Branch Financial Manager

POSITION SUMMARY

A Branch Financial Manager’s responsibility is to lead administrative processes of the branch (branches) that support operational efficiency, effectiveness, customer satisfaction and profitability.  Coach and develop a team of administrative professionals. Support the district financial manager by providing a cross-functional branch perspective that contributes to district performance and profitability.  

 

The Branch Financial Manager oversees the maintenance coordinator and/or operations coordinators to assure the location aligns business objectives and customers’ demands. A branch provides an ideal environment for learning operational dynamics, business fundamentals, and garnering experience in improving processes and business performance.

 

Work Location: 280 Hill Carter Pkwy Office #20, Ashland, VA 23005
 

KEY RESPONSIBILITIES

 

LEADERSHIP OF MAINTENANCE AND OPERATIONS COORDINATOR ROLES 

• Lead and develop team through hiring, training, performance reviews, and check-ins. Provide continuous support and associate development.   

• Develop and sustain consistent processes via cross training that drive process effectiveness and profitability.   

• Reward and recognize team; create an atmosphere of teamwork and  camaraderie    

• Periodically assess branch-staffing requirements with DFM.

 

BRANCH ANALYTICS 

• Perform branch level analyses and reviews in areas such as P&L, contribution report, aged trial balance and other areas. Investigate and recommend solutions and/or guidance to issues posing a risk to the drivers of profitability. 

• Knowledge of assigned branch’s operation and its customer is dependent upon a combination of curiosity and healthy skepticism, seek an understanding of a branch’s customer and operation by asking other branch associates what they see as they do their work. 

• Use systems such as ServiceNet or AS400 to understand the operational dynamics for problem solving and process improvement.   

• Collaborate with BSM / BRM and District leadership to drive cross-functional collaboration to improve branch operations in service of the overall district.    

 

FINANCIAL OPERATIONS  

• Improve and sustain a broad range of customer facing and internal branch operational, financial, and administrative processes. Leadership is required for setting expectations to meet desired assigned branches objectives and customer satisfaction goals.

• Lead customer facing processes such as Billing, receivables management aimed at mitigating bad debt, timely vehicle in/out service, and problem resolution. Ensure Tax and legal compliance for branch operations. (e.g., billed rates fuel tax, licenses and registrations) 

• Utilize additional reports to supplement and further detail findings identified through P&L review, etc.: the open RA report, receivables, credit assessment, e.g., risk vs. reward, billed rates, fuel, fuel tax compliance, accident reporting, physical inventory, etc. Develop solutions to review with DFM; proceed with action plan. 

 

PROCESS EFFECTIVENESS 

• Lead initiative implementation at the branch level, provide consistent execution and adherence to process guidelines. 

• Collaborate with key stakeholders such as corporate Finance and Operations teams (e.g., centralized parts ordering, PM scheduling and other functions) that optimize local field and centralized corporate operations.  

• Supervise the effectiveness of branch maintenance processes including: Parts, tires and fuel inventories.  Provide oversight for vehicle Security processes, asset inventory, cash drawer management and associate health and safety processes (e.g., COVID-19 health and safety precaution)  

• Learn how systems from Service Net to the AS400 connect for understanding the operations dynamics for problem solving and process improvement  

• Perform Location Operations Reviews with maintenance, rental, and service & admin support to improve and sustain branch performance.  

 

CUSTOMER SERVICE & SUPPORT 

• Grow organizational capability and a shared responsibility for leadership, integrity and customer-centered performance.   

 

BUSINESS PLANNING 

• Oversight of branch level business planning process and support of district bu