Note: The job is a remote job and is open to candidates in USA. Aptitude Health is seeking a Financial Operations Coordinator who will play a vital role in the Accounting and Finance teams. This position involves managing accounts receivable and payable processes, ensuring accurate financial records, and assisting with account reconciliations.
Responsibilities
- Manage the full accounts receivable cycle, including client invoicing, billing milestone tracking, cash applications, and collections follow-up
- Monitor and maintain multiple billing and account payable mailboxes
- Review and reconcile Unbilled A/R on a regular basis, identifying aging items and driving resolution in coordination with project and accounting services teams
- Reconcile revenue cycle transactions including billing, payments and write-offs to ensure accuracy
- Monitor adherence to internal processes and controls
- Conduct variance and trend analyses on client billings, certain expenses, and operational KPIs as requested
- Identify and recommend process improvements to enhance efficiency and reduce financial risk
- Serve as a liaison between finance, operations, and billing personnel to ensure an accurate and seamless flow of data for accounts receivable, billing and accounts payable functions
- Perform accounting and contract review for billing milestones and bulk contract data
- Weekly review of AR Aging and AP ledger for all entities
- Coordinates the posting of vendor bills weekly
- Perform daily entry of bills for contractors for project-related expenses
- Partner with the revenue cycle team to ensure proper posting, collections, and reconciliation of revenue/billing transactions
- Support system enhancements and implementations of financial systems (e.g., Sage Intacct and Microsoft Dynamics CRM)
- Assist with ad hoc requests and miscellaneous special projects as needed
Skills
- Associate degree, or equivalent work experience
- 2-3 years of experience with a primary focus on accounts receivable, client invoicing, and collections in a project-based environment
- Demonstrated experience in project accounting and/or project-based billing, including milestone billing, contract review, and revenue recognition workflows
- High attention to detail and accuracy
- Strong organizational skills with the ability to manage multiple priorities and meet deadlines
- Advanced Microsoft Excel Experience (VLOOKUP, pivot tables, formulas required)
- Team player with excellent communication and problem-solving skills
- Ability to work collaboratively with cross-functional teams
- Bachelor's degree in Accounting, Finance, Business Administration, or a related field
- Hands-on experience with Sage Intacct
- Understanding of revenue cycle processes, vendor payment processes and general accounting principles
Benefits
- 100% remote working environment
- Medical, Dental, Vision Insurance
- Annual performance bonus eligibility
- 401(k) with employer match
- Paid Time Off (combined vacation & sick)
- Paid Holidays
- Paid Parental Leave
- Paid Life & Disability Insurance
Company Overview