Business Manager
CSM Companies, Inc. - Kenworth · Madison, WI · 3 days ago
Business DevelopmentInternship
About the role
Business Manager will provide support for the lending and leasing process for both CSM Financial and Premier Leasing.
Responsibilities
- Provide support for the lending or leasing/rental business process
- Collaborate with business units and Corporate Accounting to ensure accounting accuracy
- Leverage CSM systems to provide decision-making information and establish accountability
- Identify and execute process improvements
Duties
- Oversee scheduled billing, recording customer payments and data entry functions
- Communicate subledger accounting to Corporate Accounting
- Research, collect and analyze data
- Support leadership through comparative analysis, model building and benchmarking
- Perform credit underwriting tasks including checking credit reports, credit reference checks, financial statement analysis, collateral analysis and legal background checks
- Lead past due payment collections process
- Streamline customer credit application and credit approval process
- Maintain and enhance Power BI dashboards
- Troubleshoot process issues and implement solutions
- Automate routine tasks and implement process improvements
- All other duties as assigned
Qualifications
Education, Skills, Experience:
- Bachelor's degree in Finance, Accounting, or a related field
- Familiarity with equipment sales and financing is preferred but not required
- Possess the ability to read, analyze, and interpret standardized loan documents and financial statements
- Must be detail-oriented with excellent planning and organizational skills
- Ability to manage and leverage CSM operating systems (e.g. Aspire, Fusion, relevant PFC sites, relevant PLC sites)
- Ability to communicate and collaborate with a professional demeanor
- Effective, efficient, and professional written and oral communication is required
- Ability to apply common sense, logic, and problem-solving methodologies to carry out oral and written instructions
- Ability to travel when job requires
Work Environment & Physical Demands
- Ability to sit, stand, bend, kneel, stoop and lift/move up to 75 lbs. on a regular basis
- Ability to work in an environment to include 8-12 hours days with frequent exposure to weather conditions, vehicle and tool noise, and hazardous materials to include fuel, oil, grease, and cleaning solutions
CSM Job Standards Accountabilities
- Customer Focus: Actively looking for ways to identify customer needs. Then efficiently and effectively addressing those needs.
- Communication - Visual and Verbal: Listening, speaking, and signaling so others can understand. Communicate in spoken English well enough to be understood by others.
- Teamwork: Working cooperatively in a professional demeanor to complete work assignments.
- Health, Safety, and Security: Recognize and mitigate safety hazards including hazardous materials, environmental hazards, and accident conditions on a construction site. Follow appropriate security procedures.
- Scheduling and Coordinating: Making arrangements that fulfill all requirements as efficiently and economically as possible.
- Problem Solving/Decision-making: Being open to change and to considerable variety in the workplace. Understanding the importance of learning new information for future problem solving and decision making.
- Adaptability and Lifelong Learning: Being open to change and to considerable variety in the workplace. Understanding the importance of learning new information for future problem solving and decision making.