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Finance Manager

Location
West Palm Beach, FL
Work type
Full Time
Posted
2026-07-20

Job description

Key Responsibilities

Franchisee Funding Navigation: Act as the dedicated point of contact for prospective franchisees, reviewing their financial profiles and matching them with approved lending partners (SBA, conventional, and alternative funding).
Lender Relationship Management: Maintain and optimize a “menu” of diverse funding products. You will be the daily liaison with our national and regional lenders to ensure loan applications are moving through the pipeline.
Capital Product Sourcing: Proactively research and identify new or emerging financial products (e.g., equipment leasing, ROBS, unsecured lines of credit) to provide our franchisees with a competitive edge.
Receivables Oversight: Coordinate the collection of essential start-up funds, specifically focusing on equipment packages and initial brand requirements as they fall due.
Pipeline Tracking: Maintain real-time updates in our CRM on the funding status of all candidates, providing the development team with visibility into which projects are ready for construction and launch.
Qualifications
Required Qualifications

Experience: 2+ years in commercial lending, franchise finance, or a similar role.
Financial Literacy: Deep understanding of SBA (7a and 504) loans, and credit/ underwriting in general.
Relationship Management: Proven ability to manage high-level partnerships with financial institutions, prospects, and the internal sales/ operations team.
Communication: Exceptional ability to translate complex financial products into clear, actionable advice for entrepreneurs.
Organization: Strong proficiency in CRM systems and financial tracking software to manage multiple “funding files” simultaneously.

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