Finance Coordinator

Position Summary

The Finance Coordinator provides administrative and compliance support across AMP's Finance, Payroll and Accounting functions. This role is the connective tissue between the three teams — reconciling transactions, processing payables, running payroll-support reports, maintaining compliance records, and keeping shared files and worksheets current. The ideal candidate is detail-oriented, comfortable juggling daily, weekly, and bi-weekly deadlines, and trustworthy with sensitive financial and employee data.

Key Responsibilities by Area

Responsibilities are grouped by functional area rather than by team. Areas span Finance, Payroll, and Accounting.

Cash & Deposit Reconciliation

• Perform daily NetSuite deposit reconciliations by reconciling Merchant Processor transaction reports to credit cards and ACH payments recorded in NetSuite and corresponding bank deposits. Research and resolve variances as needed using Excel and NetSuite.
• Identify and research Merchant Processor credit card chargebacks as part of the daily deposit reconciliation process. Prepare supporting details and documentation for Finance to initiate and manage chargeback disputes.

Accounts Payable & Expense Processing

• Review and process daily Accounts Payable invoices by routing invoices through Stampli for appropriate review and approval. Create new vendors in NetSuite as needed and ensure invoices are properly routed for processing.
• Ensure all invoices are processed and funded in a timely fashion.
• Complete bi-weekly Stampli credit card reconciliations and follow up with approvers on invoices or transactions requiring action.
• Process bi-weekly payroll-related reimbursements, including reviewing transactions, verifying appropriate GL coding, and posting approved entries to NetSuite.

Commissions & Sales Compensation

Agency Commissions

• Prepare monthly third-party agency commission reports and process related payments, including required CLA and ARVC reporting.

Manual Adjustments

• Enter daily commissions adjustments into the Manual Adjustment platform related to accounting and delay-of-commission items. Ensure transactions which impact multiple sales months are accounted for in both the current month and the future month.
• Perform Quality Assurance on Manual Adjustments.
• Perform monthly quality assurance of manual adjustment data to ensure high levels of accuracy.
• Month End verification within Manual Adjustment Platform for mis entered information.
• Refresh Database with updated Manual Adjustments after Month End Lock.

Commission Data Review

• Manager Master refresh, check mismatches in total sales and direct collection with commissions data.
• Review data looking for incorrect Manual Adjustments related to commission codes/rates if any.
• Review data looking for any reps with more than 1 active position.
• Review data looking for any $0 Sales for Active Reps in a Month.
• Perform quality assurance/proofing of new-hire position records in Sugar for accuracy to ensure good alignment with commissions and bonuses.

Bonus & Sales Analysis

• Maintain the weekly Partnered Phone Rep file. Utilizing the data from the self-reported numbers, compare to Day Maker records to identify if the Field Rep has contacted these customers in the preceding 30 days for bonus calculation purposes. Identify if the sale was made in the 2nd or 3rd month of their project to administer the reduced commission rate.
• Perform Cross Channel and Sales Breach analysis and submit to Director of Payroll Systems and Support for review and finalization.

Payroll Operations & Reporting

Timecards & Payroll Cycle

• Review Paylocity sales timecards daily and initiate outreach to sales employees to complete their hours submissions. Send bi-weekly email to sales leadership at the close of a payroll period to request assistance with communication if sales employees have not responded to initial outreach.
• Update the bi-weekly Sales Payroll Worksheet for each payroll period to include adding new people/positions/deleting people/updating commissions tab.
• Calculate commission-only PTO accruals on a bi-weekly basis.

Payroll Reports & Records

• Run the bi-weekly Payroll Register and Wages File from Paylocity. Save reports to the appropriate network location for Leadership analysis reporting.
• Run bi-weekly expenses and wage reports from Paylocity. Save reports to the appropriate network location for Leadership analysis reporting.
• Maintain and categorize the yearly bonus file after bi-weekly payroll is processed. The effort is important from a data organization and reporting standpoint.
• Create new bi-weekly payroll folders on the AMP network and organize/move files following the documented procedure.

Management & Cross-Team Reporting

• Update the weekly KPI report for Inside Sales.
• Run the weekly Paylocity address list for a report needed by Marketing and prepared by the Financial Analyst.

Compliance & Tax

• Support tax compliance activities as needed, including local employee withholding tax registrations, state annual report filings, and other related filings and research.
• Assist annually with Net Profit tax returns for local municipalities in Kentucky, Ohio, and Missouri. Compile and analyze sales and payroll data, prepare supporting information, and research additional states or municipalities that may require Net Profit returns.

Audit & General Accounting Support

• Assist with annual Audit – selection documentation gathering.
• Provide general accounting and finance support including account reconciliations, transaction research, data analysis, documentation.
• Other duties as assigned.

Qualifications

Required

• Associate's degree in accounting, Finance, Business Administration, or a related field, or equivalent combination of education and experience.
• 2+ years of experience in payroll, accounts payable, bookkeeping, or general accounting support.
• Strong Microsoft Excel skills (lookups, pivot tables, basic formulas).
• High degree of accuracy and attention to detail when working with financial and payroll data.
• Ability to manage recurring daily, weekly, and bi-weekly deadlines with minimal oversight.
• Discretion and sound judgment handling confidential employee and financial information.

Preferred

• Hands-on experience with NetSuite, Stampli, Fortis, or a comparable ERP/AP automation platform.
• Familiarity with Sugar CRM or similar CRM/HRIS platforms.
• Exposure to multi-state or local payroll tax withholding registration and compliance filings.
• Prior experience supporting both finance/accounting and payroll functions.

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Work Location: In person

Pay: $22.00 - $25.00 per hour

Expected hours: 40.0 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Vision insurance

Work Location: In person