Financial Services Project Leader – Equipment Leasing

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteTeam 10,001+Since 1892H1B SponsorCompany SiteLinkedIn

Location

Wisconsin

Posted

9 days ago

Salary

$172K - $258K / year

Bachelor Degree10 yrs expEnglish

Job Description

• Be the change agent for process, and systems • Support the implementation of a modern captive finance system • Drive governance, cross-functional alignment, vendor delivery, and organizational adoption • Develop and execute operational strategies aligned with business needs • Implement a scalable system which supports business growth, drives automation and simplification, reduces complexity and customization • Build and manage the integrated plan (workstreams, milestones, deliverables), track progress via KPIs, and provide weekly status reporting to executives and steering committees • Lead current-state assessment and future-state design across the captive finance value chain • Define target operating model, roles/RACI, controls and compliance requirements, and handoffs between teams and systems; align interdependencies across functions • Develop and execute change management strategy: communications, stakeholder engagement, training, and role-based enablement to drive adoption • Streamline workflows for loan origination, underwriting, documentation, funding, and servicing • Prepare and present reports to executive leadership on strategic initiatives • Implement digital tools, AI/ML technology to improve turnaround times and reduce operational risk • Drive continuous improvement initiatives to enhance efficiency, scalability, and service quality • Foster a culture of accountability, innovation, and customer focus.

Job Requirements

  • Bachelor's degree in Finance, Accounting, Economics, or a related field
  • 10 years of experience in leasing and loan operations
  • MBA or a master's degree in a related field
  • Relevant certifications (CFA, CPA, or CTP) preferred
  • Excellent presentation, facilitation, and communication skills
  • Ability to manage multiple high priorities and high visibility deliverables
  • Strong analytical skills: able to clearly link business strategy, operations, and financials
  • Adaptable/Flexible: being open to change in response to new information, different or unexpected circumstances, and/or to work in ambiguous situation

Benefits

  • medical
  • dental
  • vision
  • paid time off
  • a 401(k) plan with employee and company contribution opportunities
  • life
  • disability
  • accident insurance
  • tuition reimbursement

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