Financial Coordinator

Financial Coordinator Job Description

Client relations as it relates in invoices, account receivables, etc.

  • Prepare client billing using Intacct
  • Prepare weekly spreadsheets for clients
  • Accounts Receivable collection follow up with clients
  • Respond to client and legal team inquiries or invoicing

RFE billing – daily

  • Upload billing into Intacct to prepare
  • Sends invoices to client(s) daily/weekly/monthly depending on specific client procedures.

Process payments from clients (checks and credit card payments)

  • Update accounting system
  • Notify legal team of payment received.
  • Notify client of payment received and follows up with new A/R collections report.

Prepares and processes specific client refunds

  • CAP Filing Fees
  • Non-CAP Filing Fees
  • Legal Fees

Process filing fee checks for legal teams


Skills Needed

  • Accounting software knowledge ideal, particularly Intacct knowledge
  • Attention to detail critical
  • Communication skills critical (both written and verbal)
  • Excel skills mandatory
  • Experience in finance or accounting preferred
  • 2 year degree required

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