Account Coordinator

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as a primary finance resource for a new client account.

• Oversee comprehensive financial operations for a large-scale, performance-driven data center facilities management contract.

• Create financial reporting packages and documentation for account evaluations and business assessments.

• Lead variance analysis at the account level and deliver financial insights.

• Maintain forecasting and budgeting tools and develop account-level forecasts.

• Assist with month-end closing procedures, including accruals, deferred revenue recognition, reclassifications, and reconciliations.

• Monitor account profitability and burn rates.

• Generate and send client invoices along with necessary supporting documentation.

• Prebill clients and reconcile invoicing discrepancies for vendor variances.

• Review and reconcile employee timecards for an operation with over 45 staff members.

• Evaluate and authorize expense reports.

• Supervise billing deadlines and resolve discrepancies in Salesforce, Intacct, and client billing systems.

• Manage billing structures for Designated Entities and maintain separate invoice streams.

• Track and collect overdue accounts receivable.

• Assist in annual budget preparation and uphold financial models and rolling forecasts.

• Monitor budget variances in relation to contractual limits and thresholds.

• Verify and validate vendor invoices, including coding, markups, rebates, purchase orders, and passthrough costs.

• Coordinate vendor onboarding, purchase order creation, and accounts payable processing.

• Maintain documentation for contracts, change orders, and purchase orders.

• Track changes in contracts, CPI increases, inflation adjustments, unfilled position costs, and overtime expenses.

• Support audit readiness by maintaining documentation for cost validation and invoice backup.

• Engage in governance meetings and prepare financial materials.

• Communicate financial outcomes and insights to both internal and external stakeholders.

• Collaborate with Operations, Service Delivery, and Business Development leaders.

• Participate in weekly operational sync meetings.

• Ensure data integrity across Salesforce, Intacct, and Smartsheet.

• Propel process improvement and automation initiatives.

⛳️ Requirements

• Bachelor's degree in Finance, Accounting, or a related discipline.

• 3–5+ years of progressive experience in account coordination, financial analysis, or a client-facing finance position.

• Excellent analytical and problem-solving capabilities with a keen attention to detail.

• Proficiency in Microsoft Office Suite, particularly advanced Excel skills.

• Familiarity with financial systems such as Sage Intacct, NetSuite, and Salesforce.

• Experience in billing, revenue recognition, cost tracking, and month-end closing processes.

• Strong written and verbal communication abilities.

• Capability to present financial data to both technical and non-technical audiences.

• Ability to juggle multiple priorities in a dynamic, collaborative environment.

• Preferred: Experience with Time & Materials (T&M) and passthrough billing models.

• Preferred: Knowledge of data center or critical infrastructure operations.

• Preferred: Experience in supporting performance-based contracts with KPI-linked financial deliverables.

• Preferred: Understanding of EHS, OSHA, and NFPA standards.

• Preferred: Experience with ERP systems and process automation tools, including Power Query, Smartsheet, and Power BI.

🏝️ Benefits

• Health insurance.

• Dental insurance.

• Vision insurance.

• Health Savings Account (HSA).

• Gym discount.

• Mental health benefits.

• Discounted Group Life & AD&D.

• Discounted Group Short & Long-term Disability.

• 401(k) retirement matching.

• PTO/paid holidays.

• Parental leave.

• Remote work with occasional travel.