Financial Administration Coordinator

Chesapeake Search Partners is partnering with a managed service provider to identify a Finance & Business Administration Coordinator. This person will play a critical role in supporting the company’s financial operations, customer account administration, procurement processes, and vendor management activities.

• Manage customer portal administration, including user access control, account settings, and auto-pay configurations.

• Generate monthly recurring invoices and daily invoices for project-based and ad hoc services.
• Process invoice adjustments, corrections, and account updates as needed.
• Perform quality assurance reviews to ensure billing accuracy and completeness.
• Reconcile customer budgets and accounts receivable balances.
• Complete daily bank reconciliations and account matching activities.
• Maintain financial records and ensure data accuracy across accounting systems.
• Assist with month-end financial close activities as assigned.
• Manage post-sales operational processes to ensure orders are properly processed, procured, received, delivered, invoiced, and paid.
• Review procurement data to ensure pricing, costs, and margins are accurate.
• Track procurement activities and maintain accurate purchasing records.
• Manage vendor relationships related to tax documentation, exemptions, and compliance requirements.
• Review and reconcile vendor invoices for accuracy prior to payment.
• Perform accounts payable data entry and record maintenance.
• Prepare and manage sales tax support documentation.
• Coordinate annual 1099 vendor reporting and related compliance activities.

• Assist with business license applications, renewals, and compliance documentation.
• Maintain organized financial and procurement records.
• Support audits and compliance reviews by providing requested documentation.
• Identify opportunities to improve operational efficiency and process accuracy.

• 3+ years of experience in accounting, bookkeeping, billing, procurement, or business operations.
• Experience with Quick Books Online.
• Strong understanding of Accounts Receivable and Accounts Payable processes.
• Proficiency with Microsoft Office, particularly Excel.
• Ability to manage multiple priorities and meet deadlines.
• Knowledge of sales tax requirements and exemption management.
• Experience with vendor management and procurement processes.
• Familiarity with collections and customer account administration.