Finance account manager job description

Pratt & Whitney is working to once again transform the future of flight-designing, building and servicing engines unlike any the world has ever seen. And because transformation begins from within, we're seeking the people to drive it. So, calling all curious.

Come ready to explore and you'll find a place where your talent takes flight-beyond the borders of title, a country or your comfort zone. Bring your passion and commitment and we'll welcome you into a tight-knit team that takes our mission personally. Channel your drive to make a difference into shaping an organization and an industry that's evolving fast to the future.

Pratt & Whitney Treasury provides our business operations with financial analysis, insights and solutions that preserve, protect and strengthen our company's capital for day-to-day operations and to fund future growth. The P&W Treasury team also runs UT Finance Corporation (UTF), a wholly owned subsidiary of RTX that provides financing and lease asset support to our airline customers. UTF serves as a business partner to our Customer Business Organization, providing financing solutions that meet our customer's needs and support qualified sales of our products and services.

This account manager position will primarily support the functions of UTF, which include participating in commercial engine campaigns, negotiating with airlines and airframers, and coordinating with partner companies, banks and other financial institutions to implement our financing and leasing commitments. This position provides an opportunity to work in a unique area of our commercial aerospace business, build and develop strong analytical and leadership skills while fostering relationships internally within the Finance, Sales, Program and Engine Leasing teams, as well as externally with airlines, banks and partners. As the Senior Account Manager, this individual will lead their UTF deals in all phases of the financing transactions - from ideation through execution, including strategy formulation, detailed financial analysis, internal and external presentation and negotiation, document review and execution, and implementation and administration of signed commitments.
Responsibilities include, but are not limited to:

+ Coordinate and negotiate with external airframe and airline customers

+ Fully own and manage all phases of UTF's financing arrangements

+ Design and prepare financial analyses that accurately represent UTF deals - new opportunities and those already in the portfolio

+ Prepare and deliver analytical presentations and recommendations to internal and external executive stakeholders

+ Support various Treasury activities as needed

Basic Qualifications:

+ Bachelor's degree in Finance, Accounting, Management, or Economics with at least 10 years' of relevant experience or 7 years' of experience with an advanced degree

Preferred Qualifications:

+ MBA or similar advanced degree

What is my role type?

In addition to transforming the future of flight, we are also transforming how and where we work. We've introduced role types to help you understand how you will operate in our blended work environment. This role is:

Remote: Employees who are working in Remote roles will work primarily offsite (from home).

Candidates will learn more about role type and current site status throughout the recruiting process. For onsite and hybrid roles, commuting to and from the assigned site is the employee's personal responsibility.

Raytheon Technologies is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

Raytheon Technologies is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

Job Description Reporting into the Finance Shared Services Director, Accounts Payable the Manager Finance Manager Cash Applications, is responsible for all aspects related to the cash applications function for BAE Systems, Inc. The role contributes to the company's success by mitigating and efficiently managing the accuracy of applying cash payments as well as researching any variances related to unapplied cash. This position will interact with the Billing and Collections across the enterprise in order to resolve exceptions. The Manager will also be responsible for continuous improvement of the team's processes and enhance automation/digital transformation in this space with cross functional support.
* Manages and oversees all processes related to cash applications throughout the businesses
* Drives team to meet targeted service levels and continuously looks for ways to improve workflow and overall efficiency/effectiveness of the cash application function
* Understands, enforces and maintains all policies and procedures related to cash applications management function
* Serves as cross functional lead across the organization partnering with all levels of internal management and external business partners/customers
* Keeps cross functional management up to date on customer issues and process improvement to mitigate risk
* Develops reporting to track key metrics, provide visibility to the organization and drive results within the team
* Manages information requests for yearly Cash Applications audits, COSA and FCF
* Maintains strong knowledge of internal data sources and tools to accommodate data requests
* Coaches, mentors, and develops employees, including developing and establishing goals, writing and conducting performance reviews, providing routine feedback and coaching employees for success

The successful candidate will be expected to carry out all responsibilities reliably with integrity and in a safe and compliant manner.

In addition, use inclusive leadership skills of respect and caring to build a team that is fully engaged and has a sense of belonging.

Required Education, Experience, & Skills

* Bachelor's Degree in Accounting, Finance, or Business
* Prior experience leading Accounts Receivable / Cash Application management and or similar functional area
* 7 years+ professional experience with knowledge of accounts receivable management and cash applications
* Ability to work on multiple, complex projects or customer issues, simultaneously with frequent interruptions and see them to completion with limited supervision leveraging and influencing cross functional relationships
* Demonstrated leadership role in systems implementation and process improvement
* Excellent communication (both written and verbal), presentation skills
* Analytical and organizational skills with impeccable attention to detail
* ERP System knowledge and experience in system set up (Oracle and Deltek Costpoint, etc.)
* Excellent computer skills including Microsoft Excel, Word, PowerPoint, Power BI and Outlook

Preferred Education, Experience, & Skills

* Master's Degree
* Demonstrated experience performing accounting services as a defense/government contractor in a governmentally regulated and compliant organization, specifically DCAA, is strongly preferred
* More than 7+ years of experience preferred
* Experience and familiarity with Deltek Costpoint, Oracle or Kofax TotalAgility
* Experience in a shared services environment preferred
* Previous experience executing process improvements within the organization
* Strong ability to scale from transactional details to high level strategic thinking

About BAE Systems, Inc.BAE Systems, Inc. is the U.S. subsidiary of BAE Systems plc, an international defense, aerospace and security company which delivers a full range of products and services for air, land and naval forces, as well as advanced electronics, security, information technology solutions and customer support services. Improving the future and protecting lives is an ambitious mission, but it's what we do at BAE Systems. Working here means using your passion and ingenuity where it counts - defending national security with breakthrough technology, superior products, and intelligence solutions. As you develop the latest technology and defend national security, you will continually hone your skills on a team-making a big impact on a global scale. At BAE Systems, you'll find a rewarding career that truly makes a difference.

Our Commitment to Diversity, Equity, and Inclusion:

At BAE Systems, we work hard every day to nurture an inclusive culture where employees are valued and feel like they belong. We are conscious of the need for all employees to see themselves reflected at every level of the company and know that in order to unlock the full potential of our workforce, everyone must feel confident being their best, most sincere self and be equipped to thrive. We provide impactful professional development experiences to our employees and invest in social impact partnerships to uplift communities and drive purposeful change. Here you will find significant opportunities to do meaningful work in an environment intentionally designed to be one where you will learn, grow and belong.

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Learn more about the career areas and lines of business at wellsfargojobs.com

Wells Fargo is seeking a Senior Equipment Finance Account Manager . The Inside Sales will support the Over The Road Dealer Group within Specialty Industries. This position's primary focus is to support and drive the retail referral business pipeline for OTR commercial truck dealers. This individual will be responsible for maintenance and expansion of existing client relationships, onboarding new relationships, assisting the management teams in supporting customer requests for assigned accounts, as well as meeting assigned production targets.

**Required Qualifications:**

+ 4+ years of Equipment Finance Account Management experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education

**Desired Qualifications:**

+ Strong experience resolving and working through escalated and complex customer issues

+ Extensive knowledge and understanding of lease and loan products, pricing, credit underwriting

+ Strong analytical skills including the ability to analyze financial metrics

+ Customer service focus with the ability to balance needs of clients, shareholders, and team members

+ Excellent verbal, written, and interpersonal communication skills

+ Effective organizational, multi-tasking, and prioritizing skills

+ Ability to interact with all levels of an organization

+ Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills

+ Knowledge and understanding of equipment finance and leasing

+ Outstanding problem solving skills

**Job Expectations:**

+ Full time during normal business hours

+ Ability to travel up to 25% of the time

\#CommercialBanking

**We Value Diversity**

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

**Company:** WELLS FARGO BANK

**Req Number:** R-160439-4

**Updated:** Mon Oct 03 17:01:26 UTC 2022

**Location:** Phoenix,Arizona