What are the responsibilities and job description for the Finance & Operations Coordinator position at SBPM Partners?
SBPM Partners is a fast-growing operations company supporting high-profile global clients across the U.S. and internationally.
We manage field operations for large-scale technical programs and deliver outsourced back-office solutions that help companies optimize operations, scale efficiently, and stay focused on revenue and core business growth.
We are expanding our internal finance and operations capabilities and are looking for someone who thrives in a fast-moving, entrepreneurial environment.
About the Role
The Finance & Operations Coordinator will run SBPM’s day-to-day accounting, billing, supplier payments, and inventory/logistics for client field operations. You’ll work closely with our Fractional CFO—who is currently establishing new systems and financial infrastructure—and will take ownership of ongoing execution.
This is a hands-on role with significant responsibility and clear room for growth.
What You’ll Do
Finance & Accounting
- Manage client purchase orders and invoicing
- Handle accounts receivable across:
- Field installation services
- Back-office task tallies
- Project-based consulting work
- Process accounts payable to installation suppliers and vendors
- Support month-end close, reconciliations, and internal reporting
- Maintain organized and accurate financial records
Operations & Logistics
- Manage internal purchase orders for accessories and materials shipped to field partners
- Track inventory and reorder proactively based on project volume
- Coordinate shipping, delivery, and logistics
- Maintain documentation ensuring inventory accuracy and accountability
Product/Accessory Line Support
- Assist with managing a new internally developed accessory product line
- Support vendor coordination, cost tracking, and fulfillment processes
- (This area may become its own role as we scale.)
CEO & Office Support
- Assist with important follow-ups, tasks, and operational items
- Support general office coordination and administration
Who You Are
- 3–6 years experience in accounting, finance operations, AP/AR, procurement, or operations
- Strong Excel/Google Sheets ability
- Experience with Xero or similar accounting software (we are currently migrating away from Zoho Books)
- Exceptionally organized and detail-oriented
- Able to juggle multiple responsibilities in a dynamic, growing environment
- A proactive communicator who likes to create structure and improve processes
Nice to Have
- Experience in logistics, procurement, or inventory management
- Supporting a CFO or finance lead
- Working in operations-focused or multi-client environments
Why Join SBPM?
- Work directly with a seasoned Fractional CFO (great learning opportunity)
- Join a company scaling rapidly with high-profile global clients
- High ownership and autonomy from day one
- Opportunity to step into a more senior finance/operations role as we grow
- Entrepreneurial culture where you can make an immediate impact
Salary & Benefits
Salary: $60,000–$70,000 per year (experience dependent)
Benefits include:
- Medical, dental & vision insurance
- Paid time off and company holidays
- Opportunity for role expansion and professional development
- Dynamic, fast-paced environment with exposure to large-scale global operations
Salary : $60,000 - $70,000