Finance Manager

Description

The Finance Manager is responsible for directing and coordinating activities related to equipment financing, financial data analysis, and securing financing solutions for customers. This role works closely with sales teams to develop financing strategies that drive equipment sales while maintaining strong relationships with financing partners.

WHAT YOU'LL DO

· Maintain a comprehensive understanding of all finance subsidy programs through Caterpillar Inc., Caterpillar Redistribution Services, Inc. (CRSI), Caterpillar Financial Services Corporation (CFSC), and other financing companies.

· Develop and implement financing strategies to support equipment sales by leveraging available programs and financing options.

· Work closely with sales managers and sales representatives to create innovative financing solutions that enhance sales volume

· Train sales teams and assistants on subsidy programs, financing options, financial software, and calculator usage.

· Provide hands-on assistance to sales representatives in all aspects of equipment financing.

· Educate sales staff on the proper completion of financing documents, including installment sales contracts (ISC) and lease agreements.

· Establish and maintain relationships with finance companies to facilitate deal approvals.

· Submit equipment financing applications for approval and negotiate financing terms with lenders.

· Travel with Sales Representatives to better understand customer needs and equipment financing requirements.

· Provide support for credit processes, including credit applications, document review, and term deal approvals.

Requirements

WHAT YOU'LL NEED

· Bachelor’s degree (B.A.) from a four-year college or university.

· Minimum of five years of experience as a Credit Manager (in the heavy equipment industry is preferred.)

· Strong knowledge of finance and credit processes, including subsidy programs and financing options.

IMPORTANT INFORMATION

While performing the duties of this job, the employee is regularly required to sit, talk or hear. The employee is occasionally required to stand and walk. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This employee must be able to exert 10 lbs of force frequently and 50 lbs of force on occasion. This position requires kneeling, standing, squatting, and grasping frequently.

The noise level in the work environment is usually quiet.

This position can be stressful in times of high boom in the industry. Ability to stay calm, prioritize, and delegate time responsibility is a must.

Required travel up to 10%.

This position is considered a safety sensitive position.

The Job description is subject to change by the employer as the needs of the employer and requirements of the job change.

EEO/AA

Salary/Exempt

---

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)