Want to be a part of something bigger, better, and very rewarding? Join our team of innovative and out-of-the-box thinkers who love what they do.

POSITION SUMMARY

Work within the Finance team to lead the development of the post-close notes payable processes and related systems. Coordinate onboarding, indexing, amortization, and reporting of a portfolio of notes payable for the Finance team.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Verify supporting documentation, create/edit spreadsheets and reports
• Process finance documents and track finance contracts, schedules, assignments, and other reports
• Work with the Risk Management Team to obtain insurance certificates as needed, plus organize copies of resale certificates, W-9’s and more from vendors
• Coordinates payoffs and payment reconciliations
• Serve as the main point of contact for finance-related tasks and questions for internal staff, clients, and accountants
• Rule over an active calendar of appointments; complete expense reports; be in charge of preparing (sometimes confidential) correspondence; actively participate in Finance leadership meetings and record updates and information for team documentation
• May provide administrative support, including filing, scanning, and faxing
• Research and prepare updates on industry news to keep the rest of the team ahead of the game
• Provide clerical assistance on equipment audits, maintain electronic/hard filing systems, and perform data entry and reconciliation
• Work directly with Finance on time-sensitive and confidential tasks and determine the team’s appropriate course of action
• Serve as the liaison between the finance office and internal departments, and act as an advocate for the Bevel brand in all professional settings
• Coordinate with the Fleet Management team for all PO’s, invoices, MSO’s, and title papers related to Equipment financing
• Provide leadership for special projects involving various departments across the organization
• Champion the process of preparing, creating, and presenting any deliverables (such as personal letters or public statements) that help drive the success of the organization
• Juggle projects of competing priority levels and display a strong sense of follow-through with all tasks

MINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS, AND ABILITIES)

• At least 3 years of experience in finance, banking, or administrative duties
• Great organizational skills
• Solid communication skills (written and verbal)
• Proficient in mathematics (time value of money) and Microsoft Office (including Excel)
• A bachelor’s degree is preferred (a degree in finance or accounting is preferred)

FLSA Status - FT/Non-Exempt

The Company is an Equal Opportunity Employer, drug-free workplace, and complies with ADA regulations as applicable.

All applicants are considered for all positions without regard to race, religion, color, sex, gender, sexual orientation, pregnancy, age, national origin, ancestry, physical/mental disability, medical condition, military/veteran status, genetic information, marital status, ethnicity, alienage or any other protected classification, in accordance with applicable federal, state, and local laws. By applying for this position, you are seeking to join a team of hardworking professionals dedicated to consistently delivering outstanding service to our customers and contributing to the financial success of the organization, its clients, and its employees. Equal access to programs, services, and employment is available to all qualified persons. Those applicants requiring accommodation to complete the application and/or interview process should contact a management representative.