Finance and Operations Coordinator

Ascend Partner Firms • Pensacola, FL

3d • Onsite

About The Position

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com . Elevate your career at Saltmarsh! Saltmarsh is looking for a detail-oriented Finance & Operations Coordinator to serve as the operational and financial backbone of our team. This is a high-impact, in-office role that blends executive-assistant precision with hands-on financial discipline. This person will support the IT Team’s monthly financial close process , keep client billing accurate and timely, manage procurement from sourcing through receipt, and ensure our consultants stay on schedule. At Saltmarsh, we take pride in delivering legendary service to our clients while investing in our relationships with both clients and colleagues. If you're passionate about excellence and looking to take your career to the next level, this role is for you.

Requirements

• Exceptional attention to detail
• Strong time management and scheduling skills
• Experience with client billing, invoicing, or financial reconciliation
• Familiarity with procurement workflows: POs, vendor management, receipts, and cost tracking
• Proficiency with: ConnectWise Manage Microsoft Office

Responsibilities

• Own the monthly financial close—books closed on time including WIP, additions, and true-ups
• Build and maintain standard operating procedures that includes month-end close , billing cycles, procurement, credit/returns, and AR collections
• Auditing and validating client billing to ensure accuracy
• Tracking and managing WIP
• Maintaining financial documentation
• Monitor accounts receivable aging and driving reduction down
• Manage s ourcing, purchase orders, receipts, and vendor portal management
• Manag e ordering and billing of equipment, ensuring accurate cost allocation per client or project
• Tracking warranties on equipment and proactively flag upcoming expirations or claims
• Assist consultant s with staying on top of their calendars and appointment s by proactively sending reminders, rescheduling meetings, and keeping the team on track
• Communicat e professionally with clients to resolve billing questions and collect on open balances
• Serve as a primary point of contact for client communications, responding promptly and professionally
• Provide general office and building support as needed to keep day-to-day operations running smoothly

Benefits

• Firm-paid CPE
• Leadership opportunities
• Sabbatical program
• Flexible PTO
• 1 1 firm-paid holidays
• Major medical, dental, and vision insurance
• Employer-paid life insurance
• Long-term disability coverage
• 401(k) with company match
• Equity program for Senior Managers+ and top performing Managers

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed