Director of Finance/Credit
Company | United Franchise Group |
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Location | West Palm Beach, FL, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | Bachelor’s, Associate’s |
Experience Level | Mid Level |
Requirements
- Bachelor’s degree (B. A., B.B.A., or B.S.) or equivalent from four-year college or university; or Associate’s degree (A. A. or A.S.) or equivalent from two-year college or technical school; or one to three years related experience and/or training; or equivalent combination of education and experience.
- Working knowledge of Microsoft Word, Outlook, and Internet Explorer and advanced Excel skills, including demonstrated use of Pivot Tables.
- Prior experience with accounting software including Great Plains is desirable.
Responsibilities
- Managing and receiving payment and posting amount to customer’s account.
- Preparing statements to credit department if customer fails to respond.
- Working closely with other departments to keep them informed and/or provide pertinent information.
- Keeping records of collection and status of accounts.
- Locating and notifying brand leaders and/or management of delinquent accounts.
- Advising customers of necessary actions and strategies for payment.
- Locating and monitoring overdue accounts.
- Collecting deposits, payments or fees.
- Discussing account status or activity with customers or patrons.
- Filing documents or records electronically.
- Maintaining financial or account records.
- Monitoring and maintaining confidentiality with financial information.
- Obtaining personal or financial information about customers or applicants.
- Providing information to coworkers.
- Providing notifications to customers or patrons.
- Responding to customer problems or complaints.
- Assisting with annual audits regarding requested documentation.
- Maintaining and creating reports on a daily, weekly, and/or monthly basis.
- Engaging with customers to assist in completing documentation to obtain financing.
- Developing dashboards to summarize both A/R and Financing activities for Executive management.
- Enhancing Financing options for customers to obtain funds through unsecured credit sources, SBA lending and ROBS 401K rollover program.
- Making decisions in accordance with government laws and regulations.
Preferred Qualifications
- Prior experience with accounting software including Great Plains is desirable.
- Exposure to foreign currency transactions is desirable.