• Analyze financial income, profit & loss statements from financial funding institutions • Provide a detailed profit & loss analysis from the statements • Communicate with internal and external agents on how to strategically approach savings to a prospective merchant • Understand and apply industry standard as well as proprietary analysis methodologies to financial models based on the statement reviews provided • Calculate new and updated pricing and profit analysis as accounts are moved from prospect to active merchant status • Review competitor’s proposals for legitimacy and assist Agents in formulating an explanation and counter proposal • Provide detailed savings comparison to merchants based on applied financial models • Review existing accounts to ensure merchants are processing based on the requirements and recommendations provided in the initial analysis to ensure optimal profit margins are maintained • Research creative solutions to maximize merchant savings in fees