Investor Reporting & Floorplan Analyst

Triad Financial Services, Inc.

Jacksonville (FL)

On-site

USD 70,000 - 90,000

Full time

5 days ago

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Job summary

Triad Financial Services, Inc. is seeking an Investor Rep Analyst to support investor reporting for Floorplan and Rental Participation programs in Jacksonville, FL. The role emphasizes Excel-driven analysis and coordination with leadership to manage portfolios and reporting accuracy.

The candidate will work closely with executives and the accounting team, handling daily reconciliation tasks and portfolio transfers in Solifi. Strong Excel skills and customer service focus are essential.

Qualifications

Advanced proficiency in Microsoft Excel and data analysis.
Strong customer service principles and practices.
Experience with financial reporting processes.

Responsibilities

Supports EVP/VP and COO in investor relations for Floorplan & Rental Participation programs.
Set up dealer lines of credit and map sub locations to Participation Accounts for Solifi reporting.
Build dealer plans in Solifi for accurate billing.
Maintain Allocation Analysis spreadsheet: daily balances, dealer premium/rate, locations; monthly eligible accounts info.
Daily analysis of eligible portfolios to identify loans for investor sales.
Transfer eligible loans between portfolios in Solifi.
Daily reinvestment of Floorplan loans to approach portfolio start balance.
Month-end duties: portfolio reconciliation and reporting to executives and accounting.