Client coordinator Jobs in El Cajon, CA

Finance Coordinator

Job Category: Sales Support

Location: El Cajon, CA 92020, USA

Position Type: Full-Time

Description

About Semper Solaris: Dedicated to harnessing solar energy for a sustainable future, Semper Solaris takes pride in its position as an industry leader. We prioritize not only the excellence of our work but also the utmost safety standards. Semper Solaris is a veteran-owned solar company based in Southern California. The organization offers many services including solar panels, roofing, and heating and air conditioning unit installation. We are inspired by the Marine Corps motto, Semper Fidelis, which means "always faithful". We value our commitment to exceeding the expectations of both our customers and team members!

Benefits for Full-Time Employees Include:

• Medical, Dental, Vision, Voluntary Life & AD&D Insurance, H.S.A., and Employee Assistance Program
• Potential Bonus Opportunities and Career Path Opportunities for Top Performers!
• Paid Sick and Vacation Time
• 401k

Position Summary:

Semper Solaris is looking for an organized and motivated Finance Coordinator to join the Sales Support Team! Under the general direction of the Executive Director, the Accounts Receivable Administrator performs a wide variety of administrative duties. The ideal candidate will be motivated, energetic, coachable and positive. Most importantly the ideal candidate will have strong written and verbal communication skills and the diligence to proactively follow up with customers and teammates.

Duties:

• Generate accounts receivable (AR) reports for each Branch, lead weekly meetings and identify who does what by when
• Answer main line phone calls and transfer calls to the appropriate department with proper etiquette
• Problem solves billing discrepancies and coordinate with accounting for adjustments
• Proactively follow up with colleagues and customers on past due accounts
• Create customer statements as requested
• Coordinate with Sales Representatives to make sure deposits are received timely
• Submit payment request to multiple finance companies
• Update SalesForce with payment status details
• Contact customers to request payment
• Other tasks and duties as assigned

Requirements:

• High school graduate or equivalent required, some college a plus
• Minimum experience of 3 years working in an administrative capacity
• Minimum experience of 2 years working in accounts receivable (AR)
• SalesForce, Docusign, Quickbooks, Dynamics, Power BI experience is a plus, but not required
• Submitting PPAs documents and funding loans
• Intermediate Excel skills Required

Preferred Qualifications:

• Power Purchase Agreement (PPAs) experience a plus
• Strong written and verbal communication skills
• Ability to work independently with minimal supervision
• Minimum typing speed of 50 WPM
• Strong attention to detail a must
• Takes initiative to proactively follow with team
• Ability to read and react to certain collection situation appropriately
• Ability to drive results with team members without a direct reporting relationship
• Skilled at navigating multiple software programs simultaneously
• Ability to independently trouble shoot issues and recommend solutions

Physical Requirements:

• Ability to safely and successfully perform the essential job functions consistent with ADA, FMLA and other federal, state and local standards
• Must be able to withstand prolonged periods of sitting at a desk and working on a computer
• Ability to stand for extended periods of time
• Ability to use the computer, mouse, and type regularly
• Must be able to lift and/or move up to 10 pounds

Pay Rate: $25.83-$28.00/hr. depending on experience

Schedule: Monday-Friday up to 40 hrs. per week.

This employer is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.