Teams at Triad Financial Services, Inc.

Leads U.S. federal and state corporate and partnership tax compliance, including Forms 1120 and 1065, K-1 reporting, estimated payments, tax provisions under ASC 740, forecasting, and tax analyses. Manages tax data, software, audits, notices, and compliance obligations while partnering with Accounting, FP&A, auditors, and tax advisors. Supports tax planning, acquisitions, restructurings, and process improvements in a multi-entity environment.

Supports investor reporting and portfolio growth for floorplan and rental participation programs. Responsibilities include setting up dealer credit lines, maintaining Solifi records, updating allocation analyses, evaluating eligible loans against concentration limits, transferring loans between portfolios, reinvesting loans, and completing month-end reconciliations and reporting packages.

Build and optimize reporting pipelines, data flows, databases, and reporting infrastructure. Create complex SQL reports, SSRS dashboards, stored procedures, views, schedules, and automated distributions. Investigate data-quality issues, develop analytics tools, improve reporting processes, and support cross-functional business needs. Review requirements, prioritize information needs, and mentor and quality-review junior analysts.