Business Manager

CSM Companies, Inc. - Kenworth; Madison (WI); On-site; USD 65,000 - 95,000; Full time

Job summary

CSM Companies, Inc. - Kenworth is seeking a Business Manager to support lending and leasing for CSM Financial and Premier Leasing. You will collaborate with business units and Corporate Accounting, leveraging CSM systems to provide decision-making information and drive process improvements.

The role requires a Finance/Accounting background, strong analytical skills, and the ability to manage billing, credit underwriting, and data reporting. Travel may be required.

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field.
• Familiarity with equipment sales and financing is preferred but not required.
• Ability to read, analyze, and interpret standardized loan documents and financial statements.
• Detail-oriented with excellent planning and organizational skills.
• Ability to communicate and collaborate professionally using CSM operating systems.

Responsibilities

• Oversee scheduled billing, recording customer payments and data entry functions.
• Communicate subledger accounting to Corporate Accounting.
• Research, collect and analyze data.
• Support leadership through comparative analysis, model building and benchmarking.
• Perform credit underwriting tasks including checking credit reports and financial statement analysis.
• Lead past due payment collections process.
• Streamline credit application and approval processes.
• Maintain and enhance Power BI dashboards.
• Troubleshoot process issues and implement solutions.
• Automate routine tasks and implement process improvements.

Skills

Financial analysis

Data interpretation

Communication

Organizational skills

CSM systems

Education

Bachelor's degree in Finance/Accounting

Tools

Aspire

Fusion

PFC sites

PLC sites

Job description

Summary

Business Manager will provide support for the lending and leasing process for both CSM Financial and Premier Leasing.

Responsibilities

• Provide support for the lending or leasing/rental business process
• Collaborate with business units and Corporate Accounting to ensure accounting accuracy
• Leverage CSM systems to provide decision-making information and establish accountability
• Identify and execute process improvements

Duties

• Oversee scheduled billing, recording customer payments and data entry functions
• Communicate subledger accounting to Corporate Accounting
• Research, collect and analyze data
• Support leadership through comparative analysis, model building and benchmarking
• Perform credit underwriting tasks including checking credit reports, credit reference checks, financial statement analysis, collateral analysis and legal background checks
• Lead past due payment collections process
• Streamline customer credit application and credit approval process
• Maintain and enhance Power BI dashboards
• Troubleshoot process issues and implement solutions
• Automate routine tasks and implement process improvements
• All other duties as assigned

Qualifications

Education, Skills, Experience:

• Bachelor’s degree in Finance, Accounting, or a related field
• Familiarity with equipment sales and financing is preferred but not required
• Possess the ability to read, analyze, and interpret standardized loan documents and financial statements
• Must be detail-oriented with excellent planning and organizational skills
• Ability to manage and leverage CSM operating systems (e.g. Aspire, Fusion, relevant PFC sites, relevant PLC sites)
• Ability to communicate and collaborate with a professional demeanor
• Effective, efficient, and professional written and oral communication is required
• Ability to apply common sense, logic, and problem-solving methodologies to carry out oral and written instructions
• Ability to travel when job requires

Work Environment, Physical Demands

• Ability to sit, stand, bend, kneel, stoop and lift/move up to 75 lbs. on a regular basis
• Ability to work in an environment to include 8-12 hours days with frequent exposure to weather conditions, vehicle and tool noise, and hazardous materials to include fuel, oil, grease, and cleaning solutions

CSM Job Standards Accountabilities

Customer Focus: Actively looking for ways to identify customer needs. Then efficiently and effectively addressing those needs.

Communication - Visual and Verbal: Listening, speaking, and signaling so others can understand. Communicate in spoken English well enough to be understood by others.

Teamwork: Working cooperatively in a professional demeanor to complete work assignments.

Health, Safety, and Security: Recognize and mitigate safety hazards including hazardous materials, environmental hazards, and accident conditions on a construction site. Follow appropriate security procedures.

Scheduling and Coordinating: Making arrangements that fulfill all requirements as efficiently and economically as possible.

Problem Solving/Decision-making: Being open to change and to considerable variety in the workplace. Understanding the importance of learning new information for future problem solving and decision making.

Adaptability and Lifelong Learning: Being open to change and to considerable variety in the workplace. Understanding the importance of learning new information for future problem solving and decision making.

Note: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.