Finance & Sales Admin Specialist

AD Solutions; Orlando (FL); On-site; USD 42,000 - 54,000; Full time

Job summary

AD Solutions in Orlando, FL is seeking a Finance and Sales Administration Support professional to assist finance and sales teams with administrative, budgeting, and reporting tasks. The role requires proactive, organized, and detail-oriented individuals who can manage financial transactions and support lease processes.

The ideal candidate will communicate effectively, analyze financial data, and collaborate with cross-functional teams to maintain the company’s financial health.

Qualifications

• Bachelor’s degree in Finance, Business Administration, or related field.
• 2+ years of experience in finance, sales administration, or related role.
• Proficiency in Microsoft Office Suite, especially Excel and Google Sheets.
• Strong analytical skills and ability to create reports from financial data.
• Excellent organizational and time management abilities.
• Strong written and verbal communication for cross-functional teams.

Responsibilities

• Provide administrative and system support for assigned sales representatives.
• Assist with administrative and finance functions and projects as requested by management.
• Cross-train to assist other Leasing associates as needed.
• Provide support to other Administrative Transaction Specialists as needed.
• Provide reports, invoices, and other documentation needed for Sales/Service.
• Prepare documents for execution: Coordinating, routing, and reviewing final lease packages.
• Set up new customers in the customer database system, obtaining additional information when necessary.
• Assign master agreement numbers and process through the appropriate systems.
• Set up new customer account records and correct existing accounts as needed.
• Process customer data changes and make filing entries of the actions taken.
• Make outbound calls to obtain necessary information, on behalf of the client, when actual data is unavailable.
• Collate and record support performance data, collect information as agreed, and maintain records.

Skills

Analytical skills

Excel

Microsoft Office

Communication skills

Organizational skills

Attention to detail

Time management

Education

Bachelor's degree in Finance or Business Administration

Tools

MS Office Suite

Google Sheets

Job description

AD Solutions in Orlando, FL is seeking a Finance and Sales Administration Support professional to assist finance and sales teams with administrative, budgeting, and reporting tasks. The role requires proactive, organized, and detail-oriented individuals who can manage financial transactions and support lease processes.

The ideal candidate will communicate effectively, analyze financial data, and collaborate with cross-functional teams to maintain the company’s financial health.