Data Analysis and Strategic Planning (AM-Manager)

Key Responsibilities:

- Analyze customer profiles, payment behavior, and risk levels to create actionable account segments.

- Design and implement account assignment rules to allocate accounts to the appropriate team (in-house, outsourced, or hybrid).

- Ensure timely and efficient assignment based on team capacity, portfolio risk, and resource availability.

- Develop and maintain capacity planning models to optimize resource allocation and operational efficiency.

- Continuously assess team and resource availability, recommending adjustments to meet portfolio demands (e.g., capacity planning, branch network optimization, or outsourcing strategies).

- Conduct research and analysis to identify growth opportunities and make informed recommendations.

- Monitor adherence to strategies and ensure effective and timely implementation of recovery actions.

- Evaluate the impact of execution strategies and refine them to maximize recovery rates.

- Continuously monitor and evaluate the effectiveness of account assignment and resource allocation strategies.

- Refine segmentation models, assignment rules, and workflows to improve efficiency and results.

- Generate detailed reports and actionable insights for management, highlighting key performance metrics and areas for improvement.

Qualifications

• Bachelor's degree or Master’s degree in Finance, Economics, Business Administration, or a related field.

• A minimum of 7 years of experience in Data Analyst , Portfolio Management , Sales Strategist, Risk mitigation, or strategic planning roles

• Proficiency in data analysis and strategy, with the ability to interpret complex financial data.

• Excellent interpersonal and communication skills, both written and verbal.

• Ability to collaborate effectively with cross-functional teams