Operation Documentation Specialist

EquipmentShare is Hiring a Operations Documentation Specialist.

EquipmentShare is seeking a Operations Documentation Specialist to provide critical support to the Strategic Finance Team by overseeing various documentation processes, preparing and ensuring accuracy in lease agreements, and generating recurring and ad hoc reports. This position will interface with the client, Finance Manager, Director of Strategic Finance, Fleet Operations Manager, and Legal Team for all matters related to the due diligence, reviewing, and documentation of equipment lease and loan agreements. The role requires strong organizational skills, attention to detail, and the ability to communicate clearly and effectively. 

Primary Responsibilities

• Work with the Finance Manager to determine, obtain and analyze required due diligence items including, but not limited to: 
  • UCC searches 
  • Management Agreements 
  • Amendments 
  • Equipment Leases/Loans 
  • Proof of insurance 
  • Entity Corporate documents 
  • Invoices/Proof of Payment
  • MSO/Titles 

• Ensures that necessary items are properly reviewed and documented 
• Coordinate and perform payouts and payment reconciliations 
• Assist in the preparation of monthly financial reports 
• Provide support on ad hoc requests and reports 
• Maintain shared team document systems
• Perform data entry and verification
• Facilitate audits by keeping the team on track with assignments, managing documentation, uploading files, and being the liaison between EquipmentShare and external Audit Teams promptly 
• Track financial contracts, schedules, assignments, and reports 
• Provide support for special projects for the Director of Strategic Finance and work seamlessly with other departments across the organization 
• Manage concurrent projects of competing priority levels and display a strong sense of follow-through with all tasks 
• Take proactive steps to ensure that tasks are completed in a timely manner
• Clearly communicate and relay important information and critical documents promptly

Why We’re a Better Place to Work

• Competitive salary.

• Medical, Dental and Vision coverage for full-time employees.

• 401(k) and company match.

• Generous paid time off (PTO) plus company paid holidays.

• Stocked breakroom and full kitchen, chef prepared meals daily (breakfast and lunch).

• State of the art onsite gym (Corporate HQ) with instructor led-courses/Gym stipend for remote employees.

• Seasonal and year round wellness challenges.

• Company sponsored events (annual family gatherings, happy hours and more).

• Volunteering and local charity initiatives that help you nurture and grow the communities you call home. Employees receive 16 hours of paid volunteer time per year. 

• Opportunities for career and professional development with conferences, events, seminars and continued education. 

About You 

Our mission to change an entire industry is not easily achieved, so we only hire people who are inspired by the goal and up for the challenge. In turn, our employees have every opportunity to grow with us, achieve personal and professional success and enjoy making a tangible difference in an industry that’s long been resistant to change. 

Skills & Qualifications 

Minimum Knowledge, Skills, and Abilities: 

• Excellent interpersonal and communication skills to effectively work across many different departments within EquipmentShare, as well as with external teams 
• Strong organizational and time-management skills 
• Proficiency with all Microsoft Office products 
• Keen attention to detail 
• Bachelor’s degree 
• Minimum 3 years of experience in finance or administrative duties 

Preferred Knowledge, Skills, and Abilities: 

• Bachelor’s degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience. 
• 3-5 years of experience with lease/loan documentation with demonstrated expertise in due diligence 
• Proficient knowledge of lease/loan structures and documentation needs/requirements
• Knowledge of equipment lease/loan documentation, evaluation/review/interpretation of UCC searches
• Ability to work independently, with minimal supervision

EquipmentShare is committed to a diverse and inclusive workplace. EquipmentShare is an equal opportunity
employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation,
protected veteran status, disability, age, or other legally protected status.

 

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Last updated on Aug 22, 2024