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Financial Analyst/Manager

Company

Robert Half Finance & Accounting

Location

Carrollton, United States

Type

Full-time

Description
We are looking for a detail-oriented finance specialist to support equipment sales by structuring effective financing and leasing solutions for customers. This role acts as a key link between clients, sales teams, and lending partners to move transactions from proposal through approval and funding. The ideal candidate brings strong financial judgment, a consultative approach, and the ability to manage multiple priorities while maintaining accuracy and service quality.


Responsibilities:

• Partner with sales staff to prepare tailored financing and lease proposals that align with customer needs and business goals.

• Guide customers through financing options, explain terms clearly, gather required credit details, and help secure agreement on the final structure.

• Manage transaction completion by obtaining signed documents, collecting upfront payments, and confirming insurance details needed for funding.

• Monitor outstandi...

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