Financial Services Manager

HOLT CAT; San Antonio (TX); In loco; USD 90.000 - 120.000; Tempo pieno

Descrizione del lavoro

Holt Group in San Antonio is seeking a Financial Services Manager to lead, oversee, and optimize collections while maintaining a strong DSO and mitigating losses. The role emphasizes Legendary Customer Service and collaboration with internal and external partners.

The incumbent models Holt's Values Based Leadership, develops staff with the necessary training and resources, and reports performance metrics to leadership. Onsite work in San Antonio.

Competenze

• Bachelor's degree in finance, accounting or business or comparable experience.
• Minimum three years in commercial collections.
• Three+ years in a leadership role.
• Construction or equipment rental industry experience preferred.
• Experience with Dynamics 365, Power BI, GETPAID, Billtrust and/or Salesforce preferred.

Mansioni

• Leads and optimizes collections to drive Legendary Customer Service.
• Monitors aging, DSO and cash flow to identify gaps and improve performance.
• Sets KPIs and processes to improve collector performance and collections efficiency.
• Develops and mentors team with training, tools and resources.
• Collaborates with sales and operations to align processes and goals.
• Prepares detailed reports and presents to leadership as needed.
• Ensures safety and compliance with company policies.

Conoscenze

Financial analysis

Leadership

Communication

DSO management

Team collaboration

Attention to detail

Formazione

Bachelor's degree in finance, accounting or business

Strumenti

Microsoft Dynamics 365

Power BI

GETPAID

Billtrust

Salesforce

Descrizione del lavoro

This position is responsible for leading, overseeing and optimizing collections within Holt Group. Additionally, the Financial Services Manager is responsible for maintaining a strong DSO and mitigating losses while delivering Legendary Customer Service to internal and external customers.

The incumbent in this position is expected to model the following practices daily:

• Demonstrate alignment with the company's mission and core business values
• Collaborate with key internal/external resources
• Participate in ongoing self-development

#HOLTSM

Department: Finance and Bus Resources (FIN)

Employment Type: Full Time

Location: San Antonio

Address: 5665 SE Loop 410, San Antonio, Texas, 78222

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Workplace type: Onsite

Essential Functions

• Develops, evaluates, and influences effective and consistent productivity and teamwork to ensure the delivery of Legendary Customer Service (LCS)
• Models, promotes, reinforces, and rewards the consistent use of HOLT's Values Based Leadership (VBL) tools, models, and processes to ensure alignment with our Vision, Values, and Mission
• Leads and develops team members in alignment with Holt's values and provides team with the training, tools and resources needed to be successful
• Monitors aging, DSO and cash flow to identify gaps, drive strategy execution and improve overall performance
• Establishes and monitors key performance indicators, goals and processes to improve collector performance and collections efficiency
• Assigns, delegates, and coordinates work to ensure department objectives are met
• Provides detailed and accurate reports regularly and presents topics to team members, peers, and leadership as needed
• Collaborates with leadership and cross-functional teams to improve processes and achieve enterprise and departmental goals
• Builds strong working relationships with the sales/operations teams and conduct/attend meetings regularly to improve alignment and partnership
• Works safely at all times and adheres to all applicable safety policies; complies with all company policies, procedures, and standards
• Performs other duties as assigned

Knowledge, Skills, and Abilities

• Demonstrated knowledge of general accounting and billing procedures
• Demonstrated knowledge of the State of Texas requirements and guidelines for filing Mechanic Liens
• Advanced proficiency in PC software and Microsoft 365 (ex. Excel, PowerPoint, Word, etc.)
• Analytical, problem-solving skills and attention to detail; ability go to root causes of problems to take corrective and preventive actions
• Must have excellent communication skills, both written and verbal
• Must be accountable and follow through on commitments and act with a clear sense of ownership
• Ability to build and strengthen relationships through positive interactions within the team, our customers, and our vendors
• Must be self-motivated with the ability to stay focused on achieving targets, whether working independently or partnering with colleagues
• Must possess the ability to work well in teams and with colleagues at all levels throughout the organization
• Demonstrated expertise in managing day-to-day operations along with overseeing special projects
• Ability to read, write, listen to and understand information and ideas presented through spoken words and sentences

Requirements

Education and Experience:

• Bachelor's degree in finance, accounting or business or comparable equivalent experience required
• Minimum three years of experience in commercial collections required
• Minimum three years of experience in a leadership role
• Experience in construction or equipment rental industry strongly preferred
• Experience with Microsoft Dynamics 365, Power BI, GETPAID, Billtrust and/or Salesforce preferred

Supervisory Responsibilities

• Responsibilities include, but are not limited to interviewing, hiring, and training employees; planning and assigning work; coaching and development; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

Travel

• Travel up to 10% may be required.

Physical Requirements

• This position involves extended periods in a stationary position; additionally, occasional standing, walking, and stooping
• Constant movement and use of limbs; this position requires good manual dexterity, coordination, and stamina
• Occasionally moves materials or equipment weighing up to 25 lbs.
• This role frequently communicates with others, must be able to exchange accurate information in these situations
• This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and copy machines

Work Environment

• This job is generally performed in a professional office environment.
• Frequently works at fast pace with unscheduled interruptions.

Disclaimer: Please note that the above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not to be interpreted as an exhaustive list of all responsibilities, duties, and skills required of the incumbents so classified. All incumbents may be required to perform duties outside of their normal responsibilities, as needed.

About HOLT Group

HOLT Group is a renowned, family-owned company with a legacy spanning nearly a century. As a powerhouse across several industries, including heavy machinery, construction, consulting services, training, and technology, we prioritize people and values. Our commitment to a Values-Based Leadership approach has led to trusted partnerships and collaborative endeavors. At the heart of our operations is HOLT CAT, the largest Caterpillar dealership in the nation, along with other companies focused on industrial & commercial selling, energy, technology, and training & development. We excel in selling, servicing, leasing, and renting top-of-the-line industrial machinery and are dedicated to powering the construction and industrial spaces with superior equipment. Moreover, we empower construction and development with advanced technology, along with bringing technical skills and Values-Based Leadership to individuals and companies seeking sustainable growth. If you're seeking a fulfilling career, explore our job opportunities at HOLT Group and join our values-driven team.