Financial Analyst.

Iconma, L.L.C. Belmont , CA 94003

Posted 2 months ago

Financial Analyst

Location: Belmont, CA

Duration: 6 months

Job Description:

Must have 2-4 years of Accounting background

Must be knowledgeable and have experience with AR/AP applications

Must be familiar with generating invoices and able to recognize accounting behind the invoice

Brief Description:

Client Financing's Accountant I will assist the team by completing tasks related to invoicing and payments received. This individual may interact with client Collections and Cash Applications, AR, AP, as well as various client Financing Division ( "OFD") operations personnel. The ability to research issues in client's 12i systems, and client Financing system are the keys to success in this position. Basic problem-solving skills and attention to detail are extremely important.

Detailed Description:

The individual will:

  • Research client systems for entries related to OFD contracts

  • Recognize potential issues with the entries and escalate to management.

  • Prepare standard document templates

  • Prepare and update tracking spreadsheets

  • Prepare monthly reports for OFD management

  • Research and validate payments

  • Identify booking errors

  • Manage generic email boxes respond to requests, file relevant communications

Job Requirements:

  • Background in leasing or finance very required

  • Strong customer service skills

  • Minimum of 2 years contracts or customer service experience

  • Excellent organizational skills

  • Attention to detail

  • Excellent written and verbal communication skills

  • Team player; also requires the ability to work independently

  • High energy, goal-oriented

  • Bachelor's degree or related business experience

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Financial Analyst.

Iconma, L.L.C.