Finance & Administrative Coordinator

Edgefactory Inc.Orlando, FL
Onsite

About The Position

A full-time Finance & Administrative Coordinator supporting the Chief Financial Officer in key areas of accounting, sales, human resources, and general administration. This position will work Monday – Friday (9am – 5pm) in our Orlando Office.

Requirements

  • 3-5 years of experience in bookkeeping, accounting administration, office management, or a related business operations role
  • Experience managing accounts receivable, accounts payable, and bookkeeping functions in QuickBooks Online preferred
  • Must be well-versed in all areas of QuickBooks Online; Microsoft Office including SharePoint, Word, Excel, PowerPoint
  • Knowledge of Salesforce CRM

Nice To Haves

  • Bachelor’s Degree or equivalent experience preferred.

Responsibilities

  • Manage & Coordinate Accounts Payable & Receivable: Manage collections efforts for outstanding accounts receivable, including client communications, follow-up, and escalation of invoices exceeding established aging thresholds.
  • Update Accounts Receivable tracking spreadsheet on a day-to-day basis
  • Prepare final invoices: true-up travels (prepare comparison), add change orders, apply payments and late fees. All done through our invoice platform (Salesforce)
  • Process customer credit card payments using Square online platform.
  • Process weekly timesheets from previous week: update PTO Advanced Accruals report; enter contractor timesheets into Accounting Software (QuickBooks)
  • Job-cost & categorize company credit card transactions
  • Track signed quotes (PandaDoc)
  • Update sales forecast bi-weekly, including a Business Development deck
  • Update Master Job Profitability report by quarter
  • Enter new projects into Harvest, a time-keeping platform, and determine budget hours
  • Set-up new contractors and vendors into QuickBooks, obtain W9s and ACH payment information
  • Update Operating Budget Monthly
  • Track vendor invoices for large shows
  • Assist with month-end and year-end close processes
  • Reconcile bank and credit card accounts
  • Maintain accurate general ledger coding
  • Send onboarding paperwork to employees and contractors; update QuickBooks and Master Directory
  • Complete Employee Status Change forms
  • Create offer letters
  • Maintain employee and contractor rates spreadsheet
  • Set-up new users in Harvest
  • Assist Executive & Service Team with assistance in building Quotes / Scope creation.
  • Prepare Open/Closed Opportunity reports and custom reports
  • Update Salesforce Standard Operating Procedures handbook
  • Set-up PandaDoc accounts for all Salesforce users
  • Complete supplier/procurement registrations
  • Complete ASANA (a work management platform) tasks as assigned
  • Assist with special projects and company initiatives as assigned
  • Work with the Executive Team to plan and coordinate team-building activities
  • Proofread materials as needed
  • Maintaining employee records and documentation
  • Identify opportunities to improve administrative, accounting, and operational processes and assist in implementing process improvements
  • Exceptional organizational skills with the ability to manage multiple priorities, deadlines, and stakeholders simultaneously while maintaining a high degree of accuracy and attention to detail
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