Financial Data Coordinator
hace 6 días
About Tidal Basin
Tidal Basin is a leading organization in the grants program sector, dedicated to delivering exceptional services and solutions.
Job Summary
We are seeking an experienced Financial Data Coordinator to join our team in Guaynabo, Puerto Rico. The successful candidate will play a key role in ensuring the smooth operation of our large-scale, federally funded grants program.
Key Responsibilities
- Coordinate project tracking and data management for program contracts and staff billable hours using established systems.
- P prepare billing for program income budget and maintain relevant subcontractors' payment ledgers.
- Develop Reconciliation Reports and Payment Recommendations for clients regarding subcontractor invoices.
- Manage purchase or task order trackers in SharePoint or accounting systems, adding required information.
- Establish a system for collecting, reviewing, organizing, and storing project documents.
- Export data and create required reports for clients and managerial teams, as needed.
- Reconcile data with subcontractor invoices.
- Produce financial status reports using designated billing or CRM systems.
- Post total amounts and account numbers on forms processed in billing systems.
- Complete QA/QC of billing hours with program management to validate billing reports to clients accurately.
- Answer phone calls from management, employees, and clients regarding invoicing inquiries.
- Compile and submit documents to clients at the close of projects.
- Maintain all company project documents and ensure storage of project documents.
- Ensure accounting procedures comply with relevant tax legislation and GAAP compliance, both external and internal controls.
Requirements
To be successful in this role, you will need:
- Exceptional Microsoft Excel skills, including creating pivot tables, charts, and graphs, analyzing data, and understanding complex functions.
- Positive, friendly, courteous customer and client skills.
- Good teamwork and cooperation skills.
- Ability to communicate verbally in Spanish and English.
Compensation
The estimated salary for this position is $45,000 - $55,000 per year, depending on experience and qualifications.
Benefits
Tidal Basin offers a competitive benefits package, including health insurance, paid time off, and opportunities for professional growth and development.
Equal Employment Opportunity Employer
Tidal Basin is an equal employment opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive work environment that values diversity, equity, and inclusion.
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