Our client is seeking a highly organized and detail-driven Financial Services Coordinator to support our finance team with day-to-day accounting, client account management, and operational financial processes. This role is ideal for someone who enjoys working with numbers, has strong administrative accuracy, and can manage multiple priorities in a fast-paced, service-oriented environment. The Financial Services Coordinator will play a key role in ensuring financial records are accurate, client communications are handled professionally, and internal workflows run smoothly.

Key Responsibilities
• Process daily financial transactions including invoicing, payment posting, and account reconciliation
• Maintain accurate and up-to-date client financial records, statements, and internal documentation
• Support client billing cycles, recurring payments, and monthly reporting requirements
• Review financial data for accuracy and work with internal teams to resolve discrepancies
• Prepare spreadsheets, financial summaries, and supporting documentation as needed
• Assist with accounts receivable follow-up and maintain organized collections notes
• Coordinate with vendors, clients, and internal departments on financial inquiries
• Manage shared inbox communications related to billing, payments, and account updates
• Assist with audits by gathering documentation, validating records, and preparing reports
• Support process improvement efforts, documentation updates, and workflow tracking
• Maintain confidentiality and handle sensitive financial information with professionalism

Required Qualifications
• 2 to 4 years of experience in finance support, accounting coordination, billing, or administrative roles with financial responsibility
• Strong proficiency in Microsoft Office, especially Excel (sorting, filtering, formulas)
• High level of accuracy in data entry and financial documentation
• Excellent written and verbal communication skills
• Strong organizational skills with the ability to prioritize and meet deadlines
• Ability to analyze financial information and identify discrepancies
• Professional customer service skills when interacting with clients and internal teams
• Ability to work independently while supporting a collaborative team

Preferred Qualifications
• Experience with financial or CRM software such as QuickBooks, Salesforce, Bill.com, NetSuite, Sage, or similar platforms
• Background in financial services, consulting, property management, professional services, or other billing-heavy environments
• Experience creating reports, tracking budgets, or supporting month-end processes
• Associate or bachelor’s degree in Accounting, Business Administration, Finance, or related field

Ideal Candidate Traits
• Highly detail-oriented and committed to accuracy
• Strong follow-through and reliability
• Comfortable working with numbers, financial data, and client accounts
• Positive, professional, and able to handle sensitive information
• Enjoys improving processes and keeping financial operations running smoothly

Work Environment
This is a full-time onsite position, Monday through Friday. Candidates must be local and able to work in the office daily.

Please submit your formal document resume- please do not submit your automated Linked In Resume.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.