Portfolio Manager Jobs

About The Position

Requirements

• Bachelor’s degree in Accounting, Finance, or related field
• 5–8+ years of progressive experience in Accounts Receivable, Credit, or Collections
• 2–3+ years of leadership or supervisory experience
• Strong knowledge of AR processes, credit risk management, and collections strategies
• Demonstrated attention to detail with the ability to analyze and interpret complex financial data
• Proven negotiation skills with experience resolving disputes and securing payment commitments
• Advanced proficiency in ERP systems (JDE preferred) and Microsoft Excel
• Excellent communication and analytical skills
• Ability to influence stakeholders and drive change in a fast-paced environment

Responsibilities

• Lead, coach, and develop a team responsible for portfolio management
• Monitor KPIs, and conduct regular performance reviews
• Foster a culture of accountability, accuracy, and continuous improvement
• Provide training on credit policies, negotiation techniques, and collections strategies
• Support audits and ensure proper documentation and compliance
• Oversee a portfolio of customer accounts, ensuring timely collections and adherence to credit terms
• Review aging reports with a high level of detail to identify trends, risks, and resolution opportunities
• Evaluate credit risk across the portfolio and make recommendations on credit limits, holds, or escalations
• Serve as the escalation point for complex, high-risk, or sensitive accounts requiring strong negotiation and problem-solving skills
• Ensure accurate and timely cash application and account reconciliation
• Maintain strict attention to detail to ensure data integrity across all AR processes
• Oversee month-end close activities related to AR, including reporting and variance analysis
• Ensure compliance with internal controls and company policies
• Develop and execute strategies to reduce DSO and improve overall cash flow
• Lead negotiations with customers to resolve past-due balances, payment disputes, and tailored payment arrangements
• Monitor and report on collection performance metrics and trends
• Partner with Sales and Finance leadership to drive timely resolution of disputes
• Identify and implement process improvements to increase efficiency, accuracy, and scalability
• Drive automation initiatives within AR and collections workflows
• Leverage data analysis to refine strategies and improve portfolio performance

Benefits

• Medical/Dental/Vision
• Paid Time Off
• Paid Holidays
• tuition reimbursement
• 401k plan (with an automatic 3% company contribution, regardless of your contribution)