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Financial Representative Salary in Stamford, CT

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Manager, Credit & Collections
Logicalis, Stamford
Job Description Summary Provides oversight, guidance, and analysis to determine customer credit worthiness and manage the customer onboarding process. Directly manages team of Accounts Recievable Specialists and provides assistance in research, escalations, and root cause analysis for collection issues. Liases between sales operations and invoicing teams to drive efficiencies, improve customer interactions, and automate activities. Reports on metrics and goals to senior management. Essential Duties and Responsibilities Credit Management: Establishes customer credit limits in line with company policies and procedures, including but not limited to, analyzing financial statements, credit references, and 3rd party credit reports for new and existing customers. Provides customer support for external financing transactions. Monitors, measures, and adjusts credit departmental reporting for accuracy, timeliness and effectiveness. Manages customer PO compliance, billing portals, and overall customer account maintenance. Maintains and adjusts (as necessary) all policies and procedures related to credit and collections from internal and external audit perspective.Collections Management: Manages end-to-end collections process collaborating with Sales Operations, Sales Management, Invoicing, and Accounting teams. Coordinates and reviews all collection reporting to ascertain status of collection and outstanding balances, working with each team member to maximize collections and reduce past due balances. Maintains accurate records, completes research, communicates, and resolves issues regarding status of collections on accounts. Connects with customers to arrange payments or resolve issues preventing payments and escalating important issues to appropriate parties. Analyze data to develop and adopt an effective course of action to resolve order and invoice disputes. Provides weekly cash receipts projections to support cash forecast models. Reviews and approves all customer credits, rebills, and refunds prior to processing. Plans, organizes, and leads the work of others to ensure a realistically distributed work load and customer service-oriented communications and approach. Provides coaching and mentoring, motivation, strategy suggestions, and guidance to collections associates in a manner that encourages self-management and empowerment within policies and procedures in addition to strengthening knowledge base to allow good judgement. Creates, administers, and evaluates effectiveness of current collection policies and procedures. Keeps executive management aware of critical receivable accounts and past due issues and recommends approach to increase and maximize collections. Provides weekly and monthly management reporting of AR aging and collection trends. Supports wider finance department and ensures department goals (days sales outstanding, bad debt expense/write-offs, and delinquency percentages) are met. Helps create and maintain clear and concise communications between invoicing and credit/collections team, fostering positive and successful work environment between two areas.General Responsibilities: Demonstrates and actively promotes an understanding and commitment to the mission of Logicalis through performing behaviors consistent with the organization's values. Maintains a working knowledge of applicable Federal, State, and Local laws and regulations as well as policies and procedures of Logicalis in order to ensure adherence in a manner that reflects honest, ethical and professional behaviors. Supports and conducts self in a manner consistent with customer service expectations.Supervisory Responsibilities Directly supervises collections team. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. Qualifications To perform this job successfully, an individual should be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education/Experience/Technical Requirements/Certifications Equivalent combination accepted. Education: Bachelor's Degree in a related field. Experience / Technical Requirements 5 years experience in commercial credit and collections, accounting, and management. Proficient use of all Microsoft Office applications. Certifications NoneOther Skills and Abilities Excellent communication skills - oral and written presentation abilities. Ability to motivate and lead. Works well under pressure. Excellent problem solving skills, along with advanced mathematical and analytical skills. Ability to multi-task and work in fast paced environment. Ability to communicate with senior management effectively and with ease. Collaborates well with team members and cross-departmentally, as well as externally. Detailed oriented.Physical Demands The physical demands described here are representative of those that should be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is constantly required to sit, talk, see, hear, and use hands and arms. The employee is frequently required to stand; move about, climb steps or balance and stoop, kneel, crouch, or crawl. The employee may occasionally lift and/or move up to 10 pounds. The above statements describe the general nature and level of work being performed by individuals assigned to this classification. This is not intended to be an exhaustive list of all responsibilities and duties required of personnel so classified. Logicalis is an Equal Opportunity Employer. It is our policy to employ people who are qualified by reason of education, training, experience, and demonstrated performance. We value diversity and inclusion at our company. We do not discriminate on the basis of race, color, religion, national origin, sexual orientation, gender identity and gender expression, marital status, age, height, weight, disability, veteran status, or any other reason prohibited by applicable federal or state laws. Salary Range: $70,500 - $91,500
Account Executive
Logicalis, Stamford
Job Description SummaryCloses profitable sales of technology-based solutions for customer business environments. Researches sales leads, obtains knowledge of customer organizations, develops customer relationships, builds strong business relationships with partners and vendors, and generates product and/or services proposals and quotations.Essential Duties and Responsibilities Owns all sales activities in assigned accounts or regions and achieves established sales targets annually.Creates business cases and high-level financial models including ROI and TCO analysis to help in positioning and selling of technology-based solutions to solve business problems.Sells to both large and SMB clients via direct new sales, alliances and leverages existing client base, both broad market and vertical.Constructs clear value proposition for clients which includes business benefits (i.e. OPEX vs. CAPEX substitution, ROI, TCO).Engages proactively with Solutions and Services, Marketing and Operations teams.Compiles lists of prospective customers for use as sales leads, based on information from own professional network, industry ads, trade shows, Internet Web sites, newspapers, business directories, and other sources.Builds and maintains research on prospective and current customers relating to how each customer is organized (hierarchically, brands, channels, and key relationships).Establishes and maintains current customer and potential customer relationships.Gains clear understanding of customer business requirements.Educates customers on full breadth of solutions offered by Logicalis.Prepares presentations, proposals and sales contracts.Identifies and resolves customer concerns.Demonstrates and actively promotes an understanding and commitment to the mission of Logicalis through performing behaviors consistent with the organization's values.Maintains a working knowledge of applicable Federal, State, and Local laws and regulations as well as policies and procedures of Logicalis in order to ensure adherence in a manner that reflects honest, ethical and professional behaviors.Supports and conducts self in a manner consistent with customer service expectations.Supervisory ResponsibilitiesWhile this job has no direct supervisory responsibilities, guidance may be provided to Technical Consultants, Delivery Consultants, Customer Support Representatives, and Inside Sales Representatives.QualificationsTo perform this job successfully, an individual should be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Education/Experience/Technical Requirements/CertificationsEquivalent combination accepted.Education Bachelor's Degree in related field.Experience / Technical Requirements 3 years demonstrated outside sales experience selling Information Technology products (i.e. HP Storage, Cisco, and IBM) and consulting services/managed services.3 years combining products and services into technology solutions that meet customer business needs.Technical sales expertise selling to both Enterprise and SMB market and strong familiarity with Cloud, Managed Services, and Web 2.0 technical concepts.Fundamental understanding of consultative, solutions sales process for dedicated, managed, cloud, and hybrid web hosting solutions.Demonstrated success in strategic thinking, planning and implementation - a strong desire and track record of getting things done.Aptitude, ambition, and eagerness to join A-level Sales Team and contribute to fun, professional culture focused on growth and outcomes.Proficient use of Microsoft Office applications.Certifications Various vendor certifications as necessary.Other Skills and Abilities Strong technical and customer interaction skills.Self-starter with excellent organizational, administrative and interpersonal skills.Ability to multi-task and work in fast paced environment.Ability to successfully work as a team and independently.Detail oriented.Ability to follow through with tasks, projects, troubleshooting with minimal supervision.Outstanding oral, written, technical and business communication skills.Physical DemandsThe physical demands described here are representative of those that should be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this Job, the employee is constantly required to sit, talk, see, hear, and use hands and arms. The employee is frequently required to stand; move about, climb steps or balance and stoop, kneel, crouch, or crawl. The employee may occasionally lift and/or move up to 10 pounds.The above statements describe the general nature and level of work being performed by individuals assigned to this classification. This is not intended to be an exhaustive list of all responsibilities and duties required of personnel so classified.Logicalis is an Equal Opportunity Employer. It is our policy to employ people who are qualified by reason of education, training, experience, and demonstrated performance. We value diversity and inclusion at our company. We do not discriminate on the basis of race, color, religion, national origin, sexual orientation, gender identity and gender expression, marital status, age, height, weight, disability, veteran status, or any other reason prohibited by applicable federal or state laws. NOTE: It is Logicalis' practice that when a client requires medical testing, the employee must accept that requirement as a condition of their assignment and either submit to the tests or show proof they've completed the test satisfactorily (i.e., TB Test negative). Salary Compensation Range: $50,000 to $80,000 plus uncapped commission.
Head of Real Estate / Real Assets Funds, VP - State Street Global Advisors
State Street, Stamford
State Street Global Advisors (SSGA) is the asset management business of State Street Corporation, one of the world's leading providers of financial services to institutional investors with over $4.1 trillion in assets under management (12/23) and a heritage dating back over two centuries. Backed by the strength and stability of the State Street organization, SSGA makes continual investments in asset management and client servicing platforms, resulting in a client-focused, solutions-driven orientation. The Outsourced CIO business, which includes private investments, has approximately $140bn+ of AUM and 25 years of providing investment management servicesWhat we are looking forThe Private Markets Funds Team is looking to hire an experienced privates markets investment manager. Based out of Stamford, CT, it will be a role to oversee the investment in and ongoing management private markets funds with a focus on real estate/real assets as well as private credit and private equity. The individual will work with the broader private markets funds team based out of US, London and Bangalore as well as multiple internal teams including the direct real estate team, investment strategy, relationship managers, legal, risk, operational due diligence, and operations amongst others. This position will coordinate all of the resources necessary to source and assess new investment opportunities in illiquid real estate/real assets strategies as well as manage existing portfolios and client allocations, lead investment execution processes (risk, legal, operational due diligence, etc. ) and present to internal groups as well as clients whenever required. This role will support projects involving the private markets both for the Outsourced CIO team as well as across the broader firm and will report to the Global Head of Private Market Funds.As Head of Real Estate / Real Asset Funds, you will:Deep understanding of both equity and credit funds in Real Estate and Real Assets. Knowledge of Private Credit and Private Equity very helpful.Lead the sourcing and execution of investments in private market funds and co-investments focused on real estate/assets by performing due diligence, financial analysis, and modeling. Prepare and present memos and other presentations to investment committee and other internal groupsManage investment pacing and portfolio construction for our clients including assisting with the production and presentation of materials, organizing and coordinating meetingsParticipate in investment annual and advisory board meetings, management presentations, and other diligence sessions. Construct arguments about investment decisions and effectively communicate them verbally and in writing on an ongoing basisLiaise with other investment team members, client executives, investment strategists, operations, risk, operational due diligence and legal teams to prepare responses for prospect or current client inquiries and deliver monitoring reportsTake lead roles in ad hoc projects, ESG and market researchFlexibility and willingness to collaborate within the team and across functions. Working with and mentoring the analyst team in Bangalore, India. Strong communication skills and ability to manage multiple ongoing projects required.Education & Preferred QualificationsMinimum 10 years of relevant professional experience in private markets funds and direct investmentsHave existing networks within private markets for sourcing and vetting managersStrong underwriting skills incorporating qualitative and quantitative analysisExcellent written and verbal communication skillsAbility to balance and prioritize multiple investment opportunities and projectsAbility to build and maintain professional relationships with internal / external stakeholdersAbility to take initiative and work collaborativelyAbility to incorporate constructive feedbackStrong interest and intellectual curiosity in the private marketsProficient in financial statement analysis, modeling and asset based valuationsAbility to learn new systems and processesAre you the right candidate? Yes!We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.About State Street Global AdvisorsWhat We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world's governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world's largest asset managers with trillions of dollars under our care.Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk.Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.State Street is an equal opportunity and affirmative action employer.Company: State Street Global AdvisorsSalary Range: $135,000 - $217,500 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Prop Manager/Comm Office - General Manager
Harbor Group Management, Stamford
Commercial Office - General Manager Operational responsibility for one or more commercial office buildings. Responsibilities include collecting rents, overseeing maintenance of common areas and grounds, interfacing with tenants and preparing and operating to the annual budget. You will work closely with the leasing agent in showing property and answering questions from prospective tenants.ESSENTIAL DUTIES AND RESPONSIBILITIES include the following but are not limited to the job specifications contained herein. Additional duties or job functions that can be performed safely may be required as deemed necessary by Harbor Group Management Company. Key Role Responsibilities: Directly responsible for the day-to-day management of a portfolio of commercial properties including Class A office, Class B office, and retail Discusses with tenants terms and conditions for providing management services, stipulating extent and scope of management responsibilities, services to be performed, and costs for services. Leads customer service program and interacts daily with tenants, visitors and employees of the building to ensure a safe, clean and class A environment is maintained. Corresponds with all vendors to ensure satisfactory provision of services, in accordance with contract documents. Employs, or contracts for services of, security, maintenance, grounds keeping personnel and onsite management personnel if required Directs preparation of operating and financial reports on status of properties, including project updates, variance reports, occupancy rates and dates of expiration of leases. May be responsible for collecting specified rents and impounds. Directs bookkeeping functions, or credits client account for receipts and debits account for disbursements such as management services costs, and upkeep and maintenance costs. Recommend issuance of check for monies due vendors, tenants and/or contractors. Arranges for alterations to, or maintenance, upkeep, or reconditioning of property as specified in management services or lessee's agreement. Prepares periodic inventory of building contents and property condition, and forwards listing to asset manager for review. Supervisory Responsibilities: Manages one or more subordinate supervisors who supervise a total of 1-8 employees in the Building Maintenance. Responsible for the overall direction, coordination, and evaluation of this department. Also may directly supervise 1-4 non-supervisory employees. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. Primary Requirements Include: High School Diploma, Bachelor's degree in business, construction, or related field preferred Minimum of seven (7) years of commercial property management, i ncluding recent experience managing a Class A property Must have strong financial acumen and experience preparing budgets, CAM reconciliations, and other types of related financial reports Familiarity with building systems, lease negotiation, documentation, and administration. Must be a well-organized and self-directed individual, with exceptional time management skills, including the ability to work under tight deadlines, prioritize and efficiently manage multiple complex projects and must be detail oriented. Must have at least (3) years of personnel management experience Experience in multi-site property/facilities management Technical Skills: Proficiency in Microsoft Office (Outlook, Word, Excel, and Power Point) and Adobe Acrobat required. Experience using a property management accounting platform, such as Yardi, Kardin or MRI (Required) BOMA - Real Property Administrator (RPA) or IREM - Certified Property Manager (CPM) Designation (Desired) S: Physical Requirements/Working Conditions: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel and talk or hear. The employee frequently is required to stand, walk and sit. The employee is occasionally required to reach with hands and arms; climb or balance; stoop, kneel, crouch or crawl; and taste or smell. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. Ability to travel up to 40%, either by driving automobile or commercial flying. Travel may require overnight stays. #LI-AD1
Travel Field Service Representative
Faith Technologies, Stamford
Faith Technologies, a division of Faith Technologies Incorporated (FTI), is an energy expert and national leader in electrical planning, engineering, design and installation. As a comprehensive authority in the field of electrical and energy services, Faith leads industry change through a dedicated investment in technology, strategic project consulting and process engineering that drives productivity, value, and above all, safety. Through innovative practices, Faith drives trends in growth and development with continual investment in their merit-based employees' skill, leadership and career development.The Field Service Representative - Power Distribution is accountable for installation, inspection and testing, troubleshooting, and adjustment, repair or replacement of customer equipment. Provides documentation, including test reports and service summary to customer. Instructs customers and personnel on the operation and maintenance of equipment. Performs warranty work and start-up service. Constructs and tests circuits and equipment utilizing various tools and machines such as computers, workstations, circuit diagrams and test instruments/equipment. Provides technical support in product service, product training and applications. Analyzes complex problems in equipment and machinery and interprets maintenance manuals, using knowledge of systems and electronics to isolate and correct the faults. Consults with product support and engineering personnel to determine solutions to complex problems in system operation. Reports customer suggestions on product improvement and existing product designs to the appropriate technical specialist. Assists in the development of design modifications. Implements modifications and provides installation support for the modifications. Develops and implements training courseware and provides training to customers and other service representatives. Develops and maintains ongoing customer relationships with regards to all aspects of equipment repair and maintenance. Maintains service equipment, tools and documentation. Local Regions in Following Locations: New Orleans, LA - Columbia, SC - Phoenix, AZ - Dallas, TX - Columbus, OH - Stafford, CT - Richmond, VA - San Antonio, TX - Quincy, WA - Cheyenne, WY - San Francisco, CA - Chicago, IL - Des Moines, IA - New York City, NY - Baltimore, MD - Detroit, MI - Indianapolis, IN MINIMUM REQUIREMENTS Education: Completion of an electrical apprenticeship (8,000 hours) or a Bachelor's degree in Electrical Engineering or Experience: Military experience within the following positions: Navy Nuclear Electronic Technicians and Electrician's Mate or Experience: Electrical start-up and testing experience including: circuit breakers, transformers, switchgear, VFDs, PLCs, and capacitor banks Required: The ability to effectively communicate in the English language. This includes the ability to understand the spoken and written word as well as speak in English. Travel: 50%Work Schedule: This position works between the hours of 6 am to 6 pm, Monday through Friday. May vary based on customer demands and can include, but is not limited to: nights, weekends, and holidays. KEY RESPONSIBILITIES Contributes to Field Services small projects coordination and execution on customer site (end of life, modernization, upgrade, etc.). Provides support to Level 2 and Level 3 FSRs as it pertains to removal of electrical equipment. Interprets blueprints and other service documents, including but not limited to, specifications, reporting and quality requirements. Performs basic audits of customer's electrical systems and equipment. Documents all required information for each site (technical report). Communicates with Project Coordinator to ensure smooth execution. Properly documents, labels, and returns all defective parts utilized in the repair of equipment to the designated disposal/repair location. The job description and responsibilities described are intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended as a comprehensive list of all functions, responsibilities, skills or abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. SURGE your career forward!Employees at FTI grow faster because they are a part of a nationally leading team of electrical planners, engineers, designers, electricians, and business professionals. Your Personal Growth : Build your career path by taking advantage of our industry leading training and leadership development programs. Leverage Technology : Our virtual design and build programs that offer the latest in robotic total stations, 3D scanning, virtual and augmented reality and drone surveillance and assessment. Uncompromised Safety : When we see others in our space averaging 2.7 safety rating and ours average .42, you know that we value you and your safety above all else.We offer competitive, merit-based wages; career path development and flexible and a robust benefits package that boasts everything from paid training, tuition reimbursement and a top-notch wellness program.We pride ourselves on a "Ground up Growth" mentality that puts you in the spotlight. Becoming a member of the FTI team means you've officially put yourself in the driver's seat of your career. Through our career development and continued education programs, you'll have options to position yourself for success.FTI is a "Merit to the Core" organization, and we pride ourselves on our ability to reward and recognize top performers.BENEFITS ARE THE GAME CHANGERFTI enriches the lives of its employees through industry-leading total rewards. Our compensation, benefits, time off, and wellness programs are designed to reward individual results that create team success, improve financial security for our employees and their families, and encourage healthy lifestyles. As an eligible employee*, your programs include:Medical, Dental, Vision, and Prescription Drug InsuranceCompany-Paid Life and Disability InsuranceFlexible Spending and Health Savings AccountsAward-Winning Wellness Program and Incentives401(k) Retirement & 401(a) Profit Sharing PlansPaid Time OffPerformance Incentives/BonusesTuition ReimbursementAnd so much more!*Regular/Full-Time Employees are eligible for FTI benefit programs.We stand strong in our values as we work to Create World-Class Opportunities to Succeed through:Uncompromised focus on keeping people SAFE.Building TRUST in everything we do.REDEFINING what's possible.Rewarding individual results that create TEAM SUCCESS.If you're ready to learn more about growing your career with us, apply today!Faith Technologies, Inc. (FTI) is an Affirmative Action Employer/Equal Opportunity Employer. FTI will not discriminate against applicants based on race, color, religion, national origin, sex (including pregnancy and gender identity), sexual orientation, genetic information, or because they are an individual with a disability or a person 40 years old or older. Faith Technologies, Inc. will take affirmative action to provide equal opportunity in apprenticeship and will operate the apprenticeship program as required under Title 29 of the Code of Federal Regulations, part 30.