PROJECT REVENUE SPECIALIST
Job Summary:
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 at once. Competencies 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
Requirements
Requirements, Education, Qualifications, and Experience:
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
Physical Demands and Working Conditions:
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
Benefits
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 career development and advancement with a rapidly growing company
- High-energy, fun, and friendly culture
Compensation
Compensation may vary based on role, level, experience, length of time in a position, and location. Candidates are not guaranteed to be at the high or low end of the compensation ranges presented. The Company complies with applicable federal, state, and local minimum wage requirements.
ProSolar Systems is proud to be an equal opportunity employer that does not tolerate discrimination or harassment of any kind. Our commitment to Diversity, Inclusion, and belonging drives our ability to build diverse teams and develop inclusive work environments. At Prosolar, we believe that empowering people and valuing their differences will help us create a planet run by the sun for everyone.
We are committed to equal employment opportunity without consideration of race, color, religion, ethnicity, citizenship, political activity or affiliation, marital status, age, national origin, ancestry, disability, veteran status, sexual orientation, gender identity, gender expression, sex or gender, or any other basis protected by law. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law. If you have a disability or special need that requires accommodation, please let us know.
