Financial Services Manager

About the role

This position is responsible for leading, overseeing and optimizing collections within Holt Group. Additionally, the Financial Services Manager is responsible for maintaining a strong DSO and mitigating losses while delivering Legendary Customer Service to internal and external customers. The incumbent models alignment with the company's mission and core business values, collaborates with key internal/external resources, and participates in ongoing self‑development.

HOLT Group is a renowned, family‑owned company with a legacy spanning nearly a century. As a powerhouse across several industries, including heavy machinery, construction, consulting services, training, and technology, we prioritize people and values. Our commitment to a Values‑Based Leadership® approach has led to trusted partnerships and collaborative endeavors.

Responsibilities

• Develops, evaluates, and influences effective and consistent productivity and teamwork to ensure the delivery of Legendary Customer Service (LCS)
• Models, promotes, reinforces, and rewards the consistent use of HOLT’s Values Based Leadership (VBL) tools, models, and processes to ensure alignment with our Vision, Values, and Mission
• Leads and develops team members in alignment with Holt’s values and provides team with the training, tools and resources needed to be successful
• Monitors aging, DSO and cash flow to identify gaps, drive strategy execution and improve overall performance
• Establishes and monitors key performance indicators, goals and processes to improve collector performance and collections efficiency
• Assigns, delegates, and coordinates work to ensure department objectives are met
• Provides detailed and accurate reports regularly and presents topics to team members, peers, and leadership as needed
• Collaborates with leadership and cross‑functional teams to improve processes and achieve enterprise and departmental goals
• Builds strong working relationships with the sales/operations teams and conducts/attends meetings regularly to improve alignment and partnership
• Works safely at all times and adheres to all applicable safety policies; complies with all company policies, procedures, and standards
• Performs other duties as assigned
• Supervisory responsibilities include interviewing, hiring, and training employees; planning and assigning work; coaching and development; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
• Travel: up to 10% may be required.

Skills

• Demonstrated knowledge of general accounting and billing procedures
• Demonstrated knowledge of the State of Texas requirements and guidelines for filing Mechanic Liens
• Advanced proficiency in PC software and Microsoft 365 (e.g., Excel, PowerPoint, Word, etc.)
• Analytical, problem‑solving skills and attention to detail; ability to get to root causes of problems to take corrective and preventive actions
• Excellent communication skills, both written and verbal
• Accountable and follows through on commitments with a clear sense of ownership
• Ability to build and strengthen relationships through positive interactions within the team, with customers, and with vendors
• Self‑motivated with the ability to stay focused on achieving targets, whether working independently or partnering with colleagues
• Ability to work well in teams and with colleagues at all levels throughout the organization
• Demonstrated expertise in managing day‑to‑day operations along with overseeing special projects
• Ability to read, write, listen to and understand information and ideas presented through spoken words and sentences