Finance and Operations Coordinator

Job Summary

The Finance and Operations Coordinator is responsible for providing administrative and operational support to the finance and operations departments within The Compliance Store, a division of Turenne & Associates. This role involves assisting with financial transactions, maintaining financial records, and supporting various finance-related activities along with providing administrative and operational support. Position reports to the office and works 8:00AM-5:00PM, Monday-Friday.

Key Responsibilities

1. Financial Transactions:
   • Assist with processing accounts payable and accounts receivable transactions.
   • Prepare and process invoices, expense reports, and purchase orders.
   • Ensure accuracy and completeness of financial documents and records.
2. Financial Reporting:
   • Assist in preparing financial reports, statements, and analyses as needed.
   • Compile and organize financial data for budgeting, forecasting, and variance analysis.
   • Generate standard and ad-hoc reports to support decision-making and financial planning.
3. Record Maintenance:
   • Maintain financial records, including vendor files, customer files, and financial databases.
   • Organize and file financial documents and records following company policies and procedures.
   • Ensure compliance with record retention policies and regulatory requirements.
4. Expense Management:
   • Monitor and track business expenses, including employee reimbursements and corporate credit card transactions.
   • Reconcile expense reports and credit card statements to ensure accuracy and completeness.
5. General and Administrative Support:
   • Provide general administrative support to the finance and operations team, including scheduling meetings, answering phones, and responding to inquiries.
   • Assist with special projects and initiatives as assigned by finance management.
   • Assist with travel arrangements and other administrative tasks as needed.
6. Compliance and Quality Assurance:
   • Ensure compliance with company policies, procedures, and regulatory requirements in all operational activities.
   • Support quality assurance efforts, including audits, reviews, and process documentation, to maintain high standards of performance and service delivery.
7. Process Improvement:
   • Identify opportunities for process improvement, efficiency gains, and cost savings across different operational areas.
   • Develop and implement strategies, workflows, and best practices to streamline operations and enhance productivity.
8. Data Management:
   • Manage and maintain databases, spreadsheets, and other operational tools to track key metrics, performance indicators, and operational data.
   • Generate reports, dashboards, and analyses to provide insights into operational performance and inform decision-making.