Finance Specialist - Flex Financial (Remote)

Overview

This is a remote role. The preferred candidate will reside in the Eastern or Central Time Zone to support business needs.

The Finance Specialist serves as the primary contact for equipment financing opportunities. In this role, you will support a Regional Finance Manager, manage financing transactions from proposal through contract completion, and collaborate with sales teams across multiple business units.

Responsibilities

• Develop pricing and financing structures for complex customer proposals across more than 15 financing program offerings.
• Manage financing opportunities and progress deals from origination through completion.
• Create and deliver approximately 130 customer financing proposals per month using Salesforce and internal systems.
• Review, process, and maintain documentation for approximately 30 completed financing transactions per month.
• Partner with a Regional Finance Manager to execute regional business plans and support territory objectives.
• Coordinate transaction data, documentation, and approvals across sales representatives, finance leaders, and internal operations teams.
• Educate sales teams on equipment financing and leasing options through training, consultation, and ongoing deal support.
• Build and maintain relationships with sales representatives and business partners across all business units within an assigned region.

Requirements

• Bachelor’s degree.
• Minimum 2 years of experience.
• Proficiency in Microsoft Excel, including formulas, pivot tables, and data analysis.

Preferred Qualifications

• Experience supporting sales and commercial teams.
• Experience working with customer proposals, contracts, financial transactions, or related business processes.
• Familiarity with Salesforce CRM or a comparable customer relationship management platform.

Compensation & Benefits

United States of America Pay Ranges:

• USN: $64,400 - $94,400 USD Annual
• US5: $67,600 - $99,100 USD Annual
• US10: $70,800 - $103,800 USD Annual
• US15: $74,100 - $108,600 USD Annual
• US20: $77,300 - $113,300 USD Annual
• US30: $83,700 - $122,700 USD Annual

Health benefits include: Medical and prescription drug insurance, dental insurance, vision insurance, critical illness insurance, accident insurance, hospital indemnity insurance, personalized healthcare support, wellbeing program and tobacco cessation program.

Financial benefits include: Health Savings Account (HSA), Flexible Spending Accounts (FSAs), 401(k) plan, Employee Stock Purchase Plan (ESPP), basic life and AD&D insurance, and short-term disability insurance.

Location

Remote (preferred candidate resides in the Eastern or Central Time Zone).

Additional Information

• Posted Date: 10/28/2026 (this role will be posted for a minimum of 3 days).
• Depending on customer requirements, employees and new hires in sales and field roles that require access to customer accounts as a function of the job may be required to obtain various vaccinations as an essential function of their role.