Financial Planning and Analysis

• Lead and manage a team of direct reports responsible for originating equipment finance transactions.
• Source and close transactions through direct solicitation of middle-market companies.
• Develop and execute sales strategies to drive growth across the assigned territory.
• Provide strategic guidance on deal structuring, pricing, and documentation negotiations.
• Coach, train, and motivate sales originators to achieve individual and team production goals.
• Partner with internal stakeholders across credit, operations, and documentation to ensure efficient deal execution.
• Build and grow a high-performing team of originators focused on middle to large-ticket equipment finance transactions across a multi-state territory.
• Execute regional sales strategy and manage production across Midwest and Northeast territories.

Team Leader, Middle Market, Equipment Finance

Senior Manager, Financial Planning & Analysis

Director, FP&A

Senior Financial Analyst

Senior FP&A Analyst

Operations & Strategic Planning Executive