Assistant Treasurer

Summary Job Description:

• Treasury Operations and Financial Risk Management: collaborate in treasury cash management to ensure compliance and control across multiple accounts and banking providers, including reviewing and assessing cash balances and requirements, and initiating and directing wire transactions.
• Governance and Stakeholder Relations: build and maintain strong relationships with bank lenders and with internal partners to ensure compliance and communication of the Company’s short-term funding needs and manage liquidity to ensure the Company optimizes its debt costs and liquidity position.
• Compliance and reporting: prepare borrowing requests, borrowing base certificates and month end compliance reporting in conformance with credit documents.
• Cross-Functional Coordination: work with accounting, FP&A, corporate tax, portfolio management and senior leadership to prioritize strategic goals and provide coverage and assistance to team members on operational accounting, lender reporting, and other matters.
• Develop and maintain a detailed knowledge of healthcare industry trends and market conditions affecting White Oak Healthcare Finance’s portfolio and its target markets.
• Participate in finance and corporate projects and propose process improvements, where applicable.

Candidate Requirements/Qualifications:

• Minimum Bachelor’s Degree in Business Administration, Accounting, Finance or related field; CPA or CTP is an advantage.
• 3 years of work experience in a financial services company or a REIT, preferably working with an asset based revolving credit facility and in collateral management in corporate banking or Private Credit.
• Knowledge of GAAP and bank compliance reporting.
• Experience with liquidity reporting and forecasting in a complex and dynamic environment.
• Advanced proficiency with Microsoft Office (primarily Excel and PowerPoint).
• Excellent verbal, written and interpersonal skills, demonstrating team collaboration.
• Strong analytical skills with high attention to detail and accuracy.
• Ability to work with minimal supervision, prioritize/manage multiple concurrent time sensitive projects and communicate with groups of varying experience levels.

Expectations:

• Hardworking, diligent and reliable
• Organized and efficient
• Strong communication skills
• Strong attention to detail
• Teamplayer who communicates with co-workers, management, clients and others in a courteous and professional manner
• Confirm with and abide by all regulations, policies, work procedures and instructions
• High ethical standards

Compensation:

• Competitive market salary, commensurate with experience
• Annual discretionary bonus potential
• Full healthcare benefit premiums paid by the company (Medical/Dental/Vision) for employee
• 401(k) matching

Firm Overview:

• White Oak Healthcare Finance, LLC, (the Company), an affiliate of White Oak Global Advisors, LLC, is a direct lender to all sectors of the healthcare industry including healthcare services, pharmaceuticals and life sciences, medical devices, healthcare technology, healthcare real estate, hospitals and long-term care.
• White Oak Healthcare Finance’s deep domain expertise and focus on healthcare enables it to provide flexible and creative senior debt solutions with certainty of execution.
• The Company offers a wide variety of loan products including cash flow, asset-based and healthcare real estate lending. Transaction sizes range from $10 million to $200 million, with proceeds used for leveraged buyouts, merger and acquisition financing, debt refinancing, working capital, turnarounds and organic growth.
• The Company has two revolving credit facilities with over $1 billion in aggregate commitments and $1 billion in subordinated debt from White Oak Global Advisers.

White Oak Healthcare Finance is committed to equality of opportunity in all aspects of employment.