Branch Financial Manager

Penske•Berwyn, PA
•Onsite

About The Position

The Branch Financial Manager leads administrative processes across one or more branches to support operational efficiency, effectiveness, customer satisfaction, and profitability. The role coaches and develops administrative professionals and supports the District Financial Manager with a cross-functional branch perspective that contributes to district performance and profitability. The manager oversees the maintenance coordinator and/or operations coordinators to help align branch operations with business objectives and customer demands. The role includes branch-level financial analysis, leadership of customer-facing and internal administrative processes, and implementation of initiatives and process improvements. The manager collaborates with branch, district, corporate Finance, and Operations stakeholders; oversees business planning and reviews branch performance against plan. The position is located at 1050 Swedesford Road in Berwyn, Pennsylvania.

Requirements

  • High school diploma or equivalent.
  • Interpersonal and relationship-building skills, with the ability to lead and develop branch teams.
  • Written and verbal communication skills, including the ability to present branch problems, causes, and time-bound corrective action plans to financial, district, and branch leadership.
  • At least 2 years of customer service and operations experience.
  • Advanced computer skills, including Microsoft Word, Excel, Outlook, and PowerPoint.
  • Regular, predictable, full attendance.
  • Willingness to travel as necessary and work the required schedule at the specified location.
  • Completion of a Penske employment application and submission to a background investigation and drug screening.
  • Ability to read, communicate verbally and in writing, remember and analyze information, and understand instructions or guidelines.
  • Ability to stand, walk, and sit; frequently use hands to touch, handle, and feel and reach with hands and arms; and occasionally lift or move up to 25 pounds (12 kg).
  • Ability to meet the specified close, distance, and peripheral vision, depth perception, and focus-adjustment requirements.

Nice To Haves

  • Bachelor’s degree, preferably with a Finance or Business concentration.
  • Profit and Loss (P&L) reporting experience.
  • Agility, ability to learn quickly, interest in collaborative projects, and commitment to continuous education.

Responsibilities

  • Lead and develop maintenance and operations coordinator teams through hiring, training, performance reviews, check-ins, ongoing support, and associate development.
  • Develop and sustain consistent processes through cross-training to improve effectiveness and profitability; recognize team contributions and foster teamwork.
  • Periodically assess branch staffing requirements with the District Financial Manager.
  • Analyze branch-level financial and operational information, including P&L, contribution reports, and aged trial balances; investigate risks to profitability and recommend solutions or guidance.
  • Build understanding of branch operations and customers by seeking input from branch associates and using operational systems such as ServiceNet and AS400.
  • Collaborate with branch and district leadership to improve operations and support district performance.
  • Improve and sustain customer-facing and internal branch operational, financial, and administrative processes, setting expectations to meet branch objectives and customer satisfaction goals.
  • Lead billing, receivables management, timely vehicle service processing, and problem resolution; help mitigate bad debt and ensure tax and legal compliance in branch operations.
  • Use additional reports, including open RA, receivables, credit assessment, billed rates, fuel, fuel tax compliance, accident reporting, and physical inventory reports, to investigate issues, develop solutions with the District Financial Manager, and carry out action plans.
  • Lead implementation of initiatives at the branch level and ensure consistent execution of process guidelines.
  • Collaborate with corporate Finance and Operations stakeholders to optimize local and centralized processes.
  • Oversee maintenance processes and parts, tire, and fuel inventories, as well as vehicle security, asset inventory, cash drawer management, and associate health and safety processes.
  • Conduct Location Operations Reviews with maintenance, rental, and service and administrative support teams to improve and sustain branch performance.
  • Grow organizational capability and shared responsibility for leadership, integrity, and customer-centered performance.
  • Oversee branch-level business planning and support district business planning as directed by the District Manager and District Financial Manager.
  • Review branch plan-versus-actual performance throughout the year and provide guidance and analysis.
  • Complete projects and tasks assigned by the District Manager and District Financial Manager.
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