We are looking for a diligent and detail-oriented Credit Analyst to join our team in Oxnard, California. In this role, you will be responsible for evaluating credit applications, managing collections, and ensuring compliance with company policies while assisting with financial analysis and risk assessment. This position offers an excellent opportunity to contribute to the organization's financial decision-making process and support ongoing improvements.<br><br>Responsibilities:<br>• Evaluate and grade credit applications, preparing necessary reports and informational requests for internal use.<br>• Provide guidance and training to entry-level finance staff and credit personnel to enhance team capabilities.<br>• Oversee credit underwriting for high-value transactions exceeding $250,000, ensuring thorough analysis and risk assessment.<br>• Develop and maintain credit models to predict trends and inform decision-making.<br>• Use sound judgment to assess the risk profiles of potential borrowers and make recommendations.<br>• Monitor and manage active credit files, maintaining communication with dealers and internal teams regarding application status.<br>• Coordinate the entire credit application process, from submission to final funding.<br>• Collect and analyze credit score data for quarterly updates to scorecards.<br>• Stay informed about market conditions and trends to improve credit risk assessments.<br>• Participate in team meetings and contribute to continuous improvement initiatives through ideas and feedback.
Banking and accounting services:<br>• Receive new agents’ paperwork and ensure all documents are complete and accurate<br>• Enter agents into the back-office finance system, setting up split fees and A/R Credit Card<br>details<br>• Manage agent invoices, including monthly production and distribution<br>• Process credit card charges for agent invoices and manage collections for declined<br>payments<br>• Manage and pay all company bills, ensuring proper cost and depot location allocations<br>• Monitor company cash flow and budget across all branches<br>• Prepare and generate end-of-month financial reports, including daily MTD and projected<br>reports<br>• Assist in monthly financial closings and transmittals<br>• Provide ad hoc financial reports asrequested by executive staff<br>Operations and Administration:<br>• Manage inbound and outbound referrals checks efficiently<br>• Assist the Vice President, Finance and Administration, and other leaders with<br>administrative tasks<br>• Manage front desk operations, including visitor greetings, phone calls, and inquiries<br>• Coordinate mail, packages, and shipments<br>• Ensure proper maintenance and functionality of office equipment and technology<br>infrastructure<br>• Oversee finance team members and front desk to ensure efficient workflow and<br>customer service.<br>Requirements:<br>• Bachelor’s degree in finance, accounting related field required<br>• 4+ years’ experience required in accounting and finance<br>• Proficiency in computerized bookkeeping and general computer usage<br>• Excellent organizational and time-management skills<br>• Experience in Real Estate - plus<br>• Proficient in computer skills, including Microsoft Office Suite (Excel, Outlook, Word) and<br>general familiarity with Google Workspace is a plus.<br>• Strong attention to detail with a high degree of accuracy in data entry and reporting<br>• Strong communication skills, both written and verbal<br>• Ability to work independently and collaboratively in a fast-paced environment
<p>We are looking for a skilled Business Systems Analyst to join our team in Los Angeles, California. In this role, you will play a pivotal part in supporting modernization initiatives and maintaining enterprise systems by translating business needs into clear technical requirements. This position requires collaboration with engineering and architecture teams to ensure the successful delivery of technology updates and enhancements.</p><p><br></p><p>Responsibilities:</p><p>• Analyze legacy systems to understand embedded logic and workflows, providing insights into current state functionality.</p><p>• Translate business rules and operational processes into precise technical requirements and functional specifications.</p><p>• Collaborate with engineering teams to support system enhancements and modernization projects.</p><p>• Work closely with architecture and engineering leadership to ensure requirements align with service-oriented and modular design principles.</p><p>• Develop and maintain thorough documentation, including functional requirements, process flows, and service definitions.</p><p>• Facilitate requirement validation through stakeholder walkthroughs, ensuring alignment with business and technical needs.</p><p>• Contribute to backlog refinement by clarifying scope, dependencies, and acceptance criteria.</p><p>• Manage and update requirements documentation for new development requests post-modernization, ensuring accuracy and consistency.</p><p>• Ensure documentation reflects evolving platform capabilities and remains up-to-date.</p>
We are looking for an experienced Business Systems Analyst to join our team in Woodland Hills, California. In this role, you will support and enhance Microsoft Dynamics 365 Finance and Operations (D365 F&O) solutions, working closely with business stakeholders to identify and implement effective system improvements. The ideal candidate will bring strong expertise in financial management modules and thrive in a collaborative, fast-paced environment.<br><br>Responsibilities:<br>• Analyze and assess business requirements to determine feasibility and recommend optimal solutions within the D365 F&O platform.<br>• Provide ongoing support and troubleshooting for the D365 F&O system, addressing issues raised by business teams.<br>• Collaborate with stakeholders to gather, document, and refine business requirements for system enhancements.<br>• Design, develop, and test solutions within the Microsoft Dynamics 365 platform to meet organizational needs.<br>• Support monthly and quarterly system upgrades, ensuring smooth implementation and minimal disruption.<br>• Create and maintain documentation for system design, project specifications, and training materials.<br>• Partner with technical teams to develop and integrate solutions that align with business processes.<br>• Research and document transaction flows to enhance understanding and improve system processes.<br>• Identify opportunities for process improvement and implement best practices to optimize workflows.<br>• Manage time effectively, prioritize tasks, and communicate progress to stakeholders.