Funding Auditor & Vendor Data Mangement
About the position
GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, our principle-centered business philosophy and our team-based operating approach are key to our success and growth. We Are Looking to Add a Key Member to Our Finance Team! The Funding Auditor & Vendor Data Management Specialist is responsible for ensuring the accuracy, compliance, and timeliness of lease funding and accounts payable transactions. This role plays a critical part in maintaining financial integrity by auditing payment processes, validating vendor data, and identifying discrepancies before payments are issued. The specialist will collaborate closely with the Funding, Accounting Operations, and Charge Management teams to uphold internal controls and deliver a high-quality experience to internal and external stakeholders.
Responsibilities
• Maintain and update the vendor master list, ensuring data integrity across systems.
• Provide detailed audits on various Funding tasks ensuring accuracy (Batch payments ACH, Check, & Wire)
• Collaborate with the Funding team to ensure timely and accurate disbursements
• Review all Accounts Payable expenses for accuracy and adherence to policy
• Review and audit all travel expense reimbursements ensuring adherence to policy
• Provide targeted feedback for Funding team members to strengthen their knowledge when errors or trends are identified
• Dependably handle complicated processes on a regular basis
• Answer complex Funding questions from internal team members and/or external customers independently, make knowledgeable suggestions and provide solutions
• Proactively participate in strategic projects or as assigned
• Coordinate time effectively to provide coverage to meet our Customers’ needs and to ensure that pre-book and post-book quality checks are completed timely
• Be a Subject Matter Expert (SME) in GL coding, policies FI-2.01 Cash Disbursement Authority, & FI-15.01 Corporate Travel & Expense Reimbursement Policy
Requirements
• Education Associate’s degree in accounting, Finance, or related field required, bachelor’s degree preferred.
• Experience Minimum 2 years experience or equivalent combination of education and experience required
• Skills and Abilities Strong attention to detail and accuracy
• Excellent problem-solving and analytical skills
• Effective communication skills (written and verbal)
• Ability to work independently and collaboratively in a fast-paced environment
• Familiarity with AP automation tools and ERP systems is a plus
• Computer Skills Excel, Word, Access, Outlook, Infolease, Salesforce, Vision, EOT System, OnBase, Epicor and Info-zone
• Other Requirements Ten-Key calculator, ability to multi-task
• Ability to work in a fast-paced environment
• Ability to meet deadlines, ability to be a strong positive team player
• Demonstrate the GreatAmerica Experience Live our principles and standards on a daily basis
Benefits
• Financial Benefits Competitive Compensation
• Monthly Bonuses for Eligible Employees
• 401(k) and Company Match
• Annual Profit Sharing
• Paid Time Off
• Health, Wellbeing, and Family Planning Benefits
• Paid Vacation - starting at 80 hours annually for employees in their first year of service.
• Paid Sick Days - Ten (10) per year with a conversion option for unused time.
• Ten (10) Paid Holidays per year
• Gym Reimbursement
• Health Insurance
• Dental Insurance
• Vision Insurance
• Short-Term and Long Term Disability
• Company Paid Life Insurance
• Flexible Spending Accounts (FSA)
• Health Savings Accounts (HSA)
• Employee Assistance Program
• Parental Leave
• Education and Career Planning Benefits
• Tuition Assistance
• Networking Opportunities
• Leadership Development Opportunities
• Perks Paid Parking
• Service Awards
• Hybrid work arrangements
• Business casual environment
• A strong organizational culture focused on our greatest asset: you!
Apply tot his job
Apply To this Job
GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, our principle-centered business philosophy and our team-based operating approach are key to our success and growth. We Are Looking to Add a Key Member to Our Finance Team! The Funding Auditor & Vendor Data Management Specialist is responsible for ensuring the accuracy, compliance, and timeliness of lease funding and accounts payable transactions. This role plays a critical part in maintaining financial integrity by auditing payment processes, validating vendor data, and identifying discrepancies before payments are issued. The specialist will collaborate closely with the Funding, Accounting Operations, and Charge Management teams to uphold internal controls and deliver a high-quality experience to internal and external stakeholders.
Responsibilities
• Maintain and update the vendor master list, ensuring data integrity across systems.
• Provide detailed audits on various Funding tasks ensuring accuracy (Batch payments ACH, Check, & Wire)
• Collaborate with the Funding team to ensure timely and accurate disbursements
• Review all Accounts Payable expenses for accuracy and adherence to policy
• Review and audit all travel expense reimbursements ensuring adherence to policy
• Provide targeted feedback for Funding team members to strengthen their knowledge when errors or trends are identified
• Dependably handle complicated processes on a regular basis
• Answer complex Funding questions from internal team members and/or external customers independently, make knowledgeable suggestions and provide solutions
• Proactively participate in strategic projects or as assigned
• Coordinate time effectively to provide coverage to meet our Customers’ needs and to ensure that pre-book and post-book quality checks are completed timely
• Be a Subject Matter Expert (SME) in GL coding, policies FI-2.01 Cash Disbursement Authority, & FI-15.01 Corporate Travel & Expense Reimbursement Policy
Requirements
• Education Associate’s degree in accounting, Finance, or related field required, bachelor’s degree preferred.
• Experience Minimum 2 years experience or equivalent combination of education and experience required
• Skills and Abilities Strong attention to detail and accuracy
• Excellent problem-solving and analytical skills
• Effective communication skills (written and verbal)
• Ability to work independently and collaboratively in a fast-paced environment
• Familiarity with AP automation tools and ERP systems is a plus
• Computer Skills Excel, Word, Access, Outlook, Infolease, Salesforce, Vision, EOT System, OnBase, Epicor and Info-zone
• Other Requirements Ten-Key calculator, ability to multi-task
• Ability to work in a fast-paced environment
• Ability to meet deadlines, ability to be a strong positive team player
• Demonstrate the GreatAmerica Experience Live our principles and standards on a daily basis
Benefits
• Financial Benefits Competitive Compensation
• Monthly Bonuses for Eligible Employees
• 401(k) and Company Match
• Annual Profit Sharing
• Paid Time Off
• Health, Wellbeing, and Family Planning Benefits
• Paid Vacation - starting at 80 hours annually for employees in their first year of service.
• Paid Sick Days - Ten (10) per year with a conversion option for unused time.
• Ten (10) Paid Holidays per year
• Gym Reimbursement
• Health Insurance
• Dental Insurance
• Vision Insurance
• Short-Term and Long Term Disability
• Company Paid Life Insurance
• Flexible Spending Accounts (FSA)
• Health Savings Accounts (HSA)
• Employee Assistance Program
• Parental Leave
• Education and Career Planning Benefits
• Tuition Assistance
• Networking Opportunities
• Leadership Development Opportunities
• Perks Paid Parking
• Service Awards
• Hybrid work arrangements
• Business casual environment
• A strong organizational culture focused on our greatest asset: you!
Apply tot his job
Apply To this Job