Full-Time
Senior Underwriter
Underwriting
Posted on 10/1/2025
Stax
201-500 employees
Global management consulting with data-driven insights
No salary listed
Orlando, FL, USA
In Person
 Finance & Banking (1) |
|---|
- 3+ Proven experience in underwriting, payment processing, or risk management
- Advanced knowledge of reviewing and analyzing financial statements
- Ability to prioritize workflows and organize daily activities with competing priorities
- Solid knowledge and understanding of underwriting, credit risk principles, and trends
- Proficient in leveraging data analysis to support rapid, well-informed decision-making
- Skilled in exercising sound judgment with clear, data-driven recommendations to support business strategy
- Evaluate underwriting packages to ensure that all necessary documentation has been provided in accordance with partner guidelines
- Ability to analyze and generate department related reports (MATCH, TIN, Credit Reports, OFAC)
- Assess and document findings related financial analysis and risk exposure calculations
- Work closely with Team Leads and Management on escalated issues and partner concerns
- Foster a positive and collaborative work environment to enhance overall team performance
- Identity emerging risk trends in the payments and underwriting landscape to proactively provide feedback around risk frameworks
- Conduct in-depth financial statement analysis, including cash flow, balance sheets, and income statements, to assess merchant creditworthiness
- Apply advanced risk management principles to evaluate risk exposure across portfolios
- Support leadership with projects or department lead trainings
- Ensure compliance and understanding of department and company policies and procedures
- Drive continuous improvement initiatives focused driving customer while mitigating risk
- Identify opportunities to streamline underwriting workflows and enhance operational efficiency through technology and process innovation
- Track individual SLAs, pend and approval rates to ensure adherence to departmental KPI’s
- Collaborate interdepartmentally to ensure alignment on dept and company expectations
- Ensure compliance and understanding of updated department policies and guidelines
Stax is a global management consulting firm that partners with corporate and private equity clients across many industries to deliver data-driven, actionable insights that help them grow, boost profits, and increase value for better investment decisions. The firm favors a hands-on, practical approach: teams work directly with clients to quickly get to the heart of the issue, develop clear, fact-based recommendations, and leave practical next steps without disrupting day-to-day operations. With a smaller, selective client base and offices in Boston, Chicago, New York, and Colombo, Sri Lanka, Stax offers colleagues opportunities for rapid client exposure and close collaboration with top professionals, enabling personal and professional growth. The goal is to provide differentiated service that clients can rely on to solve critical business issues and to build lasting value for both clients and the firm’s people.
Company Size
201-500
Company Stage
N/A
Total Funding
N/A
Headquarters
Boston, Massachusetts
Founded
1994
Simplify's Take
What believers are saying
- Brad Kuntz's 25+ year EY network accelerates Americas expansion and PE relationship development.
- Grant Thornton's $2.4B revenue base and 70% U.S. PE 300 coverage expands addressable market.
- Integrated accounting-advisory model differentiates Stax in exit planning and value creation services.
What critics are saying
- PE market contraction reduces commercial due diligence demand as dry powder deployment slows.
- Grant Thornton integration drives 20-30% client attrition as PE firms prefer independent boutiques.
- EY-Parthenon poaches Stax talent leveraging Kuntz's network, eroding New York office capabilities.
What makes Stax unique
- Specialized PE consulting with deep sector expertise across software, healthcare, industrials, and business services.
- Data-driven approach leveraging AI and advanced analytics for actionable commercial due diligence insights.
- Grant Thornton integration provides accounting and advisory capabilities unavailable to independent boutique competitors.
Help us improve and share your feedback! Did you find this helpful?
Benefits
Professional Development Budget
Company News
Interpath appoints Adam Thorpe to lead deal strategy. At Interpath, Thorpe will focus on commercial due diligence, strategic growth planning and performance improvement. Reveal the article below by registering for its email newsletter. Interpath has appointed Adam Thorpe as managing director and head of deal strategy, as it expands support for organisations and investors seeking to accelerate growth and improve performance. Thorpe joins from deal strategy consultancy Stax, bringing more than 30 years of experience in professional services and a track record of leading over 500 projects in deal and growth strategy. He previously founded and led KPMG's French strategy practice between 2000 and 2015, before heading deal strategy in healthcare at KPMG UK. Over the past two decades, Thorpe has developed extensive experience in the health, care and life sciences sectors, advising clients across sub-sectors including care services, medical devices, diagnostics, life sciences and education. At Interpath, he will focus on commercial due diligence, strategic growth planning and performance improvement. Nathan McCarthy, global head of strategy and value creation at Interpath, said: "Its strategy and value creation practice takes leadership teams through complex change initiatives to deliver measurable improvements in cash, cost and margin. Adam's arrival marks a significant step in the evolution of the offering, deepening its integration with its deals colleagues to help clients steer strategy through the full deal lifecycle. "It's incredibly exciting to join such a dynamic and fast-growing team that's challenging the status quo in professional services. This role is about supporting our corporate and private equity clients in bringing to life the equity story and value creation potential of a business, to attract investment, secure capital and drive strategic growth."
Blue Point Capital Partners has exited Stax through a sale to Grant Thornton Advisors, supported by New Mountain Capital with $55 billion in assets under management. During their partnership since October 2021, Stax tripled its team and achieved 35% annual growth. The firm expanded globally, launched new service lines, and enhanced capabilities. Financial advisors for the transaction were William Blair and Baird, with legal counsel from Jones Day.
Grant Thornton, a top 10 accounting firm, announced on Aug. 19 its acquisition of Stax, a Boston-based strategy consulting firm. Stax specializes in commercial due diligence, value creation, and exit-planning services for private equity organizations. Approximately 300 Stax team members will join Grant Thornton Advisors upon the transaction's expected closure this year, pending standard conditions. Financial terms were not disclosed.
Grant Thornton Advisors LLC (GTA) on Tuesday said it will acquire Boston-based Stax, a strategy consulting firm specialising in commercial due diligence, value creation, and exit-planning services for private equity (PE) firms, as well as their portfolio companies and advisers.
Chicago-based IPA 100 firm Grant Thornton (FY24 net revenue of $2.4 billion) announced it will acquire Boston-based Stax, a leading strategy consulting firm specializing in commercial due diligence, value creation and exit-planning services for private equity (PE) firms, as well as their portfolio companies and advisers.