Account Coordinator

Job Summary

To support a dedicated finance resource for a new client account, the full-time Account Coordinator will manage end-to-end financial operations, including billing, budgeting, forecasting, and vendor cost management, while working remotely with some travel required.

Key Responsibilities

• Prepare comprehensive financial reporting packages and conduct variance analysis to track account profitability
• Generate client invoices and manage billing processes, ensuring accuracy and timely processing
• Support annual budget development and maintain account-level financial models and rolling forecasts

Required Qualifications

• Bachelor's degree in Finance, Accounting, or a related field
• 3-5+ years of experience in account coordination, financial analysis, or a client-facing finance role
• Proficiency in Microsoft Office Suite, particularly advanced Excel, and financial systems like Sage Intacct or Salesforce
• Demonstrated experience with billing, revenue recognition, and month-end close processes
• Ability to manage multiple priorities in a fast-paced, collaborative environment