Wholesale Analyst jobs in United States
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Volvo Financial Services · 1 day ago

Wholesale Analyst

Volvo Financial Services is dedicated to driving customer success through tailored financing and insurance solutions. The Wholesale Analyst plays a crucial role in managing dealer relationships and operational responsibilities, ensuring efficiency and compliance in funding and documentation processes.

BankingFinancial ServicesInformation Technology
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H1B Sponsor Likelynote

Responsibilities

Ensure defined operational turnaround protocols for dealer funding, payment application, document preparation, and other tasks
Process all wholesale funding and payment requests, both timely and accurately, investigate and resolve billing and contract issues, respond timely to dealer inquiries
Track, close and report on audit performance, including discrepancies, highlighting potential problems/issues at a dealership
Ensure VFS security perfection with respect to such areas as UCC, PMSI, etc., inter-creditor agreements as well as other security perfection documentation. This is achieved through preparing and maintaining security perfection documents, searches, filings and preparation of inter-creditor and/or subordination agreements
Collect monthly charges and payments
Work with accounting to reconcile any GL issues related to wholesale
Ensure contracts are properly set up in WFS (SFPW) with a high level of accuracy and speed
Prepare dealer loan documentation (new & renewal), ensure all documents are complete and executed correctly and returned by the dealer
Send, track, and obtain annual dealership ownership certificates, KYC, and AML checks
Ensure dealer insurance policies coverage for both floor plan and lease line are renewed timely meeting VFS’s requirements
Perform dealer affiliated lease line audits through analysis of leasing businesses and associated documentation
Spread financial statements and provide comments and analysis as needed
Provide New Employee Training & Internal Employee cross training
Utilize SFPW (WFS) to perform operations, audit, reporting and testing tasks
Comply with any local regulatory requirements as well as Volvo Group and VFS internal requirements
Help develop, maintain, and utilize operational dashboards and reports (e.g., Power BI or similar tools) to monitor funding turnaround times, audit performance, exception trends, and portfolio risk indicators
Analyze datasets to identify process gaps, operational risks, and opportunities for efficiency improvements
Partner with cross-functional teams (Credit, Risk, IT, Operations, Accounting, Legal) to drive process optimization, standardization, and automation initiatives
Document workflows, metrics, and control points to support continuous improvement (VPS), audit readiness, and scalability of US operations

Qualification

Financial analysisData analysisPower BIWFS (SFPW)Collections experienceProcess improvement mindsetEnglish fluencyCommunication skillsOrganizational skillsTeam collaboration

Required

3 or more years of experience in wholesale, floor plan or financial services-related activities
Thorough understanding of wholesale documentation requirements and security perfection
Strong communication skills – both oral and written – and fluent in English
Ability to leverage technical tools to review, analyze and report on data and business trends
Experience presenting data trends to both technical and non-technical stakeholders
Proficiency in Microsoft Office Suite and PowerBI (or similar business intelligence and data visualization tool)
Expertise in Excel including pivot tables and data modeling
Process improvement mindset
BA/BS in business or related field
Foundational understanding of financial analysis including balance sheet, income statement, cash flow, projection analysis and financial statement spreading
Knowledge of WFS (SPFW)
Collections and inventory audit experience

Benefits

Competitive medical, dental and vision insurance.
Generous paid time off.
Competitive matching retirement savings plans.
Working environment where your safety, health and wellbeing come first.
Focus on professional and personal development through Volvo Group University.
Programs that make today’s challenging reality of combining work and personal life easier.

Company

Volvo Financial Services

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Volvo Financial Services is a financial solutions provider of the Volvo Group.

H1B Sponsorship

Volvo Financial Services has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (1)
2023 (2)
2022 (1)
2021 (2)
2020 (4)

Funding

Current Stage
Late Stage

Leadership Team

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Brian Dumbill
SVP & Chief Financial Officer
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Bobbie Liggett, SHRM - CP
People & Culture Business Partner
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Company data provided by crunchbase