Financial Operations Analyst
Robert Half · Portsmouth, NH · 2 wk ago
On-siteFinanceFull-time
We are looking for a Financial Operations Analyst to support a commercial loan and lease portfolio in Portsmouth, New Hampshire. This position plays a central role in maintaining accurate transaction processing, portfolio reporting, and customer account activity across the full servicing lifecycle.
Responsibilities
- Manage day-to-day servicing activities for a commercial loan and lease portfolio, including applying payments, posting cash, balancing transactions, and resolving account discrepancies.
- Prepare and execute electronic payment files and related fund movements while ensuring accuracy, timeliness, and proper documentation.
- Oversee accounts receivable tasks such as issuing invoices, supporting collection efforts, and processing billing corrections when needed.
- Produce payoff calculations, coordinate early settlement requests, and handle end-of-term actions such as renewals, asset returns, and purchase processing.
- Enter newly originated loan and lease agreements into the servicing platform with complete and accurate financial data.
- Perform account reviews, reconcile balances, and develop reports that support monthly, quarterly, and annual close activities.
- Assist with internal and external audit requests and provide administrative backup support for the servicing system.
- Leverage AI-enabled business tools to streamline reporting, improve productivity, and enhance operational accuracy.
Requirements
- At least 5 years of experience in financial operations, commercial lending, equipment finance, leasing, banking, or a similar environment.
- Demonstrated ability to work with loan servicing, lease administration, accounts receivable, and cash reconciliation processes.
- Advanced Excel capabilities, including PivotTables, Power Query, and data analysis functions, along with proficiency in Office 365.
Benefits
- Medical, vision, dental, and life and disability insurance.
- Eligibility to enroll in the company 401(k) plan.
Benefits are available to contract/temporary professionals. Visit roberthalf.gobenefits.net for more information.