Finance Coordinator

We are seeking a highly organized, detail-oriented Finance Coordinator to support financial operations across Savy & Sons, Aligned Elevator, and JWI.

Working directly with the Finance Manager, this role will help manage the day-to-day execution of accounts receivable, accounts payable, customer invoicing, collections, financial documentation, transaction support, and basic financial reporting across all three companies.

This is an execution-focused position for someone who takes pride in accuracy, organization, follow-through, and keeping financial processes moving. The ideal candidate is comfortable working with numbers, communicating professionally with customers and vendors, and managing multiple recurring responsibilities without letting details fall through the cracks.

Prior accounting or bookkeeping experience is highly valued, but we also believe in hiring for attitude, work ethic, and alignment and training for results.

• Support accurate and timely financial operations across all three companies.
• Ensure customer invoices are created and sent promptly and accurately.
• Maintain consistent A/R follow-up and collections.
• Ensure vendor bills and supporting documentation are entered, organized, and prepared for payment.
• Maintain accurate and organized financial records and documentation.
• Provide reliable reporting and information to the Finance Manager.
• Reduce administrative workload from the Finance Manager through dependable ownership of recurring financial tasks.
• Help build scalable financial processes as the companies continue to grow.

Success in this role means:

• Customer invoices are accurate and sent on time.
• Accounts receivable is actively monitored and past-due balances are consistently followed up on.
• Vendor bills are entered accurately and prepared for payment on schedule.
• Financial documentation, receipts, checks, invoices, and supporting records are organized and easy to locate.
• Customer and vendor questions receive timely, professional responses.
• Credit card receipts and supporting documentation are consistently collected. and reconciled.
• A/R aging, A/P, unbilled work, and other financial reports are kept current.
• Ensure the The Finance Manager has accurate information and does not need to repeatedly follow up on assigned financial tasks.
• Financial processes remain organized as all three companies continue to scale

• Monitor accounts receivable across Savy & Sons, Aligned Elevator, and JWI
• Maintain current A/R aging and collection records
• Proactively contact customers regarding outstanding and past-due invoices
• Obtain payment status and expected payment dates
• Document collection activity and customer communication
• Escalate problem accounts or significant payment delays to the Finance Manager
• Assist with resolving billing discrepancies and payment questions
• Process and properly record incoming customer payments

• Create and send customer invoices using information provided by sales and operations
• Verify billing information for completeness and accuracy before invoicing
• Maintain supporting documentation for customer invoices
• Submit invoices through customer billing portals when required
• Track unbilled work and follow up internally for missing information needed to invoice
• Coordinate with sales, operations, and the Finance Manager to resolve billing questions

• Receive, review, and enter vendor bills into QuickBooks Online
• Match vendor invoices with available purchase orders, receipts, approvals, or other supporting documentation
• Verify coding and documentation before preparing bills for payment
• Maintain organized A/P records and upcoming payment schedules
• Assist the Finance Manager with preparation of vendor payments
• Communicate with vendors regarding invoice or payment questions as needed
• Help identify duplicate, missing, or incorrect vendor invoices

• Collect and organize company credit card receipts and supporting documentation
• Follow up with team members for missing receipts or transaction information
• Assist with matching and coding credit card transactions
• Help maintain accurate documentation supporting company expenditures
• Escalate unusual or unsupported transactions to the Finance Manager

• Collect, sort, and appropriately distribute incoming financial mail
• Process incoming customer checks and financial correspondence
• Log, scan, file, and organize checks and supporting documentation
• Assist with preparation and processing of bank deposits in conjunction with the Finance Manager
• Maintain organized digital and physical financial records
• Ensure financial documentation is filed consistently and can be easily retrieved when needed

• Assist with maintaining A/R aging reports
• Assist with A/P and upcoming payment reporting
• Track overdue invoices and collection activity
• Assist with tracking unbilled work and outstanding billing information
• Prepare recurring financial information and reports as requested by the Finance Manager
• Identify discrepancies, missing information, or unusual activity and communicate it promptly
• Assist the Finance Manager with additional financial and accounting responsibilities as needed

• Assist with customer and vendor account setup as needed
• Help maintain W-9s, payment information, billing requirements, and other financial documentation
• Assist with customer billing portals and vendor systems where appropriate
• Support administrative financial requirements across all three companies

• Support financial operations across Savy & Sons, Aligned Elevator, and JWI
• Help maintain consistent accounting processes and documentation standards across all three companies
• Work collaboratively with sales, operations, HR/administration, and leadership to obtain information needed for accurate financial processing

This role is a strong fit for someone who:

• Is highly organized and detail-oriented
• Enjoys working with numbers and keeping information accurate
• Takes ownership and follows tasks through to completion
• Is comfortable professionally following up with customers regarding money owed
• Can manage recurring deadlines without constant supervision
• Communicates clearly and professionally with customers, vendors, and team members
• Is comfortable working across multiple companies and shifting priorities
• Looks for discrepancies rather than simply processing what is placed in front of them
• Enjoys improving organization and making processes run more efficiently
• Is trustworthy and understands the importance of confidentiality when working with financial information

We are seeking someone who will uphold and reflect our core values of Safety, Accountability, Inspiration, Discipline, Alignment, Results Orientation, and Transparency in both their daily work and interactions with the team.

• Experience in bookkeeping, accounting support, finance administration, A/R, A/P, or a related role is strongly preferred
• QuickBooks Online experience strongly preferred
• ServiceTitan experience preferred but not required
• Strong organizational skills and attention to detail
• Comfortable working with spreadsheets and financial reports
• Strong written and verbal communication skills
• Ability to professionally communicate with customers regarding collections
• Ability to manage confidential financial information responsibly
• Experience with customer billing portals is a plus
• Experience in construction, service, trades, or other field-service businesses is a plus
• Ability and willingness to learn new financial systems and processes

This role supports financial operations across three growing companies. Billing deadlines, collections, vendor payments, and financial reporting create recurring time-sensitive responsibilities, and priorities may shift as business needs change.

The ideal candidate is organized, accurate, proactive, and comfortable managing multiple priorities while communicating quickly when information is missing or clarification is needed.

This role provides exposure to financial operations across three growing companies and offers a strong foundation for continued development in accounting and finance.

At Savy & Sons, we hire for attitude and train for results. We value character, work ethic, accountability, and alignment alongside experience.

Depending on experience and performance, this position may grow into expanded responsibilities in accounting, financial reporting, A/R and A/P management, or other areas of enterprise finance over time.