Equipment Finance Analyst

Equipment Finance Analyst

Location: Dallas, TX (Hybrid – 4 days onsite, remote Fridays)

Salary: $65,000 – $85,000 annually

Experience: Mid Level

Our client is a well-established Dallas-based organization with annual revenues exceeding $100 million and the support of a larger global enterprise. They serve commercial customers across multiple regions through a broad network of operating locations and are committed to delivering high-quality business solutions, operational excellence, and exceptional customer support.

Our client is seeking a detail-oriented Finance Analyst to join their equipment finance team. This role supports sales teams across a multi-state network by preparing financing and leasing quotes, reviewing documentation, and responding to a high volume of requests in a fast-paced environment. The ideal candidate has experience with equipment financing or leasing, enjoys working behind the scenes to support internal stakeholders, and thrives in a deadline-driven setting.

• Review and process incoming finance requests from an internal queue and shared inbox.
• Prepare financing and leasing quotes for sales representatives across multiple locations.
• Review lease and finance documentation to ensure accuracy and completeness.
• Utilize internal systems, web-based vendor portals, and quoting tools to generate financing proposals.
• Compare financing options and interest rates from multiple lending sources.
• Maintain accurate records and documentation throughout the quoting process.
• Respond to a high volume of email requests while managing competing priorities.
• Collaborate closely with sales teams to provide timely and accurate financing information.
• Ensure all work is completed with a high level of accuracy and attention to detail.
• Support continuous process improvements and other finance-related projects as needed.

• 2–3 years of experience in equipment finance, equipment leasing, commercial lending, or a related finance role.
• Experience reviewing financial and leasing documentation.
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.
• Excellent written communication skills and the ability to respond professionally to internal stakeholders.
• Working knowledge of Microsoft Excel and general computer applications.
• Experience using finance or quoting systems is preferred.
• Bachelor's degree in Finance, Accounting, Business, or a related field preferred; equivalent industry experience will also be considered.

• Strong attention to detail and accuracy.
• Ability to work efficiently in a high-volume, deadline-driven environment.
• Self-motivated with excellent time management skills.
• Team player who enjoys supporting internal customers.
• Positive attitude with a willingness to learn proprietary systems and processes.

• Annual salary: $65,000 – $85,000
• Hybrid schedule:
  Four days onsite in Dallas with remote work on Fridays.
• Medical, dental, and vision insurance.
• Tuition reimbursement.
• Life and short-term disability coverage.
• 401(k) and ESOP participation.

Our client is a well-established business headquartered in Dallas, Texas, with annual revenues exceeding $100 million. As part of a larger global organization, the company offers the financial stability and resources of an international enterprise while maintaining a collaborative, team-oriented culture. They provide specialized products and business solutions to commercial and industrial customers, with a strong focus on operational excellence, long-term partnerships, and delivering exceptional service across multiple markets.