4 часа назад
Portfolio Analyst (Finance)
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Portfolio Analyst (Finance): Overseeing collection efforts and analyzing aged accounts across Managing Directors’ portfolios with an accent on accounts receivable compliance, financial reporting, and insured-account reconciliation. Focus on presenting recommendations to senior leadership, tracking escalation actions, and resolving complex outstanding balances.
Location: Greenville, South Carolina, United States
Company
is a large labor and employment law firm representing management in employment-related legal matters, with more than 1,100 attorneys across offices in the United States, Europe, Canada, and Mexico.
What you will do
- Act as the primary revenue partner for assigned Managing Directors and oversee collection efforts across their portfolios.
- Monitor aged and critically aged accounts, enforce accounts receivable and escalation policies, and identify matters requiring senior leadership review.
- Prepare and present recommendations on collection actions, work suspension, write-offs, and unresolved attorney portfolio issues.
- Lead portfolio review meetings, document Managing Director decisions, communicate required actions, and track implementation.
- Compile and analyze portfolio and attorney-level aging reports, including client creditworthiness and collection activity.
- Reconcile complex insured accounts, outstanding accounts receivable, billing, payments, and unallocated cash.
Requirements
- Bachelor’s degree in Finance, Accounting, Business, or a related field preferred.
- At least 3 years of experience in revenue, accounts receivable, billing, or financial analysis; law firm or professional services experience preferred.
- Strong analytical, organizational, and communication skills.
- Ability to present financial information and recommendations clearly to senior leadership.
- Proficiency in Microsoft Excel and reporting tools; experience with accounts receivable systems preferred.
- Ability to manage multiple portfolios, deadlines, and priorities in a fast-paced environment.
Culture & Benefits
- Paid time off, paid sick leave, and paid holidays.
- 401(k) matching, profit sharing, and paid parental leave.
- Health, life, dental, and vision insurance.
- Health Savings Account and Flexible Spending Account options.
- Tuition reimbursement and an Employee Assistance Program.
- Commitment to diversity and equal employment opportunity.
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