Finance Coordinator
Premium Health Center · Monsey, NY · Yesterday
Sales$70k–$90k/yrInternship
Responsibilities
- Prepare agendas, materials, and background documents for meetings led or attended by the CFO.
- Take detailed notes during meetings and summarize action items; distribute notes and follow up on next steps to ensure accountability.
- Track and monitor the status of open projects and departmental initiatives; proactively follow up to support progress and completion.
- Manage and maintain the CFO’s calendar, including scheduling meetings, anticipating conflicts, and prioritizing engagements.
- Monitor and assist the CFO in reviewing and responding to email communications, ensuring timely and appropriate follow-up.
- Provide interim support for Finance team members who are out of office due to leave or other absences.
- Act as a liaison for the Finance team by coordinating the collection and dissemination of information internally and across departments.
- Aid in planning, monitoring, and managing departmental budgets and expenditures in collaboration with the CFO.
- Use basic Excel functions to support data entry, budget tracking, and financial analysis tasks.
- Support and execute special projects and tasks assigned by the CFO, ensuring attention to detail and deadlines.
Requirements
- High school diploma or equivalent required.
- Associate’s degree in Bookkeeping, Accounting, Finance, or related field, or equivalent office experience preferred.
- Bachelor’s degree in Accounting, Finance, or related field preferred.
- 1–3 years of experience in a finance, accounting, or administrative support role, preferably in a professional office setting.
- Basic understanding of accounting/bookkeeping principles and departmental budgeting.
- Strong mathematical and analytical skills.
- Proficient in Microsoft Excel, including use of basic formulas, formatting, and data organization.
- Skilled in Microsoft Office Suite; experience with accounting software (QuickBooks, Sage, etc.) preferred.
- Exceptional organizational skills with the ability to manage multiple priorities and meet deadlines.
- Strong verbal and written communication skills.
- Excellent interpersonal skills with the ability to collaborate across departments.
- Proven ability to work independently and proactively, with minimal supervision.
- High attention to detail and a strong commitment to accuracy and follow-through.
- Demonstrated discretion and ability to maintain confidentiality with sensitive financial and personnel information.
- Adaptability to shifting priorities and evolving departmental needs.
Compensation and Benefits
Compensation: $70,000 - $90,000 Annually, commensurate with experience.
- Public Service Loan Forgiveness (PSLF)
- Paid Time Off
- Medical, Dental, Vision and Life coverage with Non Stop Wellness (MERP)
- Flexible Spending Account
- Employee Assistance Program
- 403(b) Retirement Plans with employer matching contribution
- Professional development opportunities