Description:
The Executive Director, Financial Services is responsible for leading, planning, and managing all operational functions to drive operational excellence, minimizing costs while optimizing customer service, experience, and revenues for FIS (Financial Services). This position guides the formulation and implementation of company policies regarding our leasing business and ensures that methods and procedures employed are efficient and are accepted within legal and corporate guidelines. Responsible for guiding and directing management in development, production and promotion of Olympus products and services and for the leadership of operational and technology activities.
Job Duties
- Provide direct management and oversight to reporting staff in Operations for the life of the lease activities by developing a strong team (s) proficient in contract preparation, customer service and contract life cycle management. This is to include small, and mid/large ticket corporate discipline transactions, ensuring that efficient production is in place.
- Develop, monitor, and manage asset management policies, procedures, and asset valuation in partnership with Finance to maintain and enhance our residual value positions for future growth
- Managing all leasing transactions and monitor the leasing portfolio in accordance with performance and quality standard defined by Generally Accepted Accounting Procedures (GAAP) Federal & State taxation regulations, along with all applicable Olympus business polices.
- Owns the leasing customer experience, polices and guidelines for all leasing transactional touchpoints to reduce financial risk and maximize profitability. This is done by ensuring cross functional polices are embedded within all business units to include : Marketing, Sales Management, Customer Service, Order Entry, Credit, Collections, Tax, Legal, Accounting and Finance (Billing & Invoicing) and Asset Retrieval
- Establish, monitor progress against, and ensure delivery of customer SLA’s, KPI and quality assurance targets, keeping the customer experience in all that we do. Establish customer NPS targets and support business maturity through customer data.
- Monitor and report on non-financial risks as well and ensure remediation plans are implemented and followed.
- Improve, and implement financial, accounting and administrate processes, procedures and internal controls aligned with Finance and Accounting requirements
- Provides guidance and oversight in the identification and selection of FIS end-to-end systems and system requirement for all leasing applications. This is to include internal and external facing applications. Ensuring the successful integration of technology solutions with efficient and frictionless processes for our customers.
- Responsible for managing of IT daily support activities
- Manage all applicable outsourcing relationships and serves as contact in supporting our external clients/vendors/customers
- Ensuring that cross training and development of staff offers opportunities for development and growth by creating succession planning, so our members are best positioned for the workplace of the future.
Job Qualifications
Required:
- Bachelor’s degree required, with focus on accounting or finance preferred.
- Minimum of 15 years relevant experience in high volume transactional operations with at least 10 years of people management responsibility in the equipment leasing environment.
- Knowledge or current RPA/DL and AI technologies and implementations.
- Demonstrated knowledge and applications of Lean and Six Sigma practices in a transactional setting.
- Language skills (verbal written listening) software skills, analytical skills, mathematical skills, presentation skills and a team player. Good oral and written communication skills. Experience in working with MS Word Excel Showcase and other office based PC programs.
- Hours outside of normal operations required.
- Travel less than 10% as needed.