Inventory Finance Relationship Manager

Position Overview

The Inventory Finance Relationship Manager is responsible for supporting the team through comprehensive reporting and dashboard development, improving process and system efficiencies, while also ensuring accuracy and integrity in inspection reviews. This role combines analytical reporting functions, system and process optimization with inspection validation to maintain systematic business functions and provide actionable insights to leadership.

Essential Functions

Inspection Review & Validation

• Review all incoming inspections for accuracy and adherence to company standards.
• Validate property photographs for clarity and completeness.
• Communicate with vendors to resolve discrepancies and ensure timely submission of accurate inspections.
• Report issues and risks to account managers promptly.
• Document findings and escalate concerns as needed.
• Maintain accurate records of inspection reviews, vendor interactions, and reporting metrics.
• Audit billing statements for accuracy.

Reporting and Process Requirements

• Develop and deliver daily, weekly, and monthly reports on inventory, performance, and other key metrics.
• Respond to ad hoc reporting requests from leadership and internal teams.
• Facilitate creation of dashboard reporting for team visibility and performance tracking.
• Analyze data to identify trends, recurring issues, and potential risk factors.
• Present trend and risk analysis to management through monthly reporting and presentations.
• Collaborate with leadership to ensure reporting aligns with strategic goals.
• Act as liaison for internal and external clients for reporting needs.
• Review departmental processes to provide reporting feedback and improvement suggestions
• Evaluate and lead system improvement efforts and projects [including IA assistance and implementation]

Minimum Qualifications:

• Bachelor's degree in finance or business is preferred but not required
• 2 years' prior work experience in financial services or reporting analytics preferred.
• Strong attention to detail and analytical skills.
• Excellent communication and vendor management abilities.
• Proficiency in Microsoft Office Suite and data visualization tools (e.g., Power BI, Tableau), specifically Microsoft Excel.
• Ability to work independently and collaboratively in a fast-paced environment.

Physical Demand:

• Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
• Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards
• Must be able to talk, listen and speak clearly on telephone
• Able to sit at a work station for prolonged periods of time
• Must be able to physically type