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 organization is seeking a Finance Specialist to join its Flex Financial team. In this role, you will serve as the primary point of contact for equipment financing opportunities, support a Regional Finance Manager, manage financing transactions from proposal through contract completion, and partner 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).