Financing Portfolio Analyst

Title: Financing Portfolio Analyst
Duration: 6 months
Location:  Belmont, CA - MUST be a local candidate

Analyst background not needed
MUST have 2-4 years of Accounting background
MUST be knowledgeable and have experience with AR/AP applications
MUST be familiar with generating invoices and able to recognize accounting behind the invoice
 
 Brief Description Financing’s Accountant I will assist the team by completing tasks related to invoicing and payments received. This individual may interact with Collections and Cash Applications, AR, AP, as well as various Financing Division (“OFD”) operations personnel. The ability to research issues in Oracle’s 12i systems, and Oracle Financing system are the keys to success in this position. Basic problem solving skills and attention to detail are extremely important.

Detailed Description The individual will: 
 o Research Oracle systems for entries related to OFD contracts
 o Recognize potential issues with the entries and escalate to management.
 o Prepare standard document templates
 o Prepare and update tracking spreadsheets
 o Prepare monthly reports for OFD management
 o Research and validate payments
 o Identify booking errors 
 o Manage generic email boxes – respond to requests, file relevant communications

 Job Requirements 
 o Background in leasing or finance very required
 o Strong customer service skills
 o Minimum of 2 years contracts or customer service experience
 o Excellent organizational skills
 o Attention to detail
 o Excellent written and verbal communication skills
 o Team player; also requires the ability to work independently
 o High energy, goal-oriented
 o Bachelor's degree or related business experience

Thank you,
Sachin,
510-402-1063
sachin@apninc.com

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