Finance Assistant

Lyle Machinery Co., headquartered in Richland, Mississippi, is a diversified equipment dealer in the southeast. Our family-owned and operated company has been the #1 Komatsu Market Share Dealer in North America for the past 6 years and has also been Dealer of the Year for many of our other OEM’s. In addition to sales, LMC provides service and repairs, both on-site and in the field, as well as providing leases and rentals of equipment.

Reports to: Division Finance Manager

Primary Responsibilities:

• Maintain open lines of communication with the sales and service departments throughout the day to foster collaboration and efficiency.
• Assist sales staff with administrative tasks, including but not limited to issuing contracts, preparing packets, and providing marketing tools.
• Create, review, and submit applications for approval, ensuring that all necessary information is accurate and complete.
• Assist with product orders and the closing of sales as necessary.
• Develop detailed invoices using information extracted from sales quotes to ensure clarity and accuracy in billing.
• Submit completed documents to the designated companies along with corresponding invoices to ensure timely processing of approvals.
• Conduct all record-keeping tasks, including system uploads, corrections, and removals.
• Perform invoice reconciliation as needed in coordination with accounting.
• Continuously update sales reports to reflect the latest transactions, maintaining an accurate overview of sales activities.
• Create and submit detailed work orders for new machine preparations to the branches, coordinating efforts for seamless customer pickups.
• Monitor transactions in the pipeline and provide timely reports to sales and management regarding status and any anticipated changes to expected timing.
• Generate comprehensive monthly inventory count sheets and distribute them to all branches for accurate inventory tracking.
• Conduct thorough research into any discrepancies regarding missing inventory to help maintain accurate stock levels.
• Follow company policies and procedures; collaborate with other departments to improve understanding and compliance.
• Other work related tasks as needed

• Well-organized and responsible with a strong aptitude for problem-solving.
• Proficient experience with Excel.
• Experience with Knack and CDK is preferred but not required.
• Must be available for overtime and be present for monthly inventory.
• Ability to cross-train in other roles to provide backup as needed.

Benefits: Medical/Dental/Vision/Disability/Paid Training/Paid Time Off and more!

• This job description outlines specific duties that are expected for the position, however, it is not intended to cover every aspect of the position nor is it in any way to be interpreted or construed as a contract of employment.

** No recruiter, agency or placement service solicitation please **