Position Objective
Responsible for supporting the PFS's Treasury and Capital Markets department and assisting with various duties in service to achieving financing liquidity, competitive funding costs, accurate forecasting, and monitoring / reporting of the serviceable portfolio and refinancing programs.
Primary Responsibilities
- Prepare the weekly treasury report, summarizing key market developments and interest rate movements
- Support the Senior Analyst, Treasury and Capital Markets in the preparation of the monthly Refinancing Report, which summarizes and presents all pertinent information on PFS's refinancing programs to executive management
- Support the bank account, interest rate swap, and invoice reconciliation process related to Servicer Reporting
- Assist in the daily collection wire identification process
- Support the implementation of a CRM solution
- Assist with other ad-hoc projects as required
Minimum Qualifications
- Undergraduate degree in Finance, Economics, Accounting, Business or related
- 0 - 2 years of work experience
- Demonstrated analytical thinking, financial analysis, and communication skills
- Technical experience / PC skills with spreadsheet, financial, and database software applications
- Interested in Treasury or Capital Markets
Physical Requirements
- Must be able to lift 15 pounds at times.
- While performing the duties of this job the employee is required to talk, hear, walk, sit, stand, climb stairs on occasion with prolonged periods of sitting at a desk and working on a computer.
- Must be able to effectively work and complete tasks in an open office/noisy environment.
- This job operates in an office environment. This role routinely uses standard office equipment such as computers, phones, cameras, photocopiers, and filing cabinets.