Financial Services Manager

HOLT•San Antonio, TX

1d•Onsite

About The Position

This position is responsible for leading, overseeing and optimizing collections within Holt Group. Additionally, the Financial Services Manager is responsible for maintaining a strong DSO and mitigating losses while delivering Legendary Customer Service to internal and external customers. The incumbent in this position is expected to model the following practices daily: Demonstrate alignment with the company's mission and core business values Collaborate with key internal/external resources Participate in ongoing self-development Essential Functions: Develops, evaluates, and influences effective and consistent productivity and teamwork to ensure the delivery of Legendary Customer Service (LCS) Models, promotes, reinforces, and rewards the consistent use of HOLT’s Values Based Leadership (VBL) tools, models, and processes to ensure alignment with our Vision, Values, and Mission Leads and develops team members in alignment with Holt’s values and provides team with the training, tools and resources needed to be successful Monitors aging, DSO and cash flow to identify gaps, drive strategy execution and improve overall performance Establishes and monitors key performance indicators, goals and processes to improve collector performance and collections efficiency Assigns, delegates, and coordinates work to ensure department objectives are met Provides detailed and accurate reports regularly and presents topics to team members, peers, and leadership as needed Collaborates with leadership and cross-functional teams to improve processes and achieve enterprise and departmental goals Builds strong working relationships with the sales/operations teams and conduct/attend meetings regularly to improve alignment and partnership Works safely at all times and adheres to all applicable safety policies; complies with all company policies, procedures, and standards Performs other duties as assigned

Requirements

Demonstrated knowledge of general accounting and billing procedures
Demonstrated knowledge of the State of Texas requirements and guidelines for filing Mechanic Liens
Advanced proficiency in PC software and Microsoft 365 (ex. Excel, PowerPoint, Word, etc.)
Analytical, problem-solving skills and attention to detail; ability go to root causes of problems to take corrective and preventive actions
Must have excellent communication skills, both written and verbal
Must be accountable and follow through on commitments and act with a clear sense of ownership
Ability to build and strengthen relationships through positive interactions within the team, our customers, and our vendors
Must be self-motivated with the ability to stay focused on achieving targets, whether working independently or partnering with colleagues
Must possess the ability to work well in teams and with colleagues at all levels throughout the organization
Demonstrated expertise in managing day-to-day operations along with overseeing special projects
Ability to read, write, listen to and understand information and ideas presented through spoken words and sentences
Bachelor’s degree in finance, accounting or business or comparable equivalent experience required
Minimum three years of experience in commercial collections required
Minimum three years of experience in a leadership role

Nice To Haves

Experience in construction or equipment rental industry strongly preferred
Experience with Microsoft Dynamics 365, Power BI, GETPAID, Billtrust and/or Salesforce preferred

Responsibilities

Develops, evaluates, and influences effective and consistent productivity and teamwork to ensure the delivery of Legendary Customer Service (LCS)
Models, promotes, reinforces, and rewards the consistent use of HOLT’s Values Based Leadership (VBL) tools, models, and processes to ensure alignment with our Vision, Values, and Mission
Leads and develops team members in alignment with Holt’s values and provides team with the training, tools and resources needed to be successful
Monitors aging, DSO and cash flow to identify gaps, drive strategy execution and improve overall performance
Establishes and monitors key performance indicators, goals and processes to improve collector performance and collections efficiency
Assigns, delegates, and coordinates work to ensure department objectives are met
Provides detailed and accurate reports regularly and presents topics to team members, peers, and leadership as needed
Collaborates with leadership and cross-functional teams to improve processes and achieve enterprise and departmental goals
Builds strong working relationships with the sales/operations teams and conduct/attend meetings regularly to improve alignment and partnership
Works safely at all times and adheres to all applicable safety policies; complies with all company policies, procedures, and standards
Performs other duties as assigned