• Manage a portfolio of Financial Services accounts with a focus on "farming" and expansion. • Own the commercial strategy and negotiations. • Proactively identify whitespace opportunities across data engineering, advanced analytics, ML/AI, and cloud transformation to drive continued growth. • Serve as the ultimate point of accountability for client concerns. • Monitor and document value creation, translating technical wins into clear "customer stories" and business outcomes for stakeholders. • Build and sustain relationships with C-level executives and senior business stakeholders.

• Audit and stress-test the existing Excel model across all tabs (origination, portfolio, waterfall, warehouse, P&L, cash flow) for formula integrity, cross-tab consistency, and economic reasonableness • Rebuild or refine the payment waterfall to properly model SPV cash flows, priority of payments, and residual distributions under base, stress, and covenant-breach scenarios • Validate warehouse facility mechanics: advance rate calculations, borrowing base certificates, utilization tracking, unused commitment fees, and facility capacity constraints • Build covenant compliance tracking: DSCR coverage tests, concentration limits, delinquency triggers, and portfolio performance thresholds with early amortization modeling • Sensitize key assumptions (collection rates, chargeoff rates, factor rates, WAL) and produce scenario analysis output suitable for lender presentations • Ensure cash flow statement conforms to ASC 230 treatment for specialty lending (loan originations as investing, warehouse draws as financing, net income as operating) • Produce a clean, presentation-ready model with clear assumption inputs, documentation tab, and print-formatted summary pages

• Lead Series B & Beyond • Architect Agentic Economics • Strategic FP&A • Board & Investor Relations • Optimize Accounts Receivable • Cross-Functional Leadership

• Work with existing and potential customers to understand their key initiatives in Consumer Lending and Retail Banking across Marketing, Originations, Customer Management, Personalization, Collections, and Fraud. • Share expertise and thought leadership in Decisioning, Analytics, & Optimization within Financial Services to help our clients leapfrog the competition, leveraging FICO’s cutting-edge Platform. • Build relationships with senior client stakeholders in Business and Technology to gain insight into their most urgent decision management-related problems while articulating FICO’s platform capabilities. • Research and shape potential solution opportunities through collaborative engagement with internal Key Account Managers, Pre-Sales Domain Experts and Pre-Sales Architects to formulate and effectively position solution proposals. • Ensure clients are delighted with solutions purchased to create win-win relationships that are long-term, expanding, and profitable. • Collaborate with internal FICO teams, including Global Solution Architecture, Product Development, Finance, and Professional Services, to shape a cohesive sales effort that educates our customers on the tremendous business value the FICO Platform delivers. • Work with the largest and most advanced Financial Institutions as well as a core set of leaders in other sectors. • Manage sales to quarterly and annual targets, with significant earnings upside when targets are exceeded.