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Branch Financial Manager

  • ... Posted on: Mar 29, 2026
  • ... Penske Truck Leasing
  • ... Tribes Hill, New York
  • ... Salary: Not Available
  • ... Full-time

Branch Financial Manager   

Job Title :

Branch Financial Manager

Job Type :

Full-time

Job Location :

Tribes Hill New York United States

Remote :

No

Jobcon Logo Job Description :

Position Summary A Branch Financial Manager leads administrative processes of the branch to support operational efficiency, effectiveness, customer satisfaction, and profitability. The role coaches and develops a team of administrative professionals and supports 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 and operations coordinators to assure the location aligns with business objectives and customer demands. This position is located at the Penske facility at 136 Neelytown Road in Montgomery, NY. Key Responsibilities Leadership of Maintenance and Operations Coordinator Roles: Lead and develop the 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 members; 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 others; investigate and recommend solutions to issues posing a risk to profitability. Seek an understanding of a branch’s customer and operations by asking associate teams what they see as they do their work. Use systems such as ServiceNet or AS400 to understand 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; set expectations to meet branch objectives and customer satisfaction goals. Lead customer‑facing processes such as billing, receivables management to mitigate bad debt, timely vehicle in/out service, and problem resolution; ensure tax and legal compliance for branch operations. Utilize additional reports (open RA report, receivables, credit assessment, etc.) to supplement and detail findings identified through P&L review; develop solutions and proceed with action plan. Process Effectiveness: Lead implementation of initiatives at the branch level; provide consistent execution and adherence to process guidelines. Collaborate with key stakeholders such as corporate Finance and Operations teams to optimize local and centralized operations. Supervise the effectiveness of branch maintenance processes, including parts, tires and fuel inventories; oversee vehicle security, asset inventory, cash drawer management, and associate health‑and‑safety processes. Learn how systems from Service Net to the AS400 connect for understanding operations dynamics. Perform location operations reviews with maintenance, rental, service, and admin support to improve and sustain branch performance. Customer Service & Support: Grow organizational capability and shared responsibility for leadership, integrity, and customer‑centered performance. Business Planning: Oversight of branch‑level business planning process and support of district business planning completion as outlined by DM and DFM. Continuous review of plan vs. actual at branch level throughout the year to provide guidance and analytics. Other Responsibilities: Projects and tasks as assigned by District Manager and District Financial Manager. Qualifications High school diploma or equivalent required; Bachelor’s degree (Finance or Business concentration) preferred. Interpersonal and relationship‑building skills with an ability to lead and develop branch teams. Competent written and verbal communication skills; ability to present branch problems, causes, and time‑bound corrective action plans to DFM, DM, district and branch leadership. 2+ years of experience in customer service and operations. Agile and quick learner; enjoys collaborative projects and continuous education. Advanced computer skills including Microsoft Word, Excel, Outlook, and PowerPoint. Profit and Loss (P&L) reporting experience highly preferred. Regular, predictable, full attendance is an essential function of the job. Willingness to travel as necessary; work the required schedule and location; complete Penske employment application; submit to background investigation (including past employment, education, and criminal history) and drug screening. Physical Requirements The physical and mental demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job; reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The associate will be required to read, communicate verbally and/or in written form, remember and analyze information, and understand instructions or guidelines. While performing the duties of this job, the associate may be required to stand, walk, and sit; frequently use hands to touch, handle, or feel; reach with hands and arms; lift or move up to 25 lbs (12 kg). Specific vision abilities required include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus. Pay: $54,900-$72,700 annually Benefits: Our excellent benefits plan keeps associates and their families happy, healthy, and secure. To learn more visit Penske is an Equal Opportunity Employer. About Penske Truck Leasing/Transportation Solutions Penske Truck Leasing/Transportation Solutions is a premier global transportation provider that delivers essential and innovative transportation, logistics and technology services to help companies and people move forward. With headquarters in Reading, PA, Penske and its associates are driven by a dedication to excellence and a commitment to customer success. Visit Go Penske to learn more. #J-18808-Ljbffr

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Jobcon Logo Position Details

Posted:

Mar 29, 2026

Reference Number:

14660_154072DEC7E533CE5FAA8435AA3B5A7E

Employment:

Full-time

Salary:

Not Available

City:

Tribes Hill

Job Origin:

APPCAST_CPC

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Position Summary A Branch Financial Manager leads administrative processes of the branch to support operational efficiency, effectiveness, customer satisfaction, and profitability. The role coaches and develops a team of administrative professionals and supports 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 and operations coordinators to assure the location aligns with business objectives and customer demands. This position is located at the Penske facility at 136 Neelytown Road in Montgomery, NY. Key Responsibilities Leadership of Maintenance and Operations Coordinator Roles: Lead and develop the 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 members; 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 others; investigate and recommend solutions to issues posing a risk to profitability. Seek an understanding of a branch’s customer and operations by asking associate teams what they see as they do their work. Use systems such as ServiceNet or AS400 to understand 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; set expectations to meet branch objectives and customer satisfaction goals. Lead customer‑facing processes such as billing, receivables management to mitigate bad debt, timely vehicle in/out service, and problem resolution; ensure tax and legal compliance for branch operations. Utilize additional reports (open RA report, receivables, credit assessment, etc.) to supplement and detail findings identified through P&L review; develop solutions and proceed with action plan. Process Effectiveness: Lead implementation of initiatives at the branch level; provide consistent execution and adherence to process guidelines. Collaborate with key stakeholders such as corporate Finance and Operations teams to optimize local and centralized operations. Supervise the effectiveness of branch maintenance processes, including parts, tires and fuel inventories; oversee vehicle security, asset inventory, cash drawer management, and associate health‑and‑safety processes. Learn how systems from Service Net to the AS400 connect for understanding operations dynamics. Perform location operations reviews with maintenance, rental, service, and admin support to improve and sustain branch performance. Customer Service & Support: Grow organizational capability and shared responsibility for leadership, integrity, and customer‑centered performance. Business Planning: Oversight of branch‑level business planning process and support of district business planning completion as outlined by DM and DFM. Continuous review of plan vs. actual at branch level throughout the year to provide guidance and analytics. Other Responsibilities: Projects and tasks as assigned by District Manager and District Financial Manager. Qualifications High school diploma or equivalent required; Bachelor’s degree (Finance or Business concentration) preferred. Interpersonal and relationship‑building skills with an ability to lead and develop branch teams. Competent written and verbal communication skills; ability to present branch problems, causes, and time‑bound corrective action plans to DFM, DM, district and branch leadership. 2+ years of experience in customer service and operations. Agile and quick learner; enjoys collaborative projects and continuous education. Advanced computer skills including Microsoft Word, Excel, Outlook, and PowerPoint. Profit and Loss (P&L) reporting experience highly preferred. Regular, predictable, full attendance is an essential function of the job. Willingness to travel as necessary; work the required schedule and location; complete Penske employment application; submit to background investigation (including past employment, education, and criminal history) and drug screening. Physical Requirements The physical and mental demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job; reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The associate will be required to read, communicate verbally and/or in written form, remember and analyze information, and understand instructions or guidelines. While performing the duties of this job, the associate may be required to stand, walk, and sit; frequently use hands to touch, handle, or feel; reach with hands and arms; lift or move up to 25 lbs (12 kg). Specific vision abilities required include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus. Pay: $54,900-$72,700 annually Benefits: Our excellent benefits plan keeps associates and their families happy, healthy, and secure. To learn more visit Penske is an Equal Opportunity Employer. About Penske Truck Leasing/Transportation Solutions Penske Truck Leasing/Transportation Solutions is a premier global transportation provider that delivers essential and innovative transportation, logistics and technology services to help companies and people move forward. With headquarters in Reading, PA, Penske and its associates are driven by a dedication to excellence and a commitment to customer success. Visit Go Penske to learn more. #J-18808-Ljbffr

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