Financial Analyst/Manager

Responsibilities

• Partner with sales staff to prepare tailored financing and lease proposals that align with customer needs and business goals.
• Guide customers through financing options, explain terms clearly, gather required credit details, and help secure agreement on the final structure.
• Manage transaction completion by obtaining signed documents, collecting upfront payments, and confirming insurance details needed for funding.
• Monitor outstanding equipment invoices, follow up on open balances, and coordinate with the sales team to address collection concerns.
• Research market trends, lender programs, and competitor offerings to recommend strategies that strengthen financing competitiveness.
• Build and maintain productive relationships with finance providers, manufacturers, and internal stakeholders to support smooth deal execution.
• Assemble credit packages, submit applications to funding sources, and track approvals through final funding.
• Create training materials and coach team members on financing knowledge, operational procedures, and best practices.
• Maintain complete and organized credit files, contract records, and supporting documentation in accordance with company standards.
• Contribute to credit policy development and assist with delinquent account support while helping move deals to closure.

Requirements

• Bachelor’s degree in Finance, Business, or a related field, or equivalent relevant experience.
• At least 5 years of experience in retail finance, collections, account management, or sales support; exposure to construction equipment financing is preferred.
• Strong understanding of accounting fundamentals, financial terminology, and analytical tools used to evaluate transactions.
• Demonstrated ability to manage multiple deadlines with a high level of accuracy, organization, and attention to detail.
• Proficiency with Microsoft Excel, Word, Outlook, Teams, and TValue.
• Effective analytical, problem-solving, and prioritization skills in a fast-paced environment.
• Ethical and collaborative approach, including experience supporting or guiding team members.
• Willingness to travel to customer locations as needed.