Title: Finance Coordinator
Reports to: Operations Manager
Supervises Staff: No
FLSA Status: Full-Time; Non-Exempt
Job Summary:
The Finance Coordinator at My Aire Heating and Cooling is responsible for supporting the day-to-day financial and administrative functions of the company. This role assists with accounts payable and receivable, customer payments, invoicing, financial recordkeeping, and other finance-related activities to help ensure accurate and timely financial operations. The Finance Coordinator must be highly organized, detail-oriented, and able to handle confidential financial information with professionalism and discretion.
Duties/Responsibilities:
Accounts Receivable:
- Monitor customer accounts and outstanding balances.
- Process and accurately record customer payments.
- Prepare and send invoices and statements as needed.
- Follow up on past-due accounts and assist with collection efforts.
- Research and resolve customer billing or payment discrepancies.
- Maintain accurate records of customer account activity.
Accounts Payable:
- Review and process vendor invoices for payment.
- Verify invoices for accuracy and appropriate documentation.
- Maintain organized records of vendor invoices and payments.
- Assist with resolving vendor billing discrepancies.
- Monitor upcoming payment obligations and due dates.
Financial Record Keeping:
- Accurately enter financial transactions into company systems.
- Maintain complete and organized financial records and supporting documentation.
- Reconcile financial records and identify discrepancies for review.
- Assist with maintaining accurate records of company expenses.
- Support preparation of financial reports and documentation as requested.
Customer and Vendor Support:
- Respond professionally to billing and payment questions from customers and vendors.
- Research financial discrepancies and assist with resolving issues in a timely manner.
- Maintain positive and professional relationships with customers, vendors, and internal team members.
General Finance Support:
- Assist management with financial reporting and administrative projects as needed.
- Maintain confidentiality of company, customer, vendor, and financial information.
- Follow established internal financial procedures and controls.
- Assist with month-end and year-end financial activities as requested.
- Perform other related duties as assigned.
Required Skills/Abilities:
- Strong attention to detail and accuracy.
- Excellent organizational and time management skills.
- Ability to manage multiple priorities and meet deadlines.
- Strong written and verbal communication skills.
- Ability to work with numbers and financial information accurately.
- Strong problem-solving and analytical skills.
- Ability to maintain confidentiality and exercise professional discretion.
- Proficiency with computers and the ability to learn company accounting and financial systems.
Education and Experience:
- High school diploma or equivalent required.
- Associate degree in accounting, finance, business administration, or a related field preferred.
- Previous experience in bookkeeping, accounting, accounts payable, accounts receivable, or a similar financial support role preferred.
- Experience in the HVAC or service industry is preferred but not required.