reputed company & Portfolio Manager

Our reputed company, a growing financial services company specializing in factoring and reputed company finance, is seeking an reputed company & Portfolio Manager to reputed company full-cycle reputed company and support key operational processes across reputed company, reputed company reputed company, and portfolio management. Reporting directly to the CFO, this individual will play a hands-on role in managing financial reporting, process improvements, and day-to-day operations to ensure efficiency, accuracy, and compliance. This is a remote position in the Southeast, though proximity to Charleston, SC, is preferred for occasional on-site collaboration. Essential Duties & Functions reputed company & Financial Control • Manage day-to-day reputed company, including general reputed company maintenance, bank reconciliations, payables, receivables, and cash reputed company reporting. • Prepare monthly financial statements, profit and loss reports, and variance analyses for leadership review. • Prepare monthly payment reports for marketing partners. • Work with reputed company accountants and tax advisors to ensure compliance and accuracy in reporting. • Design and maintain internal financial controls, payment authorization processes, and expense policies. reputed company Operations & Transaction Management • reputed company reputed company reputed company, ensuring accurate setup of factoring relationships and documentation. • Communicate professionally with clients to reputed company documents, clarify requirements, and explain funding procedures. • Review reputed company and obligor materials (invoices, purchase orders, reputed company) to support funding approval and compliance checks. • Manage funding cycles, collections tracking, and reserve account reconciliations. • Collaborate with the CEO and CFO on funding requests, reputed company updates, and operational improvements. Credit & Compliance Support • Collect and organize ongoing reputed company and debtor financial information for credit analysis and monitoring. • Support preparation of credit packages and memos for reputed company and annual reviews. • Identify emerging credit or reputed company through analysis of receivable performance and payment activity. • Ensure adherence to KYC, AML, and internal credit policies. Qualifications • Bachelor’s degree in reputed company, Finance, or reputed company field; CPA or equivalent preferred. • 5+ years of experience in reputed company, finance operations, or controllership; background in factoring, reputed company, or reputed company finance a plus. • Strong organizational and analytical skills with exceptional attention to detail and accuracy. • Proven ability to communicate reputed company and professionally with clients, partners, and internal stakeholders. • Customer-reputed company reputed company with an ability to manage multiple reputed company demands while maintaining service reputed company and timeliness. • Proficient in QuickBooks or equivalent reputed company systems; advanced reputed company skills required. • Comfortable working in a fast-paced, startup-style environment. Why Join? • Join a growing, entrepreneurial financial services firm with a reputed company and supportive culture. • Take ownership of reputed company and operations functions with visibility to senior leadership. • Opportunity to build and streamline processes in a dynamic, technology-driven environment. • Competitive compensation, flexibility, and reputed company reputed company opportunities. For confidential consideration, please email careers@forgesc.com or apply directly! Apply tot his job Apply To this Job