Project Analyst 3 - Equipment Finance – Asset Management

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Job Description

The Project Analyst 3 role supports the Equipment Finance Asset Management organization and serves as a critical individual contributor responsible for project leadership, quality control (QC), reporting, and process improvement activities. This position is a hybrid role with approximately 60% focus on project work and 40% focus on quality control and reporting.

This role is the sole position of its kind within the department and requires a self-directed, highly inquisitive professional who can operate independently while coordinating with multiple internal partners. The Project Analyst 3 acts as a subject matter resource across Asset Management, providing oversight, credible challenge, and analytical insight to ensure data integrity, process consistency, and regulatory compliance across a broad range of asset types.

Line of Business & Functional Scope

Asset Management within Equipment Finance is responsible for managing equipment throughout the full lifecycle of the lease, including purchase, return, renewal, repossession, inventory tracking, and liquidation. Assets span a wide range of equipment types, including office equipment and specialized assets such as aircraft, rail, marine, medical equipment, construction equipment, machine tools, and rolling stock.

This role supports Asset Management’s oversight, reporting, and quality assurance processes, with a strong emphasis on data accuracy, system alignment, and regulatory adherence—particularly related to repossession activity and inventory management.

Key Responsibilities

Quality Control & Reporting

• Execute daily, weekly, monthly, and periodic quality control reviews aligned with formalized controls and regulatory requirements.
• Run prescribed reports and QC tests on defined schedules and document results appropriately.
• Identify, investigate, and escalate exceptions or discrepancies identified through QC testing.
• Publish QC test results and partner with Asset Management leadership to support remediation efforts when needed.
• Provide audit support by supplying documentation, prior QC results, and process explanations during internal and external audits.

Asset & Data Management

• Monitor and reconcile asset data across multiple systems to ensure consistency and accuracy.
• Investigate and resolve discrepancies between the system of record (InfoLease) and Asset Management tracking tools (including AccuTrac).
• Support inventory tracking across thousands of assets at various lifecycle stages, including assets in inventory, in transit, sold, or liquidated.
• Ensure asset status, ownership, and disposition data remains aligned across systems.

Project Leadership & Process Improvement

• Lead cross-functional projects focused on operational efficiency, process improvement, reporting enhancement, and documentation updates.
• Independently identify opportunities for improvement by analyzing workflows, controls, and reporting across the Asset Management organization.
• Coordinate with subject matter experts and partners across multiple functions, including Asset Management teams, data and integration support, tax, finance, customer service, and collections.
• Act as a central point of coordination (“quarterback”) to bring together the right stakeholders for each initiative.
• Update and refine desk manuals, process documentation, and reporting practices to improve clarity, consistency, and efficiency.
• Champion credible challenge by asking thoughtful questions and evaluating why processes operate as they do.

Basic Qualifications

• Bachelor’s degree, or equivalent work experience
• Typically three to five years of related experience

Preferred Qualifications

• Experience in Asset Management or Equipment Finance environments.
• Knowledge of equipment finance asset lifecycles, inventory management, or repossession-related controls.
• Demonstrated experience leading projects, coordinating cross-functional work, and managing multiple initiatives simultaneously.
• Experience working with multiple systems and reconciling complex data sets.
• Exposure to quality