Finance & Administration Specialist - Technology Services

MidAtlantic Employers' Association; Center Square (PA); On-site; USD 70,000 - 105,000; Full time

Job summary

MidAtlantic Employers' Association in Blue Bell, PA, seeks a Finance & Administration Specialist to support financial and administrative operations of our technology services firm. This hands-on role requires strong accounting, PSA experience, and the ability to manage client billing, payroll, and tax-related tasks.

The candidate will work across financial and operational systems, including client agreements, recurring services, software licensing, procurement, and billing.

Qualifications

• 5+ years of bookkeeping, accounting, finance administration, or similar experience.
• Strong practical experience with accounts receivable, accounts payable, billing, reconciliations, and general accounting.
• Experience in MSP/IT services, SaaS, technology, or recurring-revenue environment.
• Experience with ConnectWise Manage or another PSA platform strongly preferred.
• Understanding how multiple business systems and processes work together.
• Experience reconciling recurring vendor costs, software licensing, subscriptions, or usage-based services is highly desirable.
• Working knowledge of accrual accounting and general accounting principles.
• Experience with Microsoft Excel and Microsoft 365.
• Sage Intacct a plus.
• Equivalent relevant experience considered.

Responsibilities

• Manage monthly recurring, project, product, and client billing, ensuring invoices are accurate and issued on schedule.
• Maintain accounts receivable, monitor aging, and follow up with clients regarding outstanding balances.
• Process accounts payable, review vendor invoices, maintain supporting documentation, and coordinate payments.
• Reconcile bank accounts, credit cards, vendor statements, and balance sheet accounts.
• Maintain accurate accounting records and assist with general ledger activities and journal entries.
• Support monthly financial close and preparation of management financial reports.
• Assist with accruals, prepaid expenses, deferred revenue, and other accounting activities.
• Support payroll processing and related payroll administration.
• Assist with sales/use tax filings and other routine financial compliance requirements.
• Maintain organized financial records and supporting documentation for year-end accounting, tax preparation, audits, and other reporting requirements.

Skills

Attention to detail

Organizational skills

Problem solving

Communication

Multitasking

Education

Associate's or Bachelor's degree in Accounting/Finance/Business Administration

Tools

ConnectWise Manage

Sage Intacct

Microsoft Excel

Job description

Finance & Administration Specialist - Technology Services

Finance & Administration Specialist - Technology Services

Blue Bell, PA

(Full Time, Permanent Opportunity)

Position Summary:

We are seeking an experienced and highly organizedFinance & Administration Specialist tosupport the financial and administrative operations of ourtechnology services firm.

This is a hands-on individual contributor role for someone whocombines strong accounting and administrative skills with anunderstanding of the systems, processes, and recurring-revenuebusiness model used by Managed Service Providers (MSPs) andtechnology services companies.

The successful candidate will be comfortable working acrossfinancial and operational systems and understanding how informationflows between them. This includes client agreements, recurringservices, software licensing, procurement, billing, accountsreceivable, accounts payable, and the accounting system.

Experience working with ConnectWise Manage or a comparable PSAplatform is strongly preferred. We are looking for someone who canunderstand the processes behind the systems—not simply enter transactions.

Key Responsibilities:

Finance & Accounting

• Manage monthly recurring, project, product, and other clientbilling, ensuring invoices are accurate and issued on schedule.
• Maintain accounts receivable, monitor aging, andprofessionally follow up with clients regarding outstanding balances.
• Process accounts payable, review vendor invoices, maintainsupporting documentation, and coordinate payments.
• Reconcile bank accounts, credit cards, vendor statements, andbalance sheet accounts.
• Maintain accurate accounting records and assist with generalledger activities and journal entries.
• Support monthly financial close and preparation of managementfinancial reports.
• Assist with accruals, prepaid expenses, deferred revenue, andother accounting activities.
• Support payroll processing and related payroll administration.
• Assist with sales/use tax filings and other routine financialcompliance requirements.
• Maintain organized financial records and supportingdocumentation for year-end accounting, tax preparation, audits, andother reporting requirements.

MSP Billing, Systems & Process Administration

• Understand and administer the financial processes associatedwith an MSP/technology services business, including recurringagreements, project billing, product sales, software subscriptions,and client additions and changes.
• Work within ConnectWise Manage to maintain and reviewagreements, billing information, products, additions, and otherfinancial data.
• Understand the relationship between the PSA,quoting/procurement systems, vendor billing, and the accounting platform.
• Reconcile recurring software and technology vendor chargesagainst client agreements and quantities.
• Help ensure new services, licensing changes, and otherrecurring charges are properly reflected in both client billing andvendor costs.
• Identify discrepancies between operational systems, vendorinvoices, client agreements, and accounting records and follow themthrough to resolution.
• Maintain accurate financial and operational data across systems.
• Develop a working understanding of the company's workflows andhelp ensure established processes are consistently followed.
• Identify opportunities to simplify, document, automate, andimprove financial and administrative processes.

Business & Administrative Support

• Provide administrative and operational support to companyleadership and other departments.
• Assist with vendor administration, contracts, renewals,insurance documentation, and other business records.
• Maintain organized corporate, financial, and administrativefiles and records.
• Coordinate routine administrative activities and follow up onoutstanding items across departments.
• Assist with purchasing, expense administration, and vendor relationships.
• Support employee-related administrative activities anddocumentation as needed.
• Assist with special projects and other responsibilities thatsupport the efficient operation of the company.

What We're Looking For:

This position is particularly well suited to someone who:

• Understands that accurate accounting depends on understandingthe operational processes behind the transactions.
• Can learn a workflow from beginning to end and recognize whensomething does not look right.
• Is comfortable moving between accounting, PSA, CRM, vendor,and other business systems.
• Enjoys investigating discrepancies and solving problems ratherthan simply processing transactions.
• Is exceptionally organized and detail oriented.
• Can manage multiple priorities and deadlines independently.
• Takes ownership of responsibilities and follows issues throughto completion.
• Communicates professionally with clients, vendors, employees,and outside partners.
• Exercises discretion when handling confidential financial andbusiness information.
• Is comfortable learning new technology and systems.
• Looks for opportunities to improve processes rather thansimply maintaining existing procedures.
• Is willing to handle both financial responsibilities and theadministrative tasks necessary to keep the business operating effectively.

Experience and Skills:

Qualifications:

• 5+ years of bookkeeping, accounting, finance administration,or similar experience.
• Strong practical experience with accounts receivable, accountspayable, billing, reconciliations, and general accounting.
• Experience working in an MSP, IT services, SaaS, technology,or other recurring-revenue environment strongly preferred.
• Experience with ConnectWise Manage or another PSA platformstrongly preferred.
• Demonstrated ability to understand how multiple businesssystems and processes work together.
• Experience reconciling recurring vendor costs, softwarelicensing, subscriptions, or usage-based services is highly desirable.
• Working knowledge of accrual accounting and general accounting principles.
• Strong proficiency with Microsoft Excel and Microsoft 365.
• Experience with Sage Intacct a plus.
• Associate's or Bachelor's degree in Accounting, Finance,Business Administration, or a related field preferred; equivalentrelevant experience will also be considered.

Salary and Benefits