Investment Banking Associate at a rapidly expanding boutique investment bank in Los Angeles. Focused on lower middle market sell - side M&A and supporting a high - performing deal team.
About the role
- Financial Services Specialist managing accounts receivable portfolio for Epicor. Ensuring timely payment collection, dispute resolution, and account reconciliation in a fast-paced team environment.
Responsibilities
- Manage portfolio of accounts receivable for assigned territory.
- Contact customers to obtain promises to pay and follow up on status of payments, or determine reasons for customer's non-payment and escalate if necessary.
- Serve as liaison between customer and field sales and service to resolve disputes and initiate credit memos as needed.
- Contact customers to resolve past due balances prior to release.
- Secure Purchase Orders from customers when required.
- AR/Collections reporting and analysis.
- Enter electronic invoicing for customer accounts.
- Account reconciliation: provide back-up detail; submit tie-offs and refund requests as needed to clean up account balances.
- Review current account status, get payment commitment and document all relevant information in internal account systems
Requirements
- 2+ years applicable experience
- Bachelor's degree in finance or related field preferred
- Attention to detail, excellent analytical, communication, and problem-solving skills
- Proficient in data entry
- Excellent customer orientation
- Work independently and with a team in a fast-paced and high-volume environment with emphasis on accuracy and timeliness
- Ability to work and communicate with all levels of the organization
- Adaptability and willingness to learn new skills/tasks
- Comfortable working with targets
- Speaks English fluently, advanced written English.
Benefits
- Comprehensive health and wellness benefits designed to support your overall well-being.
- Opportunities for mentorship, continuing education, and focused career goal setting, with 25% of positions filled internally.
- Free LinkedIn Learning licenses for everyone, along with our Mentoring Program to boost your personal development.
- Geographically specific programs to balance the cost of education with the benefits of continued learning and personal development.
- Collaborate with a diverse team in an inclusive, global workplace that fosters innovation and celebrates partnership.
- Policies built on mutual trust and support, encouraging time off to rest, recharge, and reconnect.
- Comprehensive support for international relocations and permanent residency processes.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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