Planetree Finance AccountantCoordinator

The Finance Accountant / Coordinator provides hands-on accounting and finance operations support for Planetree. The role prepares and processes accounts payable and receivable transactions billing reconciliations close schedules financial records compliance trackers audit documentation and recurring reporting support.

Working under the Finance Manager / Controller the position helps ensure that financial information is accurate complete timely and supported by appropriate documentation. The role works closely with budget owners vendors clients banks auditors external advisors and colleagues across Planetrees global operations.

This is a preparation processing coordination and control-support role. It does not independently approve its own work release payments outside delegated authority make final accounting legal tax insurance or enterprise-risk determinations or own Board-level financial reporting. Duties and system access must be assigned to maintain appropriate segregation of duties.

Finance Team Structure

Responsibilities

Finance Operations and Stakeholder Support

• Provide accurate timely and service-oriented finance support to the Finance Manager / Controller budget owners and other internal stakeholders.
• Maintain recurring finance calendars task lists trackers and supporting documentation so deadlines and follow-up items are visible and completed.
• Respond to routine finance inquiries obtain missing information and route judgment-based or approval matters to the Finance Manager / Controller.
• Identify discrepancies overdue items unusual activity or control concerns and escalate them promptly with supporting information.

Accounts Payable Purchasing and Expenses

• Receive review code and enter vendor invoices payment requests and employee expense reimbursements after confirming required approvals and supporting documentation.
• Match invoices and payment requests to contracts purchase orders budgets and receiving or service confirmation as applicable.
• Prepare complete payment packages and payment batches for review and approval; do not independently approve or release payments outside delegated authority.
• Maintain accurate vendor records and collect required tax forms banking documentation and onboarding information in accordance with approved procedures.
• Track open commitments unpaid invoices employee advances credit-card activity and missing expense documentation and coordinate timely resolution.
• Support bank and credit-card transaction coding and ensure supporting records are complete and stored in the designated location.

Accounts Receivable Billing and Collections

• Prepare and issue client invoices based on approved contracts milestones billing schedules expense documentation and instructions from authorized owners.
• Record cash receipts and maintain accurate invoice payment credit and receivables-aging records.
• Maintain collections and billing-input trackers send routine reminders and coordinate with internal relationship owners on overdue balances or disputed items.
• Reconcile billing records to contracts project trackers accounting records and other approved source systems and investigate differences.
• Escalate materially overdue accounts disputed charges unusual payment requests or other collection risks to the Finance Manager / Controller.

Accounting Reconciliations and Financial Close Support

• Prepare bank credit-card balance-sheet and other assigned account reconciliations with clear supporting schedules and explanations for open items.
• Prepare routine journal entries accrual schedules allocations and supporting workpapers for review and posting in accordance with approved procedures.
• Complete assigned monthly and year-end close tasks by established deadlines and maintain the close checklist and evidence of completion.
• Investigate discrepancies obtain missing support and prepare proposed corrections for review by the Finance Manager / Controller.
• Maintain organized complete and audit-ready accounting records in accordance with retention requirements and established naming and filing conventions.
• Support project contract grant sponsorship restricted-fund and regional accounting schedules as applicable.

Budgeting Reporting and Cash Support

• Maintain budget and forecast templates compile budget-owner submissions and check inputs for completeness consistency and mathematical accuracy.
• Load or maintain approved budgets and forecasts in designated files or systems and preserve clear supporting assumptions and version history.
• Prepare recurring budget-to-actual receivables payables cash project and other finance reports for review by the Finance Manager / Controller.
• Update short-term cash trackers using current bank balances approved commitments receivable expectations and known payment schedules.
• Prepare supporting schedules data extracts and explanations for management leadership and Board reporting packages.
• Support ad hoc analysis by gathering reliable source data and documenting the basis timing and limitations of the information provided.

Compliance Audit Internal Controls and Risk Support

• Maintain the finance compliance calendar and supporting evidence for audit tax nonprofit grant insurance banking contract and other assigned deadlines.
• Coordinate routine audit and external-advisor requests prepare schedules collect supporting records and track open items through completion.
• Follow documented finance policies approval workflows record-retention standards and system-access requirements and identify exceptions for management review.
• Maintain logs of control exceptions missing documentation unresolved reconciliations overdue receivables and other identified finance risks.
• Support periodic reviews of vendor records banking instructions approvals system access and transaction documentation to help detect errors or irregularities.
• Promptly escalate suspected fraud unusual activity policy violations privacy or confidentiality concerns and material control gaps; legal tax insurance accounting-policy and enterprise-risk determinations remain with the appropriate manager executive owner or qualified external advisor.

Financial Systems Documentation and Process Improvement

• Maintain accurate data in accounting purchasing expense CRM banking and related finance systems within assigned access rights.
• Maintain current procedures templates checklists account mappings contact lists recurring-report instructions and backup documentation.
• Recommend practical workflow and automation improvements that increase accuracy timeliness transparency and ease of use without weakening controls.
• Support cross-training backup coverage testing and implementation of approved finance-system or process changes.

Teamwork & Culture

• Live and uphold Planetrees Mission Vision and Values.
• Work collaboratively reliably and respectfully with colleagues across the organization and globally.
• Demonstrate compassion openness accountability confidentiality attention to detail and sound judgment.
• Contribute to continuous improvement organizational learning and constructive feedback.
• Complete mandatory training and required compliance activities in a timely manner.

Critical Skills

• Working knowledge of accounting principles and practical experience with accounts payable accounts receivable reconciliations journal entries and financial records.
• Strong accuracy attention to detail organization follow-through and ability to meet recurring deadlines.
• Ability to prepare clear schedules maintain reliable documentation and investigate differences before escalating them.
• Understanding of approval controls segregation of duties audit readiness confidentiality and records management.
• Ability to recognize unusual transactions missing support control exceptions and potential financial risks and escalate them appropriately.
• Strong spreadsheet data-management and financial-systems skills.
• Clear written and verbal communication and a service-oriented approach to working with financial and non-financial colleagues.
• Professional judgment discretion adaptability and willingness to support both routine processing and changing organizational priorities.

Competencies

Performance Evaluation

Performance will be evaluated based on:

• Accuracy completeness and timeliness of transaction processing billing and financial records.
• Quality and timeliness of reconciliations close schedules reports and supporting workpapers.
• Effectiveness of accounts receivable follow-up accounts payable processing and resolution of missing information.
• Completeness of audit support compliance tracking control documentation and record retention.
• Prompt identification and escalation of discrepancies overdue items unusual activity and control or financial risks.
• Responsiveness collaboration confidentiality process improvement and service to internal and external stakeholders.
• Demonstration of Planetrees Mission Vision Values and cultural expectations.

Diversity Statement

Planetree is a non-profit 501(c)(3) organization. We work in over 30 countries and value diversity in our work and workplace. We promote respect inclusion and compassion across all stakeholders in the healthcare enterprise. We encourage qualified candidates of all backgrounds to join our mission-driven team.

Additional Information

All positions at Planetree require an applicant who has accepted an offer to undergo a background check. The specific checks are based on the nature of the position. Background checks may include some or all the following: SSN/SIN validation education verification employment verification and criminal check search against global sanctions and government watch lists fingerprint verification credit check and/or drug test. By applying for a position with Planetree you understand that you will be required to undergo a background check should you be made an offer. You also understand that the offer is contingent upon successful completion of the background check and results consistent with Planetrees employment policies. You will be notified during the hiring process which checks are required for the position.

Pay Transparency Non-Discrimination Notice Planetree will not discharge or in any other manner discriminate against employees or applicants because they have inquired about discussed or disclosed their own pay or the pay of another employee or applicant. However employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information unless the disclosure is (a) in response to a formal complaint or charge (b) in furtherance of an investigation proceeding hearing or action including an investigation conducted by the employer or (c) consistent with the contractors legal duty to furnish information.

The expected base salary for this position ranges from $55000 to $70000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills training experience education and where applicable licensure or certifications obtained. Market and organizational factors are also considered.

All your information will be kept confidential according to EEO guidelines.

Our privacy policy can be found here: Experience:

IC