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Robert Half Logo Robert Half · Finance

Financial Analyst/Manager

United States, Carrollton Employment contract · Job Posted June 15, 2026
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Job Description

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.

Job Responsibility

  • 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

Requirements

  • 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

What we offer

  • Medical, vision, dental, and life and disability insurance
  • 401(k) plan
  • Free online training
  • Access to top jobs
  • Competitive compensation and benefits
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