Note: The job is a remote job and is open to candidates in USA. Aptitude Health is seeking a Financial Operations Coordinator to support its Accounting and Finance teams. The role manages accounts receivable, invoicing, accounts payable, reconciliations, billing processes, financial records, and related system enhancements while coordinating with finance, operations, billing, and project teams.
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 required
- 2-3 years of experience with a primary focus on accounts receivable, client invoicing, and collections in a project-based environment is required
- 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
- Deep understanding of the full AR cycle — invoicing, milestone billing, cash application, collections follow-up, and Unbilled A/R management in a complex, project-based environment
- Hands-on experience with project-based billing workflows, milestone tracking, and contract-level revenue management
- Ability to generate reports and statements and to provide insights to support decision-making
- Proficiency in handling large datasets, using Excel or other financial software necessary to perform key tasks as outlined above
- Eligible Candidates must live in the US and be able to work in the US
- Travel may be required based on business needs (domestically and internationally) and attend virtual programs outside of working hours as needed
- Bachelor's degree in Accounting, Finance, Business Administration, or a related field is preferred
- Hands-on experience with Sage Intacct is Preferred— candidates must be able to navigate the system and perform core AR, billing, and reporting functions independently
- Understanding of revenue cycle processes, vendor payment processes and general accounting principles a plus but not required
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