Job description

Join Team Medallion

We have a unique and rewarding opportunity in Finance with people who want to shape the future of our industry through superior service, innovative technology, and sustainability. Let’s grow together!

About Us-

We are proud professionals committed to serving our customers, our teams, and our communities. We are unwavering with our Service standards, motivated by technology and innovation, genuinely committed to sustainability, inspired by our family of team members, involved in the communities we serve, and proud of our industry awards and recognition.

Position Summary-

The Portfolio Accountant (PA} reports directly to Service by Medallion’s Controller and will also work very closely with the Regional Operations team to ensure all billing, collection, and work order related matters for key client accounts are appropriately managed. In addition to the internal Operations team, the PA works directly on the client-side to maintain an open, regular, and productive flow of communication. This position administers and is held accountable for the daily, weekly, monthly, quarterly, and annual financial operations of the client portfolio. This position ensures that all transactions related to billing, collections, and other related business processes flow smoothly and adhere to company standards as well as local state and federal regulations.

Essential Responsibilities, included but not limited to-

• Manage Monthly billing for Regional Vice Presidents of Operations (RVPs) ensuring timely completion for reoccurring monthly services, supplies, and work orders.
• Accurately calculate work order commissions and record into system of record.
• Maintain and update memorized transactions to accurately record monthly billing increases/decreases as well as increase/decrease and lost/won tracking.
• Manage, track, and publish the open work order report and follow up with team members as needed
• Track PO's and partner with RVP if new or revised PO is needed.
• Manage internal inbox and assist with inquiries from customers and Operations re: invoice and collection ques ions.
• Ensure month end closing deadlines are completed accurately and timely meeting all established deadlines.
• Support Finance Team with critical deadlines and ad-hoc reports.
• Monitor the portfolio's accounts receivable and identify overdue accounts.
• In coordination with the Accounts Receivable Specialist, contact overdue accounts and attempt to either collect the overdue amount or negotiate a payment plan. Prepare and send dunning and statement notices.
• Maintain notes on invoices, records of contacts, and attempted contacts with delinquent account clients as well as records of any payments collected from the client.
• Resolve client issues and complaints concerning billing.
• Submit regular reports on the status of unpaid accounts and any repayment progress.
• In partnership with Controller, determine calculation, reason for provision, and write offs of bad debt
• This position will be heavily focused on billing

Other-

• Communicate, collaborate, and partner effectively with all internal departments and resources.
• Coach Operations team verbally and in writing to ensure financial protocols and all aspects of compliance are followed.
• Proactively perform audits on key performance indicators within the Finance department.
• Ensure compliance with all Service by Medallion policies and protocols.
• Develop and implement Best Practices to the client experience.
• Excellent verbal communication, presentation, and engagement skills.
• Exceptional organizational, time management, and prioritization skills.
• Dependable and self-directed.
• Ability to maintain the security and confidence of the client and company.

Qualifications-

• Bachelor's degree in Finance, Accounting, or related discipline preferred.
• Minimum of 3-5 years of experience as an accountant or finance related position.
• Available to visit multiple customer sites in person as needed.
• Available to participate at customer events and site walkthroughs as needed.
• Intermediate math, bookkeeping and accounting skills.
• In-depth knowledge of Janitorial and Maintenance industry (a plus).
• Computer skills (Microsoft Office, NetSuite, Account Management Software, etc.)
• Background check, EVERIFY required.

Minority owned and operated, Service by Medallion’s mission is to provide our clients and team members with a clean, safe, and healthy environment through comprehensive, innovative and responsive building maintenance services.

Diversity is intentional; our employees come from all walks of life and have a wide range of backgrounds, skills, and experiences. We value their diversity and remain committed to a workplace of respect and inclusion. Service by Medallion is an equal opportunity employer.

Positions at certain sites, may be required to show proof of being fully vaccinated against COVID-19 upon commencing employment.

Job Type: Full-time

Pay: $70,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Vision insurance
• Work from home

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Accounting: 2 years (Preferred)
• Finance: 2 years (Preferred)

Work Location: One location

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