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Financial Operations Coordinator
2 months ago
Position Summary: The Financial Operations Coordinator is tasked with overseeing and managing the invoicing processes for clients, as well as ensuring the collection of payments. This role encompasses the preparation of invoices, handling billing, managing payments, and maintaining accurate financial records. The Financial Operations Coordinator is essential to the organization's fiscal stability by delivering precise and timely financial data.
Core Responsibilities:
- Billing Management: Organize and execute weekly tasks related to client billing and payments to service providers.
- Ledger Oversight: Maintain and reconcile the general ledger, ensuring that all financial transactions are documented accurately.
- Accounts Management: Supervise the accounts payable and receivable functions, guaranteeing prompt payments and collections.
- Financial Planning: Assist in the development of budgets and financial forecasts, while monitoring actual performance against projected figures.
- Regulatory Compliance: Ensure adherence to internal policies, applicable laws, and accounting standards. Prepare for and facilitate both internal and external audits.
- Financial Insights: Perform financial analyses to aid in decision-making, identifying trends, discrepancies, and opportunities for enhancement.
- Control Mechanisms: Establish and uphold robust internal controls to protect the organization’s assets and ensure the accuracy of financial information.
- Project Involvement: Engage in or lead special initiatives as required, such as system upgrades, process enhancements, or financial analysis projects.
Qualifications:
- Education: A Bachelor’s degree in Accounting, Finance, or a related discipline. CPA or equivalent certification is preferred.
- Experience: 2-5 years of relevant accounting experience, ideally within a corporate or public accounting setting.
- Technical Proficiency: Familiarity with accounting software (e.g., QuickBooks, WellSky is advantageous) and advanced skills in Microsoft Excel.
- Knowledge Base: Comprehensive understanding of accounting principles and practices.
- Analytical Abilities: Strong analytical and problem-solving skills.
- Communication Proficiency: Excellent written and verbal communication skills, capable of conveying complex financial information clearly.
- Detail Orientation: High level of precision and attention to detail.
- Ethical Standards: Strong commitment to ethical practices and integrity.
Work Environment:
- This is a full-time role, typically requiring 40 hours per week.
- Occasional overtime may be necessary, particularly during month-end and year-end closing periods.
