FUNDING SPECIALIST
Are you a detail-oriented professional with a passion for finance and a knack for multitasking? If so, we have the perfect opportunity for you. Our client is seeking a Funding Specialist to join their dynamic team and play a crucial role in their financial operations.
OVERVIEW OF THE FUNDING SPECIALIST ROLE:
As a
Funding Specialist, you'll be responsible for managing and overseeing the entire funding process from start to finish. You'll work closely with their sales team, administrative team, and service team to ensure a smooth and efficient workflow. Your primary responsibilities will include:
- Prepare incoming sales orders from creation to completion, ensuring accuracy and compliance with company policies.
- Collaborate directly with the sales team, admin team, and service team to maintain their database. This includes making additions, updates, and corrections as needed.
- Generate buyout information to support our sales department, aiding in their decision-making process.
- Provide detailed reporting to the Director of Sales, helping them make informed strategic decisions.
- The Funding Specialist will prepare month-end, quarterly, and year-end closeout reports for our controller, contributing to our financial transparency and accuracy.
PREFERRED QUALIFICATIONS FOR THE FUNDING SPECIALIST:
- A minimum of 2 years of work experience in the accounting or finance field, with a focus on Accounts Receivable.
- The Funding Specialist must have exceptional attention to detail to ensure accuracy in all financial transactions.
- The ability to thrive in a fast-paced, high-volume environment, where adaptability and efficiency are key.
- Resilience under stressful conditions, ensuring you can perform effectively even in challenging situations.
- A track record of consistently meeting deadlines, showcasing your reliability and time management skills.
- Exceptional customer service skills, both internally and externally, to maintain positive relationships with colleagues and clients alike.