Financial Records Coordinator

The Offer

- Work alongside & learn from best in class talent
- A role that offers a breadth of learning opportunities
- Leadership Role

The Job

Key Responsibilities :

- Invoice Generation : Promptly generate and send invoices to clients, ensuring that all financial interactions are handled smoothly.
- Cash Receipt Recording : Accurately record cash receipts and perform bank reconciliations to keep our financial records up to date.
- Overdue Payments Management : Actively follow up on overdue payments and resolve any billing issues to keep our finances in order.
- Processing Financial Transactions : Handle the processing of invoices, expense reports, and other financial transactions with precision.
- Accuracy Verification :
Verify invoice accuracy and quickly resolve any discrepancies to maintain financial integrity.
- Financial Statement Assistance : Support the preparation of financial statements, ensuring that all data is accurate and well-organized.
- Accurate Data Entry : Maintain timely and accurate data entry in the accounting system, contributing to overall financial accuracy.
- Organized Record Keeping : Keep financial records well-organized and easily accessible for future reference and audits.

The Profile

Qualifications :

- Strong understanding of basic accounting principles.
- Proven expertise in QuickBooks and a solid background in bookkeeping.
- Keen attention to detail and excellent organizational skills.
- Strong communication skills and the ability to work well within a team.
- Ability to meet deadlines and handle multiple tasks efficiently.

Why Join Us : This position is ideal for a meticulous individual who takes pride in maintaining accurate financial records and contributing to the success of a dynamic finance team.


If you are detail-oriented and ready to make a difference, we welcome your application.

The Employer

Join our finance client in New York, NY, as a Financial Records Coordinator , where your attention to detail and expertise in bookkeeping will ensure that all financial transactions are handled efficiently and accurately, helping maintain excellent client relationships.