Vervent

Financial Planning and Analysis

• Assist in the development and maintenance of full reporting, predictive and analytical suites related to portfolio financial performance.
• Facilitate full account life cycle reporting which includes Marketing, Acquisition, Underwriting, Account Management, Collections, and Recovery activities.
• Monitor, prepare and develop various reports related to portfolio financial performance.
• Analyze and enhance existing Predictive Models through variance analyses and model governance.
• Build new Predictive Models with direction and assistance of team members and management.
• Conduct analyses that evaluate and enhance portfolio financial performance.
• Collaborate with team members in the review of financial performance trends, ad-hoc analysis, and predictive modeling.
• Prepare data visualizations and presentations (Excel/Power BI).

Financial Risk Analyst

Sales

• Find new business and close business deals as an executive role with dual responsibilities.
• Generate and follow up on leads and work with potential clients to create and sell customized financial service solutions.
• Identify sales opportunities and client decision makers that translate into revenue.
• Develop the necessary rapport to efficiently close business and deliver solutions that meet and exceed the client needs.
• Work with Sales, Marketing, Management Team, C-Level and other departments throughout sales cycle to enhance client accounts and build cross-team relationships.
• Attend industry conferences to network and generate new sales.
• Travel and meet with prospects, existing clients and referral sources.
• Manage the product and sales territory assigned by the Sales Manager.
• Meet or exceed goals pertaining to sales, quality and service.

Vice President, Sales, CMS

• Develop and maintain full reporting, predictive and analytical suites related to portfolio financial performance
• Monitor, prepare and develop various reports related to portfolio financial performance
• Assist in the management of full account life cycle reporting including Marketing, Acquisition, Underwriting, Account Management, Collections, and Recovery activities
• Present findings to various levels of management, vendors and stakeholders
• Work with other business units to understand reporting, analyses and modeling needs
• Identify areas in need of process improvement and recommend intuitive and innovative solutions
• Analyze and enhance existing Predictive Models through variance analyses and model governance
• Build new Predictive Models and configure champion/challenger scenarios
• Conduct analyses that evaluate and enhance portfolio financial performance
• Assist the Financial Risk Manager in the guidance and training of team members

Financial Risk Analyst

Vice President, Sales, CMS

Senior Financial Risk Analyst