4 results for Cash Application Specialist in Plantation, FL

Account Specialist We are offering a permanent employment opportunity for an Account Specialist in Juno Beach, Florida. This role will primarily involve account management for commercial, industrial, national, and government customers. The successful candidate will also handle customer requests and complaints, interface with vendor partners and management, and perform other customer support tasks such as processing claims and resolving contractor invoices. Responsibilities: • Serve as a primary contact point for customers, ensuring exceptional support and effective problem resolution. • Handle various customer requests and complaints, and interface with vendor partners and management to resolve them. • Manage each issue to a resolution while providing clear communication and expectations. • Gain an in-depth understanding of the residential solar financing industry and apply this knowledge to answer any questions and solve problems that our customers may have. • Collaborate closely with other departments to escalate and resolve complex technical issues promptly. • Become a knowledge resource and an escalation point for our customers. • Provide solutions to problems while educating and training our customers. • Document customer interactions with accurate and detailed interaction logs. • Work with team members, supervisors, and management to adhere to quality standards and achieve service level goals. • Proactively escalate potential issues or anomalies to management. • Identify and recommend improvements to our internal processes.

Financial Analyst We are in the process of expanding our team with the addition of a Financial Analyst. This role is based in Coral Gables, Florida. The successful candidate will be responsible for carrying out a range of duties, including the processing of customer applications, maintaining customer records, and responding to customer inquiries. Responsibilities:• Engaging in the extensive use of Excel to create complex financial reports and compare data sets.• Collecting data from third-party claim administrators, brokers, and our risk management information system each month, checking it for accuracy, and reporting on results and trends.• Conducting Month/Quarter/Year End variance analysis and reconciliation reports.• Collaborating with various internal divisions and departments to gather, review, and consolidate exposure data for insurance submissions.• Working closely with our insurance brokers and actuarial team to analyze financial data.• Assisting with the Risk and Insurance pre-acquisition due diligence and post-acquisition integration.• Contributing to the monthly actuarial analysis by supplying accurate and complete loss run data and exposure information for in-house variance analysis.• Developing and maintaining integrated databases.• Monitoring loss and exposure information for all lines of coverage and corporate programs.• Assisting in preparing for internal and external audits.• Managing department invoices and performing basic accounting functions.• Preparing PowerPoint presentations for senior management.• Assisting with non-routine/special projects as required.

Investment Analyst We are seeking an experienced Investor Relations Associate to join a dynamic and reputable Real Estate Investment firm, located in the Boca Raton, FL. area. This role is a highly visible role with growth possibilities, competitive salary and amazing benefits. This role will allow the Investor Relations Associate to play a key role in the growth and strategy of the organization. If you are seeking an opportunity with a large, stable firm, with leaders who value their employees and provides a positive work environment and culture. this is the role for you!! Duties:· Cultivates client relationships through best-in-class communication with investors and intermediaries, fielding a high volume of calls and emails daily.· Day-to-day client facing engagement and client support and takes ownership of solving issues.· Resolves escalated issues by collaborating with department and team members.· Handles all facets of client account maintenance needs including facilitating requests with capital markets, finance, operations, and legal teams.· Works closely with accounting team to generate and distribute capital call and distribution notices and tracks all investor-facing capital activity events.· Liaise with custodian platform reps onboarding investors, maintaining accounts, capital calls and reporting· Facilitates investor onboarding including the investor verification process.· Administers and facilitate signing of legal documentation for stakeholders, including fund partnership agreements, amendments, transfers, and consents.· Utilization and data management of the CRM and investor portal, system testing, auditing, and document uploads.· Adheres to compliance and operational processes and procedures with the utmost integrity.· Assists with ad hoc fund-related projects and analyses.· Maintains strong working relationships with clients and internal business groups.· Ensures all work is on-time, detailed, accurate and “audit-ready”.· Follows established processes and procedures, to continuously improve accuracy, reduce redundancy, and mitigate risk.

Sr. Financial Analyst We are a manufacturing some of the most well-known products in the market. As a publicly traded company, we are committed to innovation, operational excellence, and delivering value to our customers and shareholders.Job SummaryWe are seeking a Senior Financial Analyst to join our dynamic finance team. This role is ideal for a professional with strong forecasting and financial modeling experience who is eager to take ownership of key analytical functions. The candidate will play a crucial role in budgeting, financial planning, and strategic decision-making, working closely with Sales, Marketing, Senior Leadership, and Executive Leadership Team (ELT).Key Responsibilities<ul><li>Develop financial models from scratch using Excel and support the transition to Power BI for enhanced reporting and analytics.</li><li>Conduct forecasting and budgeting analyses, ensuring financial data aligns with business objectives.</li><li>Create concise and insightful PowerPoint presentations to translate financial insights for cross-functional teams.</li><li>Lead a monthly marketing finance meeting, providing valuable financial insights to support business strategies.</li><li>Present financial data and insights to Sales, Marketing, Senior Leadership, and ELT.</li><li>Collaborate with international finance teams, including the Dublin office, to align financial models and forecasting strategies.</li><li>Support heavy budgeting processes and ensure financial models are scalable and adaptable to business needs.</li></ul>Qualifications & Skills<ul><li>Experience: A few years of experience in financial forecasting and modeling. FP& A experience is not required but is a plus.</li><li>Technical Skills: Strong proficiency in Excel; experience with Power BI or willingness to learn.</li><li>Communication: Excellent ability to translate complex financial data into digestible insights for non-financial teams.</li><li>Presentation Skills: Strong experience in PowerPoint for executive-level presentations.</li><li>Collaboration: Experience working with cross-functional teams, including Sales, Marketing, and senior leadership.</li><li>Education: MBA preferred but not required.</li></ul>Why Join Us?<ul><li>Competitive salary with equity options in a publicly traded company.</li><li>Opportunity to work on high-impact financial projects with visibility at the executive level.</li><li>A fast-paced, collaborative environment with career growth potential.</li></ul>