Funding Reconciliation Specialist - Advance Partners

Advance Partners•Highland Hills, OH

10d•Hybrid

About The Position

The Funding Reconciliation Specialist - AP identifies current and prospective clients that use VMS systems, determines appropriate funding methods, educates external clients and internal employees about funding processes, and routinely completes true-ups to ensure accuracy. The role focuses on funding directly from VMS systems and completing weekly true-up activity for clients. Advance Partners, a Paychex-backed financial services firm founded in 1998 and based in Cleveland, Ohio, supports staffing agencies with payroll funding, invoice factoring, back-office support, and strategic services. The person hired will train and work in one of the local offices listed in the posting. After training, a hybrid schedule of three days in the office and two days at home is available if desired. The usual schedule is Monday through Friday, approximately 8:30 a.m. to 5:00 p.m. Eastern Time, with hours potentially adjusted for other time zones. Applicants must be authorized to work for any U.S. employer; sponsorship of an employment visa is not available. Applicants must be based in the United States and may not be located in California.

Requirements

Bachelor's degree in Business, Finance, Accounting, or a related field.
Three years of experience in a banking, finance, or accounting environment, with an emphasis on commercial credit and VMS systems.
Authorization to work for any employer in the United States; employment visa sponsorship is not available.
Must be based in the United States and not located in California.

Responsibilities

Identify the best ways to use VMS systems for funding and true-up processes, and document procedures for execution.
Identify, recommend, and implement strategies using VMS systems for management.
Work with Service and Implementation teams on prospects that use VMS systems.
Work with existing clients to explain how VMS systems affect the funding process, and provide data to the funding team for funding and true-ups.
Maintain metrics related to VMS systems.
Complete weekly true-up activity for clients.
Perform other tasks as assigned.