Account Coordinator

Salute Inc.; United States; On-site; USD 80,000 - 90,000; Full time

Job summary

Salute Inc. is seeking an experienced Account Coordinator to serve as a dedicated finance resource for a major client account. You will manage end-to-end financials including billing, budgeting, forecasting, vendor costs, and KPI-linked reporting in a high-visibility, client-facing role.

The position emphasizes accuracy, process discipline, and strong collaboration with finance, operations, and client teams in a remote setting with travel.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field.
• 3–5+ years in account coordination, financial analysis, or client-facing finance.
• Strong analytical and problem-solving skills with attention to detail.
• Proficiency in Excel and financial systems (Sage Intacct, NetSuite, Salesforce).
• Experience with billing, revenue recognition, cost tracking, and month-end close.

Responsibilities

• Prepare comprehensive financial reporting packages for internal and client meetings.
• Lead variance analysis, identifying drivers of revenue, cost, and margin changes.
• Maintain and update forecasting and budgeting trackers; prepare forecasts.
• Support month-end close, including accruals, deferred revenue, and reconciliations.
• Track account profitability and provide forward-looking financial commentary.
• Generate and issue client invoices with documentation and accuracy.
• Review and reconcile employee timecards and expense reports for coding.
• Monitor billing deadlines and resolve discrepancies across systems.

Skills

Financial analysis

Billing

Forecasting

ERP systems

Sage Intacct

NetSuite

Salesforce

Education

Bachelor's degree in Finance/Accounting

Tools

Sage Intacct

NetSuite

Salesforce

Job description

Salary Range: $80,000.00 To $90,000.00 Annually

Job Title: Account Coordinator
Location: Remote, with some travel
Job Type: Full-Time

Job Summary

Salute is seeking an experienced and analytical Account Coordinator to serve as a dedicated finance resource for one of our new client accounts. This elevated role combines the operational rigor of account coordination with the strategic financial acumen typically associated with a Finance Manager position. The ideal candidate will thrive in a high-visibility, client-facing environment and be responsible for end-to-end financial management of a large-scale, performance-based data center facilities management contract — including billing, budgeting, forecasting, vendor cost management, audit readiness, and KPI-linked financial reporting.

Key Responsibilities

• Prepare comprehensive financial reporting packages and supporting documentation for internal and client meetings (Global Account Reviews, Quarterly Business Reviews, Monthly Business Reviews).
• Lead variance analysis, identifying key drivers of revenue, cost, and margin changes at the account level.
• Maintain and update internal forecasting and budgeting trackers; prepare account-level forecasts for leadership review.
• Support month-end close deliverables, including accrual preparation, deferred revenue recognition, AP accruals, reclassification journal entries, and project-level reconciliations.
• Track account profitability, burn rates, and provide forward-looking financial commentary.
• Generate and issue client invoices with full supporting documentation, ensuring accuracy and timely processing.
• Prebill clients in accordance with contractual terms; track and reconcile make-up invoicing for third-party vendor variances.
• Review and reconcile employee timecards for a 45+ headcount operation to ensure accurate project coding.
• Review and approve expense reports for coding accuracy and policy compliance.
• Monitor billing deadlines; resolve discrepancies across Salesforce, Intacct, and client billing systems.
• Manage Designated Entity billing structures, including separate invoice streams per client-directed entities.
• Track and collect outstanding accounts receivable, following up to ensure prompt payments.

Budgeting & Forecasting

• Support annual budget development with line-item detail in alignment with contractual requirements.
• Maintain account-level financial models and rolling forecasts.
• Track budget variances against contractual caps and thresholds (e.g., budget challenge provisions, overrun caps).

Vendor & Passthrough Cost Management

• Track vendor invoices across OEM vendors, soft-service contractors, utilities, and water treatment; ensure proper coding to correct projects.
• Validate markup calculations (e.g., differentiated rates for critical OEM vs. soft-service passthroughs).
• Coordinate with Vendor Management on vendor onboarding, PO creation, and AP processing.
• Maintain organized documentation for contracts, change orders, and purchase orders.
• Track vendor rebate obligations and ensure proper reconciliation and reporting to the client.

Contract Compliance & Administration

• Track contract changes, expansions, and extensions; ensure accurate documentation and record updates.
• Manage annual Consumer Price Index (CPI) increases and inflation-related adjustments per contractual terms.
• Support audit readiness by maintaining complete documentation for passthrough cost validation, W2/wage verification, and invoice backup.
• Track unfilled position costs and overtime at the contractually required 1.5x rate.

Governance & Stakeholder Engagement

• Participate in monthly Operational Governance Team meetings; prepare financial aterials for governance reviews.
• Communicate financial results and insights to internal and external stakeholders.
• Partner with Operations, Service Delivery, and Business Development leads to ensure financial alignment.
• Build and maintain strong relationships with client finance teams and internal cross-functional partners.
• Operational Coordination
• Participate in weekly operational syncs with account and project teams to align delivery, staffing, and financial updates.
• Support data integrity initiatives across Salesforce, Intacct, and Smartsheet.
• Drive process improvement and automation initiatives to enhance reporting efficiency and accuracy.

Qualifications & Skills

Required:

• Bachelor's degree in Finance, Accounting, or related field.
• 3–5+ years of progressive experience in account coordination, financial analysis, or a client-facing finance role, preferably in engineering services, data center operations, or facilities management.
• Strong analytical and problem-solving skills with meticulous attention to detail.
• Proficiency in Microsoft Office Suite (advanced Excel required) and financial systems (e.g., Sage Intacct, NetSuite, Salesforce).
• Demonstrated experience with billing, revenue recognition, cost tracking, and month-end close processes.
• Strong written and verbal communication skills with the ability to present financial information to both technical and non-technical stakeholders.
• Ability to manage multiple priorities and thrive in a fast-paced, collaborative environment.

Preferred:

• Experience with Time & Materials (T&M) and passthrough billing models.
• Familiarity with data center or critical infrastructure operations.
• Experience supporting performance-based contracts with KPI-linked financial deliverables.
• Knowledge of safety, environmental, and compliance standards (EHS, OSHA, NFPA).
• Experience with enterprise resource planning (ERP) systems and process automation tools (Power Query, Smartsheet, Power BI).

Compensation & Benefits Disclosure

The base salary range for this role is $80,000.00 to 90,000.00 per year. This range reflects a good‑faith estimate of what we reasonably expect to pay upon hire, based on factors such as skills, experience, education, and market/location. Our comprehensive benefits include health, dental, and vision insurance, Health Savings Account (HSA), gym discount, mental health, Discounted Group Life & AD&D, Discounted Group Short & Long-term Disability, 401(k) retirement matching, PTO/paid holidays, and parental leave. Final compensation will be determined by job‑related factors consistent with applicable law.