Field Exam Analyst

Location: Tampa, Florida preferred but not required | Start Date: ASAP


LCG Advisors is looking for an analyst to work closely with our clients, which include large money-center banks such as JP Morgan Chase, Bank of America, Goldman Sachs, and Regions Bank. Our client base also includes private equity firms, financial intermediaries, family offices, and accredited investors. Finance jobs in Tampa with LCG offer a wide variety of benefits through a highly rewarding and rapidly evolving career.


Primary Responsibilities:

  • Conduct due diligence services including field examinations, portfolio reviews and acquisition due diligence for a wide variety of clients
  • Perform on-site or remote field examinations as contracted by a bank or lender for clients needing lines of credit ranging from under one million dollars or as much as one billion dollars
  • Conduct audits focused on the company’s collateral – typically accounts receivable and inventory - by understanding complex concepts or information
  • Input examination findings into excel templates and produce a comprehensive written report for lenders describing the results and listing findings or exceptions
  • Perform professional interaction with clients, including calls and meetings


  • Strong analytical skills with willingness to learn new things
  • Naturally inquisitive on all topics relating to transactions
  • Excellent verbal and written communication skills
  • Attention to detail
  • Ability to meet strict deadlines
  • Advanced proficiency in Microsoft Office Excel and Word, Monarch, or other data extraction programs
  • Flexibility for occasional travel
  • 2-4 years of relevant work experience
  • ABL experience is desired, but not required


  • Verbal Skills: Communicates with a wide vocabulary in a variety of settings and can understand sophisticated language
  • Numeric Ability: Proficient with basic numerical equations and is comfortable with complex calculations resulting in accurate and sophisticated conclusions
  • Fast-Paced: Very active and results-driven with the ability to juggle the demands of several tasks at once
  • Assertiveness: Enjoys influencing others, but is still willing to follow direction from someone else when necessary
  • Sociability: Comfortable working alone, but willing to collaborate as part of a team when necessary
  • Decisiveness: Balances timeliness and deliberation, but is comfortable making quick decisions when required
  • Independence: Autonomous yet can accept necessary guidance and instruction
  • Judgment: Balances objective information and instincts to make decisions


  • Bachelor’s Degree in Accounting or Finance

Company Benefits:

  • Competitive Medical Benefits
  • 401(k) plan with employer contributions
  • Unlimited Paid Time Off
  • Flexibility to work from home
  • Paid Family Care Leave
  • Annual Holiday Retreat
  • Professional Development

If you believe that you are a great candidate for this position and would like to join a growing, dynamic organization, please complete the form and submit a resume with a cover letter that includes salary history and requirements.

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LCG Advisors offers jobs in Tampa, as well as various other cities across the USA. To learn more about our team culture, please visit our careers page.