Sunrise, FL

Finance Jobs in Sunrise, FL

3 jobs found

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20d ago

Finance Manager

Coastal Construction Equipment LLC Sunrise, FL

Sunrise, FL

20d ago

Full time Accounting Data Analytics Deal Structuring

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Job Description

Sunrise, FL (onsite) Coastal Construction Equipment LLC is hiring a Finance Manager to lead dealership finance and deal structuring end-to-end. In this role, you will help protect the business through strong regulatory compliance and risk mitigation while delivering clear, customer-focused financing solutions. You will manage and coach a finance team, coordinate with Cat Financial and other lenders, and use performance insights to improve how deals move from application to funded delivery.

What you will do

Lead and coach finance representatives who perform deal structuring and compliance tasks, ensuring consistent, accurate, and efficient execution.
Partner with Sales to structure deals that balance customer needs with dealership profitability goals.
Support deal closing by helping reps address objections and communicate value messages tied to total cost of ownership (TCO).
Ensure required compliance checks are completed for every deal, including lien searches, lien clearance, and other risk mitigation steps.
Oversee preparation and processing of financing documentation, driving accuracy, compliance, and consistency across all transactions.
Prepare and submit finance applications to Cat Financial and alternative lenders, including banks, lease companies, and municipal finance partners.
Keep every deal aligned with Caterpillar Financial Services programs, seasonal specials, lease structures, and incentives.
Negotiate approvals, terms, and conditions to match customer credit profiles and mentor/train sales on these topics.
Advise customers on financing solutions including installment loans, finance leases, Cat Card, governmental/municipal financing packages, and Rental Purchase Options (RPOs).
Oversee complete, accurate deal documentation covering sales contracts, lease agreements, UCC filings, RPO conversions, customer insurance requirements, and government bidding documentation.
Communicate proactively with customers to explain documentation requirements, collect records, clarify missing information, and secure all signatures and approvals.
Maintain visibility into deal status with Sales, including outstanding items, funding status, and delivery timeline.
Review and sign off on completed deal packets to authorize billing after ensuring financial, compliance, and documentation standards are met.
Maintain full compliance with federal, state, and industry regulations such as Truth in Lending, OFAC, Red Flags, privacy rules, and required disclosures.
Ensure secure handling and proper storage of customer information in alignment with dealer and CAT Financial compliance standards.
Prevent fraudulent or high-risk transactions by validating customer identity, residence, income, and business legitimacy as required.
Confirm insurance coverage is in place prior to delivery and that lender requirements (stips) are satisfied.
Identify and correct incomplete, inaccurate, or non-compliant documentation to reduce financial, legal, and reputational risk.
Act as a senior financial advisor throughout the sales process, guiding customers through financing, leasing, tax considerations, and TCO impacts in clear, customer-friendly language.
Coordinate with customers, lenders, and internal teams to support faster, smoother funding and equipment delivery.
Monitor, analyze, and review sales department financial results with management to identify trends, opportunities, and improvement areas.
Drive performance management and process consistency for the finance team, emphasizing customer support and high accuracy.
Build a culture of accountability and continuous improvement by setting clear expectations and supporting team capability growth.

Qualifications

Bilingual: Spanish & English
Understanding of basic financing principles, deal structures, and how financial decisions affect customer value and organizational profitability
General knowledge of legal, procedural, and risk-mitigation requirements for financial transactions and customer documentation
Ability to manage detailed paperwork and oversee a multi-step sales and financing workflow while maintaining accuracy
Strong communication skills with customers, internal teams, and external partners, including issue resolution and relationship-building
Ability to lead teams, interpret performance data, and drive process improvements for operational efficiency and business goals
Bachelor’s degree in business, finance, accounting, or a related field
Equivalent experience in sales support, finance, lending, or equipment dealership operations may substitute for a degree
Additional training or certifications in credit, finance, or compliance are a plus
Microsoft Office suite required
Salesforce and DBS experience preferred
Strong knowledge of financial products and commercial lending practices
Must be able to pass background check, physical exam, and drug screening test

Tools & technology

Microsoft Office suite
Salesforce
DBS

Work environment

Most work is completed in a comfortable office environment, with possible exposure to site conditions
Personal protective equipment must be worn in required areas
Work is usually not considered inherently dangerous, but employees must use care during onsite services

This job description is not all-inclusive. Employees will also perform other reasonably related business duties as assigned by immediate supervisor and other management as required. Coastal Construction Equipment LLC reserves the right to revise or change duties as the need arises. This job description does not constitute a written or implied contract of employment.

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1mo ago

Financial Service Professional

Sunrise Financial Network Sunrise, FL

Sunrise, FL

1mo ago Closed

$80k - $100k/yr Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Oct 18, 2026).

Job Description

The Financial Service Professional role at Sunrise Financial Network is an onsite position in Sunrise, FL focused on delivering comprehensive financial solutions. The position supports clients with tailored planning, portfolio management, and informed guidance across securities, insurance, and retirement planning.

Role Overview

In this position, you will develop individualized financial plans by evaluating each client’s overall planning needs, tax context, and investment objectives. You will also provide advisory support covering securities, insurance, and retirement planning, while managing client portfolios through structured asset management and cash management approaches.

Key Responsibilities

Design tailored financial plans by assessing clients’ holistic planning needs, tax situations, and investment objectives
Deliver expert guidance on securities, insurance, and retirement planning to support clients in pursuing their financial goals
Manage client portfolios using asset management strategies, cash management solutions, and investment advisory services
Perform detailed financial analysis with advanced software tools to assess market trends and identify opportunities across investments, insurance, and retirement planning
Explain complex financial concepts clearly to clients to strengthen trust and understanding during every interaction
Stay current on industry knowledge, including financial markets, products, and regulatory changes, to inform advice and recommendations
Build and maintain strong client relationships through personalized service, regular reviews, and proactive communication

Required Qualifications

Proven experience working in the financial services industry
Strong background in investments, insurance, and retirement planning
Knowledge of financial sales techniques and experience managing client relationships
Familiarity with FINRA (Financial Industry Regulatory Authority) standards and licensing requirements
Ability to be coached and trained on new systems and programs
Exceptional communication skills with an emphasis on relationship management and customer service excellence

Compensation

USD 80,000 - 100,000 per year

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5mo ago

MSP Finance Operations Analyst

HealthTrust Workforce Solutions Sunrise, FL

Sunrise, FL

5mo ago Closed

Full time Analytical Skills Data Analysis Data Processing

This position is no longer accepting applications (closed Jul 11, 2026).

Job Description

HealthTrust Workforce Solutions offers a people-focused work culture that prioritizes collaboration, integrity, and clarity in every interaction. This on-site MSP Finance Operations Analyst role in Sunrise, FL emphasizes timely billing to facilities and prompt payments to vendor partners, while empowering you to streamline processes and drive measurable improvements. You will work closely with program teams, credentialing, MSP, and finance partners, upholding confidentiality and our Code of Conduct and Mission and Value Statement.

Benefits

Comprehensive benefits for medical, prescription drug, dental, vision, behavioral health and telemedicine services
Wellbeing support, including free counseling and referral services
Time away from work programs for paid time off, paid family leave, long- and short-term disability coverage and leaves of absence
Savings and retirement resources, including a 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service), Employee Stock Purchase Plan, flexible spending accounts, preferred banking partnerships, retirement readiness tools, rollover support and financial wellbeing counseling
Education support through tuition assistance, student loan assistance, certification support, dependent scholarships and a partnership with Galen College of Nursing
Additional benefits for fertility and family building, adoption assistance, life insurance, supplemental health protection plans, auto and home insurance, legal counseling, identity theft protection and consumer discounts

Responsibilities

Professionally and effectively work directly with the program team and vendor partners to expedite billing facilities and paying vendor partners by clearing exception and hard stop reports
Identify trends and recurring errors
Develop process improvements to minimize errors and manual work
Act as liaison between Credentialing, MSP Teams, Finance Department and Vendor partners
Implement departmental best practices to ensure key performance indicators are sustained
Respond promptly and effectively to all emails and requests
Maintain confidentiality and appropriate access of all employee information
Participate in special projects as needed and perform other duties as assigned
Practice and adhere to the Code of Conduct philosophy and Mission and Value Statement

Requirements

Excellent written and verbal communication skills
Communicate clearly and effectively to solve problems
Excellent organizational skills
Excellent customer service skills
Ability to easily navigate technology such as the VMS
Ability to multi task and prioritize
Ability to work well independently and within a team environment
High proficiency with Microsoft Office products including Outlook, Excel and Word
Professional behavior to work, talk, email vendors, Program Managers and other leaders within the organization to resolve items
Minimum 3-5 years in a Recruitment/Customer Service type position, preferably within theHealthcare staffing field

Technologies

VMS
Microsoft Outlook
Microsoft Excel
Microsoft Word

Physical Demands / Working Conditions

Requires prolonged sitting and occasional exertion up to 30 lbs, and up to 20 lbs frequently
Some bending, stooping, and stretching
Clarity of vision, eye-hand coordination and manual dexterity to operate keyboards and standard office equipment
Ability to perceive sounds at normal speaking levels with or without correction and to receive detailed information through oral communication
Dexterity to type at least 40 words per minute
Experience with Microsoft Office, Outlook, Excel, and general office products
Office-based role with frequent contact with staff and the public

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Finance Jobs in Sunrise, FL

Finance Manager

Financial Service Professional

MSP Finance Operations Analyst

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