Financial Analyst/Manager

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.