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📋 Description

  • Own day-to-day administration of Generate's debt portfolios, including invoice collection
  • Escalate product issues (bugs) to Allvue when output is not recalculating or displaying as expected
  • Partner with Accounting and Treasury to ensure debt data feeding the general ledger is accurate
  • Act as an in-house partner for Asset Management on credit agreement review and ensuring the deal
  • Fulfill audit and investor requests by maintaining the Debt Dashboard in PowerBI fed by Allvue data
  • Support finance transformation initiatives touching the debt book, including accounting automation

🎯 Requirements

  • Bachelor's degree in Finance, Accounting, Economics, or a related field
  • CPA or progress toward a professional certification
  • 2–5 years of relevant experience in public accounting, debt/loan administration, or operations at
  • Strong understanding and application of accounting rules and credit/loan administration practices
  • Experience with a loan administration or portfolio accounting system (Allvue, Advent Geneva, or
  • Familiarity with accounting ERPs and Treasury Management systems

🎁 Benefits

  • Discretionary bonus
  • Health care benefits
  • Retirement benefits
  • Paid days off (including sick leave, parental leave, paid time off, or vacation benefits)
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