Operations & Finance Coordinator | Treasury, CRM & Excel

CFS; Houston (TX); On-site; USD 75,000 - 80,000; Full time

Job summary

CFS in Houston, TX is seeking an Operations Coordinator to support treasury, finance, contracts, and operations. You will work with accounting, commercial, and customer-facing teams to build expertise in banking, onboarding, and financial processes.

Responsibilities include maintaining records in Salesforce, coordinating contract preparation, and assisting with banking documentation and credit forecasting, ensuring compliance across financial processes.

Qualifications

• Bachelor’s degree required.
• Strong Excel and Microsoft Office skills.
• Salesforce or CRM experience preferred.
• Oil & gas experience is a plus.

Responsibilities

• Maintain customer and contract records in Salesforce.
• Coordinate contract preparation and execution.
• Support ACH/wire setup and banking documentation.
• Assist with letters of credit and credit forecasting.
• Maintain financial and contract records for compliance.

Skills

Excel

Microsoft Office

CRM experience

Salesforce

Financial systems

Education

Bachelor’s degree

Tools

Salesforce

CRM software

Financial systems

Job description

CFS in Houston, TX is seeking an Operations Coordinator to support treasury, finance, contracts, and operations. You will work with accounting, commercial, and customer-facing teams to build expertise in banking, onboarding, and financial processes.

Responsibilities include maintaining records in Salesforce, coordinating contract preparation, and assisting with banking documentation and credit forecasting, ensuring compliance across financial processes.