3500 Corporate Parkway Center Valley, PA 18034-0610
Center Valley,
PA
18034
US
Posted: 03/20/2023
2023-03-20
2023-04-25
Employment Type:
Contract
Job Category: Accounting & Finance
Job Number: 547864
Is job remote?: Yes
Country: United States
Job Description
Financial, Commercial & Leasing Specialist
6-month contract
Location: Center Valley, PA
Pay Range: $34-36/hr
Benefits: medical, dental, vision, 401k
Must Haves:
- Bachelor’s degree preferably in accounting, finance, economics or other business concentration required
- 4-5 years of commercial finance and leasing experience required
- Experience with lease pricing software such as TValue or SuperTrump is required
- Thorough understanding of financial concepts such as cash flows, amortization schedules, APR, IRR, and financial lease structures (FMV, $1out, etc.); knowledge of structured equipment finance and working capital transactions.
Preferred:
- Equipment leasing and healthcare sales experience preferred
- Prior experience in the healthcare vertical market
- Proficiency in Salesforce
- Prior Project/System implementation experience
Job Description:
As a member of the Financial Services project team, this role is responsible to act as a liaison for FIS Field Sales team, provide product/services and pricing information, answer questions, resolve any emerging issues and define/execute test cases within scope of the Font-Office solution for Project Evergreen. Support and drive the delivery of a new Salesforce/SuperTrump platform which will support the FIS field sales processes, from proposal creation to Lease Document generation. Execute and facilitate project-based deliverables to help drive the successful implementation of the future-state Front-office solution.
Responsibilities:
- Help the project meet its business objectives by ensuring FIS Field requirements are solutioned to meet/exceed Sales expectations and reflect the collective voice of the entire FIS Sales team
- Problem-solve daily and liaison between FIS sales representatives and other internal departments to close out outstanding items.
- Understand and translate sales policies and practices into detailed solution requirements and designs as needed.
- Define project testing scenarios and support UAT event by executing test scripts, identifying and logging defects and working with vendors to resolve/closeout open items.
- Analyze, structure and price transactions in Salesforce/SuperTrump, validating expected results and documenting issues as needed.
- Create and document the pricing for a broad range of structured asset-finance transactions (including true leases, finance leases, subsidized products, and loans, among other products).
- Gather and analyze sales proposal templates to identify opportunities for consolidation through dynamic document generation capabilities.
- Work closely with Field Sales to understand their current processes, identifying opportunities for improvement through future-state solution designs.
- Support solution rollout and training of internal sales on future-state platform.
- Manage internal expectations while identifying, resolving and/or escalating critical issues.
- Other duties as assigned
Qualifications/Skills:
- Bachelor’s degree preferably in accounting, finance, economics or other business concentration required.
- 4-5 years of commercial finance and leasing experience required.
- Equipment leasing and healthcare sales experience preferred,
- Prior experience in the healthcare vertical market preferred
- Must have strong technical skills with CRM
- Proficiency in Salesforce is preferred.
- Prior Project/System implementation experience preferred.
- Thorough understanding of financial concepts such as cash flows, amortization schedules, APR, IRR, and financial lease structures (FMV, $1out, etc.);
- Knowledge of structured equipment finance and working capital transactions.
- Experience with lease pricing software such as TValue or SuperTrump is required
- Ability to establish and maintain cooperative working relationships at all levels
- Highly organized and detail oriented with dedicated work ethic
- Very strong financial analysis skills.
- Attention to detail & data accuracy.
- Solid listening & problem-solving skills
- Must be able to multi-task and prioritize workload effectively
- Must enjoy working individually and in a team environment Ability to stay focused and have excellent time management skills
- Excellent verbal and written business communication skills with the ability to explain complex financial principles
- Proficient in Microsoft Office products, Excel, Word, and Outlook
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