Description
Position Summary:
The Portfolio Analyst will manage, monitor, and track accounts receivable, ensuring portfolio recovery and compliance with financial policies.
Key Highlights:
1. End-to-end portfolio management and collections tracking
2. Support in accounting processes and reconciliations
3. Customer service and resolution of billing inquiries
**Hotel Atrium Plaza** is seeking to hire a **Portfolio Analyst** to join its team, responsible for managing, monitoring, and timely tracking of accounts receivable, ensuring proper portfolio recovery and adherence to the hotel’s financial policies.
Responsibilities
* Monitor and control customer and corporate accounts receivable.
* Manage collections and track payment commitments.
* Prepare and issue account statements, supporting documents, and portfolio reports.
* Perform accounts receivable reconciliations.
* Identify overdue accounts and carry out appropriate recovery actions.
* Maintain up-to-date customer information and outstanding balances.
* Support the preparation of portfolio reports and key performance indicators.
* Manage and track invoices, credit notes, and related documents.
* Promptly address and resolve customer inquiries regarding billing and balances.
* Support accounting department closing and reconciliation processes.
Requirements
* Technical, technological, or university degree in **Accounting, Finance, Business Administration, or related fields**.
* Minimum **2 years’ experience handling portfolios, accounts receivable, or accounting processes**.
* Proficiency in office software, especially **Excel**.
* Knowledge of reconciliations, billing, and accounts receivable tracking.
* Prior experience in the **hotel industry** is desirable.
* Familiarity with the **Zeus system** is desirable.
* Excellent organizational, analytical, follow-up, and customer service skills.
Employment Type: Full-time
Work Location: On-site employment