Finance Specialist - Flex Financial (Remote)

Overview

This role is remote, with a preferred candidate residing in the Eastern or Central Time Zone to support business needs.

The organization is seeking a Finance Specialist to serve as the primary contact for equipment financing opportunities. In this position, you will support a Regional Finance Manager, manage financing transactions from proposal through contract completion, and collaborate with sales teams across multiple business units. The role combines financial analysis, transaction management, and cross-functional partnership to support regional business objectives.

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
• 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
• Short-term disability insurance

Location

Remote position with a preferred candidate residing in the Eastern or Central Time Zone to support business needs.

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.