Client Accounting Coordinator

Role Overview

• Prepare financial related information for clients such as monthly financial statements and other reports as needed or requested by clients
• Assist Accounting Supervisor as needed with preparation of Corporate financial statements
• Work with client’s financial auditors
• Present financial statements at client board meetings
• Data entry of Accounts Receivable or Accounts Payable transactions, including, but not limited to, invoices, cash receipts, or vouchers
• Review work prepared by Accounting Coordinators
• Train and mentor Accounting Coordinators
• Manage Access and Excel databases and analyze data
• Other duties as assigned

Requirements

• 3-5 years’ experience working in accounting and supervision
• Preferred; college degree in accounting and/or CPA
• Strong communication skills, both oral and written
• Excellent customer service and supervisory skills
• Good organizational and time management skills
• Good computer skills with the ability to learn new software quickly
• Advanced in Excel, Word and other software programs as needed (may require taking outside classes if necessary)
• Must have the ability to handle confidential information

Benefits

• Medical, dental, and vision plans to support your health and that of your family
• A 401(k) plan with employer matching
• Time‑off policies, including Discretionary Time Off (DTO) for exempt employees and Paid Time Off (PTO) for non‑exempt employees
• Paid holidays
• Life insurance and short‑term and long‑term disability coverage
• Paid sick leave and paid family and parental leave where required by law