M&A Analyst/Associate focusing on renewable energy transactions, from analysis to closing. Collaborating on financial modeling and working closely with clients and senior consultants in a hybrid role.
About the role
- Funding Analyst reviewing small business and fleet contracts for compliance in U.S. and Canada. Engaging with sales and credit teams to ensure contract terms align with pricing and mitigate risk.
Responsibilities
- Review fleet and small business contracts to ensure compliance with company, regulatory, and sales tax requirements for both U.S. and Canadian regions
- Upload account records to the DTFS portfolio system for small business customers, fleet customers, and dealer pledgeline customers
- Review pricing provided by the sales team for fleet transactions to ensure contract terms align with pricing to minimize RoRAC return errors
- Ensure all required fleet customer legal documentation is received and properly executed prior to funding to mitigate risk of future collection losses
- Work closely with dealers, sales, and credit teams in both regions to reconcile discrepancies in a timely manner
- Foster and maintain positive working relationships with all internal and external customers
Requirements
- 0-2 years of relevant experience or 4 years of relevant experience in lieu of degree
- 1 year general business experience
- Excellent written and verbal communication skills
- Customer Service experience
- Microsoft Office
- Proficiency in French (speaking, reading, and writing) is required for this position
Benefits
- annual bonus program
- 401k company contribution with company match up to 6% as well as non-elective company contribution of 3 - 7% depending on age
- starting at 4 weeks paid vacation
- 15 calendar holidays
- 8 weeks paid parental leave
- employee assistance program
- comprehensive healthcare plans and wellness programs
- onsite fitness (at some locations)
- tuition assistance and volunteer paid time off
- short-term and long-term disability plans
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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