• Facilitates growth for the Bank through business development and management of key client relationships • Maintains an outstanding and continuous record of significant revenue generation from sales and syndications • Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships • Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue • Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management • Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards • Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios • Identifies key market segments and leverages industry trends to drive business growth and expand the client base • Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making • Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions • Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments • Builds and maintains strong long-term relationships with the bank’s high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership • Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction

• The Senior Financial Analyst provides a broad range of financial analysis, budgeting and forecasting for multiple departments • Prepares and reviews a variety of complex financial data and reports • Monitors trends in order to formulate strategies and provide insight to key executive stakeholders • Budget and cost reviews including analyzing variances between actuals, forecast, and plan, use insight to iterate on forecasts and push for operational improvements • Capitalized Labor reconciliation • Prepares monthly business unit financials • Financial analysis and modeling — pull and consolidate large data sets, build models from scratch and improve existing ones • Prepares financial reporting and other analytics; develops annual budgets, monthly forecasts, and variance analysis • Works with Accounting and Corporate Finance on monthly/ quarterly/ annual close processes • Collaborates with business leads to review analysis of key data • Interacts with and provides financial support and manages financial communication with the key individuals • Demonstrates knowledge of proper business practices and best practices in the use of ERP, specifically financials

• Lead and manage a team of direct reports responsible for originating equipment finance transactions. • Source and close transactions through direct solicitation of middle-market companies. • Develop and execute sales strategies to drive growth across the assigned territory. • Provide strategic guidance on deal structuring, pricing, and documentation negotiations. • Coach, train, and motivate sales originators to achieve individual and team production goals. • Partner with internal stakeholders across credit, operations, and documentation to ensure efficient deal execution.

• Reporting to the SVP Finance, ECS, the Director of FP&A is a senior finance leader and trusted partner to the ECS CFO and Leadership Team. • Deliver financial insight, analytical rigor, and decision support for a fast‑moving, growth‑focused consumer finance technology business. • Lead financial planning, forecasting, and performance management for the consolidated ECS portfolio. • Translate complex financial and operational data into clear, actionable insights that drive effective decision‑making. • Partner closely with ECS finance leaders across operating units, along with regional and global FP&A teams. • Contributes to financial strategy, assesses risks and opportunities, and helps build a high‑performing, business‑oriented FP&A organization capable of thriving in a high‑expectation environment. • Build and maintain dashboards and KPIs that enhance visibility into ECS portfolio performance, innovation, productivity, and cost management. • Identify trends, risks, and growth opportunities and translate them into actionable insights for ECS leadership. • Support finance leadership in strengthening analytical rigor and financial insight across a diverse, expanding portfolio. • Lead, coach, and develop an FP&A team, including two direct reports and extended global finance partners.