AVP, Product Owner leading strategy and execution in Advisory Investment Management at LPL Financial. Collaborating across teams to optimize advisor experience and operational efficiency.
About the role
- Funding Administrator ensuring accurate posting and reconciliation of funds received for vehicle financing. Supporting internal teams and dealership personnel in accounting processes.
Responsibilities
- Accurately post and reconcile funds received from lenders to ensure timely allocation of vehicle transactions.
- Operate company and specialized accounting systems, manufacturer websites, and lender platforms to manage and track funding.
- Perform detailed data entry, adjustments, and reconciliations with a focus on accuracy and timeliness.
- Research and resolve discrepancies related to payments, allocations, or missing information.
- Communicate proactively with managers, team members, and dealership accounting staff regarding funding status and inquiries.
- Demonstrate accountability by identifying and correcting errors while maintaining accurate records.
- Participate in continuous improvement efforts by recommending process enhancements and efficiency opportunities.
- Assist with audits, reporting, and special projects as assigned.
Requirements
- Strong attention to detail and accuracy in handling financial transactions.
- Proven ability to manage reconciliations, data analysis, and error resolution.
- Proficiency with Microsoft Excel (formulas, pivot tables, VLOOKUPs preferred) and other Microsoft Office Suite tools.
- Strong organizational and time management skills with the ability to meet deadlines.
- Excellent written and verbal communication for interacting with internal accounting teams and dealership personnel.
- Ability to work independently as well as collaboratively in a team environment.
- Associate or Bachelor’s degree in Accounting, Finance, or related field preferred.
Benefits
- Medical, Dental, and Vision Plans
- Paid Holidays & PTO
- Short and Long-Term Disability
- Paid Life Insurance
- 401(k) Retirement Plan
- Employee Stock Purchase Plan
- Lithia Learning Center
- Vehicle Purchase Discounts
- Wellness Programs
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