Position Overview
We’re seeking a highly detail-oriented and proactive Finance Coordinator to own and manage the organization’s day-to-day financial operations end-to-end. This role is critical to maintaining financial accuracy, optimizing cash flow, and ensuring a seamless billing experience for members, clients, and vendors.
The ideal candidate thrives in a fast-paced environment, is exceptionally organized, and takes full ownership of billing, reconciliation, collections, and reporting processes. You’ll work closely with the CEO, serving as a key partner in financial visibility and operational decision-making.
US-based candidates only, strong preference given to candidates in EST timezone.
Key Responsibilities:
- Manage all credit card and payment records, including updates, replacements, and troubleshooting payment issues
- Serve as the primary point of contact for member billing inquiries, resolving discrepancies with clarity and professionalism
- Review and process vendor invoices (coaches, contractors, service providers), ensuring accuracy and CEO approval
- Perform detailed audits of monthly vendor invoices, verifying hours, deliverables, and agreed-upon rates
- Own the full subscription reconciliation process and reporting, including identifying new accounts, cancellations, pauses, and discrepancies
- Track and manage billing for all paid events (webinars, workshops, specialty programs)
- Submit delinquent accounts to the collections agency with complete and accurate documentation
- Escalate billing, payment, and collections decisions for approval, ensuring compliance with internal controls
Qualifications
- 2+ years of experience in billing, financial operations, or accounts receivable
- Experience with CRM and payment platforms (Keap/Infusionsoft strongly preferred)
- Exceptional attention to detail with strong reconciliation and analytical skills
- Ability to manage multiple financial workflows simultaneously with high accuracy
- High level of discretion and comfort handling sensitive financial information
- Strong written communication skills for member and vendor interactions
- Proven ability to follow structured processes and escalate decisions appropriately
- US-based candidates only, strong preference given to candidates in EST timezone
