Financial Operations Coordinator

Job Description

Financial Operations Coordinator | Aptitude Health

The Tone:
This is a full-time role at Aptitude Health, located remotely within the United States. Aptitude Health is a 132-person organization operating in the health sector, and this role is crucial for maintaining accurate financial records and ensuring the smooth operation of both accounts receivable and payable functions within the Accounting and Finance teams. The Financial Operations Coordinator will support key financial processes, contributing to the company’s fiscal integrity and operational efficiency.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Remote, United States
• Pay: $55000–$60000 yearly
• Team: Accounting and Finance teams
• Mission: Ensure accurate financial records and efficient processing of accounts receivable and payable transactions.
• Tech Stack: Sage Intacct, Microsoft Dynamics CRM, Microsoft Excel

What You’ll Actually Do
• Accounts Receivable Management: Manage the full accounts receivable cycle, including client invoicing, billing milestone tracking, cash applications, and collections follow-up.
• Financial Reconciliation: Reconcile revenue cycle transactions and Unbilled A/R regularly to ensure accuracy and drive resolution of aging items.
• Accounts Payable Processing: Coordinate the posting of vendor bills weekly and perform daily entry of bills for contractors for project-related expenses.
• Process Improvement & Analysis: Conduct variance and trend analyses on client billings and expenses, identifying and recommending process improvements to enhance efficiency and reduce financial risk.
• System Support: Support system enhancements and implementations of financial systems such as Sage Intacct and Microsoft Dynamics CRM.

The Must-Haves
• Background: Associate degree or equivalent work experience required, with a preference for a Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
• Experience: 2-3 years of experience with a primary focus on accounts receivable, client invoicing, and collections in a project-based environment.
• Skills: Advanced Microsoft Excel experience (VLOOKUP, pivot tables, formulas required), high attention to detail and accuracy, strong organizational skills, and excellent communication and problem-solving abilities.
• Bonus: Hands-on experience with Sage Intacct, demonstrated experience in project accounting and/or project-based billing including milestone billing and contract review, and an understanding of revenue cycle processes, vendor payment processes, and general accounting principles.