Financial Solutions Advisor consulting on investment and insurance strategies for clients at PNC Wealth Management. Grows investment and insurance portfolios while providing exceptional client experiences.
About the role
- Finance Manager overseeing high-volume Credit and Cash Application teams at Uline in Monterrey. Aiming for process improvement and mentorship within finance activities.
Responsibilities
- Oversee daily Credit and Cash Application operations, providing guidance and ensuring quality execution of finance activities for 20+ professionals.
- Collaborate with the Cash Applications and Credit functions to design policies for optimal customer service and efficiency.
- Develop credit procedures to maximize cash flow and reduce financial risk.
- Coordinate and perform internal audits within the department to assess process improvements, individual performance and coaching opportunities.
Requirements
- Bachelor’s degree in Finance or Accounting.
- CPA preferred.
- 5+ years of leadership experience in Finance or Accounting in a high-volume environment.
- Bilingual (English / Spanish) - fluent in both verbal and written forms.
- Proficient in Microsoft Word, Excel and Access.
- Strong analytical skills.
Benefits
- Complete health insurance coverage and savings fund with employer match that starts day one !
- Multiple bonus programs.
- Paid holidays and generous paid time off.
- Tuition Assistance Program that covers professional continuing education.
Job title
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