Financial Services Manager

Job description

Description

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

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.

Worksite address

san antonio, TX, 78222, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.