Finance Operations Associate

Role Overview: We are seeking a sharp, detail-obsessed Finance Operations Associate to manage the day-to-day servicing of a solar loan/lease portfolio and oversee the bookkeeping for five distinct business entities. This is a high-accountability role combining technical finance, legal administration, and proactive customer management.

Primary Responsibilities:

1. Portfolio Servicing & Loan Administration

• Payment Operations: Execute monthly ACH batches via the Bank portal; manually process credit card and check deposits into the Servicing Software.
• Account Maintenance: Implement annual payment escalations; update customer payment methods and billing schedules.
• Collections: Monitor aging reports, negotiate payment plans with delinquent customers, and coordinate with third-party collectors.
• Contract Transitions: Manage UCC-1 lien filings, renewals, and terminations. Facilitate legal transfers of solar leases during real estate transactions.
• Customer Support: Handle high-level billing inquiries and act as a bridge for technical service coordination (warranty/monitoring).

2. Multi-Entity Bookkeeping

• Transaction Management: Accurately code all banking activity across five entities in QuickBooks Online.
• Reconciliations: Perform full monthly bank reconciliations to ensure ledger accuracy.
• Reporting: Generate and deliver a monthly reporting package (P&L and Balance Sheet) for all entities by the 10th of each month.

Requirements:

• Technical Proficiency: Advanced skills in QuickBooks Online and Microsoft Excel.
• High Precision: A "zero-error" mindset regarding banking entries and legal documentation.
• Communication: Ability to be firm yet professional in collections and clear in financial reporting.
• Organization: Proven ability to manage rigid deadlines (the 10th for books, the 27th for servicing). Ability to keep track of multi-step processes that occur simultaneously (i.e. multiple lease transfers in various stages that take place over a month's time).

Pay: $45,000.00 - $65,000.00 per year

Work Location: Hybrid remote in Phoenix, AZ 85034