FLORES

Financial Planning and Analysis

• Work alongside senior leadership to support asset origination and revenue generation efforts, anticipating the needs of the team throughout the deal cycle
• Understand the characteristics of the firm's product offerings (from the perspective of the client, clients counterparties, the Firm, and the Firm's stakeholders) to facilitate the development of tailored working capital solutions
• Take ownership of the sales cycle, from providing support to senior leadership during initial prospecting to structuring financial products and ensuring programs are delivered in a way that excites and exceeds client objectives.
• Provide proactive relationship management, anticipating client needs/requests and seizing every opportunity to deepen relationships
• Prepare transaction presentations including structuring elements and key considerations
• Effectively communicate information through slide decks and other forms of written communication
• Analyze credits, prepare internal memos and build financial models
• Prepare deal term sheets and assist in deal documentation
• Work on monthly and quarterly updates for Board and internal teams
• Lead in proactive targeting and outreach to new opportunities

Senior Associate – Originations, Receivables and Supply Chain Finance

Data Analyst

• Collect and compile HR data from HRIS, ATS, performance management systems, engagement surveys, and other relevant databases.
• Ensure data accuracy and integrity by implementing data validation and cleansing processes.
• Maintain and update HR databases and dashboards.
• Develop and document data management processes and procedures.
• Analyze HR data to identify trends, patterns, and correlations related to recruitment, retention, performance, compensation, diversity and inclusion, and learning and development.
• Develop and generate regular and ad-hoc reports and dashboards to communicate HR data insights to stakeholders, including HR team members, managers, and senior leadership.
• Present data findings in a clear, concise, and visually appealing manner using charts, graphs, and other data visualization techniques.
• Respond to data requests from stakeholders, providing accurate and timely information.
• Translate data analysis into actionable insights and recommendations to improve HR processes, programs, and strategies.
• Collaborate with HR stakeholders and other departments to understand data needs and develop data-driven solutions.
• Identify opportunities to improve data collection, analysis, and reporting processes; support implementation of new HR technologies from a data perspective.
• Ensure compliance with data privacy regulations and maintain confidentiality of sensitive HR data.

HR Data Analyst – Human Resources, Financial Services

• Develop strategies and tactics to drive business origination for the US and Canada
• Lead development of new business opportunities and prospecting market and industry research
• Build and foster relationships with banks and corporates to achieve growth objectives
• Develop in-depth understanding of customer needs and provide strategic financial solutions
• Partner with senior functional and trading stakeholders to develop new high-risk customers
• Apply broad and in-depth understanding of financing structures to develop strategic solutions
• Develop knowledge of customer business strategy and explore new industries related to trade
• Ensure understanding and compliance with special operations group applicable to origination
• Develop and structure highly complex financing origination proposals optimizing value for customer and business
• Develop and foster strategic partner relationships with senior internal management and external stakeholders
• Provide expert thought leadership and direction to supporting team members
• Perform other duties as assigned

Senior Originator, Structured Finance Solutions

• Support key sales individuals to grow the business and make an impact with clients and partners
• Advise finance and treasury functions within major corporates on improving and implementing innovative inventory and supply-chain finance solutions
• Structure and build complex solutions for customers within a multi-stakeholder environment
• Interact with international and local banks, advisory firms, and large corporates with US operations
• Focus on business and revenue targets with measurable results to win new business for the Group
• Manage potential client expectations and liaise between clients, internal support, execution teams and Management to ensure seamless transaction goals
• Develop new partner routes to market, primarily with one or more banks
• Generate new business sales (new logo selling) and deliver associated revenue in year, primarily via banking partners
• Territory and market planning and execution; ensure new logo clients transition smoothly into steady state delivery
• Report to Global Head of Sales

Director of Origination, Inventory and Supply Chain Finance

Human Resources

• Handle direct communications with employees, addressing their concerns promptly
• Maintain digital records of staff and vendor interactions, including inquiries, comments, and complaints
• Process employee enrollments and maintain accurate and complete records; coordinate and manage open enrollment periods
• Manage annual renewals with vendors, including competitive bidding and negotiation; plan evaluation and open enrollment participation
• Respond to staff regarding leave eligibility, usage and availability and manage leave record-keeping
• Review and approve monthly billing reports and verify vendor bills for accuracy and payment; coordinate with Fiscal on payroll deductions
• Coordinate annual 403(b) audit; complete the 5500 filing; Workers Compensation reporting and ensure compliance with other requirements
• Manage relationships with multiple stakeholders and outside vendors to achieve best outcomes
• Perform various other duties related to benefits administration; develop new offerings and ways to engage staff

Senior Associate – Originations, Receivables and Supply Chain Finance

HR Data Analyst – Human Resources, Financial Services

Senior Originator, Structured Finance Solutions

Director of Origination, Inventory and Supply Chain Finance

HR Benefits Lead