Finance & Operations Coordinator

Job not on LinkedIn

🔥 1 hour ago

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

⏰ Full Time

🟢 Junior

⚙️ Operations

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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The Institutes

WebsiteLinkedInAll Job Openings

201 - 500 employees

🛡️ Insurance

📚 Education

🤝 Non-profit

Insurance • Education • Non-profit

The Institutes is a not-for-profit organization founded in 1909 that educates, elevates, and connects professionals in risk management and property-casualty insurance. With 115+ years of history, it serves roughly 1. 1–1. 3 million professionals and individuals annually, produces 300+ events (conferences, webinars, podcasts, presentations) each year, and is a frequent source of thought leadership for media. The organization’s mission centers on workforce education, professional development, and industry-focused research and events to support the insurance and risk management community globally.

📋 Description

• Prepare and send invoices, payment reminders, and follow-up communications regarding outstanding balances • Process and monitor incoming payments and verify receipts • Maintain billing records and support revenue tracking activities • Generate and maintain financial and operational reports covering accounts receivable, billing status, payment tracking, sponsorships, advertising, events, and related business activities • Respond to billing inquiries, research discrepancies, assist with issue resolution, and provide payment-status updates • Generate monthly reports and assist with commission verification and related financial tracking • Maintain the accuracy and organization of operational data, reporting systems, and internal databases • Assist with scheduled and ad hoc operational reports and analytics • Support operational workflows and process improvement initiatives • Maintain data hygiene and identify inconsistencies, gaps, or process issues • Coordinate with internal departments and external vendors on operational initiatives, reporting needs, and system-related projects • Provide administrative and operational support for business systems, applications, reporting tools, and process documentation • Support the Operations Manager with operational projects, reporting analysis, workflow coordination, and strategic initiatives • Maintain professional relationships with internal stakeholders, external partners, clients, and vendors • Perform additional operational, financial, reporting, and administrative duties as assigned

🎯 Requirements

• Associate degree or equivalent experience required; Bachelor’s degree preferred • 1+ years of experience in billing, finance support, operations, reporting, administrative support, or related business operations roles preferred • Experience supporting accounts receivable, operational reporting, data management, or financial tracking activities preferred • Strong proficiency in Microsoft Office applications including Excel, Outlook, Word, and PowerPoint required • Experience working with CRM systems, databases, reporting tools, event platforms, or business applications preferred • Strong analytical, organizational, and problem-solving skills required • Experience with chapter or community management a plus • Basic understanding of accounting principles, accounts receivable processes, financial reporting, and operational business practices • Exceptional oral and written communication skills • Ability to identify issues, analyze information, solve problems, and recommend practical solutions while maintaining accuracy and attention to detail • Ability to prioritize multiple responsibilities and meet deadlines in a fast-paced environment • Ability to establish and maintain effective working relationships across departments, vendors, clients, and leadership teams • Ability to maintain strict confidentiality while handling financial information, reports, commissions, operational data, and internal business information

🏖️ Benefits

• 401(k) plan with company contribution up to 16% • Generous time off package that includes paid vacation, personal, sick, and holidays • Paid maternity and parental leave • Tuition reimbursement • Medical, dental, vision, and prescription coverage • Free lunch every day when working on campus • Onsite fitness center • 1.25-mile walking path on the Malvern campus • Work-life balance • Friendly, team-focused work environment