Finance Administration Support

AD Solutions•Orlando, FL

1d•$22 - $24

About The Position

The Finance and Sales Administration Support role supports both the finance and sales teams. The role requires a proactive, organized, and detail-oriented individual to manage financial transactions, assist with budgeting and forecasting, and provide administrative support to the sales team. The position is described as critical to maintaining the company’s financial health and calls for reliability, strong communication, and analytical skills, along with an understanding of financial processes and sales operations. The role provides administrative and system support to sales representatives and assists with finance functions and projects. It also supports leasing associates and Administrative Transaction Specialists, prepares reports and transaction documents, maintains customer records, coordinates lease documentation, processes sales orders, responds to customer inquiries, and supports billing and financial transactions.

Requirements

Bachelor’s degree in Finance, Business Administration, or a related field.
At least 2 years of experience in finance, sales administration, or a related role.
Proficiency in Microsoft Office Suite, particularly Excel, and Google Sheets.
Strong analytical skills, including the ability to interpret financial data and create reports.
Excellent organizational and time-management skills, with the ability to handle multiple tasks simultaneously.
Strong written and verbal communication skills and the ability to work effectively with cross-functional teams.
Ability to work independently and as part of a team.
High degree of accuracy and attention to detail.

Responsibilities

Provide administrative and system support for assigned sales representatives and assist with finance functions and projects as requested by management.
Cross-train to assist other Leasing associates and provide support to other Administrative Transaction Specialists as needed.
Provide reports, invoices, and other documentation for Sales/Service.
Prepare documents for execution by coordinating, routing, and reviewing final lease packages.
Set up new customers and customer accounts in database systems, assign master agreement numbers, correct existing records, process customer data changes, and record filing actions.
Make outbound calls to obtain necessary information when actual data is unavailable; collate and record support performance data and maintain records.
Manage lease portfolios and ensure lease contract documents are complete, accurate, and appropriately executed.
Process new lease applications, review documents, and follow up with Account Executives when necessary.
Add assets and book leases into the system; calculate service escalators and enter them into the system.
Compile customer-facing documents for mailing and scan them into the appropriate document repository.
Complete Uniform Commercial Code (UCC) filings and terminate returned equipment and associated UCC filings when necessary.
Process payment changes and extension addendums; generate and process Assignment & Assumption documents for Account Executives and customers.
Handle leasing matters, including lease approvals, lease invoices, and lease buyouts or updates.
Coordinate with the sales team to ensure accurate and timely order processing and fulfillment; process address changes and discrepancies between systems.
Process sales orders and related documentation, including leasing documents, sales orders, service agreements, in/outs, lease returns, and commission sheets.
Verify calculations based on MSRP and current approvals and submit transactions for funding.
Process transaction check requests after deals are funded, ensuring documentation is accurate and complete; follow up on funding and payment for cash deals.
Strategize with sales and service teams on account situations and action plans.
Research and respond quickly and accurately to internal and external customer inquiries.
Communicate with internal and external customers by phone and email about billing and contracts, explain contract terms and conditions, and respond empathetically to customer concerns.
Retrieve original sales and leasing paperwork for internal and external review.
Use financial software to review and correct contract billing records.
Determine when credit memos are needed and calculate and issue them using the proper financial codes.
Verify financial calculations on contracts, including income, payoffs, rebates, and residuals.
Resolve funding issues by serving as a liaison between dealers, loan officers, and dealer relationship managers.