Finance Coordinator
5 days ago
Position: Finance Coordinator
Schedule: Day Shift
Employment Type: Full-Time
About the Role
As a Finance Coordinator, you will manage day-to-day finance tasks including accounts receivable (AR), accounts payable (AP), data entry, and document management, working closely with the Finance Manager. While primarily focused on the VE brand, you'll also provide support across the company and contribute to the business's growth. This role is ideal for someone looking to make an impact in a fast-paced environment.
Key Responsibilities
- Prepare and update draft invoices, ensuring all supporting documents (installation documents, serial numbers, job cards, etc.) are complete and uploaded.
- Enter and process sales orders, credit notes, supplier invoices, and operational bills accurately.
- Cross-check and reconcile invoice and order data across platforms such as FieldPulse, HubSpot, Shopify, Xero, and NetSuite.
- Monitor customer payments, update records, and reconcile confirmations.
- Assist in processing customer refunds or cashbacks with proper documentation.
- Maintain organized and accurate finance documentation, including invoices, payments, and supplier records.
- Coordinate with customers and installers regarding invoices or payment confirmations.
- Utilize tools like NetSuite, Xero, Excel, FieldPulse, HubSpot, and Asana to support daily operations.
- Help prepare preliminary month-end data, summaries, and reports.
- Handle routine administrative and finance-related tasks to ease the workload of the Finance Manager.
- Perform other finance or administrative duties as assigned.
Qualifications
- 2+ years of experience in finance-related roles, preferably in bookkeeping, AR/AP, or finance operations. CPA qualification is a plus.
- Strong understanding of accounting fundamentals, journal entries, and transaction matching.
- Hands-on experience with NetSuite or other cloud-based accounting software.
- Advanced Excel skills, including VLOOKUP, filters, pivot tables, and reconciliations.
- Familiarity with invoicing, credit notes, and payment tracking.
- Comfortable working with financial documents such as invoices, purchase orders, and bank statements.
- Strong written and verbal English communication skills.
- Highly detail-oriented, organized, and reliable with problem-solving abilities.
- Able to follow structured processes while working independently.
Ideal Candidate
- Background in finance, bookkeeping, or accounting.
- Enjoys structured, data-driven work.
- Proactive, self-managed, and willing to ask questions when needed.
- Interested in long-term growth within a cross-border finance team.
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