Funding & Vendor Management Specialist jobs in United States
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GreatAmerica · 1 month ago

Funding & Vendor Management Specialist

GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. The Funding and Vendor Management Specialist is responsible for ensuring the accuracy, compliance, and timeliness of lease funding and accounts payable transactions while collaborating with various teams to maintain financial integrity.

Financial ServicesInformation TechnologyInsurance
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Growth Opportunities
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Responsibilities

Maintain and update the vendor master list, ensuring data integrity across systems
Provide detailed audits on various Funding tasks ensuring accuracy (Batch payments ACH, Check, & Wire)
Collaborate with the Funding team to ensure timely and accurate disbursements
Review all Accounts Payable expenses for accuracy and adherence to policy
Review and audit all travel expense reimbursements ensuring adherence to policy
Provide targeted feedback for Funding team members to strengthen their knowledge when errors or trends are identified
Dependably handle complicated processes on a regular basis
Answer complex Funding questions from internal team members and/or external customers independently, make knowledgeable suggestions and provide solutions
Proactively participate in strategic projects or as assigned
Coordinate time effectively to provide coverage to meet our Customers’ needs and to ensure that pre-book and post-book quality checks are completed timely
Be a Subject Matter Expert (SME) in GL coding, policies FI-2.01 Cash Disbursement Authority, & FI-15.01 Corporate Travel & Expense Reimbursement Policy

Qualification

AccountingVendor ManagementFinancial AuditingAP Automation ToolsERP SystemsExcelSalesforceAttention to DetailProblem-SolvingEffective CommunicationTeam Collaboration

Required

Associate's degree in accounting, Finance, or related field required
Minimum 2 years experience or equivalent combination of education and experience required
Strong attention to detail and accuracy
Excellent problem-solving and analytical skills
Effective communication skills (written and verbal)
Ability to work independently and collaboratively in a fast-paced environment
Excel, Word, Access, Outlook, Infolease, Salesforce, Vision, EOT System, OnBase, Epicor and Info-zone
Ten-Key calculator, ability to multi-task
Ability to work in a fast-paced environment
Ability to meet deadlines, ability to be a strong positive team player
Demonstrate the GreatAmerica Experience
Live our principles and standards on a daily basis

Preferred

Bachelor's degree in accounting, Finance, or related field preferred
Familiarity with AP automation tools and ERP systems is a plus

Benefits

Competitive Compensation
Monthly Bonuses for Eligible Employees
401(k) and Company Match
Annual Profit Sharing
Paid Time Off
Paid Vacation - starting at 80 hours annually for employees in their first year of service.
Paid Sick Days - Ten (10) per year with a conversion option for unused time.
Ten (10) Paid Holidays per year
Gym Reimbursement
Health Insurance
Dental Insurance
Vision Insurance
Short-Term and Long Term Disability
Company Paid Life Insurance
Flexible Spending Accounts (FSA)
Health Savings Accounts (HSA)
Employee Assistance Program
Parental Leave
Tuition Assistance
Networking Opportunities
Leadership Development Opportunities
Paid Parking
Service Awards
Hybrid work arrangements
Business casual environment

Company

GreatAmerica

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GreatAmerica is the largest, family-owned national commercial equipment finance company in the United States.

Funding

Current Stage
Late Stage
Total Funding
$655.26M
2024-02-05Debt Financing· $655.26M
2004-01-01Private Equity

Leadership Team

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Martin Golobic
Co-Chief Executive Officer
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Matthew Mueller
Executive Vice President & Chief Operating Officer
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Company data provided by crunchbase