Finance Coordinator

Department: Finance

Reports to: Chief Financial Officer (CFO)

The Finance Coordinator plays a key administrative and operational role in supporting the financial functions of Premium Health. Working closely with the Chief Financial Officer (CFO), this position ensures the Finance Department runs smoothly by managing schedules, preparing for and following up on meetings, supporting departmental communication, and helping to coordinate ongoing projects. In addition to core administrative duties, the Finance Coordinator contributes to the financial health of the organization by assisting with budgeting and departmental expense tracking. With a focus on detail, organization, and confidentiality, the Finance Coordinator helps maintain financial accuracy and accountability—essential to delivering quality, community-based care to the patients we serve.

Responsibilities

1. Prepare agendas, materials, and background documents for meetings led or attended by the CFO.
2. Take detailed notes during meetings and summarize action items; distribute notes and follow up on next steps to ensure accountability.
3. Track and monitor the status of open projects and departmental initiatives; proactively follow up to support progress and completion.
4. Manage and maintain the CFO’s calendar, including scheduling meetings, anticipating conflicts, and prioritizing engagements.
5. Monitor and assist the CFO in reviewing and responding to email communications, ensuring timely and appropriate follow-up.
6. Provide interim support for Finance team members who are out of office due to leave or other absences.
7. Act as a liaison for the Finance team by coordinating the collection and dissemination of information internally and across departments.
8. Assist in planning, monitoring, and managing departmental budgets and expenditures in collaboration with the CFO.
9. Use basic Excel functions to support data entry, budget tracking, and financial analysis tasks.
10. Support and execute special projects and tasks assigned by the CFO, ensuring attention to detail and deadlines.
11. Maintain confidentiality and demonstrate discretion in handling sensitive financial and personnel information.
12. Adapt to changing priorities and support the evolving administrative and financial needs of the department.

Qualifications

1. High school diploma or equivalent required
2. Associate’s degree in Bookkeeping, Accounting, Finance, or related field, or equivalent office experience preferred
3. Bachelor’s degree in Accounting, Finance, or related field preferred
4. 1–3 years of experience in a finance, accounting, or administrative support role, preferably in a professional office setting
5. Basic understanding of accounting/bookkeeping principles and departmental budgeting
6. Strong mathematical and analytical skills
7. Proficient in Microsoft Excel, including use of basic formulas, formatting, and data organization
8. Skilled in Microsoft Office Suite; experience with accounting software (QuickBooks, Sage, etc.) preferred
9. Exceptional organizational skills with the ability to manage multiple priorities and meet deadlines
10. Strong verbal and written communication skills
11. Excellent interpersonal skills with the ability to collaborate across departments
12. Proven ability to work independently and proactively, with minimal supervision
13. High attention to detail and a strong commitment to accuracy and follow-through
14. Demonstrated discretion and ability to maintain confidentiality with sensitive financial and personnel information
15. Adaptability to shifting priorities and evolving departmental needs

Physical Requirements

1. Sufficient visual acuity to read documents and view computer screens for extended periods
2. Clear vision and hearing for effective communication
3. Prolonged periods of sitting at a desk and working on a computer
4. May require periods of standing, bending or reaching
5. Manual dexterity to operate a computer and other office equipment

Benefits

1. Public Service Loan Forgiveness (PSLF)
2. Paid Time Off
3. Medical, Dental, Vision and Life coverage with Non Stop Wellness (MERP)
4. Flexible Spending Account
5. Employee Assistance Program
6. 403(b) Retirement Plans with employer matching contribution
7. Professional development opportunities