Financial Operations Coordinator

This is a U.S. remote position. The Financial Operations Coordinator will serve as a key member of the Accounting and Finance teams, providing support with tasks related to accounts receivable and invoicing, accounts payable and account reconciliation tasks.

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Job Summary

This is a U.S. remote position. The Financial Operations Coordinator will serve as a key member of the Accounting and Finance teams, providing support with tasks related to accounts receivable and invoicing, accounts payable and account reconciliation tasks. The Financial Operations Coordinator will demonstrate prior experience in both accounts receivable and payable processes including account reconciliations, and will be responsible for maintaining accurate financial records, processing invoices and payments, and assisting with account reconciliation.

Job Duties and 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.

The above job description in no way states or implies these duties are the only duties performed by this employee. The incumbent is expected to perform other related duties necessary for the effective operation of the department and company.

The Company reserves the right to change or alter any of the above duties and responsibilities according to the operational needs of the department and Company.

Education, Experience, and Skills

• Associate degree, or equivalent work experience required. Bachelor’s degree in Accounting, Finance, Business Administration, or a related field is preferred
• 3–5 years of experience with a primary focus on accounts receivable, client invoicing, and collections in a project\-based environment is required
• 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
• Demonstrated experience in project accounting and/or project\-based billing, including milestone billing, contract review, and revenue recognition workflows
• Understanding of revenue cycle processes, vendor payment processes and general accounting principles a plus but not required
• High attention to detail and accuracy
• Strong organizational skillswith 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

Key Competencies

* Accounts Receivable \& Collections – 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

* Project Accounting \& Billing Expertise – Hands\-on experience with project\-based billing workflows, milestone tracking, and contract\-level revenue management.

* Financial Analysis \& Reporting – Ability to generate reports and statements and to provide insights to support decision\-making.

* Accounting \& Financial Controls –Ensuring company policies and procedures are being followed while performing all tasks.

* Data Management \& Analysis – Proficiency in handling large datasets, using Excel or other financial software necessary to perform key tasks as outlined above.

* Attention to Detail – Ensuring accuracy in financial records and reports that generate accounts receivable and payable transactions.

* Communication \& Collaboration – Effectively working cross\-functionally with accounting, finance, and project teams.

Conditions of Employment:

Verification of employment history, professional references, and education or training.

Working Conditions and Physical Effort:

• Work is normally performed in a typical interior/office work environment.
• Travel may be required based on business needs (domestically only)

Aptitude Health is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

*The range for this role is from $50,000 – $60,000 and based upon several factors including experience, education, skills, training, qualifications, location, and company needs.*