Finance and Operations Coordinator

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profile Job Location:

Pensacola, FL - USA

profile Monthly Salary: Not Disclosed
Posted on: 5 days ago
Vacancies: 1 Vacancy

Job Summary

About Ascend

Backed by private equity from people-focused Alpine Investors Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital robust talent acquisition and training leading quality management resourcesbest-of-breed technology AI tools an offshore captive shared back-office services a catalytic leadership system and modernized equity incentives so that firms can surmount todays industry challenges to reach their full potential. For more information visit.

Elevate your career at Saltmarsh!

Saltmarsh is looking for a detail-oriented Finance & Operations Coordinator to serve as the operational and financial backbone of our team. This is a high-impact in-office role that blends executive-assistant precision with hands-on financial discipline. This person willsupportthe IT Teamsmonthly financialcloseprocess keep client billing accurate and timely manage procurement from sourcing through receipt and ensure our consultants stay on schedule.

At Saltmarsh we take pride in delivering legendary service to our clients while investing in our relationships with both clients and colleagues. If youre passionate about excellence and looking to take your career to the next level this role is for you.

What Youll Do

As aFinance & Operations Coordinator you will:

  • Ownthe monthly financial closebooks closedon timeincluding WIP additions and true-ups
  • Build and maintainstandard operating procedures that includesmonth-endclose billing cycles procurement credit/returns and AR collections
  • Auditing and validating client billing to ensure accuracy
  • Tracking and managing WIP
  • Maintaining financial documentation
  • Monitoraccounts receivableaging and driving reductiondown
  • Manage sourcing purchase orders receipts and vendor portal management
  • Manageordering and billing of equipment ensuringaccurate costallocation per client or project
  • Tracking warranties on equipment and proactively flag upcoming expirations or claims
  • Assistconsultants with staying on top of theircalendars and appointments byproactively sending reminders rescheduling meetings and keeping the team on track
  • Communicateprofessionally with clients to resolve billing questions and collect on open balances
  • Serve as a primary point of contact for client communications responding promptly and professionally
  • Provide general office and building support as needed to keep day-to-day operations running smoothly

Who You Are

The ideal candidate will have:

  • Exceptional attention to detail
  • Strong time management and scheduling skills
  • Experience with client billing invoicing or financial reconciliation
  • Familiarity with procurement workflows: POs vendor management receipts and cost tracking
  • Proficiency with:
    • ConnectWise Manage
    • Microsoft Office

What We Offer

Saltmarsh invests in their employeesgrowth development and work-life balanceby offering:

  • Firm-paid CPE
  • Leadership opportunities
  • Sabbatical program
  • FlexiblePTO
  • 11firm-paid holidays
  • Major medical dental and vision insurance
  • Employer-paid life insurance
  • Long-term disability coverage
  • 401(k) withcompany match
  • Equity program for Senior Managers and top performing Managers

Location

This position will be located at Saltmarshs Pensacola officeMonday through Friday.

Saltmarsh is not just a place to work; its a place to thrive. Ready to grow your career and make an impact Join us and discover the differenceofbeing part of the Saltmarsh family.

Apply now and lets build something amazing together!

How to Apply

Submit your information in the application section directly below! This will include:

  • Basic contact information
  • Resume/CV and optional cover letter upload
  • Work eligibility and compensation
  • Voluntary demographic & self-ID questions

For further questions or inquiries about the role please reach out to Olivia Riley Sr. Recruiter at .

At Ascend we provide a fair and equal employment opportunity for all candidates regardless of race color religion national origin gender pregnancy sexual orientation gender identity/expression age marital status disability or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.


Required Experience:

IC

About AscendBacked by private equity from people-focused Alpine Investors Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital robust talent...
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Ascend is a modern growth platform for entrepreneurial CPA firms, offering capital, technology, and talent support to help firms stay independent while growing stronger together.

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