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Finance Support Specialist

2 months ago

Orlando, Florida, United States A.D. Solutions Full time
Job Title: Finance Administration Support

The Finance and Sales Administration Support role plays a critical part in supporting both the finance and sales teams at A.D. Solutions. This role requires a proactive, organized, and detail-oriented individual who can manage financial transactions, assist in budgeting and forecasting, and provide administrative support to the sales team.

Key Responsibilities:
  • Provide administrative and system support for assigned sales representatives.
  • Assist with administrative and finance functions and projects as requested by management.
  • Cross-train to assist other Leasing associates as needed.
  • Provide support to other Administrative Transaction Specialists as needed.
  • Prepare documents for execution, including coordinating, routing, and reviewing final lease packages.
  • Process customer data changes and make filing entries of the actions taken.
  • Collate and record support performance data, collect information as agreed, and maintain records.
  • Lease Portfolio Management, ensuring completeness and accuracy of lease contract documents.
  • Process new lease applications, review documents, and follow up with the respective Account Executive when necessary.
  • Coordinate with the sales team to ensure accurate and timely order processing and fulfillment.
  • Process address changes/discrepancies between systems.
  • Responsible for all aspects of processing Sales Orders, including complete and accurate submissions, leasing documents, sales orders, service agreements, in/outs, lease returns, and commission sheets.
  • Research and respond to internal and external customer inquiries quickly and accurately.
  • Effectively communicate with a high volume of internal and external customers about billing and contracts via phone and email.
  • Provide a thorough explanation of and practice consistent adherence to the terms and conditions of various contracts.
  • Utilize internal resources to pull original sales and leasing paperwork for internal and external review.
  • Use financial software to review and correct contract billing records with a high level of attention to detail.
  • Determine when credit memos are needed and calculate/issue credit memos using the proper financial codes.
Requirements:
  • Bachelor's degree in Finance, Business Administration, or a related field.
  • 2+ years of experience in finance, sales administration, or a related role.
  • Proficiency in Microsoft Office Suite, particularly Excel & Google sheets.
  • Strong analytical skills with the ability to interpret financial data and create reports.
  • Excellent organizational and time management skills with the ability to handle multiple tasks simultaneously.
  • Strong communication skills, both written and verbal, with the ability to work effectively with cross-functional teams.