Job Description:
Finance & Administration Specialist - Technology Services
Blue Bell, PA
(Full Time, Permanent Opportunity)
Position Summary:
We are seeking an experienced and highly organized
Finance & Administration Specialist to
support the financial and administrative operations of our
technology services firm.
This is a hands-on individual contributor role for someone who
combines strong accounting and administrative skills with an
understanding of the systems, processes, and recurring-revenue
business model used by Managed Service Providers (MSPs) and
technology services companies.
The successful candidate will be comfortable working across
financial and operational systems and understanding how information
flows between them. This includes client agreements, recurring
services, software licensing, procurement, billing, accounts
receivable, accounts payable, and the accounting system.
Experience working with ConnectWise Manage or a comparable PSA
platform is strongly preferred. We are looking for someone who can
understand the processes behind the systems—not simply enter transactions.
Key Responsibilities:
Finance & Accounting
* Manage monthly recurring, project, product, and other client
billing, ensuring invoices are accurate and issued on schedule.
* Maintain accounts receivable, monitor aging, and
professionally follow up with clients regarding outstanding balances.
* Process accounts payable, review vendor invoices, maintain
supporting documentation, and coordinate payments.
* Reconcile bank accounts, credit cards, vendor statements, and
balance sheet accounts.
* Maintain accurate accounting records and assist with general
ledger activities and journal entries.
* Support monthly financial close and preparation of management
financial reports.
* Assist with accruals, prepaid expenses, deferred revenue, and
other accounting activities.
* Support payroll processing and related payroll administration.
* Assist with sales/use tax filings and other routine financial
compliance requirements.
* Maintain organized financial records and supporting
documentation for year-end accounting, tax preparation, audits, and
other reporting requirements.
MSP Billing, Systems & Process Administration
* Understand and administer the financial processes associated
with an MSP/technology services business, including recurring
agreements, project billing, product sales, software subscriptions,
and client additions and changes.
* Work within ConnectWise Manage to maintain and review
agreements, billing information, products, additions, and other
financial data.
* Understand the relationship between the PSA,
quoting/procurement systems, vendor billing, and the accounting platform.
* Reconcile recurring software and technology vendor charges
against client agreements and quantities.
* Help ensure new services, licensing changes, and other
recurring charges are properly reflected in both client billing and
vendor costs.
* Identify discrepancies between operational systems, vendor
invoices, client agreements, and accounting records and follow them
through to resolution.
* Maintain accurate financial and operational data across systems.
* Develop a working understanding of the company's workflows and
help ensure established processes are consistently followed.
* Identify opportunities to simplify, document, automate, and
improve financial and administrative processes.
Business & Administrative Support
* Provide administrative and operational support to company
leadership and other departments.
* Assist with vendor administration, contracts, renewals,
insurance documentation, and other business records.
* Maintain organized corporate, financial, and administrative
files and records.
* Coordinate routine administrative activities and follow up on
outstanding items across departments.
* Assist with purchasing, expense administration, and vendor relationships.
* Support employee-related administrative activities and
documentation as needed.
* Assist with special projects and other responsibilities that
support the efficient operation of the company.
What We're Looking For:
This position is particularly well suited to someone who:
* Understands that accurate accounting depends on understanding
the operational processes behind the transactions.
* Can learn a workflow from beginning to end and recognize when
something does not look right.
* Is comfortable moving between accounting, PSA, CRM, vendor,
and other business systems.
* Enjoys investigating discrepancies and solving problems rather
than simply processing transactions.
* Is exceptionally organized and detail oriented.
* Can manage multiple priorities and deadlines independently.
* Takes ownership of responsibilities and follows issues through
to completion.
* Communicates professionally with clients, vendors, employees,
and outside partners.
* Exercises discretion when handling confidential financial and
business information.
* Is comfortable learning new technology and systems.
* Looks for opportunities to improve processes rather than
simply maintaining existing procedures.
* Is willing to handle both financial responsibilities and the
administrative tasks necessary to keep the business operating effectively.
