Finance Coordinator

Overview
JA Counter, an Alera Group Company is seeking a Finance Coordinator to join our Team!
Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?
Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success.
If that is what you're looking for, this is your chance to be part of an amazing organization!
Powered by our culture of collaboration, Alera Group delivers exceptional client experiences and outcomes, positively impacting the business, communities, and lives of people where we live and work.
At JA Counter, an Alera Group Company, our mission is to provide exceptional service to our clients as we provide innovative, customized solutions, education, knowledge, and resources delivered with integrity and professionalism. We accomplish this through knowledgeable employees by providing an environment so they can and bring value to this mission by:

• Expecting far more from ourselves than we do from others
• Being pioneers with the courage to take reasonable risks
• Inspiring excellence and success
• Leading with integrity and wisdom
• Having fanatical attention to service, consistency and detail

Basic Function
Considered a support staff position, the Finance Coordinator has the primary responsibility of managing day-to-day accounting, commission and finance requirements for the firm. This position is integral to the day-to-day operations of the firm.
Key responsibilities

• Approve bi-weekly payroll timesheets, review and approve payroll
• Assist new employees with timesheet entry and respond to payroll administration related questions.
• Run monthly commission reports and track outside sales agent commission payments
• Input monthly Accounts Receivable commissions into CRM: including ACH, checks, net payments
• Produce and work through missing commission reports for both Employee Benefits 2-3 times per year. Work with carriers to clear up missing payments and/or terminated clients.
• Approve monthly employee expenses in Concur and maintain records for the JA Counter corporate credit card.
• Prepare and submit monthly invoicing spreadsheet and follow up on monthly AR Aging Report.
• Receive, process, and submit all Accounts Payable invoices from vendors to Alera in a timely manner. Verify and approve invoices in expense software and answer all payable related questions.
• Track and submit monthly New and Lost Business data into Sales Force/and upload Financial Commentary to Alera SFTP
• Enter banking activity into QuickBooks and reconcile accounts
• Complete monthly JACOSJ/JAC/Cambridge reporting, invoicing, transfers, check payment
• Produce quarterly/annual financial reporting along with additional financial activities as requested
• File, retrieve and prepare documents and reports to assist Management
• Assist with backing up front desk duties as needed
• Represent JA Counter, Alera Group in the highest regard internally and externally.
• This description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Qualifications
Education

• Associate degree in a related field or two years equivalent experience

Experience

• Intermediate computer skills with Microsoft Office Suite and CRM systems.
• Read and interpret financial documents.
• Ability to calculate figures and apply basic mathematical concepts.
• Ability to solve problems and deal with a variety of variables
• Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.

Benefits
We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
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