Finance & Operations Coordinator - Billing & Reporting

The Institutes; Malvern (Chester County); On-site; USD 42,000 - 62,000; Full time

Job summary

The Institutes in Malvern, PA is seeking a Finance & Operations Coordinator to support billing, revenue tracking, reporting, and cross-functional coordination. You will work with Partnerships, Events, Marketing, Compliance, and Leadership to ensure accurate financials and efficient processes.

Responsibilities include accounts receivable activities, data accuracy, reporting, and system/process improvements. The role reports to the Tracker & Operations Manager and emphasizes collaboration and

Qualifications

• 1+ years of experience in billing, finance support, operations, reporting, administrative support, or related 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 with CRM systems, databases, reporting tools, event platforms, or business applications preferred.
• Strong analytical, organizational, and problem-solving skills required.
• Experience with chapter or community management a plus.
• Excellent written and verbal communication across all levels of the organization.

Responsibilities

• Support billing and revenue tracking activities, including invoicing and payment follow-up.
• Generate and maintain financial and operational reports related to accounts receivable and events.
• Coordinate operational data, reporting systems, and internal databases for accuracy.
• Assist with process improvement initiatives and cross-functional coordination.
• Provide administrative support and ensure confidentiality of financial information.

Skills

Microsoft Excel

Communication

Analytical

Time management

Collaboration

Confidentiality

Problem solving

Tools

CRM systems

Databases

Reporting tools

Job description

The Institutes in Malvern, PA is seeking a Finance & Operations Coordinator to support billing, revenue tracking, reporting, and cross-functional coordination. You will work with Partnerships, Events, Marketing, Compliance, and Leadership to ensure accurate financials and efficient processes.

Responsibilities include accounts receivable activities, data accuracy, reporting, and system/process improvements. The role reports to the Tracker & Operations Manager and emphasizes collaboration and