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Financial Operations Coordinator

2 months ago

Westlake, Ohio, United States Client Opportunities Full time
Position Overview

Client Opportunities is seeking a dedicated and detail-oriented Financial Operations Coordinator to join our team. This role is essential in managing financial processes and office functions, ensuring adherence to regulations while delivering outstanding service to our stakeholders.

As a part of our organization, you will benefit from a comprehensive benefits package that includes healthcare, dental, vision coverage, a 401k plan with company contributions, paid holidays, paid time off, and opportunities for professional development. We pride ourselves on fostering a supportive work environment that values quality service and expertise.

Key Responsibilities

Office Administration

  • Coordinate and oversee employee compliance testing
  • Organize and manage training schedules for staff
  • Ensure adherence to human resources policies and procedures
  • Oversee office supplies, communications, and various office projects

Team Support

  • Lead the office team, providing mentorship and support to cultivate a positive workplace culture
  • Address inquiries and concerns from team members in a timely manner
  • Promote effective communication and employee engagement initiatives

Financial Oversight

  • Utilize financial management software to handle sales, invoicing, expenses, payments, and job costing
  • Conduct cash flow analysis for accurate financial reporting
  • Collaborate with the accounting team on budgeting, change orders, and financial documentation

Regulatory Compliance

  • Maintain compliance with reporting requirements
  • Verify the accuracy of compliance reports
Qualifications
  • Minimum of 2 years of experience in construction financial management
  • Associate degree in Accounting, Finance, or a related discipline is required
  • Familiarity with processes such as change orders, AIA documentation, and budget modifications
  • Proficiency in Microsoft Office Suite and financial management software
  • Strong writing, problem-solving, communication, and leadership abilities
  • Demonstrated initiative, sound judgment, and discretion
  • Excellent organizational skills, attention to detail, and the ability to prioritize tasks effectively
  • Capability to manage multiple tasks in a dynamic environment with shifting priorities