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Job Number: 2173629

Job Title: Portfolio Accountant
Location: Mountain View
Compensation: $75-$85k

Job Summary:

Established company is seeking a Portfolio Accountant to join their team. This position will work closely with the Regional Operations team to ensure all billing, collection, and work order related matters for key client accounts are appropriately managed.

Job Title Responsibilities:
* Manage monthly billing for Regional Vice Presidents of Operations ensuring timely completion for reoccurring monthly services, supplies, and work orders
* Accurately calculate work order commissions and record into system of record
* Manage, track, and publish the open work order report and follow up with team members as needed
* Manage internal inbox and assist with inquiries from customers and Operations re: invoice and collection questions
* Ensure month end closing deadlines are completed accurately and timely meeting all established deadlines
* Monitor the portfolio's accounts receivable and identify overdue accounts
* Resolve client issues and complaints concerning billing
* Submit regular reports on the status of unpaid accounts and any repayment progress

Job Title Requirements:
* Bachelor's degree in Finance, Accounting, or related discipline preferred
* Available to visit multiple customer sites in person as needed
* 3-5 years of experience as an accountant or finance related position
* Computer skills (Microsoft Office, NetSuite, Account Management Software, etc.)

Job Title: Portfolio Accountant
Location: Mountain View
Compensation: $75-$85k

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