Teams at First Investors Financial Services

Drive call center reporting and insights by building dashboards, recurring and ad-hoc reports, and executive presentations. Analyze QA, CSAT, NPS and other KPIs, translate data into actionable recommendations, partner with stakeholders and BI teams to maintain data integrity, and support continuous improvement initiatives.

Reconcile vehicle sale proceeds and expenses, investigate unapplied cash and timing differences, validate payment flows and incentives, reconcile inventory dispositions, deliver reporting and analysis, partner cross-functionally, and drive automation and controls to ensure accurate, auditable financial outcomes.

Lead financial analysis, forecasting, budgeting, and month-end close for revenue and operating expenses. Develop rolling forecasts, reconcile ledgers, create reporting tools and executive presentations, advise cross-functional teams, identify risks and efficiencies, and support ad hoc projects.