Senior Financial Analyst (Private Credit Operations) (Private Credit/Investment Operations): Managing lifecycle accounting, reconciliations, reporting, deal pipelines, and operational processes for private credit and private equity investments with an accent on transaction administration, legal document analysis, and cross-functional coordination. Focus on building operational frameworks, improving Clearwater workflows, automating processes, and resolving cash and position breaks across multiple entities.
Location: Cedar Rapids, Iowa, United States. Hybrid office environment with in-office work on Tuesday, Wednesday, and Thursday; occasional travel under 10%.
Salary: $80,000–$106,000 annually, plus potential eligibility for an annual bonus under the company bonus plan.
Company
hirify.global is a financial services company providing insurance, retirement, investment, protection, and savings solutions as part of the international Aegon group.
What you will do
Perform and review lifecycle accounting in the accounting book of record, including trade activity, principal and interest, fees, expenses, contributions, and distributions.
Review issuer- and asset-level reference data setup and maintenance, and perform daily cash and position reconciliations across entities.
Coordinate with Cash Management to maintain liquidity and ensure timely wire processing.
Prepare ad hoc and regulatory reporting across multiple accounting bases and review the private deal pipeline.
Analyze credit agreements and fee letters, support private credit deal document management, and identify critical deal terms.
Develop operational procedures and controls while improving and automating workflows across the Clearwater solution.
Requirements
Bachelor’s degree in accounting or finance and/or equivalent work experience.
At least 5 years of experience when applying with a degree.
Advanced computer skills.
Ability to work in a fast-paced, deadline-driven office environment and travel occasionally, under 10%.
Nice to have
4–5 years of relevant experience in investment operations.
Strong knowledge of private credit fund concepts across multiple strategies, including corporate direct lending.
Strong knowledge of general finance, process documentation, and cross-functional operations.
Solid analytical skills and the ability to understand and resolve problems.
Proficiency in Microsoft Office and strong working knowledge of Microsoft Excel.
Ability to manage competing priorities and deadlines while independently driving projects to completion.
Culture & Benefits
Collaborative work environment focused on accountability, innovation, inclusion, and work-life balance.
Medical, dental, vision, disability, and employee assistance benefits.
Paid time off starting at 160 hours annually in the first year and ten paid holidays per year.
Tuition reimbursement, career training and development, employee discounts, and wellness programs.
Parental leave, adoption assistance, backup care, volunteer PTO, employee resource groups, and inclusion and diversity programs.
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