Operations and Financial Administrator

EDP Holdings, LLC; Allen (TX); On-site; USD 42,000 - 54,000; Full time

Job summary

A dynamic systems-driven company is seeking a Financial and Operations Administrator in Allen, TX. This entry-level role offers the chance to learn both finance and people operations in a well-structured environment. Responsibilities include managing vendor records, processing invoices, and supporting onboarding processes. The ideal candidate is organized, adaptable, and has proficiency in tools like NetSuite and Excel. This full-time position requires flexibility, with role hours estimated around 40–45 hours weekly.

Qualifications

• Entry-level position in finance and operations with strong organizational skills required.
• Experience with accounts payable will be beneficial.
• Must be capable of handling vendor inquiries and processing payments.

Responsibilities

• Assist with vendor setup and maintenance of vendor records.
• Process vendor invoices and payment requests.
• Support the month-end accounts payable close.
• Manage applicant flow and conduct first-pass phone screens.
• Maintain electronic employee files and training monitors.

Skills

NetSuite

Excel

Ability to learn new systems and processes

Job description

Financial and Operations Administrator

Critical Facilities Solutions (a division of EDP Holdings), Allen, TX

This role offers a unique opportunity to learn both finance and operations inside a fast-growing, systems-driven company where processes are well documented, responsibilities are clear, and improvements are adopted and welcomed. While the company values structure and consistency, the role itself is dynamic—flexing between financial operations and people operations as business needs change.

Core Responsibilities

• Financial & Accounts Payable Administration
  • Assist with vendor setup and maintenance of vendor records, including obtaining W-9 information and providing tax-exempt information as warranted.
  • Receive, review, and process vendor invoices and payment requests, ensuring proper coding to the general ledger and project/job cost structures.
  • Match invoices to purchase orders, contracts, subcontracts, and payment applications; verify approvals and supporting documentation before payment.
  • Prepare and execute payment runs (ACH, wire, check).
  • Serve as a key point of contact for vendor inquiries; reconcile vendor statements, resolve discrepancies, and issues in a timely and professional manner.
  • Support the month‑end AP close.
  • Contribute to process improvements, documentation of AP policies, and adoption of automation and workflow enhancements.
• People Operations & Onboarding Administration
  • Post job openings and manage applicant flow.
  • Screen resumes and conduct first‑pass phone screens.
  • Schedule interviews and manage candidate communications.
  • Prepare draft offer letters and route for approval.
  • Send and track DocuSign offers and onboarding documents.
  • Initiate background checks and drug screenings.
  • Enter and maintain employee records in HRIS/PEO systems.
  • Train to collect I‑9 documentation and support E‑Verify processing.
  • Set up timekeeping, benefits eligibility, and PTO accruals.
  • Track onboarding completion, training, attendance, and PTO.
  • Maintain complete electronic employee files.
• Systems & Process Improvement
  • Maintain SOPs and checklists.
  • Identify automation and efficiency improvements.
• Weekly Hours Estimate (flexes with month‑end and hiring requirements)
  • People Ops: 22–25 hrs
  • AP/Admin: 18–22 hrs
  • Total: ~40–45 hrs

Preferred Skills and Capabilities

• NetSuite
• Excel
• Ability to learn new systems and processes

Employment Details

• Seniority Level: Entry level
• Employment Type: Full‑time
• Job Function: Finance and Sales
• Industry: Retail Office Equipment
• Location: Allen, TX

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