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Finance Representative Jobs (NOW HIRING)

... financing. And our driver-first approach is working! Lease End has helped tens of thousands of ... If youre a team player who wants to make a big impact, this Sales Representative role with hot ...

Maintain assigned electronic project files related to financial documentation, which may include contracts, work authorizations, budget tracking, payment applications, client invoices, and internal ...

Sales / Finance Representative

Lehi, UT ยท On-site

$7K - $14K/mo

... financing. And our driver-first approach is working! Lease End has helped tens of thousands of ... If you're a team player who wants to make a big impact, this Sales Representative role with hot ...

Monday to Friday 7am to 3:30pm Additional Skills & Qualifications Auto finance experience High attention to detail, especially in manual, process-heavy environments with high risk for errors Prior ...

Maintain assigned electronic project files related to financial documentation, which may include contracts, work authorizations, budget tracking, payment applications, client invoices, and internal ...

Maintain assigned electronic project files related to financial documentation, which may include contracts, work authorizations, budget tracking, payment applications, client invoices, and internal ...

Maintain assigned electronic project files related to financial documentation, which may include contracts, work authorizations, budget tracking, payment applications, client invoices, and internal ...

Maintain assigned electronic project files related to financial documentation, which may include contracts, work authorizations, budget tracking, payment applications, client invoices, and internal ...

Regional Finance Representative

Colton, CA ยท On-site

$24.90 - $34.80/hr

Maintain assigned electronic project files related to financial documentation, which may include contracts, work authorizations, budget tracking, payment applications, client invoices, and internal ...

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Finance Representative information

See salary details

$31.5K

$71.6K

$115K

How much do finance representative jobs pay per year?

As of Jun 13, 2026, the average yearly pay for finance representative in the United States is $71,627.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $92,000.00 per year, depending on experience, location, and employer.

How does a Finance Representative typically collaborate with other departments within an organization?

Finance Representatives frequently work closely with departments such as sales, operations, and customer service to ensure accurate billing, resolve client inquiries, and support the financial aspects of transactions. They often act as a liaison, communicating financial policies and helping other teams understand the implications of various financial decisions. This cross-functional collaboration is essential for maintaining financial accuracy and ensuring a seamless client experience. Building strong working relationships across departments can also open up future advancement opportunities within the company.

Is 40 too late to start a career in finance?

Starting a career as a finance representative at age 40 is possible, as many roles value experience, communication skills, and financial knowledge over age. Gaining relevant certifications like the Series 7 or 63 can enhance prospects, and previous work experience can be an asset in the industry.

What are the key skills and qualifications needed to thrive as a Finance Representative, and why are they important?

To thrive as a Finance Representative, you need strong analytical skills, financial acumen, and a relevant degree in finance, accounting, or business. Familiarity with financial software like QuickBooks, CRM systems, and proficiency in Microsoft Excel are typically required, and certifications such as FINRA Series 6 or 7 may be advantageous. Excellent communication, customer service, and problem-solving abilities help build client trust and resolve inquiries effectively. These skills ensure accurate financial guidance, regulatory compliance, and positive client relationships, which are critical for success in the finance industry.

What is the difference between Finance Representative vs Financial Advisor?

AspectFinance RepresentativeFinancial Advisor
CredentialsTypically requires a high school diploma or equivalent; some roles may need FINRA licensesRequires certifications like CFP, CFA, or Series 7/63 licenses
Work EnvironmentBank branches, financial institutions, customer service settingsIndependent or firm-based, client meetings, office or virtual
Employer & IndustryFinancial institutions, banks, credit unionsFinancial planning firms, banks, independent practices
Search & Comparison IntentUnderstanding entry-level roles, customer service in financePersonal financial planning, investment advice

The main difference is that a Finance Representative typically handles customer service and basic financial transactions within banks or financial institutions, often requiring minimal certifications. In contrast, a Financial Advisor provides personalized financial planning and investment advice, often holding advanced certifications. Both roles work within the financial industry but serve different client needs and require different qualifications.

What jobs make $1,000,000 a year?

In the finance industry, roles such as investment bankers, hedge fund managers, private equity executives, and senior traders can earn $1,000,000 or more annually through salaries, bonuses, and commissions. These positions typically require advanced degrees, extensive experience, and strong analytical skills, often working in high-pressure environments with performance-based compensation structures.

What job makes $10,000 a month without a degree?

A finance representative typically does not earn $10,000 a month without specialized skills or experience. High-paying roles in finance, such as investment banking or financial management, often require relevant education, certifications, or extensive experience. Most jobs offering this level of income usually demand a combination of skills, networking, and industry knowledge rather than just a degree.

What does a finance representative do?

A finance representative handles customer accounts, processes financial transactions, and provides information about billing, payments, and financing options. They often work in financial institutions or retail settings, using tools like CRM software and maintaining compliance with financial regulations.

What are Finance Representatives?

Finance Representatives are professionals who assist individuals or organizations with financial services, such as loans, investments, and account management. They evaluate clients' financial needs, explain available products or services, and help complete necessary paperwork. Their goal is to match clients with the right financial solutions, ensuring compliance with regulations and company policies. Finance Representatives may work in banks, credit unions, or other financial institutions, and often provide customer service and support throughout the financial process.
More about Finance Representative jobs
What cities are hiring for Finance Representative jobs? Cities with the most Finance Representative job openings:
What states have the most Finance Representative jobs? States with the most job openings for Finance Representative jobs include:
Customer Finance Representative

Customer Finance Representative

Smart Care Equipment Solutions

Fishers, IN โ€ข On-site

Full-time

Posted 24 days ago


Job description

Customer Finance Representative (Collections)

Location: Fishers, IN

M-F, 8-5PM Fulltime

What You Will Do:

  • Responsible for performing and maintaining active past due customers' accounts.

  • Overall customer account management, research and resolution of balances, account reconciliations, unapplied payments, dispute resolution, and proper application of payments.

  • Encourage on-time payments to prevent delinquent accounts.

  • Collaborate with the Sales department to keep client accounts updated.

  • Resolve customer disputes, making every reasonable effort to extend credit and encourage sales.

  • Coordinate and lead Monthly Collection Reviews with the Sales Managers and their teams.

  • Provide direction, support, and share knowledge while maintaining excellent communication with sales, billing, dispatch, and with other divisions.

  • Accurately complete the monthly A/R reporting package.

  • Additional duties as assigned, Ad-HOC.

Basic Qualifications:

  • Four (4) years of related collection experience.

  • Ability to establish effective working relationships.

  • Strong working knowledge of Service industry collections.

  • Ability to coordinate and guide collection functions.

  • Excellent communication and customer service skills.

  • Ability to prioritize, organize, and meet deadlines.

  • Excellent organizational and analytical skills.

  • Proficiency in using accounting systems.

Preferred Qualifications:

  • Demonstrated accounting skills or experience.

  • AA or BA degree in accounting or a related field of business.


About Smart Care

Smart Care is a national repair and service provider for commercial foodservice, refrigeration, and cold storage equipment. Our offering of comprehensive mechanical services includes hot side cooking equipment, stand-alone refrigeration, specialty coffee and beverage, complex rack refrigeration and HVAC.

Smart Care is an Equal Employment Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other protected class status. All qualified individuals are encouraged to apply. If you need a reasonable accommodation with respect to Smart Care's application or hiring process due to a disability, please contact the Human Resources department at HR@smartcaresolutions.com.