Business Manager

CSM COMPANIES INC GROUP•Madison, WI

78d•Onsite

About The Position

Business Manager will provide support for the lending and leasing process for both CSM Financial and Premier Leasing. This role involves overseeing scheduled billing, customer payment recording, data entry, and communicating subledger accounting to Corporate Accounting. The Business Manager will also perform credit underwriting, lead collections, and streamline the customer credit application and approval process. Additionally, this position requires maintaining and enhancing Power BI dashboards, troubleshooting process issues, and automating routine tasks to implement process improvements.

Requirements

Bachelor’s degree in Finance, Accounting, or a related field
Ability to read, analyze, and interpret standardized loan documents and financial statements
Must be detail-oriented with excellent planning and organizational skills
Ability to manage and leverage CSM operating systems (e.g. Aspire, Fusion, relevant PFC sites, relevant PLC sites)
Ability to communicate and collaborate with a professional demeanor
Effective, efficient, and professional written and oral communication is required
Ability to apply common sense, logic, and problem-solving methodologies to carry out oral and written instructions
Ability to travel when job requires

Nice To Haves

Familiarity with equipment sales and financing is preferred but not required

Responsibilities

Provide support for the lending or leasing/rental business process
Collaborate with business units and Corporate Accounting to ensure accounting accuracy
Leverage CSM systems to provide decision-making information and establish accountability
Identify and execute process improvements
Oversee scheduled billing, recording customer payments and data entry functions
Communicate subledger accounting to Corporate Accounting
Research, collect and analyze data
Support leadership through comparative analysis, model building and benchmarking
Perform credit underwriting tasks including checking credit reports, credit reference checks, financial statement analysis, collateral analysis and legal background checks
Lead past due payment collections process
Streamline customer credit application and credit approval process
Maintain and enhance Power BI dashboards
Troubleshoot process issues and implement solutions
Automate routine tasks and implement process improvements
All other duties as assigned