Account Coordinator

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

📋 Description

• Act as the primary liaison connecting Finance, Operations, and Client teams at the account level.

• Create reporting packages for GARs, QBRs, and MBRs.

• Assist in performing variance analysis on revenue, costs, and margins.

• Maintain trackers for forecasting and budgeting.

• Support the month-end closing process and prepare accruals.

• Monitor account profitability and utilization trends.

• Prepare, review, and dispatch sales invoices.

• Review and follow up on project Work in Progress (WIP).

• Collect outstanding accounts receivable.

• Keep track of billing deadlines and address discrepancies.

• Assist with audits and ensure proper documentation is maintained.

• Reconcile timecards and verify timesheets.

• Oversee expense coding and evaluate employee expense reports.

• Track employee absences and report HR metrics.

• Support initiatives related to workforce planning.

• Ensure account setup and data quality are maintained across systems.

• Lead weekly operational synchronization meetings with account teams.

• Coordinate the ordering of branded apparel, PPE, and safety supplies.

• Ensure data integrity across Salesforce and Intacct.

• Drive improvements in processes and standardization.

• Manage contract change controls and annual CPI increases.

• Record contract expansions and extensions.

• Facilitate early dispute resolution and ensure compliance.

• Collaborate with Tax and Accounting to assess service taxability and financial implications.

• Monitor vendor costs, manage vendor onboarding and PO creation, and maintain contract documentation.

• Keep track of contract expirations and renewals.

• Process goods receipts and confirm services rendered.

• Ensure revenue assurance, cost management, and data-driven decision-making.

• Provide a seamless client experience from onboarding to delivery.

• Proactively identify risks and resolve issues at an early stage.

• Lead or assist in process enhancement and automation initiatives across Salesforce, Intacct, UKG, Smartsheet, Power Query, and related tools.

⛳️ Requirements

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field (or equivalent experience).

• A minimum of 2 years’ experience in account coordination, finance operations, billing, or a similar role.

• Proficient in Microsoft Excel, including pivot tables, lookups, and basic formulas.

• Familiarity with ERP or financial systems such as Intacct, NetSuite, SAP, or similar.

• Ability to manage multiple workflows and meet competing deadlines.

• Exceptional written and verbal communication skills, with a client-facing demeanor.

• Experience in the data center, mission-critical, or technology services sector (preferred).

• Familiarity with Salesforce, UKG, Smartsheet, and Power Query (preferred).

• Background in contract administration, vendor management, or audit support (preferred).

• Previous experience supporting QBRs, MBRs, or executive-level reporting (preferred).

🏝️ Benefits

• 8 company-paid holidays.

• 2 floating holidays.

• Paid Time Off (PTO).

• Medical, dental, and vision insurance.

• Employee Assistance Program.

• Employer-supported 401(k) with immediate 100% vesting.

• 3% employer match and a 50% match on the next 2%.

• Health Savings Account (HSA).

• Mental health resources.

• Gym discounts.

• Discounted legal services.

• Discounted home and auto insurance.

• Pet insurance.

• Identity theft protection.

• Discounted Group Life & AD&D.

• Discounted Group Short & Long-term Disability.

• Parental leave.

• Remote work options available within the U.S.