Portfolio Accountant
4 weeks ago
**About Polaris Business Advisors**:
Polaris Business Advisors stands as a leading provider of tailored financial solutions, dedicated to assisting businesses in effectively managing their debt obligations.
With our expertise and support, thousands of businesses across this country have benefitted from innovative yet straightforward approaches to tackling complex financial challenges.
Through our comprehensive services that include Management Consulting, Debt Restructuring, and connections to our network of Capital Partners, we empower our clients to concentrate solely on the day-to-day functions of their businesses.
**Why Join Us?**
Polaris is a fast-growing financial services company. We value and look for individuals who are excited to work in a fast-paced, high-energy environment where career growth and earning potential is.
If you want to be part of a growing company with unlimited upside potential, a fun work environment, and are passionate about helping business owners, then **Polaris** is the place for you This role is **NOT **for everyone. Our team is composed of highly driven individuals. We encourage you to apply.
**Job description**
Polaris Business Advisors is looking for a **Portfolio Accountant / Accounts Receivable Specialist **to join their growing team. This specialist will be responsible for the below:
- Manage Portfolio of existing clients alongside Managing Partner and Director of Client Relations
- Correspond with Attorneys and Financial Advisors to ensure timely payment (ACH or Wire) of settlements.
- Review and interpret commercial loan settlement agreements and attorney correspondence for key settlement terms. Using this data, to accurately set up billing information including terms, payments and fees.
- Responsible for generating and posting charges, as well as posting and tracking all payments made.
- Audit commercial accounts as needed.
- Compose and send written correspondence, invoices, commencement letters, termination letters, etc. in a timely manner.
- Respond to client inquiries, research and investigate client billing issues/problems, assist with arrears collections.
- Help with commercial budgeting and forecasting.
- Position may be required to perform duties outside their normal responsibilities as needed.
**Qualifications, Knowledge, Skills and Experience**:
- A minimum of 1 years of experience in banking or accounting
- Bachelor’s Degree in Business or related field or equivalent experience.
- Demonstrate a strong work ethic, dependability, accountability, and responsibility, coupled with high organizational skills; capable of multitasking, meeting deadlines, and working under pressure while maintaining a professional attitude; self-motivated and proactive, showing initiative without direct supervision.
- Demonstrate strong written and verbal communication skills, adept at managing multiple inquiries with time-sensitive deadlines; possesses excellent organizational, time management, and communication skills.
Pay: $70,000.00 - $75,000.00 per year
**Benefits**:
- 401(k)
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Referral program
- Vision insurance
Experience level:
- 1 year
- 2 years
- 3 years
Schedule:
- 8 hour shift
Supplemental pay types:
- Bonus opportunities
- Performance bonus
- Quarterly bonus
**Education**:
- Bachelor's (preferred)
**Experience**:
- Accounting: 2 years (preferred)
- Banking: 2 years (preferred)
License/Certification:
- CPA (preferred)
Ability to Commute:
- New York, NY 10018 (required)
Ability to Relocate:
- New York, NY 10018: Relocate before starting work (required)
Work Location: In person
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