Account Coordinator

Key Responsibilities

• Prepare reporting packages for GARs, QBRs, and MBRs.
• Aid in variance analysis on revenue, cost, and margin.
• Maintain forecasting and budgeting trackers.
• Support month-end close and accrual preparation.
• Track account profitability and utilization trends.
• Prepare, review, and issue sales invoices in alignment with contract terms and billing requirements.
• Review and chase project WIP.
• Collect outstanding accounts receivable.
• Monitor billing deadlines and resolve discrepancies.
• Reconcile timecards for proper project coding.
• Review and validate timesheets for accurate labor tracking.
• Manage expense coding across accounts.
• Review and approve employee expense reports in alignment with policy and client/account requirements.
• Track employee absences.
• Report HR metrics.
• Support workforce planning initiatives.
• Maintain data quality and account setup across systems to ensure accurate billing and reporting.
• Lead weekly operational syncs with account teams.
• Cook branded apparel, PPE, and safety supplies.
• Support data integrity across Salesforce and Intacct.
• Drive process improvements and standardization.
• Maintain operations record keeping and reporting.
• Manage contract and PO documentation.
• Track contract expirations and renewals.
• Process goods receipts and confirm services.
• Serve as a single point of contact bridging Finance, Operations, and Client teams.
• Drive revenue assurance and cost control at the account level.
• Enable data-driven decision making through timely, accurate reporting.
• Ensure a seamless client experience from onboarding through delivery.
• Proactively identify risks and resolve issues early.
• Lead or support process improvement and automation initiatives across Salesforce, Intacct, UKG, Smartsheet, Power Query, and related tools.

Qualifications & Skills

• Bachelor's degree in Finance, Accounting, Business Administration, or related field (or equivalent experience).
• 2+ years of experience in account coordination, finance operations, billing, or a similar role.
• Strong working knowledge of Microsoft Excel (pivot tables, lookups, basic formulas).
• Experience with ERP or financial systems (Intacct, NetSuite, SAP, or similar).
• Demonstrated ability to manage multiple workflows and competing deadlines.
• Excellent written and verbal communication skills with a client-facing presence.

Preferred

• Experience in the data center, mission-critical, or technology services industry.
• Familiarity with Salesforce, UKG, Smartsheet, and Power Query.
• Exposure to contract administration, vendor management, or audit support.
• Prior experience supporting QBRs, MBRs, or executive-level reporting.