Jobs · Finance · New York

Finance Coordinator

Premium Health Center · Monsey, NY · 9 mo ago
Finance$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

$70,000 - $90,000 Annually, commensurate with experience

Benefits

  • 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

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