Financial Services Coordinator

The Financial Services Coordinator supports the Finance Department by performing day-to-day accounting functions, including Accounts Payable and Accounts Receivable. This role ensures accurate processing of financial transactions, supports reporting and month-end close activities, and works closely with internal teams, vendors, and customers to resolve discrepancies.

Key Responsibilities:

• Process Accounts Payable, including reviewing, coding, and matching vendor invoices to purchase orders and receiving documents
• Research and resolve invoice discrepancies in coordination with internal teams and vendors
• Process Accounts Receivable, including customer invoicing, payment posting, and account reconciliation
• Monitor customer accounts and assist with collection efforts on past-due balances
• Verify correct pricing, commissions, and customer information to ensure accurate billing
• Assist with commission calculations for payroll and independent sales representatives
• Reconcile daily transactions, including credit card payments, ACH payments, and checks
• Support month-end close by preparing reports and reconciling accounts
• Maintain organized and accurate financial records and documentation
• Generate and run reports for internal departments as needed
• Communicate effectively with cross-functional teams to resolve issues and ensure accuracy
• Provide backup support for general office functions, including answering phones as needed

Qualifications:

• High school diploma required; Associate’s degree in Accounting or related field preferred
• Strong attention to detail with a high level of accuracy
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment
• Strong problem-solving and organizational skills
• Effective written and verbal communication skills
• Proficiency in Microsoft Office (especially Excel) and accounting or ERP systems
• Ability to work independently with minimal supervision