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Accountant I in Belmont, CA at APEX Systems

Date Posted: 12/7/2018

Job Snapshot

Job Description

Job #:  919389

If interested in this job opportunity, please contact Julia Harvey directly:

Job Title- Financing Portfolio Analyst
Contract- 6 months with potential extension
Location- Belmont, CA

***Position is located in Belmont, CA - MUST be a local candidate***


The person will assist the team by completing tasks related to invoicing and payments received. This individual may interact with Collections and Cash Applications, AR, AP, as well as various Financing Division operations personnel. Basic problem solving skills and attention to detail are extremely important. MUST be knowledgeable and have experience with AR/AP applications MUST be familiar with generating invoices and able to recognize accounting behind the invoice

Detailed Description- the individual will:

  • Research Oracle systems for entries related to contracts
  • Recognize potential issues with the entries and escalate to management
  • Prepare standard document templates
  • Prepare and update tracking spreadsheets
  • Prepare monthly reports for management
  • Research and validate payments
  • Identify booking errors
  • Manage generic email boxes - respond to requests, file relevant communications


Job Requirements

  • Background in leasing or finance very required
  • Strong customer service skills
  • Minimum of 2 years contracts or customer service experience
  • Excellent organizational skills
  • Attention to detail
  • Excellent written and verbal communication skills
  • Team player; also requires the ability to work independently
  • High energy, goal-oriented
  • Bachelor's degree or related business experience

EEO Employer

Apex is an Equal Employment Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at 844-463-6178