Finance and Operations Coordinator

Alliant Human Capital • ,

2d • $60,000 - $80,000

About The Position

Support the financial, operational, administrative, and systems coordination needs of AHC, ensuring the business runs smoothly across invoicing, bookkeeping coordination, onboarding, Salesforce support, and day-to-day operations. This role serves as a key support partner to the AHC Operations and the AHC leadership team, helping execute the administrative and operational functions that enable the business to scale efficiently and allow producers and leadership to remain focused on growth, strategy, and client work.

Requirements

• Proficiency in financial management and reporting
• Experience with bookkeeping and revenue tracking
• Familiarity with Salesforce or similar CRM systems
• Experience coordinating onboarding and offboarding processes
• Ability to maintain organized workflows and documentation
• Skills in expense reporting and administrative support
• Experience with client invoicing and billing
• Knowledge of commission administration and compensation processes
• Understanding of budgeting, forecasting, and reforecasting
• Strong attention to detail and accuracy in financial records
• Ability to provide regular and ad hoc reporting
• Experience managing system access and troubleshooting
• Familiarity with HR administrative tasks
• Ability to coordinate with various internal teams (Legal, IT, Operations, HR, Accounting)

Responsibilities

• Support day-to-day operational and administrative needs across AHC
• Manage invoicing, bookkeeping coordination, revenue tracking, and reporting support
• Serve as the day-to-day Salesforce operational point of contact for AHC
• Coordinate onboarding and offboarding logistics, systems access, and employee setup for employees and independent contractors
• Help maintain organized workflows, documentation, systems, and operational processes across the business
• Assist with expense reporting, scheduling, and other administrative support needs for leadership as needed
• Support AHC bookkeeping, financial tracking, and operational reporting activities
• Manage monthly client invoicing and billing processes
• Track revenue activity, expenses, accruals, commissions, and financial data
• Coordinate month-end accrual reporting with accounting
• Support revenue and EBITDA sharing across Alliant business units, including inter-unit invoicing
• Submit vendor invoices and coordinate vendor setup and Vendor Compliance activities
• Maintain commission splits and support compensation administration processes
• Support unique bonus administration and year-end compensation activities
• Assist with budgeting, forecasting, and reforecasting processes
• Ensure accuracy, organization, and timeliness of operational financial records and reporting
• Provide regular and ad hoc reporting support to leadership
• Support Salesforce data accuracy and operational reporting coordination
• Serve as the primary Salesforce operational support resource for AHC
• Manage account setup, maintenance, and operational data coordination within Salesforce
• Support Salesforce process adherence and day-to-day user needs
• Coordinate with IT and Operations teams to support system setup, access, and troubleshooting
• Manage onboarding and offboarding system access and setup
• Track and help resolve system-related issues
• Coordinate onboarding logistics for new hires and independent contractors in alignment with the broader AHC and Alliant onboarding strategy
• Ensure employees and contractors are properly set up with systems, tools, and required access
• Coordinate employee and contractor offboarding activities and transitions
• Maintain employee records and administrative documentation
• Handle HR administrative tasks in coordination with HR partners
• Support a smooth, organized, and consistent onboarding and offboarding experience
• Serve as a resource to address and resolve onboarding-related issues
• Support day-to-day operational and administrative needs across the business
• Coordinate with Legal and internal teams on operational documentation workflows
• Assist in maintaining SOPs and internal operational processes
• Coordinate office supply and operational administrative needs as necessary
• Support expense reporting and operational administrative coordination for leadership
• Help reduce operational friction and improve day-to-day execution across the team
• Support special projects and operational initiatives as needed
• Coordinate across Accounting, HR, IT, Operations, Legal, and producers to ensure alignment and execution

What This Job Offers

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