Finance & Operations Coordinator

The Institutes

. Prepare and send invoices, payment reminders, and follow-up communications regarding outstanding balances .

Posted 10/16/2026full-timeRemote • Pennsylvania • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong proficiency in financial tracking, operational reporting, and data management while maintaining accuracy and attention to detail. Capable of supporting accounts receivable processes and collaborating effectively with internal and external stakeholders.

Highest-signal resume keywords

Accounts Receivable SupportFinancial ReportingData ManagementMicrosoft Office ProficiencyAnalytical Problem-Solving

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Billing ProcessesFinancial TrackingOperational ReportingData AnalysisAccounting Principles

Soft Skills

Organizational SkillsCommunication SkillsAttention to DetailProblem-Solving SkillsRelationship Management

Tools & Technologies

CRM SystemsReporting ToolsEvent PlatformsBusiness ApplicationsMicrosoft Excel

Industry Keywords

Operational WorkflowsRevenue TrackingPayment ProcessingData HygieneConfidentiality

About the role

Key responsibilities & impact

Prepare and send invoices, payment reminders, and follow-up communications regarding outstanding balances
Process and monitor incoming payments and verify receipts
Maintain billing records and support revenue tracking activities
Generate and maintain financial and operational reports covering accounts receivable, billing status, payment tracking, sponsorships, advertising, events, and related business activities
Respond to billing inquiries, research discrepancies, assist with issue resolution, and provide payment-status updates
Generate monthly reports and assist with commission verification and related financial tracking
Maintain the accuracy and organization of operational data, reporting systems, and internal databases
Assist with scheduled and ad hoc operational reports and analytics
Support operational workflows and process improvement initiatives
Maintain data hygiene and identify inconsistencies, gaps, or process issues
Coordinate with internal departments and external vendors on operational initiatives, reporting needs, and system-related projects
Provide administrative and operational support for business systems, applications, reporting tools, and process documentation
Support the Operations Manager with operational projects, reporting analysis, workflow coordination, and strategic initiatives
Maintain professional relationships with internal stakeholders, external partners, clients, and vendors
Perform additional operational, financial, reporting, and administrative duties as assigned

Requirements

What you’ll need

Associate degree or equivalent experience required; Bachelor’s degree preferred
1+ years of experience in billing, finance support, operations, reporting, administrative support, or related business operations roles preferred
Experience supporting accounts receivable, operational reporting, data management, or financial tracking activities preferred
Strong proficiency in Microsoft Office applications including Excel, Outlook, Word, and PowerPoint required
Experience working with CRM systems, databases, reporting tools, event platforms, or business applications preferred
Strong analytical, organizational, and problem-solving skills required
Experience with chapter or community management a plus
Basic understanding of accounting principles, accounts receivable processes, financial reporting, and operational business practices
Exceptional oral and written communication skills
Ability to identify issues, analyze information, solve problems, and recommend practical solutions while maintaining accuracy and attention to detail
Ability to prioritize multiple responsibilities and meet deadlines in a fast-paced environment
Ability to establish and maintain effective working relationships across departments, vendors, clients, and leadership teams
Ability to maintain strict confidentiality while handling financial information, reports, commissions, operational data, and internal business information

Benefits

Comp & perks

401(k) plan with company contribution up to 16%
Generous time off package that includes paid vacation, personal, sick, and holidays
Paid maternity and parental leave
Tuition reimbursement
Medical, dental, vision, and prescription coverage
Free lunch every day when working on campus
Onsite fitness center
1.25-mile walking path on the Malvern campus
Work-life balance
Friendly, team-focused work environment