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About the Role
Paychex is revolutionizing workforce management with an integrated HCM platform for payroll, HR, and benefits. As Paychex and Paycor unite, we leverage technology, AI, and human expertise to enhance business operations and employee support. Join us to innovate, simplify client experiences, and shape the future of work.
Responsibilities
- Monitor client and end debtor performance, making recommendations or taking actions to ensure collateral portfolio integrity.
- Analyze client positions and their ability to handle current obligations.
- Analyze portfolio size, concentration, existing liens, and workers' compensation status.
- Research accounts receivable for aging, concentration, and other issues.
- Research end debtors for financial viability and creditworthiness.
- Review transactional information for anomalies affecting the company's position.
- Identify and communicate potential risk factors promptly to appropriate teams.
- Conduct thorough and accurate research and reporting of all data.
- Prepare and present accurate reports on the client base.
- Maintain timely and accurate completion of tasks in an organized and effective manner.
- Uphold open and professional relations with clients and debtors.
- Implement all duties in support of company policies, procedures, and teamwork.
- Perform other duties as assigned.
Requirements
- Bachelor's Degree in Finance - Preferred
- Understanding of basic finance and credit practices.
- Ability to analyze data and understand business significance.
- Must be detail-oriented, customer-focused, proactive, and able to work under pressure.
- Customer Service - Preferred
- Teamwork - Preferred
- Detail Oriented - Preferred
- Sales - Preferred
- Analytical Skills - Preferred
- Accounts Receivable - Preferred
- Accounting - Preferred
- Finance - Preferred
- Financial Statements - Preferred
- Working Capital - Preferred
- Underwriting - Preferred
- Credit Risk - Preferred
- Liens - Preferred
- Credit Management - Preferred
- Credit Underwriting - Preferred
- Applicants must be authorized to work for any employer in the US.
- Paychex is unable to sponsor or take over sponsorship of an employment Visa at this time.
- Candidates for this role may not be located in CA.
- This position is available for US based applicants only.
Skills
- Finance
- Credit Practices
- Data Analysis
- Customer Service
- Teamwork
- Detail Oriented
- Sales
- Analytical Skills
- Accounts Receivable
- Accounting
- Financial Statements
- Working Capital
- Underwriting
- Credit Risk
- Liens
- Credit Management
- Credit Underwriting
Location
- Cleveland, OH
Work Type
- Hybrid
- Full-time
Education Level
- Bachelor's Degree in Finance
Salary/Compensations
- $ - $
Benefits
- Medical coverage
- Virtual wellness classes
- Tuition reimbursement
- 401(k) + employer match
- Adoption assistance
- Financial assistance
- Paid time off
- Company holidays
- Culture days
- Work-life balance programs
- Training and development programs
- Paid time off for volunteerism
About the Company
- Advance Partners, a Paychex-backed financial services firm founded in 1998 and based in Cleveland, OH, empowers staffing agencies with payroll funding, invoice factoring, back office support, and strategic services.
- Serving 600+ firms with nearly $8 billion annually, they offer flexible capital, compliance expertise, and growth-focused advisory tailored to the talent acquisition industry.
- Paychex is reimagining how businesses manage their workforce by bringing payroll, HR, benefits, and advisory services together into a single connected HCM platform.
- As Paychex and Paycor come together, we're combining innovative technology, data-driven insights, AI, and human expertise to help organizations work smarter, support their people, and achieve better business outcomes.
- This is an exciting time to join our team as we continue to invest in innovation, simplify client experiences, and shape the future of work.
- At Paychex, you'll have the opportunity to grow your career, make a meaningful impact, and be part of something bigger as One Paychex.
Equal Opportunity
- Paychex is an equal opportunity employer.
- We are committed to fostering a respectful and inclusive workplace where all individuals are treated fairly and evaluated based on their qualifications, experience, and merit.
- We comply with all applicable federal, state, and local laws prohibiting discrimination in employment.