Finance and Operations Coordinator
About The Position
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 sourcing, purchase orders, receipts, and vendor portal management
- Manage 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 consultants with staying on top of their calendars and appointments by proactively sending reminders, rescheduling meetings, and keeping the team on track
- Communicate 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
- 11 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
