FP&A Analyst responsible for enhancing reporting and support planning processes at Evident. Collaborating across departments for data integrity and strategic finance projects.
About the role
- Asset Finance Sales Associate working with Equipment Finance Sales Executives to fulfill finance opportunities. Collaborating with Credit and Operations teams for streamlined processes and high-quality portfolio management.
Responsibilities
- Prepare Equipment Finance industry updates and product details for Regional Bank Knowledge Management- work with teams on client and prospect research
- Work with Portfolio Manager to secure complete financial packages and deliver credit decisions in a concise manner
- Prepares and presents equipment finance proposals
- Work closely with Sales Coordinators to help prepare documentation that meets internal and external regulatory requirements
- Help maintain a high-quality equipment finance portfolio
- Performs other duties as assigned
Requirements
- Bachelor’s degree
- 2+ years of customer-facing experience in Commercial Bank or Equipment Finance Relationship Management
- Strong business development potential
- Knowledge of credit reporting and financial statement analysis
- Ability to work in a fast paced environment
Benefits
- health insurance coverage
- wellness program
- life and disability insurance
- retirement savings plan
- paid leave programs
- paid holidays
- paid time off (PTO)
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