Financial Associate

Job Summary

The Temporary Finance Coordinator will provide financial and administrative support during employee leave. The position will process accounts receivable, accounts payable, faculty compensation, reimbursements, refunds, reconciliations, and other financial transactions. The coordinator will work closely with the Finance and program teams to ensure transactions are accurate, timely, and compliant with company policies.
 

Key Responsibilities

• Process accounts receivable transactions, including client inquiries, invoice review, payment application, adjustments, withdrawals, and refunds.
• Reconcile program revenue across Salesforce, banking records, and the general ledger.
• Process accounts payable transactions, including vendor invoices, Faculty reimbursements, Faculty Compensation. Follow up on payment issues and escalate risks or unresolved matters when appropriate.
• Support faculty and facilitator hiring and compensation processes; Coordinate with faculty and teaching staff regarding compensation and reimbursement payments.
• Review supporting documentation and apply the appropriate accounting codes.
• Reconcile financial transactions and assist with the monthly close.
• Maintain accurate and complete records in Salesforce and financial systems.
• Communicate with participants, clients, vendors, faculty, and internal staff regarding financial matters.
• Perform other finance-related tasks as assigned.

Basic Qualifications

• Three years of related finance, accounting, or administrative experience. A bachelor's degree may count toward the required experience.
• Experience processing, reviewing, or tracking financial transactions, with proficiency in Microsoft Excel.
• Strong attention to detail, organizational skills, and the ability to manage multiple priorities and meet deadlines.
• Excellent communication and customer service skills, with the ability to collaborate effectively and contribute positively to a team.
• Ability to handle confidential information appropriately.

Preferred Qualifications

• Knowledge of basic accounting principles.
• Experience with accounts receivable, accounts payable, reconciliations, or collections.
• Experience using Salesforce; Buy 2 Pay; Fieldglass.
• Experience working in higher education.