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Skills
Accountingunmatched
Analysis Skillsunmatched
Billingunmatched
Cash Flowunmatched
Coachingunmatched
Communication Skillsunmatched
Constructionunmatched
Copying Machinesunmatched
Corrective Actionunmatched
Credit and Collectionsunmatched
Cross-Functionalunmatched
Customer Support/Serviceunmatched
Detail Orientedunmatched
Disciplinary Actionunmatched
Equipment Rentalsunmatched
Financeunmatched
Financial Servicesunmatched
Follow Throughunmatched
Leadershipunmatched
Liensunmatched
Loss Mitigationunmatched
Material Movingunmatched
Microsoft Dynamicsunmatched
Microsoft Excelunmatched
Microsoft PowerPointunmatched
Microsoft Product Familyunmatched
Microsoft Wordunmatched
Office Equipmentunmatched
PC Softwareunmatched
Performance Analysisunmatched
Performance Managementunmatched
Performance Metricsunmatched
Photocopyunmatched
Physical Demandsunmatched
Power BIunmatched
Presentation/Verbal Skillsunmatched
Problem Solving Skillsunmatched
Process Improvementunmatched
Process Modelingunmatched
Project Trackingunmatched
Sales Operationsunmatched
Salesforce.comunmatched
Team Lead/Managerunmatched
Team Playerunmatched
Training Toolsunmatched
Writing Skillsunmatched
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
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.