Finance Coordinator

Title: Finance Coordinator

Reports to: Operations Manager

Supervises Staff: No

FLSA Status: Full-Time; Non-Exempt

Job Summary:

The Finance Coordinator at My Aire Heating and Cooling is responsible for supporting the day-to-day financial and administrative functions of the company. This role assists with accounts payable and receivable, customer payments, invoicing, financial recordkeeping, and other finance-related activities to help ensure accurate and timely financial operations. The Finance Coordinator must be highly organized, detail-oriented, and able to handle confidential financial information with professionalism and discretion.

Duties/Responsibilities:

Accounts Receivable:

• Monitor customer accounts and outstanding balances.

• Process and accurately record customer payments.

• Prepare and send invoices and statements as needed.

• Follow up on past-due accounts and assist with collection efforts.

• Research and resolve customer billing or payment discrepancies.

• Maintain accurate records of customer account activity.

Accounts Payable:

• Review and process vendor invoices for payment.

• Verify invoices for accuracy and appropriate documentation.

• Maintain organized records of vendor invoices and payments.

• Assist with resolving vendor billing discrepancies.

• Monitor upcoming payment obligations and due dates.

Financial Record Keeping:

• Accurately enter financial transactions into company systems.

• Maintain complete and organized financial records and supporting documentation.

• Reconcile financial records and identify discrepancies for review.

• Assist with maintaining accurate records of company expenses.

• Support preparation of financial reports and documentation as requested.

Customer and Vendor Support:

• Respond professionally to billing and payment questions from customers and vendors.

• Research financial discrepancies and assist with resolving issues in a timely manner.

• Maintain positive and professional relationships with customers, vendors, and internal team members.

General Finance Support:

• Assist management with financial reporting and administrative projects as needed.

• Maintain confidentiality of company, customer, vendor, and financial information.

• Follow established internal financial procedures and controls.

• Assist with month-end and year-end financial activities as requested.

• Perform other related duties as assigned.

Required Skills/Abilities:

• Strong attention to detail and accuracy.

• Excellent organizational and time management skills.

• Ability to manage multiple priorities and meet deadlines.

• Strong written and verbal communication skills.

• Ability to work with numbers and financial information accurately.

• Strong problem-solving and analytical skills.

• Ability to maintain confidentiality and exercise professional discretion.

• Proficiency with computers and the ability to learn company accounting and financial systems.

Education and Experience:

• High school diploma or equivalent required.

• Associate degree in accounting, finance, business administration, or a related field preferred.

• Previous experience in bookkeeping, accounting, accounts payable, accounts receivable, or a similar financial support role preferred.

• Experience in the HVAC or service industry is preferred but not required.