Financial Account Coordinator

ESSSENTIAL FUNCTIONS:

 

• Annual Budgeting: Contribute to the development of the annual budget and assist the Finance Manager in monitoring financial and business objectives throughout the year.
• Monthly Accruals: Assist in monthly accruals and gather required financial data.
• Forecasting: Aid in forecast adjustments and analyze business trends to support accurate financial forecasting.
• Purchase Order Management: Request, track, investigate, and update client purchase orders, ensuring positive vendor relationships.
• Payroll Support: Provide local payroll assistance as needed.
• Month-End Invoicing: Support month-end invoice processing and maintain financial trackers.
• Operational Reporting: Conduct and monitor weekly operational reports for the team.
•  Financial Analysis: Collect financial data, compare assumptions, present findings, and make improvement recommendations to the Financial Account Manager.
• Reporting Requirements: Assist in developing and gathering reporting requirements and metrics for Branch and Area offices.
• Quarterly Reviews: Participate in the preparation of quarterly business reviews for presentation to client leadership.
• Financial Audits: Conduct financial audits to ensure compliance and accuracy.
• Special Projects: Undertake special projects as required.
• Relationship Management: Build productive working relationships with all organizational levels and external parties.
• Job Performance: Adhere to all essential job functions and additional duties as assigned, modifying functions as necessary to meet business needs.
• Safety Compliance: Follow safe work practices and company policies related to job safety; report any unsafe conditions to supervisors.
• Professional Conduct: Perform all duties with integrity, honesty, and professionalism, adhering to company policies and procedures. Seek clarification on policies and procedures when needed.

 

This job description outlines the core responsibilities of the Financial Account Coordinator. Tasks and duties may be adjusted or expanded based on business requirements, and employees are expected to perform all functions in compliance with safety standards and company policies.

 

MINIMUM QUALIFICATIONS AT ENTRY:

Additional qualifications may be specified and receive preference, depending upon the nature of the position.

 

MINIMUM HIRING STANDARDS:

• Must be at least 18 years of age.
• Must have a reliable means of communication.
• Must have a reliable means of transportation.
• Must have the legal right to work in the USA.
• Must have the ability to speak, read, and write English.
• Must have a High School Diploma or equivalent.
• Must be willing to participate in the Company’s pre-employment screening process, including drug screen and background investigation.

 

EDUCATION/EXPERIENCE:

Experience in finance industry or business management, or an equivalent combination of education and experience sufficient to perform the essential functions of the job, as determined by the company. Additional relevant experience can be substituted for any required education based on one calendar year of experience for one academic year of education.

 

CERTIFICATES, LICENSES, REGISTRATION:

• Maybe asked to obtain California Security Guard license.

COMPETENCIES (as demonstrated through experience, training, and/or testing):

 

• Strong computer skills required with the use of various accounting databases and other financial tools.  Must be proficient in the use of the Microsoft family of products (Outlook, Word, Excel, PowerPoint). 
• Experience with budgeting and forecasting; financial analysis, and strategic planning preferred. 
• Ability to establish and maintain working relationships with a wide variety of people including colleagues, clients, and representatives of other agencies.
• Ability to interact effectively at all levels and across diverse cultures.
• Thorough understandin