Planetree Finance Accountant​/Coordinator

Description

The Finance Accountant / Coordinator provides hands-on accounting and finance operations support for Planetree. The role prepares and processes accounts payable and receivable transactions, billing, reconciliations, close schedules, financial records, compliance trackers, audit documentation, and recurring reporting support.

The Finance Accountant / Coordinator provides hands-on accounting and finance operations support for Planetree. The role prepares and processes accounts payable and receivable transactions, billing, reconciliations, close schedules, financial records, compliance trackers, audit documentation, and recurring reporting support.

Working under the Finance Manager / Controller, the position helps ensure that financial information is accurate, complete, timely, and supported by appropriate documentation. The role works closely with budget owners, vendors, clients, banks, auditors, external advisors, and colleagues across Planetree's global operations.

This is a preparation, processing, coordination, and control-support role. It does not independently approve its own work, release payments outside delegated authority, make final accounting, legal, tax, insurance, or enterprise-risk determinations, or own Board-level financial reporting. Duties and system access must be assigned to maintain appropriate segregation of duties.

Sets executive direction; owns final budget and forecast recommendations, major financial decisions, Board-level communication, and enterprise risk oversight.

Manages accounting, close, reporting, budgeting and forecasting processes, finance controls, cash-flow reporting, analysis, and review of finance support.

Prepares and processes approved transactions, reconciliations, billing, schedules, records, trackers, audit requests, and routine compliance and reporting support.

• Provide accurate, timely, and service-oriented finance support to the Finance Manager / Controller, budget owners, and other internal stakeholders.
• Maintain recurring finance calendars, task lists, trackers, and supporting documentation so deadlines and follow-up items are visible and completed.
• Respond to routine finance inquiries, obtain missing information, and route judgment-based or approval matters to the Finance Manager / Controller.
• Identify discrepancies, overdue items, unusual activity, or control concerns and escalade them promptly with supporting information.

• Receive, review, code, and enter vendor invoices, payment requests, and employee expense reimbursements after confirming required approvals and supporting documentation.
• Match invoices and payment requests to contracts, purchase orders, budgets, and receiving or service confirmation, as applicable.
• Prepare complete payment packages and payment batches for review and approval; do not independently approve or release payments outside delegated authority.
• Maintain accurate vendor records and collect required tax forms, banking documentation, and onboarding information in accordance with approved procedures.
• Track open commitments, unpaid invoices, employee advances, credit-card activity, and missing expense documentation and coordinate timely resolution.
• Support bank and credit-card transaction coding and ensure supporting records are complete and stored in the designated location.

• Prepare and issue client invoices based on approved contracts, milestones, billing schedules, expense documentation, and instructions from authorized owners.
• Record cash receipts and maintain accurate invoice, payment, credit, and receivables-aging records.
• Maintain collections and billing-input trackers, send routine reminders, and coordinate with internal relationship owners on overdue balances or disputed items.
• Reconcile billing records to contracts, project trackers, accounting records, and other approved source systems and investigate differences.
• Escalate materially overdue accounts, disputed charges, unusual payment requests, or other collection risks to the Finance Manager / Controller.

• Prepare bank, credit-card, balance-sheet, and other assigned account reconciliations with clear supporting schedules and explanations for open items.
• Prepare routine journal entries, accrual schedules, allocations, and supporting work papers for review and posting in accordance with approved procedures.
• Complete assigned monthly and year-end close tasks by established deadlines and maintain the close checklist and evidence of completion.
• Investigate discrepancies, obtain missing support, and prepare proposed corrections for review by the Finance Manager / Controller.
• Maintain organized, complete, and audit-ready accounting records in…