Finance & Operations Coordinator

Overview

This role supports the financial, operational, and reporting functions through billing administration, revenue tracking, operational reporting, system support, and cross-functional coordination.

The Finance & Operations Coordinator works closely with internal teams including Partnerships, Events, Marketing, Compliance, and Leadership to help ensure:

• Efficient operational processes
• Accurate financial tracking
• High-quality administrative support

Responsibilities

Finance & Billing Support

• Prepare and send invoices, payment reminders, and follow-up communications to facilitate timely payment of invoices and outstanding balances.
• Process and monitor incoming payments, verify receipts, maintain billing records, and support revenue tracking.
• Generate and maintain financial and operational reports related to accounts receivable, billing status, payment tracking, sponsorships, advertising, events, and related business activities.
• Respond to billing inquiries, research discrepancies, assist with issue resolution, and provide internal teams with updates on payment status and account activity.
• Generate monthly reports and assist with commission verification and related financial tracking activities.

Operations & Reporting Support

• Support the maintenance, accuracy, and organization of operational data, reporting systems, and internal databases.
• Assist with the development, preparation, and distribution of regularly scheduled and ad hoc operational reports and analytics.
• Support operational workflows and process improvement initiatives to improve efficiency, reporting visibility, and cross-functional coordination.
• Help maintain data hygiene by identifying inconsistencies, gaps, or process issues within operational systems and reporting tools.
• Coordinate with internal departments and external vendors to support operational initiatives, reporting needs, and system-related projects.
• Provide administrative and operational support for business systems, applications, reporting tools, and process documentation.
• Support the Operations Manager with operational projects, reporting analysis, workflow coordination, and other strategic initiatives as assigned.
• Maintain positive and professional working relationships with internal stakeholders, external partners, clients, and vendors.
• Perform additional operational, financial, reporting, and administrative duties as assigned.

Requirements

• Associate degree or equivalent experience required; Bachelor’s degree preferred.
• 1+ years of experience in billing, finance support, operations, reporting, administrative support, or related business operations roles preferred.
• Experience supporting accounts receivable, operational reporting, data management, or financial tracking activities preferred.
• Strong proficiency in Microsoft Office applications including Excel, Outlook, Word, and PowerPoint required.
• Experience working with CRM systems, databases, reporting tools, event platforms, or business applications preferred.
• Strong analytical, organizational, and problem-solving skills required.

Preferred Qualifications

• Experience with chapter or community management.

Key Competencies

• Communication: Exceptional oral and written communication skills with the ability to communicate professionally and effectively throughout all levels of the organization, both internally and externally.
• Financial Acumen: Basic understanding of accounting principles, accounts receivable processes, financial reporting, and operational business practices.
• Critical Thinking: Ability to identify issues, analyze information, solve problems, and recommend practical solutions while maintaining accuracy and attention to detail.
• Time Management: Highly organized and self-motivated with the ability to prioritize multiple responsibilities and meet deadlines in a fast-paced environment.
• Collaboration: Ability to establish and maintain effective working relationships across departments, vendors, clients, and leadership teams.
• Confidentiality: Ability to maintain strict confidentiality while handling financial information, reports, commissions, operational data, and internal business information.

Compensation & Benefits

Benefits include:

• 401(k) plan with company contribution up to 16%
• Generous time off package including paid vacation, personal, sick, and holidays
• Paid maternity and parental leave
• Tuition reimbursement
• Medical, dental, vision, and prescription coverage

On the Malvern campus:

• Free lunch every day when working on campus
• Onsite fitness center
• A beautiful 1.25-mile walking path

Location

Malvern, Pennsylvania