Financial Portfolio Manager

7 days ago


Kohler, Wisconsin, United States Insight Global Full time

Company Overview

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We believe everyone matters.

About the Role

This role is responsible for providing financial/accounting assistance to the manager and senior staff of our location. The ideal candidate will have 1-3 years of experience within Accounts Receivable, Account Reconciliation, Collections, or another Accounting/Finance role. SAP experience is a plus.

Key Responsibilities

Ensure that our portfolio of clients within Residential Power is not past due and there are no outstanding invoices. Use SAP to procure and receive invoices and release hold orders as needed. Daily responsibilities will be trained and then managed from the entire portfolio perspective for outstanding work items.

Requirements

An accounting or finance degree is required, along with strong math skills (used mostly for reconciliation). The ideal candidate will also possess strong customer service skills, including impeccable written and verbal communication to external customers. Experience working with external customers and prioritizing requests is preferred, as well as previous work with issue resolution and hold orders due to past due invoices.

Benefits

This role offers a competitive salary of $55,000 - $65,000 per year, depending on experience. In addition, we offer a collaborative work environment and opportunities for professional growth and development.

Salary Range

$55,000 - $65,000 per year



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