Financial Operations Coordinator

Job Description

Financial Operations Coordinator | Aptitude Health

The Tone:
This is a full-time role at Aptitude Health, located remotely in the United States. This position is a key member of the Accounting and Finance teams, providing crucial support for accounts receivable, accounts payable, and account reconciliation tasks. The role is vital for maintaining accurate financial records, processing invoices and payments efficiently, and ensuring seamless financial operations across the company.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Remote, United States
• Pay: $55000–$60000 yearly
• Team: Accounting and Finance teams
• Mission: Maintain accurate financial records, process invoices and payments, and assist with account reconciliation to ensure seamless financial operations.
• Tech Stack: Sage Intacct, Microsoft Dynamics CRM, Microsoft Excel

What You’ll Actually Do
• Manage Accounts Receivable: Oversee the complete accounts receivable cycle, including client invoicing, billing milestone tracking, cash applications, and collections follow-up.
• Reconcile Financial Data: Review and reconcile Unbilled A/R and revenue cycle transactions, coordinating resolution with relevant teams to ensure accuracy.
• Process Payables and Vendor Bills: Coordinate the weekly posting of vendor bills and perform daily entry for contractor project-related expenses.
• Enhance Financial Systems: Support system improvements and implementations for financial systems such as Sage Intacct and Microsoft Dynamics CRM.
• Analyze and Report: Conduct variance and trend analyses on client billings, certain expenses, and operational KPIs, recommending process improvements to enhance efficiency.

The Must-Haves
• Background: Associate degree, or equivalent work experience, with a focus on accounts receivable and project-based environments.
• Experience: 2-3 years of experience primarily in accounts receivable, client invoicing, and collections, along with demonstrated experience in project accounting or project-based billing.
• Skills: Advanced Microsoft Excel (VLOOKUP, pivot tables, formulas required), high attention to detail, strong organizational skills, and excellent communication abilities.
• Bonus: Hands-on experience with Sage Intacct and an understanding of revenue cycle processes, vendor payment processes, and general accounting principles.