Finance Coordinator Job Description

Finance Coordinator Job Description

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Finance coordinator provides site business expertise and a comprehensive understanding of Caterpillar’s business and accounting practices, systems, and procedures.

Finance Coordinator Duties & Responsibilities

To write an effective finance coordinator job description, begin by listing detailed duties, responsibilities and expectations. We have included finance coordinator job description templates that you can modify and use.

Sample responsibilities for this position include:

Prepare all out-going packages for shipment via courier or overnight service—including internal equipment, new business and RFP envelopes and boxes
Processes Resque items according to established policies and procedures
Dealing with queries from the business suppliers
Works with facilities on issues related to office space (fixing, lights, getting a new desk, maintaining storage space for the department)
Review capital and expense invoices for compliance with Lord and Taylor capital and expense invoice checklist, ensuring all requirements are met prior to forwarding to Accounting to entry
Prepares BIR tax returns for expanded withholding taxes, VAT, and corporate income tax and supporting schedules/reconciliations
Assist in the finalization of the Year-End Alpha listing for Payroll, FBT and Final Tax
Prepares PEZA performance reports and filing requirements with PEZA
Reviews and evaluates compliance to all tax-related transactions and processes, ensuring that the Company achieves 100% tax compliance
Perform research, analysis and interpretation of current tax laws

Finance Coordinator Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Finance Coordinator

List any licenses or certifications required by the position: BCLS, CPA, SCO, SOX, ISQTB, CIM, ITIL, MCSE, HCMC, CIMA

Education for Finance Coordinator

Typically a job would require a certain level of education.

Employers hiring for the finance coordinator job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Accounting, Finance, Education, Business, Business/Administration, Economics, Associates, Communication, Graduate, Management

Skills for Finance Coordinator

Desired skills for finance coordinator include:

Accounting principles
Excel
Procedures
Accounts payable procedures in a computerized environment
Business
Microsoft Office
PeopleSoft
SAP systems
Lawson Grants Management System
Practices

Desired experience for finance coordinator includes:

Bachelor's degree in Accounting, Certified Public Accountant (CPA) preferred
Knowledge of Software/applications (SAP, Oracle) is an advantage
Must be willing to work on a shifting environment and long hours that extends to night time, will start mid time (around 1pm to 2pm and will probably end around 1am or 2am (pre-operating set-up)
Assist with tax compliance deadlines, ITH extensions with PEZA and tax audits
Ensure that monthly tax accruals and payments are recorded in the Company’s accounting system
Identify areas of tax risks/exposures areas for tax savings and efficiencies

Finance Coordinator Examples

1

Finance Coordinator Job Description

Job Description Example
Our company is growing rapidly and is looking for a finance coordinator. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for finance coordinator
  • Work with business personnel when needed to resolve issues with customer base
  • Produce special and recurring reports including budget summaries in Excel
  • Liaise with and set up new suppliers
  • Support prompt advance and invoice payments
  • Deal with late payment issues and managing relationships
  • Flexibility to take on last minute production payment requests and work to tight deadlines
  • Check, code and enter requisitions into ipos
  • Support team with month end petty cash and credit card reconciliation
  • General accounting admin support for the Creative Production team
  • Assists in Payroll review process by verifying employee payroll information for commissions
Qualifications for finance coordinator
  • Must have experience in government reportorial, like BIR, PEZA and corresponding deadlines
  • Must be knowledgeable with Philippine corporate, tax and PEZA laws and regulations
  • Basic understanding of general ledger and accrual based accounting systems preferred
  • Must be able to interface effectively with personnel from all operational areas of the company, and third party labels
  • Demonstrates ability to work within fixed timeframes and meet deadlines
  • Outgoing, proactive and resourceful
2

Finance Coordinator Job Description

Job Description Example
Our company is searching for experienced candidates for the position of finance coordinator. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for finance coordinator
  • Provide any necessary financial and business analysis to factory leadership
  • Adhere to the company's or organization's policies and procedures
  • Associate's or bachelor's degree in business, finance, accounting, or a related field
  • Triage and respond to requests for information and assistance
  • Assist Shared Services Director and Managers with special projects
  • Prepare and complete the monthly budget reporting for the Facilities department
  • Support the various planning, budgeting, and forecasting activities for the department
  • Manage and enhance current PO tracking system
  • Reconcile all of the credit card accounts
  • Coordinate continuous improvement initiatives surrounding data quality
Qualifications for finance coordinator
  • The role requires an individual with very good interpersonal and communication skills who can work well with key stakeholders
  • Ensure Financial Statements are in accordance with USGAAP/IFRSGAAP
  • Perform international financial reports to Italy/USA using HFM tool
  • Support areas with financial information, such as P&L, Cash Flow and Others
  • Perform analytical review on trial balance performed by service providers
  • Be the professional to stamp all account classification, before accounting records
3

Finance Coordinator Job Description

Job Description Example
Our company is growing rapidly and is hiring for a finance coordinator. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for finance coordinator
  • Research and investigate unusual items for propriety
  • Prepare journal entries for re-classes where appropriate
  • Prepare suggested monthly accrual schedule (including backup) for approval by management
  • Prepare monthly estimate report comparing actual spend versus plan versus estimate
  • Once estimates are approved, submission to North America Finance is required
  • Work closely with all team members throughout the deal process
  • Independently research, collect and compile documents and data for special and regular reports, and gather data from various sources
  • Execute all office administrative tasks (time card reconciliation, purchase orders, goods receipts, vendor interaction, accounts payable, anniversary/birthday tracking)
  • Acting as first point of contact for visitors and vendors, and office phone calls
  • Assist in annual planning and forecasting of labor, maintenance, capital projects and other expenses
Qualifications for finance coordinator
  • Maintain a small property workload responsible for preparing accountant month-end close duties
  • Obtain confirmation from various project owners to determine if Assets are still under construction or in use
  • Excellent Cost accounting, budgeting and administrative knowledge
  • Minimum 3 year’ experience working in corporate environment, preferably in an administrative role
  • Understanding of Excel skills is preferred
  • Qualified candidates are innovative, curious and pick up concepts quickly
4

Finance Coordinator Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of finance coordinator. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for finance coordinator
  • Lead and execute factory projects to ensure continuous improvement
  • Become an active member of Nestle Continuous Excellence through in depth involvement and management of the key performance indicators for both the financial and operational aspects of the factory’s continuous improvement program
  • Weekly Reporting and Analysis as requested by the Finance Director or CEO
  • Collect and enter data for various financial reported such as spreadsheets
  • Review and audit financial reports, ensure all calculations and data entries are correct
  • Assist the Finance Director or CEO with special projects as needed
  • Attend finance department and company-wide meetings, and supporting Senior Executives
  • Understanding of data privacy standards
  • Forge favorable strong working relationships with key constituents and cross functional partners
  • Review loan eligibility and current loan debt with students, and discuss eligibility for continued loans as it applies to reaching annual and aggregate loan limits
Qualifications for finance coordinator
  • Must be able to work some overtime
  • Must be able to adapt in fast paced environment
  • Ability to demonstrate high level of customer focus
  • Ability to influence and manage stakeholders effectively
  • Able to manage information appropriately
  • Proven ability to plan and organise self and others effectively
5

Finance Coordinator Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of finance coordinator. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for finance coordinator
  • Expert level knowledge of ChangePoint Project system and training users as needed
  • Respond to inquiries from various sources
  • Intake, research, and assist internal and external customer inquiries in a timely manner
  • Processing high volume of complex invoices within agreed timeframes onto
  • Facilitate, coordinate and perform various accounting tasks through the consistent application of standard processes and through the use of a defined checklist
  • Prioritize ongoing tasks, project work, and other initiatives
  • Work in a team based environment and support department efficiency and standardization initiatives
  • Participate and lead projects, process changes, , participating in teams both within and outside of the CPTC
  • Assists Sales Ops team in ad-hoc analysis & reporting
  • Assist with answering incoming calls in a professional and pleasant manner
Qualifications for finance coordinator
  • The candidate must be computer literate, including knowledge of word processing (Word), mail merge, scheduling (Outlook), extensive knowledge in spreadsheets (Excel) and other data base applications
  • May be subject to sitting or standing for prolonged periods of times
  • Two or Four year Degree in Finance, Business, or any related field
  • Flexibility and ability to work in an extremely fast-paced department
  • Comfortability to work independently or as a team
  • Proven record in general accounting, managing budgets, managing grants, completing reports, contracts, and other projects

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