Accounting & Finance Coordinator

Florida Window and Door; Lake Worth (TX); On-site; USD 30,307 - 34,440; Full time

Benefits offered by this job

Health insurance

Paid time off

Growth opportunities

Job summary

A window and door company in Lake Worth, Texas, is seeking a detail-oriented Finance Specialist to manage customer contracts and financing applications. Responsibilities include entering contracts, ensuring all information is accurate, and following up with customers. The ideal candidate will have 4-5 years of experience in finance or administrative roles, proficiency in QuickBooks and Excel, and excellent communication skills. This is a full-time position offering health insurance and paid time off.

Qualifications

• 4-5 years of experience in contract processing, finance, or administrative support.
• Proficiency in QuickBooks, Microsoft Excel, and CRM systems.
• Ability to handle multiple priorities and meet deadlines.

Responsibilities

• Enter new contracts into 360 and verify all information.
• Process Contract Change Orders adjusting contract information.
• Handle Contract Cancellations and ensure updates are completed.
• Perform daily follow-ups with customers.
• Issue 14-day letters to customers.
• Process pending contracts and facilitate financing.

Skills

Attention to detail

Communication skills

Organizational skills

Tools

QuickBooks

Microsoft Excel

CRM systems (360 preferred)

Job description

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Florida Window and Door provided pay range

This range is provided by Florida Window and Door. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$22.00/yr - $25.00/yr

Florida Window & Door is seeking a detail-oriented Finance Specialist to join our Accounting and Operations Department. This position is responsible for processing new customer contracts, managing financing applications, and maintaining accurate records in multiple systems.

Key Responsibilities

• Enter new contracts into 360 and verify all information is correct in both 360 and on the financing website
• Process Contract Change Orders, adjusting contract and loan information in 360 and on the financing website
• Handle Contract Cancellations, ensuring all necessary updates are completed accurately
• Perform daily follow-ups with customers to help them apply for and sign financing documents, and ensure financing is completed
• Issue 14‑day letters to customers as required
• Process all pending contracts and facilitate financing for customers
• Create and organize new customer folders
• Update the Sales Rep spreadsheet as needed
• Run credit card deposits as needed
• Maintain the Rehash Director’s cancellation spreadsheet with up-to-date information
• Respond to daily emails and customer inquiries in a professional and timely manner

Qualifications

• 4-5 years of experience in contract processing, finance, or administrative support (construction or home improvement industry preferred)
• Strong attention to detail, accuracy, and follow‑through
• Proficiency in QuickBooks, Microsoft Excel, CRM systems (360 preferred), and online financing platforms
• Excellent communication and organizational skills
• Ability to handle multiple priorities and meet deadlines in a fast‑paced environment

Benefits

Full‑time, Monday‑Friday

Benefits: Health insurance, paid time off, growth opportunities

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Accounting/Auditing

Industries: IT Services and IT Consulting

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