Financial Services Manager

Department: Finance and Bus Resources (FIN)

Employment Type: Full Time

Location: San Antonio

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

#HOLTSM

• 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

• 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

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…