ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Ad-hoc projects as assigned

• BS/BA degree in related discipline required
• Minimum of 4-7 years related experience

This position is a “remote” work from home position. This role handles sensitive, confidential, financial information, work must be performed in a secure setting. Must have the ability to join “virtual” online meetings as required both with video and voice.

• Dependability - Responds to requests for service and assistance. Follows instructions, responds to management direction. Takes responsibility for own actions. Commits to doing the best job possible. Keeps commitments. Meets attendance and punctuality guidelines.
• Planning & Organization - Prioritizes and plans work activities. Uses time efficiently. Plans for additional resources. Integrates changes smoothly. Sets goals and objectives. Works in an organized manner.

Job Knowledge - Competent in required job skills and knowledge. Exhibits ability to learn and apply new skills. Keeps abreast of current developments. Requires minimal supervision. Displays understanding of how job relates to others. Uses resources effectively.

Problem Solving - Identifies problems in a timely manner. Gathers and analyzes information skillfully. Develops alternative solutions. Resolves problems in early stages Works well in group problem solving situations.

Intellectual Capacity:

Interpersonal:

Adaptability: Adapts to changes in the work environment. Manges competing demands. Accepts criticism and feedback. Changes approach or method to best fit the situation.

Job Knowledge - Competent in required job skills and knowledge. Exhibit’s ability to learn and apply new skills. Keeps abreast of current developments. Requires minimal supervision. Displays understanding of how job relates to others. Uses resources effectively.

Problem Solving - Identifies problems in a timely manner. Gathers and analyzes information skillfully. Develops alternative solutions. Resolves problems in early stages Works well in group problem solving situations.

Achievement Focus - Sets and achieves challenging goals. Demonstrates persistence and overcomes obstacles. Measures self against standard of excellence. Recognizes and acts on opportunities. Takes calculated risks to accomplish goals.

Creativity/Innovation - Develops innovative approaches and ideas. Displays original thinking and creativity. Generates suggestions for improving work. Meets challenges with resourcefulness.

Decision Making/Judgment - Displays willingness to make decisions. Exhibits sound and accurate judgment. Includes appropriate people in decision making process. Makes timely decisions. Supports and explains reasoning for decisions.

Results Driven:

To perform the job successfully, an individual should demonstrate the following competencies:

Competency:

While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle, or feel. The employee is frequently required to talk or hear. The employee is occasionally required to stand; walk and reach with hands and arms.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

PHYSICAL REQUIREMENTS AND WORK ENVIRONMENT:

EDUCATION AND EXPERIENCE:

CPA and/or Master’s Degree preferred

QUALIFICATIONS AND REQUIREMENTS:

• Must be analytical and a problem-solver
• Strong organizational skills
• Comfortable communicating with executive leadership team and investors
• Detail oriented
• Manage consolidated cash flow forecast and weekly reporting to senior leadership
• Partner with Director of FP&A to provide improved reporting package to investors
• Support and develop workflow for bank account administration and user management
• Own project to transition all bank accounts to one banking relationship
• Collaborate with banking treasury team on compliance and best practices
• Support and oversee notification to payers and management of balances during transition
• Strategize to reduce overall account fees