraged, limited-activity, special-purpose, and other SBIC examinations from pre-examination planning through completion .

Posted 10/2/2026full-timeRemote • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in conducting comprehensive SBIC examinations, analyzing complex financial transactions, and ensuring compliance with SBA regulations. Proficient in developing examination procedures and providing technical guidance to examination teams.

Highest-signal resume keywords

SBIC Examination ExperienceFinancial AnalysisRegulatory ComplianceAccounting PrinciplesTeam Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Statement AnalysisComplex Transaction AnalysisInternal Control EvaluationExamination Report WritingExamination Test DesignQuality Control ReviewRisk AssessmentInvestment Portfolio EvaluationAccounting TechniquesAuditing Principles

Soft Skills

Technical GuidanceCoachingMentoringCommunicationProblem Solving

Certifications & Qualifications

MBABS/BA in Business Administration

Industry Keywords

SBA SBIC ProgramFDICOffice of the Comptroller of the CurrencyFederal ReserveFinancial Institution Regulations

About the role

Key responsibilities & impact

Plan, lead, and perform leveraged, non-leveraged, limited-activity, special-purpose, and other SBIC examinations from pre-examination planning through completion
Serve as Contract Examiner, Expert Examiner, or examiner-in-charge, as assigned
Analyze complex financial transactions, organizational and capital structures, financial statements, investment portfolios, and related financial and operational information
Assess financial condition, risk, and compliance with applicable SBA requirements
Evaluate internal controls, portfolio assets, investment activities, and valuation practices
Design and execute examination tests and procedures using accounting and auditing principles and professional judgment
Conduct management interviews, entrance and exit conferences, and examination-related meetings
Prepare examination reports, workpapers, analyses, and supporting documentation
Perform quality control reviews of examination reports and workpapers
Provide senior-level technical guidance and oversight to examination teams
Resolve complex examination issues and promote consistent application of examination methodologies and standards
Develop and deliver technical training, coaching, mentoring, and on-the-job instruction
Support development of examination procedures, training materials, job aids, and examiner resources
Coordinate with Kingstonville, SBA personnel, subject matter experts, and examination team members
Complete assigned examinations and deliverables within established schedules, quality standards, contractual requirements, confidentiality, information-security, and conflict-of-interest requirements
Report to the contract’s Project Manager and support other Kingstonville clients and projects as required

Requirements

What you’ll need

MBA or BS/BA in Business Administration with a minimum of 24 credit hours in business, including 12 credit hours in accounting
Minimum of five (5) years of relevant experience as an SBIC examiner, FDIC examiner, Comptroller of the Currency examiner, SBIC financial analyst, public accountant or auditor, or other similar experience
At least one (1) year of the required relevant experience obtained within the last five (5) years
Extensive experience analyzing complex financial transactions and determining compliance with banking, investment, or other financial-institution regulations
Extensive experience reviewing complex organizational and capital structures, operating procedures, policies, and internal controls over large portfolio assets
Experience as a team leader designing examination tests, procedures, and methods for financial or regulatory compliance examinations
Experience as a team leader reviewing analytical work, computations, and evaluations of other team members during financial or compliance examinations
Extensive experience applying accounting or auditing principles, practices, and techniques involving financial transactions and guiding others in their application
Experience writing examination reports as an examiner of SBICs, FDIC, Office of the Comptroller of the Currency, Federal Reserve, another U.S. Government regulator of financial institutions, or equivalent experience
Knowledge of regulations governing the SBA SBIC Program highly preferred
Must be able to pass the required SBA background investigation
Must comply with applicable confidentiality and conflict-of-interest requirements
Must be able to maintain an appropriate remote work environment
Must comply with applicable SBA information-security, confidentiality, and system-access requirements

Benefits

Comp & perks

Primarily remote work arrangement
Occasional travel for examinations, meetings, training, or special projects
Opportunities to provide technical training, coaching, mentoring, and on-the-job instruction