Finance Specialist

Work set-up: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Bachelor's degree in finance or accounting., At least 3 years of experience in financial analysis and treasury operations., Strong organizational, analytical, and communication skills., Experience with financial data management and forecasting tools is preferred..

Key responsibilities:

  • Assist in financial forecasting, budgeting, and analysis.
  • Manage daily treasury functions and prepare related reports.
  • Support general ledger activities and profitability analysis.
  • Participate in cross-functional projects and collaborate with finance teams.

United Community logo
United Community Banking Large https://www.ucbi.com
1001 - 5000 Employees
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Job description

Finance Specialist

(Non-Remote)

 

Are you a curious, hands-on finance professional who enjoys variety in your work and wants to grow across multiple areas of accounting, finance, and treasury?

 

Navitas Credit Corp is looking for Finance Specialist who thrives in a small collaborative company where you’ll wear many hats, contribute to high-impact projects, and gain exposure to the full spectrum of financial operations.  This is not your typical siloed finance role—it’s ideal for someone with experience in finance, accounting, and treasury operations who wants to build a well-rounded skill set, work closely with leadership, and be part of a team where your ideas and initiative truly matter. 

 

What You’ll Do:

  • Forecast and budgeting duties to include:
    1. Assist in the preparation of financial forecasts and plans 
    2. Assist in the development of reports and analysis from the forecast and other systems
    3. Maintain database extracts and related analysis from the underlying general ledger, leasing and forecast systems, in support of financial performance
    4. Manage expense allocation methodologies and processes as needed
    5. Assist in the preparation of analyses for corporate strategic initiatives
  • Treasury operations and reporting to include:
    1. Responsible for controlling the daily company cash position and bank accounts
    2. Perform daily treasury functions including drafting and approving wires and ACH
    3. Prepare daily and monthly treasury reports under the direction of the Treasury Director
    4. Assist with assets sales to third parties including contract selection and analysis, gain on sale calculations, and coordinating sale settlement dates
    5. Provide investor reporting support in inquiries from investors on pay-off shortfalls, repurchases and collection allocations 
  • General Ledger and accounting duties to include:
    1. Prepare business unit or business segment profitability analysis
    2. Support the preparation, reconciliation and distribution of responsibility reports
    3. Prepare monthly accounting entries for several key processes as needed
    4. Provide backup for daily vendor funding
  • Ad Hoc Projects:
    1. Jump into cross-functional projects and provide timely, insightful analysis
    2. Collaborate with leasers across Finance, Treasury, and Accounting

 

What We’re Looking For:

  • Required Skills/Experience/Education
    1. Bachelor’s degree in finance or accounting with strong financial analysis experience
    2. 3 years of experience in financial analysis and treasury operations
    3. Strong organizational and time management skills 
    4. Strong written and oral communication skills; ability to effectively communicate with various functions
    5. Strong analytical skills – ability to understand concepts quickly and solve complex problems
    6. Ability to work independently and navigate ambiguity work through issues with little assistance

 

  • Preferred Skills/Experience/Education:
    1. Previous experience within the financial services industry
    2. Previous experience in treasury operations is a plus
    3. Prior exposure to the equipment leasing or finance sector is preferred
    4. Experience with data management, forecasting, budgeting and variance analysis preferred
    5. Experience with Anaplan is highly preferred
    6. Experience with OneStream, LeaseWorks, Prologue, Great Plains a plus

 

Conditions of Employment:

  • Must be able to pass a criminal background check
  • This is a full-time non-remote position

FLSA Status:

  • Exempt 

If you’re ready to grow your career in a role that offers variety, visibility, and impact—apply today!

 

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

 

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

Required profile

Experience

Industry :
Banking
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Budgeting
  • Communication
  • Analytical Skills
  • Organizational Skills
  • Forecasting
  • Time Management
  • Problem Solving

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