Project Revenue Specialist

Overview

PROJECT REVENUE SPECIALIST is a skilled and financially-minded individual that will assist in managing, processing, and troubleshooting of various accounts and transactions. We are looking for a reliable individual who will be responsible for the financial health of our company in the management of our financial transactions and procedures on a daily basis.

The PROJECT REVENUE SPECIALIST will oversee the tasks of internal record keeping, client and external partner invoicing, balance monitoring and account follow-ups - often managing numerous client and external partner accounts petencies include the ability to prioritize workload, meet predetermined deadlines and assist with special projects as needed.

The PROJECT REVENUE SPECIALIST is self-motivated and detail oriented. Possessing excellent problem-solving abilities and is passionate about delivering results on time, exceeding expectations, and enduring success for our teams.

Essential Functions and

Core Responsibilities:

• Oversee and manage multiple accounts
• Quickbooks record creation and maintenance
• Revenue collection: create, deliver, and follow up on invoices, transaction verification and application
• Collect and enter data for various financial spreadsheets/systems
• Reconcile any discrepancies or errors identified by conversing with employees and/or clients
• Assist in the monitoring and managing of all projects associated with assigned lender(s)
• Monitoring project status, uploading documents, and relationship management with third party lenders
• Resolves account discrepancies by investigating documentation; payments, or adjustments
• Contributes to team effort by accomplishing related results as needed
• Answers questions and provides assistance to board members, managers and clients as needed
• Attend finance department and company-wide meetings, sometimes assisting with financial reporting to managers and senior executives
• Suggest changes or improvements to increase accuracy and efficiency
• Perform routine calculations to produce analyses and reports as requested by the Director of Revenue
• Maintains financial security by following internal accounting controls
• Other tasks as assigned

• At least 3+ years of previous related experience required
• Quickbooks proficiency at a general level is required
• CRM experience with both data entry and report usage
• Solid communication skills, both written and verbal within internal communication platforms
• Familiarity with business principles and practices
• Superior attention to detail, organizational skills, planning skills, problem-solving skills, analytical skills, critical thinking skills
• Proficient computer skills
• Interdepartmental coordination and communication skills
• Must be technologically savvy, demonstrating the ability to adapt to ever changing technologies and learn the functionality of new equipment and systems

Described here are representative of those that must be met by an employee to perform the essential functions of this job successfully.

• Work is performed in a temperature-controlled office environment or travels via vehicle
• While performing the duties of this job, the employee is required to ambulate, sit, and/or stand in various intervals throughout the work shift
• May occasionally lift and or carry up to 20 lbs.
• Use of computer, phone, copier, and other office equipment during a day
• While performing the duties of this job, occasionally required to use hand to handle, touch and use tools, reach with hands and arms, bend, stoop, twist, lift, reach, push, pull, grasp, balance, talk, hear, and ambulate during employment
• Specific vision abilities required by the job include close vision, distance vision, peripheral vision, depth perception, and an ability to adjust focus
• Employee may be required to travel for business purposes

Compensation & Benefits:

• Long term stability in a fast-growing industry
• Competitive compensation
• Paid Holidays
• Generous 401(k) option
• Dental Insurance
• Employer Paid Basic Life and AD&D Insurance
• Employer Paid Long Term Disability
• Optional Employee Paid - Voluntary Benefits
• Health insurance
• Life insurance
• PTO
• Vision insurance
• Opportunity for…