Financial Planning Specialist

5 days ago


Portage, Michigan, United States Procom Full time
Job Summary

We are seeking a detail-oriented Financial Analyst to join our team at Procom. This role involves conducting thorough reviews of financial agreements, analyzing financial data, and providing strategic insights to support business decision-making processes.

Key Responsibilities
  • Analyze and forecast financial, economic, and other data to inform strategic and operational decisions
  • Review open balances within the balance sheet of our leasing division
  • Conduct forensic reviews of individual lease agreements to determine owed balances
  • Develop resolution paths for clearing questionable balances
  • Liaise with customers, internal stakeholders, and external vendors
  • Review and submit contract data for entry into billing platforms
  • Collaborate with third-party billing and collecting agencies on past due balances
  • Evaluate industry, economic, financial, and market trends for short to long-term forecasting
  • Analyze financial implications of proposed investments and transactions
Qualifications
  • Bachelor's Degree in Accounting, Finance, Business, or related field
  • 2-4 years of professional experience in accounting, reconciliation, or finance
  • Strong analytical and problem-solving skills
  • Attention to detail and ability to make evaluative judgments based on factual information
  • Proficiency in Microsoft Office, especially advanced Excel skills
  • Experience with SAP, and Power BI (preferred)
  • Understanding of general accounting principles and financial statements
  • Excellent time management and organizational skills
Job Characteristics
  • Individual contributor role requiring independent work with minimal supervision
  • Applies professional expertise and judgment in complex financial situations
  • Requires understanding and application of financial procedures and concepts
  • Involves attention to detail in analyzing and interpreting financial data

The ideal candidate will be self-motivated, highly analytical, and able to work effectively in a fast-paced financial environment.



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