Sr Lead Equipment Finance National Program Manager-(067970)

Description

At Bank of the West, our people are having a positive impact on the world. We're investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy.

Bank of the West is now part of the BMO family, a leading North American bank with a 200+ year history of success. BMO offers abroad range of financial services to help customers achieve real financial progress and shares Bank of the Wests commitment in driving positive change for a thriving economy, a sustainable future, and an inclusive society.

Job Description Summary

Execute relationship strategy with manufacturer partners including maximizing retail financing penetration and cross sale of commercial finance products and services to the manufacturer, dealers and end user customers.

Responsible for training field sales employees assigned to the manufacturer programs to ensure sales resources are actively engaged in increasing financing penetration at the dealer / reseller level.

Develops and maintains relationships with key executives of the manufacturer. Coordinates initiatives and projects related to extending new products, services and capabilities to the manufacturer, dealer and end user customers.

These projects can be complex and involve multiple functions across the Division and can involve resources from outside the Division.

Is the subject matter expert with regard to all aspects of manufacturer program and is the principal problem solver for challenges facing the program.

Responsible for program P&L.

Essential Job Functions

• Responsible for managing relationship with multiple manufacturers and executive teams involved in customer finance program.
• Central figure in establishing, updating and leading program strategy.
• Interacts with manufacturer and dealer contacts to originate and coordinate processing of new business flow. This includes making outbound calls to dealers to expand vendor program relationships.
• Works with manufacturer(s) to create and set up financing promotions, marketing programs and manage subsidy and recourse support that helps grow their business while also meeting the financial objectives of the Bank
• Responsible for maximizing program profitability by working to generate increasing revenue opportunities, appropriate expense management and optimize portfolio performance.
• Supports large or critical transaction processing by spearheading efforts to obtain credit approval, documentation generation, customer negotiation and closing.

Other Job Duties

• Creates monthly rate sheets and other program pricing and obtains pricing approval.
• Coordinates the creation of marketing materials with the manufacturer and the Bank.
• Trains and educates internal teams about vendor program relationships to ensure teams are executing as committed.
• Responsible for planning, scheduling and reporting for quarterly review meetings with manufacturer(s).
• Provides training to on the use of EFD’s web based dealer portal and is responsible for maximizing external access penetration in their assigned program(s).
• Leads projects which can be complex to add capabilities to the program offering. Projects can involve numerous functions and resources internal and external to EFD and may involve participants from the manufacturer.
• Attends trade shows in support of manufacturer(s) and dealers.
• Performs other duties as assigned.

Qualifications

Required Experience

• Requires mastery level knowledge of job area typically obtained through advanced education combined with experience.
• May have deep knowledge of project management.
• Requires 10 years minimum prior relevant experience.

Education

Bachelor's Degree

Vaccination policy

To protect the health and safety of our employees and customers, Bank of the West may require all U.S. employees to provide proof of their vaccination status, and employees who are not fully vaccinated may be required to undergo regular testing.

Annual Hiring Range / Hourly Rate :

$90,000.00 - $125,000.00

The base salary opportunity can vary based on candidate’s geographic location, experience, knowledge, skills, and abilities.

In addition to base salary, this position is eligible for Monthly / Annual incentives.

Equal Employment Opportunity Policy

Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law.

Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.

Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance, subject to the requirements of all state and federal laws and regulations.

Primary Location

United States-California-General CA

Other Locations

United States-Georgia-General GA, United States-Missouri-General MO, United States-Iowa-General IA, United States-Kansas-General KS, United States-Minnesota-General MN, United States-Ohio-General OH, United States-New York-General NY, United States-Wisconsin-General WI, United States-North Dakota-General ND, United States-South Dakota-General SD, United States-Wyoming-General WY, United States-Arizona-General AZ, United States-Oregon-General OR, United States-Nebraska-General NE, United States-Florida-General FL, United States-Washington-General WA, United States-Oklahoma-General OK, United States-North Carolina-General NC, United States-Colorado-General CO, United States-Nevada-General NV, United States-Utah-General UT, United States-Michigan-General MI, United States-New Mexico-General NM, United States-Texas-General TX, United States-Idaho-General ID, United States-Illinois-General IL

Sales and Sales Related

Job Posting

Jun 2, 2023, 5 : 35 : 12 PM

Job Description Summary

Execute relationship strategy with manufacturer partners including maximizing retail financing penetration and cross sale of commercial finance products and services to the manufacturer, dealers and end user customers.

Responsible for training field sales employees assigned to the manufacturer programs to ensure sales resources are actively engaged in increasing financing penetration at the dealer / reseller level.

Develops and maintains relationships with key executives of the manufacturer. Coordinates initiatives and projects related to extending new products, services and capabilities to the manufacturer, dealer and end user customers.

These projects can be complex and involve multiple functions across the Division and can involve resources from outside the Division.

Is the subject matter expert with regard to all aspects of manufacturer program and is the principal problem solver for challenges facing the program.

Responsible for program P&L.

Essential Job Functions

• Responsible for managing relationship with multiple manufacturers and executive teams involved in customer finance program.
• Central figure in establishing, updating and leading program strategy.
• Interacts with manufacturer and dealer contacts to originate and coordinate processing of new business flow. This includes making outbound calls to dealers to expand vendor program relationships.
• Works with manufacturer(s) to create and set up financing promotions, marketing programs and manage subsidy and recourse support that helps grow their business while also meeting the financial objectives of the Bank
• Responsible for maximizing program profitability by working to generate increasing revenue opportunities, appropriate expense management and optimize portfolio performance.
• Supports large or critical transaction processing by spearheading efforts to obtain credit approval, documentation generation, customer negotiation and closing.

Other Job Duties

• Creates monthly rate sheets and other program pricing and obtains pricing approval.
• Coordinates the creation of marketing materials with the manufacturer and the Bank.
• Trains and educates internal teams about vendor program relationships to ensure teams are executing as committed.
• Responsible for planning, scheduling and reporting for quarterly review meetings with manufacturer(s).
• Makes presentations to manufacturer’s sales organization on the use of customer financing and financing programs.
• Provides training to on the use of EFD’s web based dealer portal and is responsible for maximizing external access penetration in their assigned program(s).
• Leads projects which can be complex to add capabilities to the program offering. Projects can involve numerous functions and resources internal and external to EFD and may involve participants from the manufacturer.
• Attends trade shows in support of manufacturer(s) and dealers.
• Performs other duties as assigned.

Qualifications

Required Experience

• Requires mastery level knowledge of job area typically obtained through advanced education combined with experience.
• May have deep knowledge of project management.
• Requires 10 years minimum prior relevant experience.

Education

Bachelor's Degree

Vaccination policy

To protect the health and safety of our employees and customers, Bank of the West may require all U.S. employees to provide proof of their vaccination status, and employees who are not fully vaccinated may be required to undergo regular testing.

Annual Hiring Range / Hourly Rate :

$90,000.00 - $125,000.00

The base salary opportunity can vary based on candidate’s geographic location, experience, knowledge, skills, and abilities.

In addition to base salary, this position is eligible for Monthly / Annual incentives.

Benefits : Visit for benefits information.

About the company

Albertsons Companies is at the forefront of the revolution in retail. With a fixation on innovation and building culture, our team is rallying our company around a unique vision : forging a retail winner that is admired for national strength, deep roots in the communities we serve, and a team that has passion for food and delivering great service.

Albertsons is one of the largest retail employers, providing approximately 300,000 jobs across 2,200 stores, 22 distribution centers, 20 food and beverage plants and various support offices.

We operate in 34 states and the District of Columbia under the Albertsons banner, as well as Safeway, Tom Thumb, Jewel Osco, Shaw’s and many more recognizable names.

Albertsons Companies recently rolled out our Presence with a Purpose work model. Placing a premium on adaptability, safety and family well-being, Presence with a Purpose will help us build a hybrid work environment between remote work and office time.

A one-size-fits-all approach does not apply to everyone, and teams are allowed to make decisions that are best for them.

What you will be doing

The Manufacturing FP&A Department, located in Boise, ID has an opening for Sr. Finance Manager (Sales) in Manufacturing Finance.

This position will report to the Senior Director of Manufacturing Finance.

This position will be located in Boise, ID.

Main responsibilities

• Own sales finance annual budgeting process, which involves working closely with manufacturing sales team to establish internal and external customer volume targets and product pricing strategies.
• Operate comfortably in "deep dive" analytic scenarios with front line financial analysts and then pivot to a high-level strategy discussion with executive leadership.
• Oversee pricing analyses involved in external customer request for proposals (RFP) and internal product innovation opportunities.
• Evaluate commodity and freight rate changes as necessary (at least quarterly) and communicate to senior management team the impact at SKU level and total business.
• Lead execution of price changes (at least quarterly) to capture changes in material, production, and delivery costs.
• Develop leading indicator reporting, forward looking forecasting, and trend analysis to communicate risks and opportunities and develop risk mitigation plans.
• Assist senior management team by supporting their departments with financial metrics and current, accurate information that allows them to manage the business based on good investigative analysis.
• Manage and develop a team of high caliber financial analysts to lead and execute the above activities while meeting key timelines.

What we are searching for

• Subject matter expert with a variety of the concepts, practices and procedures found in Finance and Manufacturing organizations.
• Experience leading a team and proven track record of success as a manager.
• Knowledge of manufacturing-based cost accounting; both theoretical and practical is a plus.
• Able to handle multiple assignments and manage competing priorities with tight deadlines.
• Desire to think big and dive deep; strong attention to detail with big picture orientation preferred.
• Demonstrated passion for working with data to solve complex problems.
• Ability to develop processes from scratch.
• High level of initiative and critical thinking to formulate business issues into analytical problems and devise actionable solutions.

We believe the successful candidate has these qualifications and experience :

• 4-year college degree in Finance, Accounting, Business, Economics, or equivalent field
• MBA preferred.
• 8+ years of experience in Finance or related field and 3+ years as a manager
• Advanced knowledge of Excel
• Power BI and Hyperion Essbase a plus

What it is like at Albertsons?

Albertsons Culture Principles

Compassion : We always treat each other with kindness and respect

Team : We always support and recognize each other

Inclusive : We always value everyone’s perspective

Learning : We always strive to grow and develop ourselves and others

Competitive : We always act with integrity to win over the customer

Ownership : We always take actions to drive our success

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Location : Fully Remote

Working at Carbide

Carbide is a fully remote organization that appreciates the quality of life benefits of working from home. We have flexible working hours, as well as allotted vacation and health maintenance time.

Team members enjoy comprehensive healthcare benefits, fully-funded professional development opportunities, and memberships to professional organizations.

Our Vision

To embed security and privacy into the DNA of all organizations

Our Mission

We help organizations understand, navigate, embrace, and exceed the security & privacy expectations of their customers by helping them embed security and privacy best practices into their DNA.

By simplifying those best practices so that they’re easier to understand, implement, and sustain, Carbide aims to make enterprise-class security accessible to fast-growing organizations.

Job Summary :

The Director of Finance and Operations will be responsible for leading the finance and operations of Carbide. Reporting directly to the CEO, with mentorship and guidance from the fractional CFO and Legal Counsel, the Director of Finance and Operations will be a key member of the leadership team and will work closely with other departments to ensure the success of the company.

Responsibilities :

• Oversee financial planning, budgeting, forecasting, and reporting processes.
• Oversee third-party bookkeeping operations, which include : financial operations, accounts payable, accounts receivable, payroll, and expense management.
• Lead cash management activities with the CEO and finance team.
• Ensure compliance with all financial and tax regulations.
• Develop and implement financial policies and procedures to improve efficiency and accuracy.
• Provide financial analysis and insights to support business decisions, including developing and maintaining SaaS metrics and KPIs of the business.
• Manage the company's legal operations, including contracts, compliance, and regulatory matters.
• Work closely with outside counsel to manage legal matters.
• Collaborate with other departments to ensure legal and financial alignment with the company's overall strategy.
• Support fundraising activities, including due diligence and investor relations.
• Manage CAP Table and ESOP

Requirements :

• Bachelor's degree in finance, accounting, or a related field. CPA or equivalent preferred.
• 5+ years of experience in finance roles, preferably in SaaS businesses and service-based businesses.
• Strong understanding of financial and tax regulations.
• Strong understanding of SaaS metrics such as MRR, ARR, NRR, GRR, CAC, LTV, etc.
• Experience scaling a SaaS organization from 2-10 Million ARR
• Experience in fund raises and M&A activities
• Experience managing legal operations, including contracts, compliance, and regulatory matters.
• Excellent analytical, financial modeling, and forecasting skills.
• Strong leadership and management skills.
• Ability to work effectively in a fast-paced, dynamic environment.
• Strong communication and interpersonal skills.
• Experience working with online accounting and finance applications such as Xero, Collage, Stripe, etc.
• Experience implementing and managing financial software, systems, policies, and procedures.

If you want to apply for this position, please submit your resume and cover letter to [email protected] We are an equal-opportunity employer and welcome candidates from diverse backgrounds.

To compliment the continual growth of Macquarie Specialized and Asset Finance and the business strategy we are seeking a proven sales professional to originate partnerships in the Construction equipment finance channel.

You will have a passion for results, providing exceptional sales solutions for our partners in a dynamic and fast paced environment.

You will be responsible for identifying equipment dealers or manufacturers who fit our strategy and can provide client prospects that meet our criteria.

You will succeed in the role by developing and managing relationships to ensure the type of business proposed fits with the required profile and we maximize the opportunities.

Your key responsibilities will include program on-boarding and management, communication / relationship management both internal and external, client satisfaction, and compliance, work with management on required reporting and process improvements.

Your passion and enthusiasm will help drive you to succeed and achieve profit targets.

Role Responsibilities :

• Responsible for generation of new business from approved sources.
• Responsibility for delivery of the business plan in terms of new business volumes, conversion %, yields and fees generated in the agreed geographic area.
• Development of existing relationships and establishing new relationships in the construction vertical.
• Manage all aspects of the relationships to a very high standard.
• Identify additional funding opportunities both from a product and asset perspective.
• Work together positively with Sales Support to extract maximum value from all partners.
• Evidence collaboration and cross sales success with other Macquarie businesses.
• Review credit decisions on a regular basis and provide feedback to Head of Sales identifying areas of concern and areas of good practice.
• Ensure Macquarie values and standards are maintained.

To be successful in this role, you will have :

• A four-year degree or a minimum of 5 years of business development experience within the construction industry
• A proven track record of success building and managing partnerships in the construction finance industry.
• A high level of motivation and professionalism, with an extremely goal-oriented mind-set.
• Exposure to commercial credit underwriting principles.
• Experience structuring FMV transactions.
• Be solution focused with ability to analyse complex problems and produce solutions.
• The ability to drive individual performance while promoting a team culture.

If you are looking for a dynamic opportunity on a growing team, apply today.

Salary range for this position : $135,000 - $150,000 / Year. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, peer and market data, prior performance, business sector, and geographic location.

You may also be eligible for an annual discretionary incentive compensation award. We offera full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays, 401(k), and Short / Long Term Disability, in addition to other special perks reserved for our employees.

About Commodities and Global Markets

In Commodities and Global Markets you will be part of a global business offering capital and financing, risk management, market access, physical execution and logistics solutions to its diverse client base.

Our commitment to Diversity, Equity and Inclusion

The diversity of our people is one of our greatest strengths. An inclusive and equitable workplace enables us to embrace that diversity to deliver more innovative and sustainable solutions for our people, clients, shareholders and communities.

At Macquarie, you'll be encouraged to be yourself and supported to perform at your best. If you're inspired to deliver on our purpose of empowering people to innovate and invest for a better future’, we want you on our team.

If you need adjustments made to the recruitment process, please reach out to your recruiter.

All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other impermissible criterion or circumstance.

Macquarie also takes affirmative action in support of its policy to hire and advance in employment of individuals who are minorities, women, protected veterans, and individuals with disabilities.

We equip our people with the support to work in a range of flexible ways. Talk to us about what working arrangements would help you thrive.

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