Finance Manager

Kirby-Smith Machinery, Inc. - Dallas, TX•Dallas, TX

11d•Onsite

About The Position

The Finance Manager is responsible for assisting customers with financing options. This role involves working with customers and internal teams to secure financing for equipment purchases, providing expert advice on financial solutions, and managing the submission of necessary documentation to financial institutions. The position also requires cultivating strong relationships with customers, financial institutions, and internal sales teams to ensure effective communication and optimal financial outcomes. Continuous learning about financing options, market trends, and internal programs is essential.

Requirements

Bachelor’s degree in business administration, Finance, or Accounting preferred. Experience may be considered in place of formal education
Five (5) years of related experience
Proficient with Microsoft Office - Word, Excel, PowerPoint, Outlook, and various web-based applications
Exceptional Interpersonal skills and excellent communication skills

Responsibilities

Works with Territory Managers and customers to obtain financing for the purchase of equipment
Provides customers with financing options and assists in defining the best solution
Collects and submits all information to the financial institution(s) to facilitate financing for customers.
Provides all financial information collected on Kirby-Smith customers to the Credit Department to inform their decisions on our unsecured credit exposure
Identifies, establishes, and cultivates relationships with customers. When necessary, leverage the relationship to coach customers to improve their financing position
Cultivates and maintains relationships with Branch Managers, Sales Managers, and Territory Managers to ensure effective communication and optimum use of finance expertise
Obtains and maintains knowledge of available financing options and the current competitive market environment. i.e., rates
Obtains and maintains knowledge of all internal financing options, special programs, and promotions, i.e., Komatsu financial programs, as well as the requirements for filing documents specific to the financial institution, such as credit applications, etc.
Maintains relationships with financial institutions. Attends vendor functions for self-education and current industry trends
Coordinates with Sales Managers on RPO conversions with funding options
Conducts periodic training in financial merchandising with sales representatives
Performs other job-related duties as assigned
Ensures consistent and reliable on-site attendance