Financial Analyst/Manager

We are looking for a detail-oriented finance specialist to support equipment sales by structuring effective financing and leasing solutions for customers. This role acts as a key link between clients, sales teams, and lending partners to move transactions from proposal through approval and funding. The ideal candidate brings strong financial judgment, a consultative approach, and the ability to manage multiple priorities while maintaining accuracy and service quality.

Responsibilities:

• Partner with sales staff to prepare tailored financing and lease proposals that align with customer needs and business goals.

• Guide customers through financing options, explain terms clearly, gather required credit details, and help secure agreement on the final structure.

• Manage transaction completion by obtaining signed documents, collecting upfront payments, and confirming insurance details needed for funding.

• Monitor outstanding equipment invoices, follow up on open balances, and coordinate with the sales team to address collection concerns.

• Research market trends, lender programs, and competitor offerings to recommend strategies that strengthen financing competitiveness.

• Build and maintain productive relationships with finance providers, manufacturers, and internal stakeholders to support smooth deal execution.

• Assemble credit packages, submit applications to funding sources, and track approvals through final funding.

• Create training materials and coach team members on financing knowledge, operational procedures, and best practices.

• Maintain complete and organized credit files, contract records, and supporting documentation in accordance with company standards.

• Contribute to credit policy development and assist with delinquent account support while helping move deals to closure.

Qualifications:

• Bachelor’s degree in Finance, Business, or a related field, or equivalent relevant experience.
• At least 5 years of experience in retail finance, collections, account management, or sales support; exposure to construction equipment financing is preferred.
• Strong understanding of accounting fundamentals, financial terminology, and analytical tools used to evaluate transactions.
• Demonstrated ability to manage multiple deadlines with a high level of accuracy, organization, and attention to detail.
• Proficiency with Microsoft Excel, Word, Outlook, Teams, and TValue.
• Effective analytical, problem-solving, and prioritization skills in a fast-paced environment.
• Ethical and collaborative approach, including experience supporting or guiding team members.
• Willingness to travel to customer locations as needed.

Compensation

$90,000.00-$120,000.00 Yearly

About Us

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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