Operations Coordinator

Key Responsibilities

• Establish and maintain client profiles and complete vendor registrations.
• Manage shared contract inbox and support contract workflows.
• Support month-end close activities, including reporting and database updates.
• Aid in quarterly forecasting, annual budgeting, and other core operational processes.
• Prepare periodic financial and operational reports on key metrics.
• Aid in the development and maintenance of standard operating procedures.
• Maintain firmwide templates and governance documentation on SharePoint.
• Identify and escalate process improvement opportunities.
• Serve as coordinator for the Director of Finance & Operations and provide general administrative and operational support as needed.

Client Intake, Contracts & Billing

• Review and approve draft proformas for clients.
• Manage engagement lifecycle for new and existing clients, including drafting, execution, and record retention.
• Serve as a resource for client intake processes, including agreements, payments, and documentation.
• Track onboarding progress from engagement through first billing; resolve delays.
• Collaborate with billing and collections teams on aged receivables and billing issues.
• Support resolution of client billing inquiries and disputes.

Job Requirements

• Bachelor’s degree in Accounting, Finance, or related field (preferred).
• 3+ years of accounting, finance, or operations experience, preferably in a professional services or regulated environment.
• Proficiency with Microsoft Office applications (Excel, Outlook); CRM/financial systems experience preferred.

Core Competencies

• Strong analytical, organizational, and project management skills.
• High attention to detail with a commitment to accuracy.
• Able to manage multiple priorities in a deadline-driven environment.
• Sound judgment and discretion with confidential information.
• Effective written and verbal communication skills.
• Ability to translate financial information for non-finance stakeholders.
• Strong interpersonal skills and ability to work cross-functionally.
• Proactive approach to identifying issues and implementing solutions.
• Ability to adapt to evolving regulatory and reporting requirements.
• Comfortable working both independently and collaboratively.

Professional Requirements

• Client-focused mindset with strong professionalism.
• Authorization to work in the United States required.
• Flexibility to work additional hours and travel occasionally, as needed.