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Source: https://deftridge.com/job/lender-and-covenant-reporting-united-states-dt-8552460/
Title: Lender and Covenant Reporting, $234-281/h | Deftridge
Summary: Lender and Covenant Reporting (Excel) for an executive Fractional CFO, remote in the US. $234-$281 an hour, about 4 hours in total. Starts within 2 weeks.

One-off Posted Oct 20 · DT-8552460

# Lender and Covenant Reporting (Excel)

Executive · Fractional CFO · Remote · United States

**$234–$281** / hour About $770–$1,550 in total. Set by the company within a range checked against market pay for the role; your recruiter agrees your exact rate with you before anything is sent. Deftridge adds 15% on top and bills it to the company, so **nothing comes out of your rate**.

- **Company** Growth-stage telehealth provider for mental health · 501–1,000 employeesCL-25367 · based in Sunderland

- **Where** Remote · United States

- **Format** One-off task

- **Time needed** about 4 h in total

- **Start** Starts within 2 weeks

- **Level** Executive · 15+ years

- **When you work** Weekday evenings1 h a week overlap with ET

**203** tasks of this type completed on Deftridge

## About this task

This Growth-stage telehealth provider for mental health (501–1,000 employees) is looking for an executive Fractional CFO for a single piece of work with a fixed scope and a fixed price. Compliance certificates and covenant calculations that go to a lender.

The company has a deadline, no one free to own it, and wants a person who has done the same job before. It works in healthcare, so patient data is never part of the task and privacy rules are strict.

The work is fully remote. Any location in United States works, with a few hours of overlap with the team's day. Most people do this on weekday evenings; replies inside the working day are not expected. About 1 hour a week should overlap with the team's day (ET).

## What you deliver

- Prepare the quarterly covenant calculation and the compliance certificate draft, with a tie-out to the ledger.

- A 20-minute walkthrough call, or a recorded screen share if you prefer

- One round of edits after the company's review is included

- The finished deliverable in the agreed file format, with sources and assumptions listed

## How the work runs

- Day 1: scope confirmed in writing, files shared

- Middle of the period: draft shared for early feedback

- Last day: final version and handover note

**Duration:** about 10 working days. Accepted when the output matches the agreed checklist and the sample check passes; the recruiter confirms by e-mail.

## Tools

Excel bank portals

## Who fits

- 15+ years of hands-on work as a Fractional CFO, or the equivalent mix of roles

- Comfortable working in Excel and bank portals

- Your own work history stays private; the company sees a first name, your field and a rate

### Nice to have

- Comfortable explaining numbers or decisions to a non-specialist reader

- A habit of asking one clarifying question early rather than five late

## Not included

- Travel or work at a fixed location

- Managing other contractors or employees

- On-call availability outside the agreed window

## How you get paid

- The company prepays Deftridge before your first hour, so payment does not depend on a late invoice.

- Deftridge pays you in USD after the company confirms the hours or the deliverable. The payment date is written in your task agreement.

- You work as an independent contractor: you report your own income, and your recruiter sends the statements your accountant needs.

- You never chase the company. Questions about money go to Deftridge.

## What happens after you say you're interested

1. **Within one working day** A recruiter writes to you to confirm your hours and the rate you want.

1. **You agree the rate** You and the recruiter fix an exact rate inside the company's range. You decide whether to go ahead.

1. **With your written OK** The company sees the anonymous profile below. Most companies answer within three working days.

1. **Start** You sign the task agreement and the company's confidentiality terms through Deftridge, and begin on the date above.

## What the company sees about you

First name, field, experience, tools and the hours you offer. Not your surname, your employer or your contact details.

Your profile
**Alex** Executive Fractional CFO

- **Experience** 15+ years in finance & accounting

- **Tools** Excel, bank portals

- **Offers** 4 hours in total, weekday evenings

- **Rate** $258 an hour, agreed with the recruiter

## How this rate compares

The midpoint of this range, $258 an hour, is **above** the median executive Fractional CFO rate in the United States ($250). The shaded band is the 25th to 75th percentile of the market.

Median $250

This task $258

$184 $298

[All Fractional CFO jobs in United States](https://deftridge.com/jobs/fractional-cfo/united-states/) · [Fractional CFO rates in United States](https://deftridge.com/rates/fractional-cfo/united-states/) · [Finance & Accounting jobs](https://deftridge.com/jobs/finance-and-accounting/)

## Questions about pay and privacy

The rules are the same for every task. [Pricing](https://deftridge.com/pricing/) explains the 15% fee, prepayment and when you are paid; [How it works](https://deftridge.com/how-it-works/) covers matching, what the company sees and side work next to a job.

CL-25367 is the Deftridge code for this company. Its name is shared only after you agree to an introduction, and you decide whether to go ahead.

## Interested in this task?

Leave your first name and e-mail. You hear back from a recruiter inside one working day, and nothing reaches the company without your written OK.

- You see and agree the rate before the company hears about you

- Your employer and surname stay private

- E-mail only, no phone calls

Thank you, Lender and Covenant Reporting (Excel) is noted. A recruiter writes to you from a @deftridge.com address within one working day; the next steps are listed on this page.

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**$234–$281 / hr** I'm interested
