Finance & Operations Coordinator: Billing & Reporting

The Institutes; United States; Remote; USD 50,000 - 72,000; Full time

Benefits offered by this job

401(k) plan with company contribution

Generous time off and leave

Medical, dental, vision coverage

On-campus benefits: lunch & fitness

Job summary

The Institutes, located in Malvern, PA, is seeking a Finance & Operations Coordinator to support billing, accounts receivable, and operational reporting. The role collaborates with Partnerships, Events, Marketing, Compliance, and Leadership to ensure accurate financial tracking and efficient administration.

You will assist with data quality, reporting analytics, and process improvements while maintaining confidentiality across departments. A practical, detail-oriented mindset is essential.

Qualifications

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

Responsibilities

• Facilitate timely payment of invoices by preparing and sending invoices, payment reminders, and follow-up communications regarding outstanding balances.
• Process and monitor incoming payments, verify receipts, maintain billing records, and support revenue tracking activities.
• 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 regarding payment status and account activity.
• Generate monthly reports and assist with commission verification and related financial tracking activities.

Skills

Billing & Finance Support

Accounts Receivable

Operational Reporting

Data Management

Excel

CRM Systems

Communication

Analytical Thinking

Time Management

Collaboration

Confidentiality

Tools

Excel

CRM Systems

Databases

Reporting Tools

Event Platforms

Business Applications

Job description

The Institutes, located in Malvern, PA, is seeking a Finance & Operations Coordinator to support billing, accounts receivable, and operational reporting. The role collaborates with Partnerships, Events, Marketing, Compliance, and Leadership to ensure accurate financial tracking and efficient administration.

You will assist with data quality, reporting analytics, and process improvements while maintaining confidentiality across departments. A practical, detail-oriented mindset is essential.