Finance and Operations Coordinator

5 days ago

Cleveland, United States ORTHOWORLD Inc. Full time
  • Do you excel in QuickBooks?
  • Are you passionate about working with numbers and using data-driven insights to guide decision-making?
  • Do you enjoy finding ways to streamline processes? 
  • Do your colleagues often turn to you for help?
  • Are you looking for your forever home where you can truly be part of a team, expand your skills and learn something new every day?


If you answered “yes” to these questions, you might be the perfect fit for our 10-person, Cleveland, Ohio-based team. This is a work-from-home, salaried position that includes paid health and life insurance, generous time off, a health savings account, and a 401(k) with employer matching.


About Us


ORTHOWORLD is a highly specialized media firm offering strategic intelligence, integrated advertising and educational conferences exclusively to orthopedic executives and their teams. Our three primary brands are ORTHOWORLD® (orthoworld.com), BONEZONE® (bonezonepub.com) and OMTEC® (omtecexpo.com). 


About the Job


We are a dynamic and growing team committed to providing exceptional service and support to our customers. As our organization continues to expand, we are thrilled to introduce the new role of Finance and Operations Coordinator. In this pivotal position, the Finance and Operations Coordinator manages financial processes such as invoicing, expense tracking and financial reporting while also overseeing operational activities to support the broader team. Operational tasks include both administrative and logistics items such as maintaining office systems, coordinating resources, arranging team meetings and travel and ensuring compliance with financial policies. 


Location


Our ideal candidate is within reasonable driving distance of Cleveland, Ohio, so we can easily meet in person a few times each year. (Most of us live in/near Cleveland.)


Job Specifics


• Serve as primary bookkeeper and manager of company financials in QuickBooks

• Assist in the creation of annual expense budgets and monitor their performance monthly

• Monitor cash flow and prepare annual cash flow projections

• Serve as primary liaison to our accountant for bookkeeping and tax information and to our patent attorney for upkeep of trademarks

• Serve as primary liaison between us and our IT provider to ensure computers and access to business platforms are functioning optimally

• Oversee data entry/maintenance efforts/staff and serve as “go-to” for accuracy of customer contact information 

• Coordinate company meeting logistics and travel arrangements 

• Provide 5-star customer care as needs arise (billing questions, incoming calls)

• Serve as “go-to” person for assisting with overflow, special projects and to troubleshoot problems


Qualifications


• A Minimum of 10 Years’ Experience in Financial Management

Proficiency in bookkeeping, financial reporting and budgeting coupled with an advanced working knowledge of QuickBooks and Microsoft Excel is essential. Our ideal candidate demonstrates a meticulous approach to financial data, record-keeping, and administrative processes to avoid errors and ensure compliance.


• Technical Proficiency

Proficiency in Microsoft Office programs, project management tools, CRM systems, and other common business applications is essential. A strong comfort level with technology and a proactive, tech-savvy mindset will be highly valuable in this role.


• Effective Communication Skills

Strong verbal and written communication abilities are essential for mitigating ambiguity when coordinating with team members, vendors and clients, as well as for preparing clear financial and operational reports.


• Problem-Solving and Critical Thinking

Our ideal candidate thrives in an environment that demands resourcefulness and adaptability. You should have a natural aptitude for identifying challenges, analyzing situations, and implementing effective, well-thought-out solutions.


Why Join Us?

• Work-from-Home: Enjoy the flexibility of working from home.

• Comprehensive Benefits: Paid health and life insurance, generous time off, a health savings account, and a 401(k) with employer matching.

• Collaborative Team: Join a supportive and collaborative team environment.

• Professional Growth: Opportunities for professional development and growth.


If you are ready to be part of a dynamic team and make a meaningful impact, we want to hear from you Apply today and join us in delivering exceptional service and support to our customers.

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