Business Manager

CSM Companies, Inc; Madison (WI); On-site; USD 70,000 - 95,000; Full time

Job summary

CSM Companies, Inc. in Madison, WI seeks a Business Manager to support the lending and leasing process for CSM Financial and Premier Leasing.

You will collaborate with business units, ensure accounting accuracy, and leverage CSM systems to provide decision-making information. This role focuses on billing, data entry, credit underwriting, dashboards, process improvements, and automation; travel may be required.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field.
• Familiarity with equipment sales and financing preferred.
• Ability to read, analyze, and interpret loan documents and financial statements.
• Detail-oriented with excellent planning and organizational skills.
• Effective written and oral communication and professional demeanor.

Responsibilities

• Provide support for the lending or leasing/rental business process.
• Collaborate with business units and Corporate Accounting to ensure accounting accuracy.
• Identify and implement process improvements in the lending/leasing workflow.
• Oversee scheduled billing, recording customer payments and data entry functions.
• Conduct credit underwriting tasks including reviewing credit reports and financial statements.
• Lead past due payment collections and streamline credit applications.
• Maintain and enhance Power BI dashboards and automate routine tasks.
• Travel as required by the role.

Skills

Analytical thinking

Attention to detail

Communication skills

Team collaboration

Problem solving

Education

Bachelor's degree in Finance or Accounting

Tools

Power BI

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 processCollaborate with business units and Corporate Accounting to ensure accounting accuracyLeverage CSM systems to provide decision-making information and establish accountabilityIdentify and execute process improvementsDuties:Oversee scheduled billing, recording customer payments and data entry functionsCommunicate subledger accounting to Corporate AccountingResearch, collect and analyze dataSupport leadership through comparative analysis, model building and benchmarkingPerform credit underwriting tasks including checking credit reports, credit reference checks, financial statement analysis, collateral analysis and legal background checksLead past due payment collections processStreamline customer credit application and credit approval processMaintain and enhance Power BI dashboardsTroubleshoot process issues and implement solutionsAutomate routine tasks and implement process improvementsAll other duties as assignedEducation, Skills, Experience:Bachelor’s degree in Finance, Accounting, or a related fieldFamiliarity with equipment sales and financing is preferred but not requiredPossess the ability to read, analyze, and interpret standardized loan documents and financial statementsMust be detail-oriented with excellent planning and organizational skillsAbility 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 demeanorEffective, efficient, and professional written and oral communication is requiredAbility to apply common sense, logic, and problem-solving methodologies to carry out oral and written instructionsAbility to travel when job requiresWork Environment, Physical DemandsAbility to sit, stand, bend, kneel, stoop and lift/move up to 75 lbs. on a regular basisAbility 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 solutionsCSM 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.