Job Abstract

ESSSENTIAL FUNCTIONS:

• Annual Budgeting: Contribute to the development of the annual budget and assist the Finance Manager in monitoring financial and business objectives throughout the year.
• Monthly Accruals: Assist in monthly accruals and gather required financial data.
• Forecasting: Aid in forecast adjustments and analyze business trends to support accurate financial forecasting.
• Purchase Order Management: Request, track, investigate, and update client purchase orders, ensuring positive vendor relationships.
• Payroll Support: Provide local payroll assistance as needed.
• Month-End Invoicing: Support month-end invoice processing and maintain financial trackers.
• Operational Reporting: Conduct and monitor weekly operational reports for the team.
• Financial Analysis: Collect financial data, compare assumptions, present findings, and make improvement recommendations to the Financial Account Manager.
• Reporting Requirements: Assist in developing and gathering reporting requirements and metrics for Branch and Area offices.
• Quarterly Reviews: Participate in the preparation of quarterly business reviews for presentation to client leadership.
• Financial Audits: Conduct financial audits to ensure compliance and accuracy.
• Special Projects: Undertake special projects as required.
• Relationship Management: Build productive working relationships with all organizational levels and external parties.
• Job Performance: Adhere to all essential job functions and additional duties as assigned, modifying functions as necessary to meet business needs.
• Safety Compliance: Follow safe work practices and company policies related to job safety; report any unsafe conditions to supervisors.
• Professional Conduct: Perform all duties with integrity, honesty, and professionalism, adhering to company policies and procedures. Seek clarification on policies and procedures when needed.

This job description outlines the core responsibilities of the Financial Account Coordinator. Tasks and duties may be adjusted or expanded based on business requirements, and employees are expected to perform all functions in compliance with safety standards and company policies.

Additional qualifications may be specified and receive preference, depending upon the nature of the position.

• Must be at least 18 years of age.
• Must have a reliable means of communication.
• Must have a reliable means of transportation.
• Must have the legal right to work in the USA.
• Must have the ability to speak, read, and write English.
• Must have a High School Diploma or equivalent.
• Must be willing to participate in the Company’s pre-employment screening process, including drug screen and background investigation.

Experience in finance industry or business management, or an equivalent combination of education and experience sufficient to perform the essential functions of the job, as determined by the company. Additional relevant experience can be substituted for any required education based on one calendar year of experience for one academic year of education.

• Maybe asked to obtain California Security Guard license.

• Strong computer skills required with the use of various accounting databases and other financial tools. Must be proficient in the use of the Microsoft family of products (Outlook, Word, Excel, PowerPoint).
• Experience with budgeting and forecasting; financial analysis, and strategic planning preferred.
• Ability to establish and maintain working relationships with a wide variety of people including colleagues, clients, and representatives of other agencies.
• Ability to interact effectively at all levels and across diverse cultures.
• Thorough understanding of standard office procedures and practices.
• Ability to interpret instructions furnished in written, oral, diagrammatic or schedule form.
• Ability to write reports and correspondence in a clear and concise manner.
• Ability to maintain professional composure when dealing with unusual circumstances.
• Ability to track and maintain schedule assignments.
• Ability to be an effective team member and handle projects responsibly.
• Strong client service and results orientation.
• Demonstrate professional conduct in highly sensitive or volatile situations; maintain confidentiality when handling sensitive information.
• Ability to exercise independent judgment and decision-making skills.
• Ability to write original correspondence.
• High attention to detail.
• Excellent planning, organization, and project coordination skills.
• Capably work under pressure while maintaining a professional image and approach with clients inside and outside LinkedIn
• Must be able to meet and continue to meet requirements for specific skills, certifications or authorizations specified for the assigned client.

With or without reasonable accommodation, a candidate must have the physical and mental capacity to effectively perform all essential functions described. In addition to other demands, the demands of the job include:

• Close vision, distance vision, and ability to adjust focus.
• Required ability to adjust schedule and working hours regularly when necessary to meet operational needs.
• Required ability to handle multiple tasks concurrently.
• Ability to maintain composure when dealing with authorities, executives, clients, staff, and the public, occasionally under conditions of urgency and in pressure situations.
• Handling and being exposed to sensitive and confidential information.
• Computer usage which may include prolonged periods of data entry.