New

Customer Finance Analyst

Foley Equipment
parental leave, 401(k)
United States, Missouri, Kansas City
Sep 08, 2025
As a Customer Finance Analyst, you will play a strategic role in analyzing Caterpillar programs and providing actionable sales recommendations that drive real business outcomes. You will take ownership of reporting, dashboard management, and operational support functions while serving as a vital partner to the Customer Finance and Credit Manager. Your work will directly support sales initiatives, optimize financial processes, and contribute to the company's overall success. What You Will Do in This Role: Collaborate with sales teams to strategically apply Caterpillar programs to equipment sales, focusing on maximizing market share and profitability. Generate and maintain accurate reports and dashboards related to program usage, lost sales, and departmental KPIs. Review data for accuracy, resolve discrepancies, and work with relevant managers to prevent future issues. Develop and update conversion worksheets and quoting systems to ensure accuracy in rentals, payments, repairs, and carrying charges. Support the end-to-end equipment financing process-including quoting, application, documentation, and funding-ensuring precision and timeliness. Coordinate consistent information-sharing practices within the Finance and Credit teams. Create and update documented processes and lead related training or communication efforts. Manage Cat Card promotional offerings and ensure timely communication, coordination with credit, and review of rebates and deadlines. Conduct internal training with Cat representatives to ensure alignment. Assist with program claims to ensure accuracy and compliance within required timeframes. Partner with cross-functional teams across the company to improve customer service and internal processes. Take an active role in departmental projects and contribute to continuous improvement initiatives. Occasional travel required for training and support at other locations. Our Ideal Candidate: Bachelor's degree in business or a related field (or a minimum of 4 years of relevant finance/accounting experience). Strong communication and interpersonal skills. Ability to interpret and apply Caterpillar program details to real-world business situations. Working knowledge of credit, warranty administration, and insurance practices. Basic understanding of customer finance and sales processes. Proven customer service orientation and problem-solving ability. What Will Put You Ahead: Experience in the construction equipment industry. Background in customer finance, sales, or negotiation. What We Can Offer You: Competitive pay to recognize your valuable contribution 401(k) with matching Full insurance benefits Health insurance benefits starting day one of employment for full-time employees Holiday, PTO, and Parental Leave, promoting work-life balance and personal growth Foley Industries - Foley Equipment, Foley Power Solutions, Foley Rental, and SITECH Central - proudly stands at the forefront of progress, serving customers in Kansas and Western Missouri for over nine decades. With a dedicated team of over 1,000 employees, we are committed to delivering exceptional service, top-quality parts and rentals, and unparalleled sales support across a comprehensive range of Caterpillar and allied construction equipment, power generation solutions, and cutting-edge SITECH construction technology. As we continue to empower our customers' success, we invite you to explore the endless opportunities that await you at Foley. To learn more about our company and join our team of industry leaders, please visit www.FoleyEq.com. Foley Industries, Inc. is an Equal Opportunity Employer (Race/Gender/Veteran/Disabled/Sexual Orientation/Gender Identity). To request a reasonable accommodation or assistance in completing the application, call 316-943-4211 or email careers@foleyeq.com. **At this time Foley does not participate in any Visa sponsorship programs.