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Client Account Coordinator

2 months ago


Anaheim California, United States Equus Full time
Position Overview

The Client Account Coordinator plays a crucial role in managing and organizing financial documentation. This position is responsible for compiling and sorting essential documents, ensuring that invoices are routed to the correct individuals for review and approval.

Key Responsibilities
  1. Documentation Management: Electronically files accounting support documents promptly and prepares vouchers, invoices, checks, account statements, reports, and other necessary records.
  2. Accuracy Review: Reviews all documentation for precision and ensures timely entry and processing of invoices and manual checks.
  3. Account Reconciliation: Reconciles monthly general ledger accounts to maintain financial integrity.
  4. Payment Approvals: Ensures all payments receive proper approvals before execution.
  5. Forecasting Support: Provides entry support for the forecasting process and records participant-related voucher payments in required databases promptly.
  6. Accounts Payable: Guarantees accurate coding and processing of all vouchers, invoices, and expense reports by appropriate general ledger and funding stream coding.
  7. Purchase Card Reconciliation: Assists the Project Accountant as needed with local checking account management.
  8. Request Review: Reviews requests for accuracy, enters participant and expense data in accounting software, prints checks, and manages the acquisition of necessary signatures.
  9. Monthly Close Support: Plays an integral role in the monthly close process, ensuring all asset-related journal entries are posted and accounts reconciled.
  10. Standard Operating Procedures Development: Collaborates with leadership to develop accounting support-related Standard Operating Procedures as needed.
  11. Timekeeping Duties: Reviews Time Detail Reports, makes necessary punch corrections, and communicates needed adjustments for final payroll processing.
  12. Payroll Approval: Secures final payroll approval from the Project Director and submits to corporate for processing.
  13. Organized Documentation: Files all payroll-related documentation systematically to facilitate internal and external audits.
  14. Payroll SOP Development: Works with leadership to develop payroll support-related Standard Operating Procedures as required.

Conclusion

This position is vital for maintaining the financial health of the organization and ensuring compliance with established procedures.