Financial Reporting Analyst

GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, our principle-centered business philosophy and our team-based operating approach are key to our success and growth.

We Are Looking to Add a Key Member to Our PSG Portfolio Services Team!

Serve as interface between GPSG leadership and the client on activities with respect to client reporting, evaluating financial implications and feasibility of client reporting requests while providing planning/support to meet GPSG’s overall performance targets.

As a Financial Reporting Analyst, You Will

Use your analytical mind and business acumen!

• Navigate core loan, leasing and solar servicing systems
• Utilize knowledge of associated accounting entries and assist in reconciliation process
• Prepare various reconciliations of GPSG third-party vendors and GPSG operations such as invoicing, ACH payments, legal land descriptions, FedEx, interpretive services and UCC filings
  
  

Stay focused on the details!

• Monthly preparation of client billing based on detailed review of the client’s servicing agreement and portfolio activity
• Monthly preparation of internal journal entries in accordance with deadlines
• Research and resolve all report discrepancies timely
• Continuous review and creation of documentation of all tasks
  
  

Enable better decision-making!

• Responsible for suggesting and implementing client reporting enhancements to include IT application improvements
• Compile periodic client performance metrics for leadership analysis to assist in client operation review meetings
• Prepare, audit and deliver monthly reporting per the clients standard operating procedures
  
  

Be a bridge builder and process improver!

• Maintain active relationships with GPSG clients on portfolio and financial issues. Work with clients to determine reporting needs.
• Assist clients with reporting requests via GPSG’s web-based reporting interface or ad-hoc reporting through the data warehouse. Manage the setup and training of clients on GPSG’s web-based reporting tool
• Partner with GPSG client manager and operations team with the onboarding of new clients; including but not limited to setup of client reporting, billing and related journal entries
• Promote and participate in process improvement initiatives within the business unit
• Provide an outstanding GreatAmerica experience to all clients
  
  

To Be Successful In This Role, You Will Need

Education

• Bachelor’s degree in Accounting, Finance or related field
  
  

Experience

• New college graduate to 1-3 years finance and accounting experience
  
  

Computer Skills

• Proficient with Microsoft Excel with a working knowledge of other Microsoft Office applications required
  
  

Other Requirements

• Qualified candidates will need a motivated spirit, possess excellent communication skills, the ability to prioritize and quickly jump between tasks, exceptional analytical and problem solving skills, proficient in Microsoft Excel and possess outstanding computer skills, excellent interpersonal and communication skills, organized, creative, team-player with initiative who responds well to challenges and demonstrate sound business judgment
• Please note that the internal title for this position is Client Reporting Analyst, but it may also be referred to as an Financial Reporting Analyst, or similar titles in other organizations. Our aim in advertising different titles is to ensure candidates looking for these opportunities see them in their job search. We always want to ensure candidates have a clear understanding of the role and responsibilities, and as such invite you to review the job advertisement and qualifications closely to determine if this position aligns with your skills and experience, regardless of title.
  
  

Financial Benefits

Sharing rewards is an integral part of our culture. We believe in the value of hard work and reward our employees beyond the paycheck. Our total rewards package is based on eligibility and includes:

• Competitive Compensation
• Monthly Bonuses for Eligible Employees
• 401(k) and Company Match
• Annual Profit Sharing
• Paid Time Off
  
  

Health, Wellbeing, And Family Planning Benefits

• 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
  
  

Education And Career Planning Benefits

• Tuition Assistance
• Networking Opportunities
• Leadership Development Opportunities
  
  

Perks

• Paid Parking
• Service Awards
• Hybrid work arrangements
• Business casual environment
• A strong organizational culture focused on our greatest asset: you!
  
  

If your experience aligns closely, please apply. We value diverse backgrounds and adding new perspectives. We encourage you to apply if you can make a strong impact in this role at www.greatamerica.com/careers.

Please note, applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa.