Financial Planning and Analysis

• Provide deal flow by developing and strengthening relationships with individuals in the equipment lending & leasing, private equity, investment banking, brokerage/syndication and restructuring communities
• Source, structure, analyze and document opportunities as well as manage the resulting portfolio throughout the product lifecycle
• Provide transaction summaries describing present opportunities in weekly pipeline meetings
• Attend industry events to develop and deepen relationships and source potential opportunities
• Meet with existing and potential clients both during the business day and “after hours” events
• Maintain a robust pipeline and manage active portfolio transactions to meet and exceed established goals
• Strong financial statement analysis acumen including reviewing business plans and projections
• Strong awareness and familiarity with industries, related equipment and associated values and sales channels

Senior Director, Equipment Finance Sales

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Operations & Strategic Planning Executive

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