Funding & Vendor Management Specialist

GreatAmerica•Cedar Rapids, IA

5d•Hybrid

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 and Vendor 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. As a Funding & Vendor Management Specialist, you will: 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 Scheduled hours are from 9:00 to 6:00, some overtime may be required based on the needs of the business, or at month-end

Requirements

Associate’s degree in accounting, Finance, or related field required, bachelor’s degree preferred.
Minimum 2 years experience or equivalent combination of education and experience required
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
Excel, Word, Access, Outlook, Infolease, Salesforce, Vision, EOT System, OnBase, Epicor and Info-zone
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

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

Benefits

Competitive Compensation
Monthly Bonuses for Eligible Employees
401(k) and Company Match
Annual Profit Sharing
Paid Time Off
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
Tuition Assistance
Networking Opportunities
Leadership Development Opportunities
Paid Parking
Service Awards
Hybrid work arrangements
Business casual environment
A strong organizational culture focused on our greatest asset: you !