MSP Finance & Operations Specialist

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

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.