Accounting, Tax & Treasury - Analyst

Accounting, Tax & Treasury - Analyst

SMBC Group

Compensation: $80,000.00 - $99,000.00 (annual)

Role

Description:

The Officer of Accounting, Treasury, Tax will join at the Analyst level and handle tasks related to Accounting operations, including both AP and AR tasks connected to the core leasing business. They will ensure the timely record of assigned cash transactions to ensure financial records are accurately maintained, and will report to the VP of Accounting.

• Record AR receipts related to customers within the management system Aspire. Payments could be received by wire, ACH, or check.
• Prepare manual journal entries to record cash receipts that cannot be managed within Aspire.
• Prepare wire payments through eMoneyger associated with new contract fundings.
• Enter payment details into Aspire to record the wire payments within the accounting system.
• Record the return of any check or ACH payments within the Aspire system.
• Collaborate with other departments to ensure delinquent payments are followed up on.
• Prepare daily ACH transactions using eMoneyger to collect money from customers.
• Reconcile general ledger accounts to ensure accuracy and completeness.
• Any other accounting operation assignments as become necessary.

• Strong verbal and written communication skills.
• Ability to collaborate with cross-functional teams and contribute to decision‑making.
• Ability to multitask and work under pressure and time constraint.
• Intermediate Excel skills for handling multiple manual processes, using formulas such as VLOOKUP, SUMIF and pivot tables.
• Knowledgeable of lease management systems (Aspire, Sungard Ambit Asset Finance, or similar application systems).
• Knowledge of USGAAP, financial regulations, and compliance standards.
• Experience with making journal entries and accounting basics such as debit and credit.
• 2‑5 years of specialized experience in Financial Services.
• 2 to 4 years of experience in an accounting or finance role with a focus on operations; experience with financial statements and the general ledger.
• BA / BS (or equivalent experience) – preferred in Accounting or Finance.
• MS Office (Word, Excel, PowerPoint), Lease application (Aspire, Sungard Ambit Asset Finance, or similar application systems), Tvalue (or any other lease calculation application).

SMBC’s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during the interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA‑registered roles for which in‑office attendance for the entire workweek is required.

SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at