Top 21 Portfolio analyst Jobs in Evansville In

Accounting Operations Analyst
Heritage Petroleum, LLC —Evansville, IN
- Overtime
- Mid-level
- Office
- Finance
- Health savings account
- Health insurance
Quick Apply
Commercial Quality Control Analyst
Liberty Federal Credit Union —Evansville, IN
- Extended hours
- Computer literacy
- Mid-level
- Office
- Paid holidays
- Disability insurance
Quick Apply
QUALITY ASSURANCE TESTER II
Palco —Evansville, IN
- Remote
- Writing skills
- SQL
- Analysis skills
- Paid training
- AD&D insurance
Associate SAP Plant Maintenance (PM) & Materials Management (MM) Analyst
Magnera Corporation —Evansville, IN
- Full-time
- Computer Science
- Analysis skills
- Bachelor's degree
4d
Credit Analyst
United Leasing & Finance —Evansville, IN
- Full-time
- Customer service
- Research
- Mid-level
- Health savings account
- AD&D insurance
Quick Apply
6h
Third Party Risk Analyst, Sr
Old National Bank —Evansville, IN
- $60,000 - $121,300 a year
- Full-time
- Microsoft Excel
- CPA
- HIPAA
- Health insurance
- Dental insurance
Residential Field Technician, Energy Efficiency
Resource Innovations —Evansville, IN
- $50,000 - $75,000 a year
- Full-time
- Background check
- Customer service
- Pass drug screening
- Commuter assistance
- Paid holidays
Quick Apply

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Accounting Operations Analyst

Heritage Petroleum, LLC -
Evansville, IN

Quick Apply

Job Details

Full-time

Benefits

Health savings account
Health insurance
Dental insurance
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Flexible schedule
Life insurance
Referral program

Qualifications

Customer communication
Operational analysis
Teamwork
Cash application
Bachelor's degree
Adaptability

Full Job Description

POSITION SUMMARY:

Plays a critical role in optimizing cash flow, customer experience, and financial accuracy across the order-to-cash cycle. This position is designed for a high performing, results driven professional who thrives in a dynamic environment and is eager to develop a comprehensive understanding of accounts receivable operations, credit risk management, and customer financial relationships while contributing to system optimization, standardization, and the successful transition to an integrated ERP environment.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Business Partnering & Cross Functional Collaboration: Partner with Sales Representatives and General Managers to provide insight into customer performance, credit exposure, and payment behavior to enable informed decisions that balance growth and risk. Collaborate with operational teams to optimize working capital by aligning account strategies, dispute resolution, and collections efforts with both gross profit growth initiatives and key performance targets.
Collections & Customer Relationship Management: Manage a portfolio of customer accounts with ownership of aging, collections strategy, and communication cadence. Drive proactive outreach to reduce past due balances while maintaining strong customer relationships. Negotiate payment plans and collaborate on resolution strategies for high risk accounts.
Process Improvement & Cross Training: Participate in a structured rotation program across accounting operations to build end-to-end expertise. Identify inefficiencies and recommend process improvements, automation opportunities, and control enhancements for current state as well as ERP transition into NetSuite.
Order-to-Cash Operations: Apply and reconcile customer payments across multiple channels with a high degree of accuracy and timeliness. Investigate and resolve payment discrepancies, short pays, and unapplied cash. Partner with sales and customer service to resolve billing and pricing disputes with the overall goal of shortening the cash cycle.
Credit & Risk Management: Evaluate customer creditworthiness and recommend credit limits based on financial data, payment trends, and external reports. Monitor customer accounts for risk indicators and proactively escalate concerns. Support credit hold reviews and release decisions in alignment with company policy.
Month End Close & Reporting: Perform AR related close activities including reconciliations, aging reviews, and reserve analysis. Support preparation of internal reporting on DSO, aging trends, and cash flow performance. Assist in audit support and documentation as needed.

QUALIFICATIONS / CORE COMPETENCIES:

Analytical and results driven finance professional with an ownership mentality that possesses continuous improvement motor. Demonstrates the ability to operate across multiple functional areas and balances relationship management with financial discipline. Thrives in a rotational, evolving team structure and actively seeks opportunities to enhance processes in a team oriented environment.

Preferred Qualifications & Competencies:

Bachelor’s degree in Accounting, Finance, Business, or related field
2+ years of experience in accounts receivable, billing, or general accounting
Strong analytical skills with ability to interpret financial statements and operational data
Experience working in KPI driven environments with measurable performance expectations
Proficiency in Excel and ERP/credit platforms
Continuous improvement mindset with ability to adapt to system changes, automation tools, and evolving processes
Understanding of financial statements and working capital drivers
Effective communication skills across cross functional teams (finance, sales, and operations teams)
Ability to manage multiple priorities in a fast paced environment

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those of an office. The noise level in the work environment is normally moderate. Typically, the duties are performed indoors, during the day and some overtime may be required. Occasional travel may be required. The employee is required to stand, walk, climb, or balance, and stoop, kneel or crouch. The employee must be capable of lifting and/or moving up to 40 pounds.

Job Type: Full-time

Benefits:

401(k) matching
Dental insurance
Employee assistance program
Flexible schedule
Health insurance
Health savings account
Life insurance
Paid time off
Referral program
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

portfolio analyst jobs in evansville in

Accounting Operations Analyst

Commercial Quality Control Analyst

QUALITY ASSURANCE TESTER II

Associate SAP Plant Maintenance (PM) & Materials Management (MM) Analyst

Credit Analyst

Third Party Risk Analyst, Sr

Residential Field Technician, Energy Efficiency

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