Financial Analyst/Manager

Job Description

Job Description

We are looking for a detail-oriented finance specialist to support equipment sales by structuring effective financing and leasing solutions for customers. This role acts as a key link between clients, sales teams, and lending partners to move transactions from proposal through approval and funding. The ideal candidate brings strong financial judgment, a consultative approach, and the ability to manage multiple priorities while maintaining accuracy and service quality.

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.

• 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.