Financial Operations Specialist

4 days ago

Irvine, California, United States Pacific Rim Capital Full time
About the Role

We are seeking a highly skilled Financial Operations Specialist to join our team at Pacific Rim Capital.

Key Responsibilities:

  • Maintains day-to-day client relationships related to active leases.
  • Maintains all leases related to assigned client accounts, including leased assets, purchase orders, and asset locations.
  • Compiles financial information from various sources and systems to reconcile customer accounts.
  • Maintains schedules to track lease modifications related to equipment returns and purchases.
  • Uploads invoices to customer billing portals and manages any exceptions.
  • Makes journal entries related to necessary billing adjustments.

Data Integrity:

  • Reviews new contracts to obtain pertinent information regarding customer payment terms, approval processes, and billing requirements.
  • Researches, inquires, and confirms information regarding customer-related processes for purchase orders and billing.
  • Compares contract terms and purchase order documents received from customers to verify consistency and accuracy.

Communication:

  • Participates in meetings and conference calls with internal and external stakeholders to discuss assigned accounts.
  • Responds quickly and effectively to internal and external customer inquiries.
  • Maintains records to track progress related to obtaining purchase orders, payments, and other lease-related information.
  • Reports information to management when billing is held due to administrative delays after contracts are executed.

Requirements:

  • Bachelor's Degree in business, economics, finance, computer science, or a related field.
  • Intermediate to advanced experience with Microsoft Excel required.
  • Intermediate to advanced experience with other Microsoft Office applications (Outlook, Word, and PowerPoint).
  • Ability to calculate interest and other economics related to lease transactions.
  • Exceptional verbal, written, and interpersonal communication skills.
  • Ability to work under varying levels of urgency and time constraints.
  • Detail-oriented with strong analytical and problem-solving skills.
  • Effective organizational and time management skills, prioritization of projects and tasks.
  • Self-starter and collaborative individual.
  • 3-5 years of experience is a plus.
  • Experience reviewing and understanding financial statements, lease schedules, and legal documents is a plus.
  • LeaseWave, QuickBooks, Great Plains, Salesforce, or similar software experience is a plus.

Compensation:

The estimated salary range for this position is $52,000-$58,240 per year, with a performance bonus of up to 10% and comprehensive benefits including medical, dental, vision, and life insurance, as well as an Employee Assistance Program and 401(k) plan with company match.

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