Finance Coordinator

Precision Strategies is seeking a Finance Coordinator to join our growing finance team in our New York office.

Responsibilities

Manage all Accounts Payable (AP) and Accounts Receivable (AR)

Bill customers in QuickBooks and distribute invoices via email or via client invoicing portals

Weekly AR and AP aging report distribution and reconciliation

Allocate client payments to invoices and deposits in QuickBooks Online

Serve as the primary contact for all billing inquiries, client disputes and complaints

Research delinquent accounts, send follow up emails for past due invoices, and initiate possible collections

Enter vendor bills, credit memos, and AP transactions in QuickBooks, coding to appropriate GL accounts

Set up new vendors, request W-9s, and update records in the system

Serve as a liaison between vendors and various company departments, monitoring open orders, account status, tracking bills, matching documents, and validating approvals

Process payments, reimbursements, per diems, and issue checks, wires, & ACH batches

Maintain files and records (e.g. copies of invoices, W-9s, checks, P.O.s, documents, reimbursements, reports, vendor files, receipts, etc.)

Serve as the primary contact for vendor billing accounts

Review and manage company credit card and staff expenses via Expensify; investigate and seek approvals on expenses where necessary

Review all billable transactions for inclusion in monthly invoices

Manage NY office credit card, code expenses, and collect receipts

Assist with ad-hoc reports as needed.

Qualifications

Bachelor’s Degree preferred, minimum Associate’s degree in accounting, finance or business

1+ Years accounts payable and receivable or general accounting experience

QuickBooks Online knowledge required

Proficient in Microsoft Excel

Effective oral and written communication skills with excellent interpersonal skills

Professionalism and organization, attention to detail, and problem-solving skills

Benefits

Annual bonus opportunity

Flexible hybrid remote/in office plan – 50% in office/ 50% remote

Retirement Plan with automatic 3% safe-harbor contribution from Precision

Healthcare coverage - medical, dental and vision with 90% of costs covered by Precision

Paid vacation and sick leave

Paid parental leave

The salary range for this role is $62,000-85,000.

We are currently working in a hybrid model and require staff to work in the office 50% of working days per month.

Precision is committed to building a diverse team that will positively and authentically impact the communities we serve. Centering our strategies around the authentic voices and cultures of the communities we are engaging with is paramount to our work – and our work can only be as inclusive as our team is representative. We strongly encourage women, Black, Latino, Hispanic, AAPI, and Indigenous people, LGBTQ+, gender expansive or GNC folks, people of all ages, disabled people, and veterans to apply.

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