Finance & Business Administration Coordinator

About Klik Solutions

Klik Solutions has evolved far beyond its origins as a Managed Services Provider (MSP). Today, we are a comprehensive technology solutions provider offering a broad spectrum of services, including digital marketing, data services, software and application development and integration, compliance, security solutions, and cloud expertise. We partner with our clients to provide end-to-end technology solutions, helping them thrive in the digital era through robust IT structures, strategic digital marketing, data-driven insights, regulatory compliance, security measures, and seamless software and application integration.

Position Overview

The Finance & Business Administration Coordinator plays a critical role in supporting the company’s financial operations, customer account administration, procurement processes, and vendor management activities. This position serves as a key liaison between customers, vendors, sales, and accounting, ensuring accurate billing, timely collections, efficient procurement, and compliance with financial and regulatory requirements. The ideal candidate is highly organized, detail-oriented, and comfortable managing multiple operational and financial workflows while maintaining excellent customer service.

Role and Responsibilities

• Manage customer portal administration, including user access control, account settings, and auto-pay configurations.
• Respond to customer inquiries related to billing, account setup, and payment processing.
• Serve as a point of contact for customer-facing administrative and financial requests.
• Maintain accurate customer financial records within QuickBooks Online.
• Monitor and manage the accounting mailbox, responding to billing and payment inquiries.
• Generate monthly recurring invoices and daily invoices for project-based and ad hoc services.
• Process invoice adjustments, corrections, and account updates as needed.
• Perform quality assurance reviews to ensure billing accuracy and completeness.
• Reconcile customer budgets and accounts receivable balances.
• Support collections activities and follow up on outstanding invoices.
• Assist with month-end financial close activities as assigned.
• Manage post-sales operational processes to ensure orders are properly processed, procured, received, delivered, invoiced, and paid.
• Cook up with internal teams to ensure accurate order fulfillment and billing.
• Review procurement data to ensure pricing, costs, and margins are accurate.
• Research and source competitive vendor pricing to optimize company profitability.
• Track procurement activities and maintain accurate purchasing records.
• Manage vendor relationships related to tax documentation, exemptions, and compliance requirements.
• Review and reconcile vendor invoices for accuracy prior to payment.
• Prepare and manage sales tax support documentation.
• Coordinate annual 1099 vendor reporting and related compliance activities.
• Aid in business license applications, renewals, and compliance documentation.
• Maintain organized financial and procurement records.
• Support audits and compliance reviews by providing the requested documentation.
• Identify opportunities to improve operational efficiency and process accuracy.

Requirements

• 3+ years of experience in accounting, bookkeeping, billing, procurement, or business operations.
• Experience with QuickBooks Online.
• Strong understanding of Accounts Receivable and Accounts Payable processes.
• Proficiency with Microsoft Office, particularly Excel.
• Exceptional attention to detail and organizational skills.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines.

Qualifications

• Preferred Experience in an IT services, managed services, technology reseller, or professional services environment.
• Knowledge of sales tax requirements and exemption management.
• Experience with vendor management and procurement processes.
• Familiarity with collections and customer account administration.