United States onlyDescription
At Portfolio, we pride ourselves on our responsive, innovative, efficient, and sincere serving standards (R.I.S.E).
We are seeking a motivated and detail-oriented Financial/Bookkeeping Analyst (Cession Analyst) to join our financial reporting team. In this role, you will receive training and support to develop your skills in assisting with the preparation and analysis of monthly and quarterly financial reports. This position is ideal for recent graduates or individuals beginning their finance or accounting careers who are eager to learn and grow within a dynamic work environment.
If you're ready to be part of a dynamic team that values integrity and excellence, apply today and help us redefine the customer service experience! Join Our Team at Portfolio!
As a Financial/Bookkeeping Analyst (Cession Analyst), you will learn and support the financial reporting process by assisting in the accurate and timely preparation of monthly and quarterly financial reports, while developing a foundational understanding of financial analysis, reporting standards, and internal processes.
*Advanced Excel Knowledge (Pivot Tables, V-Lookup, Macros, SUM-IF Statements-Ability to manage extensive data)
*Mail Merge creation to extensive customer base experience is a plus
*The ability to work remotely in a non-micromanaged environment is preferred
Compensation:
- Starting range of pay: $26.00 - $31.00 per hour.
Work schedule:
- Schedule: Standard Business Hours - Monday-Friday, 8:00 am - 5:00 pm PST. Three to Six-month temporary role, with the potential to be a full-time hire. Upon full-time hire, a comprehensive benefits package does apply.
Essential Functions:
- Assist in the completion of 2,000+ monthly & quarterly financial reports which Sales Agents review with Car Dealers in order to ensure profit.
- Communicate and work very closely with a team on daily tasks in preparation for the completion of the financial reports.
- Responsible for analyzing reporting for accuracy.
- Communicate directly with Sales Agents for any scheduling, reporting questions, and misc. requests.
- Reconciling and tracking of bank statements on a monthly basis.
- Fulfilling information requests from Accountants for anything needed to complete Tax Estimates.
- Fast-paced work environment with timing goals and deadlines.
- Some filing and collating.
Requirements
Education and Qualification Requirements:
- High School Diploma, bachelor’s degree preferred.
- 4+ years of work experience in an office environment.
- Prior customer service and clerk experience.
- Proficiency in Microsoft, Excel, Word, and Outlook.
- 65 WPM + Strong 10-Key.
Preferred Requirements:
- Excellent verbal and written communication skills.
- Organized with attention to detail, follow through, and ability to multi-task.
- Accounting experience
- Prior customer service experience.
- Works well under pressure.
- Attention to detail and accuracy is critical.
Work Environment and Physical Requirements:
- Vision acuity required to include close vision, color vision, distant vision, and the ability to adjust focus.
- Ability to grasp objects such a telephone or computer mouse, finger dexterity to use a keyboard, calculator, and standard office equipment.
- Ability to walk, stand, reach with hands and arms; stoop kneel, crouch, and lift up to 25 pounds.
- Ability to frequently sit for long periods of time.
- Ability to hear and talk, both in person and by phone.
- Ability to spend extended hours in front of a computer screen.
